DataRobot became a unicorn in 2021, reaching the milestone in 9 years. However, third-party fund marks from Franklin Templeton and BlackRock as of late 2025 and early 2026 imply a small fraction of the $6.3B Series G valuation, with BlackRock's Series F position marked at roughly 28% of cost basis. The company competes against cloud hyperscalers—AWS SageMaker, Google Vertex AI, Azure ML—that bundle AI/ML tooling with their broader infrastructure at subsidized economics.
Cyborg Score Rationale
DataRobot commands strong enterprise traction and retained tier-one investor backing, but faces significant valuation compression since its 2021 peak and intensifying competition from well-capitalized cloud hyperscalers bundling AI/ML capabilities at lower cost. Capital constraints and commodity risk in agentic AI threaten its ability to fund growth and M&A.
Top Insights
DataRobot generates an estimated $285M in annual revenue, indicating substantial enterprise adoption, though valuation compression since 2021 suggests profitability or growth challenges may be constraining market confidence.
DataRobot acquired Agnostiq in February 2025, signaling strategic investment in workflow orchestration and MLOps integration despite capital constraints limiting M&A flexibility.
DataRobot was named a Leader in Gartner Magic Quadrant for Data Science and Machine Learning Platforms for the third consecutive year in June 2026, validating competitive positioning but not offsetting hyperscaler displacement risks.
Named Competitors
AWS SageMaker — Cloud-native ML and AI services bundled with broader AWS infrastructure
Google Vertex AI — Unified ML platform bundled with Google Cloud infrastructure
Azure ML — Machine learning platform integrated with Azure cloud services
Databricks — Data and AI platform for enterprise ML and analytics
Dataiku — Collaborative platform for data analytics and machine learning
Recent Developments
(February 2025) Acquired Agnostiq to expand MLOps and workflow orchestration capabilities
(January 2026) Franklin Templeton marked Series F stake at $2.02/share, down 69% from cost basis
(June 2026) Named Gartner Magic Quadrant Leader for Data Science and Machine Learning Platforms for third consecutive year
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