Key points
- An Air Force contract worth up to $317.8 million puts Dataminr's public-data AI alerting on global events, though only $46.5 million was obligated at the award.
- Dataminr's still private, last valued near $4.1 billion in 2021, with no IPO filed.
- Dataminr completed its $290 million acquisition of ThreatConnect in November 2025 and used the technology to launch Dataminr for Cyber Defense in March 2026.
On August 26, the US Air Force awarded Dataminr a contract worth up to $317.8 million for what the Department of War's daily digest lists as "A2 Publicly Available Information Alerting." The work covers situational awareness, force protection, and warning on global events. Only $46.5 million was obligated at the award; additional amounts may be funded over the contract term. Dataminr is privately held and hasn't filed to go public.
| Term | Detail |
|---|---|
| Total value | $317,806,746 (firm-fixed-price) |
| Funded at award | $46,503,485 (fiscal 2026 O&M) |
| Period | Through June 25, 2031 |
| Competition | Eight offers received |
| Contracting office | Air Force District of Washington, Joint Base Andrews, Md. |
| Work location | Washington, D.C. |
| Contract number | FA7014-26-C-0026 |
Dataminr is a software company that sells real-time alerting drawn from public data. It scans open sources such as social media and news reports. It flags events as they happen, often before they reach a newsroom or a security team. The service falls broadly within open-source intelligence, or OSINT. Dataminr says more than 100 US government agencies and 20 international governments use it. The Air Force contract covers an enterprise alerting service, aimed at global events.
Is Dataminr going public?
Dataminr hasn't filed an S-1, the registration a company gives the Securities and Exchange Commission to start a public offering. It's still privately held. Its chief executive told CNBC in 2021 that the company was aiming to list around 2023. That didn't happen, and there's no new timeline.
Dataminr hasn't had a priced equity round since 2021. Its funding on the record:
| Round | Date | Amount | Valuation |
|---|---|---|---|
| Series F | March 2021 | $475M | ~$4.1B |
| Financing (Fortress, NightDragon) | September 2025 | $300M | not disclosed |
| Total raised | since inception | $1.2B+ | — |
Dataminr's biggest move last year was buying ThreatConnect for $290 million. It's a cyber threat-intelligence firm in Arlington, Virginia. Dataminr announced the deal in October 2025 and completed it that November. "By uniting our AI platform with the capabilities of ThreatConnect, Dataminr will fuse external public data signals and internal client data to pioneer the first-ever real-time Client-Tailored intelligence," said Ted Bailey, Dataminr's founder and CEO. ThreatConnect dates to 2011, employs about 170 people and serves 250 enterprise and government organizations. In March 2026, Dataminr rolled that technology into a new product, Dataminr for Cyber Defense.
Can you buy Dataminr stock?
No, not on any exchange. Because the company's private, there's no ticker. Secondary marketplaces for accredited investors, Forge Global among them, list Dataminr and post a private-market price, but they're limited to qualified buyers and aren't a public listing. For everyone else, there's no way in until Dataminr files an S-1, and it hasn't.
Sources:
- U.S. Department of War, Contracts for Aug. 26, 2026, contract FA7014-26-C-0026, on the contract value, funding and terms.
- Dataminr, "Dataminr Announces Intent to Acquire ThreatConnect," Oct. 21, 2025, on the $290 million deal, the September 2025 financing and the Bailey quote.
- CyberScoop, on the ThreatConnect acquisition and its terms.
- SiliconANGLE, Mar. 23, 2026, on the Dataminr for Cyber Defense launch.
- Forge Global, on Dataminr's private valuation, funding history and pre-IPO status.
This is general information, not investment advice.
