DataRobot valuation reset from third-party marks

The key implication is that DataRobot’s 2021 price now looks like a market top, not a durable operating benchmark. The outside marks that matter here are not vague sentiment signals, they are line by line fair values on actual Series F holdings. ClearBridge marked its stake at $3.32 per share as of October 31, 2025, then at $1.43 per share as of April 30, 2026, versus DataRobot’s own Series G issue price of $27.36 in July 2021 and Series F issue price of $13.14 in late 2020. That gap shows how far private market buyers have reset what they think this asset is worth.1 2 3 4

• ClearBridge’s mark makes the compression concrete. Its 279,847 Series F shares were carried at $930,433 on October 31, 2025, with a cost basis of $3.68M, then at $400,972 on April 30, 2026. That is roughly an 89 percent drop from cost by spring 2026.1 2
• BlackRock showed the same pattern independently. BlackRock Science and Technology Trust carried 228,276 DataRobot Series F shares at $851,469 as of December 31, 2025, against a $2.999M cost basis. A separate BlackRock vehicle with a larger position marked the same series at $3.264M against an $11.5M cost basis.5 6
• The operating backdrop helps explain why the peak did not hold. DataRobot’s funding valuation moved from $1.2B in 2019, to $2.7B and $2.8B in 2020, to $6.3B in 2021, while estimated ARR growth slowed from 57 percent in 2020 to 25 percent in 2021, then to about 13 percent in 2022 and 2023. Meanwhile, nearby platform companies like Dataiku kept growing into the generative AI cycle, reaching an estimated $300M ARR in 2024.3 4 7 8

Going forward, this kind of mark down pushes DataRobot toward proving value in today’s enterprise AI budget, not yesterday’s AutoML narrative. The companies that recover from this reset are the ones that become core workflow software for deploying, governing, and operating AI in production, because that is where buyers still spend and where valuation support can rebuild.7 8 9