Markets are rapidly repricing the timing of Anduril's public debut. The company's near-term IPO odds collapsed today, with the odds of a March 1, 2027 announcement falling to 16¢ from 60¢ — a dramatic 44¢ drop.

Recent reports that Anduril is pursuing up to $8 billion in new funding at a valuation exceeding $60 billion appear to have shifted trader expectations. While founder Palmer Luckey has confirmed interest in an eventual IPO, the massive private funding round suggests the company may stay private longer than markets initially expected.

The market is pricing similar delays across all Anduril IPO windows — February, May, and June 2027 dates all fell 30¢+ today as traders recalibrate their expectations for when the defense tech unicorn will go public.