+95%

est. 2Y upside i

DevOps & InfraSeries B

Tools & infra to build and scale high-quality blockchain applications.

Rank

#727

Sector

Web3 Infrastructure

Est. Liquidity

~3Y

Data Quality

Data: Medium

Quicknode presents a moderate upside opportunity driven by its exceptional 310% YoY revenue growth and strong gross margins in a rapidly expanding Web3 infrastructure market.

Last updated: March 10, 2026

Bull (30%)+300%

Quicknode's accelerator program and continuous support for emerging blockchains drive significant developer adoption and enterprise contracts, pushing revenue to $100M+ by 2028 and justifying a $3.2B+ valuation at 32x revenue, a 300% upside.

Base (25%)+88%

Quicknode sustains strong growth in the competitive Web3 infrastructure market, reaching ~$75M in revenue by 2028. It maintains a ~20x revenue multiple, leading to a $1.5B valuation and an 88% upside.

Bear (45%)-38%

Increased competition from Alchemy and major cloud providers, coupled with potential regulatory headwinds, significantly slows Quicknode's growth. Revenue reaches ~$50M by 2028, and valuation multiple compresses to 10x, resulting in a $500M valuation and a 38% downside, severely impacting common stock value.

Est. time to liquidity~3.0 years

Preference Stack Risk

moderate

Funding Intensity

13%

Investors hold $106 million in liquidation preferences ahead of common stock. In an exit at or below $106 million, common stock holders would receive little to nothing.

Dilution Risk

moderate

Further dilution is likely as the company may raise a Series C round before a potential IPO.

Secondary Liquidity

limited

Secondary market liquidity exists for accredited investors via platforms like Nasdaq Private Market and Forge, but transactions are subject to company policies and market interest.

GenOps — 1 role

View all 8 open roles at Quicknode →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “Quicknode's 310% YoY growth is impressive, but competitors like Alchemy are also very well-funded and claim superior latency and accuracy in some benchmarks. How does Quicknode plan to differentiate and maintain its competitive edge against such strong players, especially as major cloud providers like AWS and Azure expand their Web3 offerings?”

  • 2

    “With a current valuation of $800M on ~$25M revenue, the company is trading at a high multiple. How do you see the path to a liquidity event, such as an IPO, in the next 2-4 years, and what key milestones in revenue growth and profitability will be critical to justify a significantly higher valuation at that time?”

  • 3

    “Given the potential for a Series C round before an IPO, how is Quicknode thinking about managing potential dilution for employees holding common stock or options, and are there any plans for secondary liquidity events or tender offers to provide earlier liquidity?”

Community

Valuation Sentiment

Our model estimates +95% 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.