Companies/AI infra SW/PRIV-WANDB

PRIV-WANDB

Weights & Biases

PrivateWatchlist Only

AI infrastructure software·US·San Francisco, CA

Business overview

AI infrastructure exposure

ML experiment tracking + eval platform widely used by frontier labs.

De facto standard for ML training observability; expanding into agent eval and prompt engineering.

Products

Experiments
Models
Weave

Customers (3)

OpenAI
Anthropic
Enterprises

Competitors (2)

MLflow
Neptune

Composite score

Higher = stronger overall research case

Fundamental55

Technical50

Valuation60

AI relevance60

Risk-adjusted (higher = safer)57

Segment-relative fundamental percentile: 23

Financial summary

Curated, illustrative

Revenue

$130.00M

Growth (YoY)

120.0%

Gross margin

65.0%

Operating margin

-15.0%

FCF

$-39.00M

Capex

$6.50M

Net cash / (debt)

$0.00

ROIC

-25.0%

Customer conc.

Medium

Valuation

Market cap

$1.40B

Enterprise value

$1.40B

P/E (TTM)

—

Forward P/E

—

EV / Sales

—

EV / EBITDA

—

P / FCF

—

PEG

—

Rule of 40

—

Risks

Severity 1 (low) to 5 (severe)

3
Frontier lab in-housing

Score components

What drove the composite

Growth100

Profitability22

Cash generation20

Balance sheet78

Moat / AI relevance62

Capital intensity (higher = lighter)73

Customer diversification60

Valuation discipline (dilution)42

Trend (MA50/MA200)50

Momentum (3/6/12m)50

Relative strength50

Realized vol (higher = lower vol)50

Segment peers

Other companies in AI infra SW