**Databricks has driven stronger recent valuation momentum through accelerating AI-linked revenue growth and successive large funding rounds at sharply higher marks.** In August 2026 it closed a $5 billion equity round at a $190 billion valuation—up from $134 billion in February and $100 billion the prior September—on annualized revenue exceeding $7 billion with 80%+ year-over-year growth and positive free cash flow. Its AI products now contribute over $1.4 billion in run rate, supported by high net retention above 140% and demand for data platforms serving enterprise AI agents and analytics. Stripe, by contrast, reached a $159 billion tender offer valuation in February 2026 on $1.9 trillion in 2025 payment volume (34% YoY growth) and has seen secondary marks hover in a similar range without comparable step-ups. While it continues expanding via payments infrastructure and selective AI acquisitions such as OpenRouter, its trajectory reflects steadier fintech scaling rather than the rapid re-rating seen in data-and-AI infrastructure plays. Traders assign Databricks the 75.5% implied probability because its valuation has risen more than 40% in roughly six months amid verifiable revenue acceleration and investor appetite for AI data capabilities, while Stripe’s private-market pricing has remained relatively stable. Near-term catalysts include any further Databricks product momentum around Lakebase or Genie versus Stripe’s ongoing tender activity or potential strategic moves, though both remain private with resolution hinging on the September 2026 valuation comparison.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jourNPM Prices are published for trading days only and are updated once daily at 1:00 PM ET on the following calendar day.
If NPM has not published relevant data for the specified date by 1:00 PM ET on the calendar date following the specified month, this market may remain open until 11:59 PM ET on the third business day following the specified month. If no further data is released by that time, the market will resolve according to the latest available data.
If NPM ceases publishing relevant data prior to the specified date, this market will resolve based on the NPM data published prior to the cessation of coverage, as well as applicable public market capitalization data following an IPO or direct listing.
If a company completes an IPO or direct listing before the end of the specified month, this market will resolve according to the company's public market capitalization at the market close of the specified date.
Public market capitalization will be determined through appropriate calculation using the final official regular-hours closing prices published for the company's listed equities on its primary exchange for the specified date, multiplied by the company's total number of shares outstanding at the relevant time. If necessary, to accurately capture the company’s total market capitalization, rather than a stock-class-specific market capitalization, the calculation will include all outstanding share classes and apply any stated conversion ratios to the publicly traded class. Where no conversion right exists, such shares will be counted at their stated outstanding amount without discount, unless official filings explicitly specify differently. The number of outstanding shares will be determined from official company filings or disclosures (e.g., SEC filings).
If a listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies.
If a listed company is acquired, merges into another entity and is no longer the surviving parent company, or otherwise ceases to exist as an independent entity prior to the end of the period, only the NPM valuation and applicable public market capitalization achieved prior to completion of the transaction will be considered for resolution. No transaction, acquisition, or merger consideration will be considered for resolution.
The resolution source for this market is NPM data published here (https://fe.secondmarket.com/companies/data?start_date=2026-08-31&view=change&companies=company-6edded11-6786-4392-9695-3cce6fda0de0%2Ccompany-53787f17-a704-47a9-895a-cb54833bdb1f). The resolution source for any period following an IPO, direct listing, or relevant corporate action, will be official exchange trading data and publicly reported share counts.
If Databricks' unrounded percentage increase in valuation is equal to Stripe's percentage increase in valuation at resolution, this market will resolve to 50-50.
Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.
Marché ouvert : Aug 31, 2026, 6:53 PM ET
NPM Prices are published for trading days only and are updated once daily at 1:00 PM ET on the following calendar day.
If NPM has not published relevant data for the specified date by 1:00 PM ET on the calendar date following the specified month, this market may remain open until 11:59 PM ET on the third business day following the specified month. If no further data is released by that time, the market will resolve according to the latest available data.
If NPM ceases publishing relevant data prior to the specified date, this market will resolve based on the NPM data published prior to the cessation of coverage, as well as applicable public market capitalization data following an IPO or direct listing.
If a company completes an IPO or direct listing before the end of the specified month, this market will resolve according to the company's public market capitalization at the market close of the specified date.
Public market capitalization will be determined through appropriate calculation using the final official regular-hours closing prices published for the company's listed equities on its primary exchange for the specified date, multiplied by the company's total number of shares outstanding at the relevant time. If necessary, to accurately capture the company’s total market capitalization, rather than a stock-class-specific market capitalization, the calculation will include all outstanding share classes and apply any stated conversion ratios to the publicly traded class. Where no conversion right exists, such shares will be counted at their stated outstanding amount without discount, unless official filings explicitly specify differently. The number of outstanding shares will be determined from official company filings or disclosures (e.g., SEC filings).
If a listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies.
If a listed company is acquired, merges into another entity and is no longer the surviving parent company, or otherwise ceases to exist as an independent entity prior to the end of the period, only the NPM valuation and applicable public market capitalization achieved prior to completion of the transaction will be considered for resolution. No transaction, acquisition, or merger consideration will be considered for resolution.
The resolution source for this market is NPM data published here (https://fe.secondmarket.com/companies/data?start_date=2026-08-31&view=change&companies=company-6edded11-6786-4392-9695-3cce6fda0de0%2Ccompany-53787f17-a704-47a9-895a-cb54833bdb1f). The resolution source for any period following an IPO, direct listing, or relevant corporate action, will be official exchange trading data and publicly reported share counts.
If Databricks' unrounded percentage increase in valuation is equal to Stripe's percentage increase in valuation at resolution, this market will resolve to 50-50.
Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.
**Databricks has driven stronger recent valuation momentum through accelerating AI-linked revenue growth and successive large funding rounds at sharply higher marks.** In August 2026 it closed a $5 billion equity round at a $190 billion valuation—up from $134 billion in February and $100 billion the prior September—on annualized revenue exceeding $7 billion with 80%+ year-over-year growth and positive free cash flow. Its AI products now contribute over $1.4 billion in run rate, supported by high net retention above 140% and demand for data platforms serving enterprise AI agents and analytics. Stripe, by contrast, reached a $159 billion tender offer valuation in February 2026 on $1.9 trillion in 2025 payment volume (34% YoY growth) and has seen secondary marks hover in a similar range without comparable step-ups. While it continues expanding via payments infrastructure and selective AI acquisitions such as OpenRouter, its trajectory reflects steadier fintech scaling rather than the rapid re-rating seen in data-and-AI infrastructure plays. Traders assign Databricks the 75.5% implied probability because its valuation has risen more than 40% in roughly six months amid verifiable revenue acceleration and investor appetite for AI data capabilities, while Stripe’s private-market pricing has remained relatively stable. Near-term catalysts include any further Databricks product momentum around Lakebase or Genie versus Stripe’s ongoing tender activity or potential strategic moves, though both remain private with resolution hinging on the September 2026 valuation comparison.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour



Méfiez-vous des liens externes.
Méfiez-vous des liens externes.
Questions fréquentes