Vibe-Coding Market Hits ~$4.7B (38% CAGR) as Cursor, Replit and Lovable Detach From SaaS Multiples

TechFundingNews·low signal

The vibe-coding category is estimated at ~$4.7B growing 38% annually toward a projected $12.3B by 2027, anchored by Cursor (~$29B, reportedly raising toward $50B), Replit ($9B), and Lovable ($6.6B). These valuations have decoupled from classic per-seat SaaS multiples because the tools replace the build step itself rather than selling seats around it. For builders: the category is consolidating into a few well-capitalized platforms even as it expands. (Funding rounds Nov 2025–Apr 2026; market sizing is current analysis.)