-58%

est. 2Y upside i

DevOps & InfraSeries D+

The platform for building and operating time series applications.

Rank

#3298

Sector

Database Software, Developer Tools

Est. Liquidity

~3Y

Data Quality

Data: Medium

InfluxData presents a moderate upside opportunity for a job seeker.

Last updated: March 10, 2026

Bull (15%)+170%

InfluxData's new InfluxDB IOx engine achieves significant market traction, capturing substantial share in the growing time-series database market, especially in IoT and real-time analytics. This drives revenue to $200M+ by 2028 and justifies a $2.3B+ valuation at a 11.5x revenue multiple, reflecting strong product differentiation and customer stickiness.

Base (50%)+30%

InfluxData maintains its strong position in the specialized time-series database market, growing revenue steadily to ~$120M by 2028. Despite competitive pressures from cloud providers, its open-source community and enterprise offerings support a valuation of ~$1.1B, representing moderate upside.

Bear (35%)-60%

Intense competition from dominant cloud providers and established database companies like MongoDB and Splunk leads to pricing pressure and slower-than-expected adoption of InfluxDB Cloud. Revenue growth stalls, resulting in a down round or acquisition at a valuation of ~$340M, significantly impacting common stock value due to liquidation preferences.

Est. time to liquidity~3.0 years

Preference Stack Risk

high

Investors have put in $171M in equity funding. At the estimated current valuation of $850M, this represents a 20.1% preference stack. In an exit at or below $171M, common shareholders would receive nothing.

Dilution Risk

moderate

As a Series E company, InfluxData may require additional funding rounds before an IPO or acquisition, leading to further dilution of existing equity holders.

Secondary Liquidity

limited

Secondary markets like Nasdaq Private Market, Forge, Hiive, and EquityZen offer avenues for accredited investors to buy and sell InfluxData shares, but liquidity is not guaranteed and is subject to company policies and market interest.

Questions to Ask at the Interview

Strategic questions based on InfluxData's data — designed to show you've done your homework.

  • 1

    Given the strong competition from cloud providers like AWS, Azure, and Google with their own time-series offerings, how does InfluxData plan to differentiate and maintain its competitive edge, particularly with the InfluxDB Cloud offering?

  • 2

    With an estimated annual revenue of ~$75M as of June 2025 and a 30% increase in enterprise subscriptions in 2024, what is the company's strategic roadmap for accelerating revenue growth and achieving profitability in the next 2-3 years?

  • 3

    As a Series E company, how is InfluxData thinking about the timeline and potential pathways to a liquidity event (e.g., IPO or acquisition) for employees, and what are the company's plans regarding future funding rounds and potential dilution?

Community

Valuation Sentiment

Our model estimates -58% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.