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MarketsAI

OpenAI’s valuation end of November 2026?

Polymarket prediction market· Same prices, rules and result

OPEN9 optionsCloses Dec 1, 2026Research 1h ago

Polymarket chance · top 4 of 9 options

$1.30T+ 51%$1.20-$1.30T 23%$1.10-$1.20T 12%$1.00-$1.10T 2%

9 options · in level order

OptionChance: Polymarket's displayed chance: the midpoint of the best bid and ask. When the spread is wider than 10¢, the last trade instead, as on Polymarket.24hAI analystsTiers 1–2Buy
<$600B1%−1.1 pts1%0 · 1
$600-$700B———none
$700-$800B<1%—1%none
$800-$900B2%—2%none
$900B-$1.00T<1%—2%none
$1.00-$1.10T2%—4%none
$1.10-$1.20T12%+3.5 pts11%none
$1.20-$1.30T23%+5.5 pts13%none
$1.30T+51%−22.5 pts39%0 · 1

9 open levels, in level order.

1AI analysts

7 AI analysts · each gives every option a chance · updated 1h ago
OptionMarketAI averageAIGap
<$600B1%1%0
$600-$700B———
$700-$800B<1%1%+1
$800-$900B2%2%0
$900B-$1.00T<1%2%+1
$1.00-$1.10T2%4%+2
+3 more options

AI analysts' average · $1.00-$1.10T

4%

2 pts above the market · 1 AI analyst

Track record

Track record: How close each AI analyst's odds came to the result on settled markets, against the market price at the moment of each view (Brier score, each market once). 1 level, 0 price closer, on 174 settled markets each. Past performance is not indicative of future results.

Each AI analyst's odds and reason for every option are in Plus. The Free preview shows the averages and the gaps.

The AI analysts are Kellian's own agents and trade the markets they rate, with play money. Past performance is not indicative of future results.

2News

  • 1h
    OpenAI Cuts $150 Billion Valuation as Anthropic Reports $80 Billion Loss: Is the AI Boom Cracking?
    Brave New Coin
  • 2h
    OpenAI lowers fundraising valuation target to $1.25T amid investor concerns over AI spending.
    Pluang
  • 6h
    OpenAI trims valuation target to $1.25T after pitching higher price
    www.ft.com
  • 7h
    OpenAI cuts fundraising valuation target to $1.25 trillion after investor pushback
    Proactive financial news
  • 8h
    OpenAI Reportedly Seeks $30 Billion at Lower $1.25 Trillion Valuation Amid Lukewarm Investor Sentiment: 'This Time Is a Bit of a Thud'
    TradingView
  • 10h
    Why OpenAI Lowered Its Price Tag Weeks Before Anthropic Goes Public
    BeInCrypto
  • 10h
    OpenAI seeks another $30 billion at a $1.25 trillion valuation ahead of going public
    NEWS.am TECH
  • 10h
    OpenAI cuts $150 billion from its valuation target. What changed?
    Firstpost
  • 14h
    Why is OpenAI lowering its valuation to $1.25 trn ahead of potential IPO?
    Business Standard
  • 17h
    OpenAI cuts valuation target amid AI investment cooldown and tech sell-off - CHOSUNBIZ
    Chosunbiz
  • 18h
    OpenAI and Poland’s NASK partner to advance AI safety and security
    OpenAI News
  • 19h
    OpenAI working on new $30B raise at $1.25T valuation ahead of IPO
    Mezha.net
  • 19h
    OpenAI said to cut valuation target to $1.25T
    Breakingthenews.net
  • 20h
    OpenAI trims its own valuation target to $1.25 trillion before IPO
    Startup Fortune
  • 20h
    OpenAI Seeks Up to $30 Billion at $1.25 Trillion Valuation, With UAE and Coatue Leading
    BigGo Finance
  • 21h
    OpenAI closes in on $30B funding round to reach $1.25T valuation: report
    Seeking Alpha
  • 21h
    OpenAI closing in on new funding round at $1.25 trillion valuation
    CNBC
  • 22h
    OpenAI nears up to $30 billion funding round at $1.25 trillion valuation led by UAE investors
    CNBC
  • 1d
    Uber brings ChatGPT Work to all employees with OpenAI
    OpenAI News
  • 2d
    OpenAI models are coming to Google Cloud
    OpenAI News
  • 2d
    OpenAI Valuation Contract Sets a $1.25 Trillion Year-End Test
    TOKENPOST
  • 2d
    OpenAI Seeks $30 Bn Funding at $1.4 Tn Valuation Ahead of Anthropic IPO: Report
    Analytics India Magazine
  • 2d
    OpenAI’s former research chief launches Arda at a $1.5bn valuation
    The Next Web
  • 2d
    OpenAI valuation odds jump after $30B raise report
    TradingView
  • 3d
    OpenAI Eyes A $1.4 Trillion Tag As Anthropic’s Wall Street Debut Nears
    Yellow.com
  • 3d
    Ex-OpenAI leaders launch defense startup Arda at $1.5B valuation
    Dealroom
  • 3d
    OpenAI Rushes to Raise $30B Funding at $1.4T Valuation Ahead of Anthropic's Highly Anticipated IPO
    36Kr
  • 3d
    Former OpenAI exec has quietly built $1.5 billion startup, betting AI can revive U.S. manufacturing
    CNBC
  • 3d
    Not Anthropic. Not OpenAI. This Is the Artificial Intelligence (AI) Stock I'd Buy Before the Next Mega-IPO.
    The Globe and Mail
  • 3d
    OpenAI’s Billion Users, US$852bn Valuation and Stargate
    AI Magazine
  • 3d
    OpenAI Reportedly Looking to Hurry and Get Valued at $1.4 Trillion Before Anthropic IPO
    Gizmodo
  • 3d
    OpenAI IPO Date: Investor Timeline, Valuation and Expectations
    SmartAsset
  • 3d
    OpenAI Stock IPO: Expected Valuation, Timeline and Investment Options
    SmartAsset.com
  • 3d
    OpenAI races to raise $30 billion at $1.4 trillion valuation ahead of Anthropic IPO
    CTech
  • 3d
    OpenAI Jumps the Gun With $30 Billion Raise at Up to $1.4 Trillion Valuation, Looking to Upstage Anthropic's IPO
    BigGo Finance
  • 3d
    OpenAI races to raise $30 bln ahead of Anthropic IPO, Reuters reports
    Yahoo Finance Australia
  • 3d
    OpenAI accelerates fundraising ahead of Anthropic IPO
    Crypto Briefing
  • 3d
    OpenAI rushing to raise $30 billion before Anthropic’s IPO. What is at stake?
    Firstpost
  • 3d
    OpenAI’s Fast Fundraise Looks Like A Preemptive Strike On Anthropic
    Finimize
  • 3d
    EXCLUSIVE: OpenAI seeks to accelerate fundraising ahead of Anthropic IPO, sources say
    Reuters
  • 4d
    OpenAI valuation 2026 Odds & Prediction Market Analysis
    CryptoSlate
  • 5d
    OpenAI on the Eve of IPO: 600 Employees Cash Out $6.6 Billion as Valuation Soars 70% in a Year
    BigGo Finance
  • 6d
    Video: Opinion | Why the Anthropic and OpenAI I.P.O.s Are Unusual
    The New York Times
Headlines link to the publisher. Kellian shows titles only.

3Smart money: Ranked traders who hold this market: side, shares and average entry. From Polymarket's public data.

Polymarket's traders in this topic by 3-month profit · updated 1h ago
OptionYes holdersNo holdersYes · No
<$600BNo dedidancdedidanc: Tier 2, #26 by 3M P&L in this topic. Plus shows their size and average entry. T201 dedidancdedidanc: Tier 2, #26 by 3M P&L in this topic. Plus shows their size and average entry. T20 · 1
$1.30T+No KimchiCapitalKimchiCapital: Tier 2, #23 by 3M P&L in this topic. Plus shows their size and average entry. T201 KimchiCapitalKimchiCapital: Tier 2, #23 by 3M P&L in this topic. Plus shows their size and average entry. T20 · 1

7 options: no ranked trader holds them

Best-ranked first. Tier 1 ranks 1–10, Tier 2 ranks 11–50.

See all of them, their size, average entry, when most of their shares came in, and every move.

Past performance is not indicative of future results.

Rules Polymarket's rules · the same for all 9 options

This market will resolve according to OpenAI's private market valuation, as measured by the NPM Price reported by Nasdaq Private Market, LLC (NPM) for the last trading day of the specified month. If the determined value falls exactly on the boundary between two brackets, this market will resolve to the higher bracket. NPM Prices are published for trading days only and are updated once daily at 1:00 PM ET on the following calendar day. If NPM has not published relevant data for the last trading day of the specified month by 1:00 PM ET on the day following the last trading day of the specified month, this market may remain open until 11:59 PM ET on the third business day following the last trading day of the specified month. If no further data is released by that time, the market will resolve according to the data available. If NPM ceases publishing relevant data prior to the end of the specified period, this market will resolve based on the NPM data published for the period prior to the cessation of coverage, as well as any applicable public market capitalization data following an IPO or direct listing. If the company completes an IPO or direct listing before the end of the specified period, this market will consider the company’s public market capitalization on the last trading day of the specified month. Public market capitalization will be determined through appropriate calculation using the final official regular-hours closing prices published for the company's listed equities on its primary exchange for the last trading day of the specified month, multiplied by the company's total number of shares outstanding at the relevant time. If necessary, to accurately capture the company’s total market capitalization, rather than a stock-class-specific market capitalization, the calculation will include all outstanding share classes and apply any stated conversion ratios to the publicly traded class. Where no conversion right exists, such shares will be counted at their stated outstanding amount without discount, unless official filings explicitly specify differently. The number of outstanding shares will be determined from official company filings or disclosures (e.g., SEC filings). If the listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies. If the listed company is acquired, merges into another entity and is no longer the surviving parent company, or otherwise ceases to exist as an independent entity prior to the end of the period, only NPM valuations and applicable public market capitalizations achieved prior to completion of the transaction will be considered for resolution. No transaction, acquisition, or merger consideration will be considered for resolution. The resolution source for this market is NPM data published here: https://fe.secondmarket.com/companies/company-30839e0b-2730-4495-839f-1bf638fa9cca/data. The resolution source for any period following an IPO, direct listing, or relevant corporate action, will be official exchange trading data and publicly reported share counts. Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.Show rulesHide rules
Resolution criteria
This market will resolve according to OpenAI's private market valuation, as measured by the NPM Price reported by Nasdaq Private Market, LLC (NPM) for the last trading day of the specified month. If the determined value falls exactly on the boundary between two brackets, this market will resolve to the higher bracket. NPM Prices are published for trading days only and are updated once daily at 1:00 PM ET on the following calendar day. If NPM has not published relevant data for the last trading day of the specified month by 1:00 PM ET on the day following the last trading day of the specified month, this market may remain open until 11:59 PM ET on the third business day following the last trading day of the specified month. If no further data is released by that time, the market will resolve according to the data available. If NPM ceases publishing relevant data prior to the end of the specified period, this market will resolve based on the NPM data published for the period prior to the cessation of coverage, as well as any applicable public market capitalization data following an IPO or direct listing. If the company completes an IPO or direct listing before the end of the specified period, this market will consider the company’s public market capitalization on the last trading day of the specified month. Public market capitalization will be determined through appropriate calculation using the final official regular-hours closing prices published for the company's listed equities on its primary exchange for the last trading day of the specified month, multiplied by the company's total number of shares outstanding at the relevant time. If necessary, to accurately capture the company’s total market capitalization, rather than a stock-class-specific market capitalization, the calculation will include all outstanding share classes and apply any stated conversion ratios to the publicly traded class. Where no conversion right exists, such shares will be counted at their stated outstanding amount without discount, unless official filings explicitly specify differently. The number of outstanding shares will be determined from official company filings or disclosures (e.g., SEC filings). If the listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies. If the listed company is acquired, merges into another entity and is no longer the surviving parent company, or otherwise ceases to exist as an independent entity prior to the end of the period, only NPM valuations and applicable public market capitalizations achieved prior to completion of the transaction will be considered for resolution. No transaction, acquisition, or merger consideration will be considered for resolution. The resolution source for this market is NPM data published here: https://fe.secondmarket.com/companies/company-30839e0b-2730-4495-839f-1bf638fa9cca/data. The resolution source for any period following an IPO, direct listing, or relevant corporate action, will be official exchange trading data and publicly reported share counts. Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.
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$1.00-$1.10T · Buy YesOption 6 of 9

Polymarket price · live

Yes3¢
No98¢

Mid: The midpoint between the best price to buy and the best price to sell. When the spread is 10¢ or less, this is the chance the page shows. 2¢ · Spread: The gap between the best price to buy and the best price to sell. A wide spread means few orders near the price. 1¢

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Before you decide · $1.00-$1.10T

  • News18 today · latest 1h
  • AI analysts4% · 2 pts above
  • Tiers 1–2none of the top 50
Paper trading · play money

Paper-trade this market before you decide: same price as Polymarket, play money with no cash value.