Anthropic Stock updates from an enterprise agents event sent software shares higher after the company unveiled Claude Cowork integrations with enterprise apps such as Slack, Intuit tools, Docusign, LegalZoom, FactSet and Gmail, according to reporting by CNBC.
Markets reacted as Salesforce shares jumped 4 percent, Docusign and LegalZoom each rose more than 2 percent, Thomson Reuters climbed over 11 percent and FactSet moved nearly 6 percent, CNBC reported.
Analysts at Wedbush Securities wrote in a research note that competition risk from AI is "overblown" and argued models cannot replace workflows tied to existing software ecosystems and data environments.
Other software and cybersecurity names also moved, with Okta and Cloudflare up about 2 percent, Zscaler and Tenable rising about 4 percent and SentinelOne climbing 3 percent, CNBC said, while CrowdStrike closed largely flat.
IBM shares, which sold off heavily on Monday after Anthropic highlighted a programming automation tool, rebounded more than 2 percent on Tuesday, CNBC added, with reporting contributions from Ashley Capoot and Kate Rooney.
Pre IPO Access And Indirect Exposure To Anthropic
Investors seeking direct Anthropic exposure face a private market only route, and platforms such as EquityZen and Hiive present options, EquityZen materials and a Hiive page show.
EquityZen describes Anthropic as a leader in AI research and safety and reported rapid revenue growth, saying the company's revenue run rate rose from about $1 billion at the start of 2025 to over $5 billion by August 2025, and noted a $13 billion Series F that valued Anthropic at $183 billion in September 2025.
The EquityZen overview added that Claude Code reached over $500 million in run rate revenue by May 2025 and that Anthropic faces risks, including a $1.5 billion copyright settlement and reports of misuse in its own Threat Intelligence Report published in August 2025.
EquityZen explained accredited investors can buy pre IPO shares via funds that pool allocations from existing shareholders and outlined exit paths, either through an IPO or an Express Deal on its marketplace.
Hiive displays an Anthropic price listing of $413.92 and warns that securities are speculative and illiquid, and that Hiive does not provide investment advice, noting brokerage fees and jurisdictional registration limitations.
For investors preferring indirect public exposure, an analysis published by The Motley Fool points to Zoom Communications, which invested $51 million in Anthropic in 2023 and now holds a stake analysts estimate could be worth between $2 billion and $4 billion, the article said.
The Motley Fool piece estimated Zoom's stake could reach $5 billion at IPO depending on dilution, noted Zoom's market cap of $26 billion as of February 24 and cited the company's cash and recent revenue and earnings figures to argue potential value from the Anthropic holding.
