OpenAI IPO Seen Delayed to 2027 as Kalshi Prices 59% Odds by March 1
Updated
Updated · CNBC · Jun 26
OpenAI IPO Seen Delayed to 2027 as Kalshi Prices 59% Odds by March 1
3 articles · Updated · CNBC · Jun 26
Summary
Kalshi traders now put a 59% chance on OpenAI officially announcing an IPO by March 1, 2027, after a New York Times report said the company may push its market debut into next year.
One-in-three odds remain for an announcement before January 1, but the market assigns a 73% chance by June 2027, with contracts resolving if the SEC clears an S-1, an IPO is priced, or a ticker is issued.
June 8 had been a key marker because OpenAI confidentially filed to go public, and 2026 was widely seen as the likely listing year before the latest delay expectations emerged.
SpaceX's recent IPO performance has made OpenAI advisers more cautious, the report said, after an initial rally and subsequent drop raised concerns that retail investors may be less eager buyers.
Anthropic, which also confidentially filed in early June, is still seen moving faster, with Kalshi traders assigning a 70% chance of an official IPO announcement by December.