AI Integration With Amazon And Google Will Strengthen Future Position

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

27 Apr 25

Updated

09 Jan 26

Views

911

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-42.3%

7D

-5.3%

Loading

1Y

-42.3%

7D

-5.3%

You can edit this narrative until Jan 10 2:07 AM. Then, changes will post as Updates.

Author's Valuation

US$51.7831.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Jan 26

Fair value Decreased 3.25%

GTLB: Renewed Takeover Interest Will Support Future Upside Versus Competitive Concerns

Analysts have trimmed their fair value estimate for GitLab to $51.78 from $53.52, reflecting a lower average price target after some firms cited rising competition from Microsoft's GitHub and uneven go-to-market execution. Analyst Commentary Recent research on GitLab highlights a mix of cautious and neutral views, with most commentary centering on competition from GitHub, execution across the sales organisation, and how those factors may influence the valuation reset.

Shared on 23 Dec 25

Fair value Decreased 0.28%

GTLB: Renewed Takeover Buzz Will Drive Future Upside Amid AI Workflow Shift

Analysts have modestly reduced their average price target on GitLab by about $0.15 to approximately $53.52. This reflects a slightly lower long term growth outlook and valuation multiple as they await clearer guidance under new leadership and better visibility into how evolving agentic coding tools may shift value across the DevOps landscape.

Shared on 09 Dec 25

Fair value Decreased 6.82%

GTLB: Share Momentum Will Increase On Renewed Takeover Interest Amid AI Efficiency Shift

Analysts have modestly reduced their price target on GitLab to about $54 per share from roughly $58. They cite slightly slower expected revenue growth and a lower future earnings multiple for DevOps platforms as AI driven efficiencies temper industry expansion, even as profit margin assumptions edge higher.

Shared on 25 Nov 25

Fair value Decreased 1.79%

GTLB: Share Momentum Will Strengthen On Potential Takeover And AI Adoption

Analysts have decreased their price target for GitLab from $58.64 to $57.59, citing ongoing questions about guidance durability, go-to-market adjustments, and cautious management commentary, even though the company has shown recent business momentum. Analyst Commentary The recent round of analyst updates reflects a mixed but thoughtful outlook on GitLab’s current positioning and forward trajectory.

Shared on 19 Sep 25

Fair value Decreased 5.12%

Analysts have trimmed GitLab's price target to $58.64, citing softer SMB revenue, one-time headwinds, cautious management guidance amid leadership transition, and ongoing questions about growth durability, despite constructive AI prospects and strong recent results. Analyst Commentary Cautious revenue outlook driven by SMB weakness, one-time impacts to self-managed revenue, and conservative go-to-market adjustments.

Shared on 04 Sep 25

Fair value Decreased 0.78%

Analysts maintain a constructive long-term outlook on GitLab citing robust growth potential and margin expansion, but near-term caution around macroeconomic uncertainty and limited immediate catalysts has driven a modest reduction in the consensus price target from $62.30 to $61.81. Analyst Commentary Bullish analysts cite a significant runway for growth driven by demand for solutions addressing the complexity of modern cloud environments and emerging generative AI applications.

Shared on 01 May 25

Fair value Decreased 1.38%

AnalystConsensusTarget Fair Value

US$51.78

31.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

15.22%

Software revenue growth rate

1.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.43%

Calculation

US$184.54m

Earnings '29

x

65.09x

PE Ratio '29

=

US$12.01b

Market Cap '29

US$12.01b

Market Cap '29

/

182.32m

No. shares '29

=

US$65.88

Share Price '29

US$65.88 Share Price '29

Discounted to 2026 @ 8.43% p.a.

=

US$51.69

Fair Value '26