-56%

est. 2Y upside i

DevOps & InfraAI & MLSeries B

Roboflow creates software-as-a-service products to make building with computer vision easy. Over 500,000 developers use Roboflow to manage image data, annotate and label datasets, apply preprocessing and augmentations, convert annotation file formats, train a computer vision model in one-click, and deploy models via API or to the edge.

Rank

#1875

Sector

Developer Tools, Computer Vision, AI

Est. Liquidity

~4Y

Data Quality

Data: Medium

Roboflow presents a moderate upside opportunity, balanced by a high-risk profile.

Last updated: March 10, 2026

Bull (25%)+250%

Roboflow successfully expands its enterprise footprint, leveraging recent product launches like Workflows Builder 2.0 and RF-DETR to capture significant market share from legacy systems and fend off cloud incumbents. Revenue grows to over $250M by 2028, justifying a $1.05B+ valuation at a healthy multiple, providing substantial returns for common shareholders after preferences.

Base (30%)+75%

Roboflow maintains its strong position in the developer community and mid-market, achieving steady growth in its subscription revenue. While facing continued competition from major tech players, it carves out a niche with its end-to-end platform. Revenue reaches $100M-$150M by 2028, leading to a $525M valuation, offering moderate upside for common stock after accounting for liquidation preferences.

Bear (45%)-70%

Dominant incumbents like Google and Microsoft aggressively bundle competing computer vision tools into their cloud offerings, commoditizing key aspects of Roboflow's platform. Growth stalls, and the company struggles to differentiate, leading to a down round or acquisition at a significantly reduced valuation of $90M or less. Given $61M in liquidation preferences, common stock holders would see minimal to no return.

Est. time to liquidity~3.5 years

Preference Stack Risk

high

Funding Intensity

33%

Investors hold approximately $61M in liquidation preferences, which would be paid out before common shareholders in an exit event.

Dilution Risk

moderate

As a Series B company, Roboflow will likely require additional funding rounds, which will lead to further dilution for existing equity holders.

Secondary Liquidity

limited

While a secondary market valuation of $296M is noted, active secondary liquidity for individual employee equity is typically limited for private companies at this stage.

GTM — 10 roles

Marketing — 4 roles

Engineering — 3 roles

Operations — 2 roles

View all 19 open roles at Roboflow →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “Given the high incumbent threat from major cloud providers like Google and Microsoft, how does Roboflow plan to maintain and expand its market share, particularly with offerings like Vertex AI and Azure Machine Learning?”

  • 2

    “With revenue estimates varying significantly across sources, what is the current ARR, and what are the key drivers for achieving the projected growth to $100M+ in the next 2-3 years?”

  • 3

    “Considering the Series B funding in late 2024 and the current valuation, what is the anticipated timeline for a liquidity event (IPO or acquisition), and how is the company thinking about managing potential dilution for employees in future funding rounds?”

Community

Valuation Sentiment

Our model estimates -56% 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.