StackBlitz
StackBlitz makes Bolt.new, an AI tool that builds apps from text prompts in the browser.
The call
Bolt.new proved AI coding tools can grow fast, then stalled at $40M while Lovable raced to $400M and Anthropic began selling the same agent capability directly.
StackBlitz makes Bolt.new, a web-based coding environment that uses Claude AI to help build apps and websites. The company grew very fast at first (reaching $40 million in yearly revenue in just five months), but then stopped growing while a rival called Lovable kept climbing to ten times that amount. The real problem is that Anthropic, the company behind Claude, just released its own general-purpose AI agent tools that do the same thing Bolt does, so there is less reason for customers to pay StackBlitz instead of building with Anthropic directly or using Microsoft's GitHub Copilot, which is already built into tools most developers use.
Why
01
AI pressure: Anthropic Claude Agent SDK and Managed Agents. Anthropic now sells the same agentic coding capability Bolt built on top of Claude, cutting into what made Bolt special. Could AI do the core job? Yes, likely.
02
Bigger players: Microsoft (GitHub Copilot). Copilot hit $400M ARR growing 281% while Bolt sits flat at $40M, and Microsoft is both partner and rival through Azure and M365. Could a giant copy it? Yes, easily.
03
What protects it. WebContainers tech and Bolt Cloud lock some developers into StackBlitz's browser environment and workflow.
What would change this call
StackBlitz announces a Series C or updated valuation within 6 months. Shows whether investors still back Bolt despite the ARR plateau.
Bolt.new ARR remains near $40M through year-end 2026. Confirms growth has stalled while rivals like Lovable keep scaling.
Anthropic expands Claude Agent SDK/Managed Agents into a first-party coding agent product. Would show Anthropic commoditizing the exact layer Bolt sells.
Bolt.new ARR remains near $40M through year-end 2026. Confirms growth has stalled while rivals like Lovable keep scaling.
Anthropic expands Claude Agent SDK/Managed Agents into a first-party coding agent product. Would show Anthropic commoditizing the exact layer Bolt sells.
Key numbers
- $40M ARR, unchanged since March 2025
- Rival Lovable reached $400M ARR
- No new funding since $105.5M Series B
Named risks
- Bolt.new's ARR has stalled near $40M since March 2025 while rivals scaled 10x.
- Core product is a Claude harness exposed to Anthropic's own Agent SDK and Managed Agents.
- No new funding round in 18 months since Series B raises financing risk.
- August 2026 v1 Agent retirement could disrupt existing customer projects and churn.
- Crowded, well-funded competitive field including Cognition, Cursor, Emergent, and poolside.
Rivals, as read in July 2026
| Rival | Direction | Evidence |
|---|---|---|
| Lovable | losing to | Lovable reached ~$400M ARR by Feb 2026 vs Bolt.new's ~$40M as of Jul 2026 |
| GitHub Copilot (Microsoft) | contesting | Copilot at ~$400M ARR, +281% YoY, while also hosting Bolt via Azure/365 partnership since May 2026 |
| Anthropic | losing to | Agent SDK and Managed Agents (Apr-Jul 2026) generalize the harness capability Bolt sells |
| Cognition (Devin) | gaining on | Reached ~$26B valuation after $1B+ raise, May 2026, after acquiring Windsurf in 2025 |
| Emergent | gaining on | YC-backed rival reported ~$100M ARR within 8 months, per Business Insider, mid-2026 |
Questions people ask
- Is StackBlitz profitable in 2026?
- No profitability figures are disclosed. StackBlitz's Bolt.new product reached about $40M ARR by March 2025 and remained near that level as of July 2026, per tech-insider.org, with no public statement on profitability.
- Could Anthropic's Claude replace Bolt.new?
- Bolt.new is built as a Claude orchestration layer. Anthropic shipped its Claude Agent SDK (2026-07-05) and Managed Agents framework (2026-04-08), which generalize the exact agentic-coding capability Bolt commercializes, creating direct commoditization risk.
- Who owns StackBlitz?
- StackBlitz, Inc. is privately held and venture-backed, with no parent company. Its largest round was a $105.5M Series B led by Emergence Capital and GV, announced around 2025-01-21, valuing the company at roughly $700M.
- Is joining StackBlitz (Bolt.new) a safe career move?
- Mixed signal. Bolt.new scaled from $0 to $40M ARR with fewer than 20 people by March 2025, but ARR has stalled near $40M since then (as of 2026-07-17) while rival Lovable reached about $400M ARR, and no new funding round has been reported in 18 months.
- Who is StackBlitz's biggest competitor?
- Lovable, a Stockholm-based rival, reported roughly $400M ARR by February 2026, about 10x StackBlitz's Bolt.new figure of $40M as of July 2026 per tech-insider.org, making it the clearest revenue-scale competitor in AI app-building.
- Has StackBlitz raised new funding recently?
- No. Its last disclosed round was a $105.5M Series B around January 2025, bringing total disclosed funding to about $135M as of December 2025 per sacra.com, with no new priced round reported through mid-2026.
Timeline
- 2026-08-03Legacy v1 Agent retired, Claude Agent becomes default in Bolt.new
- 2026-07-17Bolt Slides launched, turning decks into interactive React apps
- 2026-07-05Anthropic publishes Claude Agent SDK blog, generalizing Bolt's core capability
- 2026-05Bolt.new adds Microsoft Azure/365/Teams/Copilot integration and Marketplace listing
- 2026-04-08Anthropic publishes Managed Agents framework (Decoupling the brain from the hands)
- 2026-04Real-time multiplayer collaboration shipped in Bolt.new
- 2026-02MCP server integrations added for Notion, Linear, GitHub
- 2025-10Expanded Anthropic partnership brings Claude Sonnet 4 with higher rate limits
- 2025-09Bolt Cloud V2 adds Postgres, native auth, storage, Stripe payments
- 2025-01-21StackBlitz closes $105.5M Series B at roughly $700M valuation
Revision history
21 July 2026
First assessed. Losing its protection. The text above is fixed as of this date and is not edited afterwards.
In the same band
Sources
- AI Text-to-Code Startup StackBlitz Is in Talks for a $700 Million Valuation (2025-01-21)
- Bolt.new revenue, funding & news
- Inside Bolt: From near-death to ~$40m ARR in 5 months (2025-03-13)
- $400M vs $40M ARR Gap [2026] (2026-07-17)
- Bolt.new (2026-06-23)
- Bolt.new Review (2026) (2026-06-13)
- Bolt.new (2026-04-06)
- Release Notes
- StackBlitz Launches Bolt Slides for Interactive React Presentations (2026-07-17)
- StackBlitz, Products, Competitors, Financials (2026-07-01)
- Agent SDK overview (2026-07-14)
- Decoupling the brain from the hands (2026-04-08)