GitLab Management
Management Kriterienprüfungen 3/4
GitLab CEO ist Bill Staples , ernannt in Dec 2024, hat eine Amtszeit von 1.75 Jahren. Die jährliche Gesamtvergütung beträgt $1.05M , bestehend aus 57.3% Gehalt und 42.7% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.072% der Aktien des Unternehmens, im Wert von $5.55M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 1 Jahre bzw. 6.9 Jahre.
Wichtige Informationen
Bill Staples
Geschäftsführender
US$1.0m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 57.30% |
| Amtszeit als Geschäftsführer | 1.8yrs |
| Eigentum des Geschäftsführers | 0.07% |
| Durchschnittliche Amtszeit des Managements | 1yr |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 6.9yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Sep 03
GTLB: AI Monetization And Flex Pricing Execution Will Shape Balanced Future Outlook
GitLab's analyst price target has moved higher toward about $54, as analysts point to stronger Q2 execution, healthier demand for its Ultimate tier, and early traction from its AI driven Duo Agent Platform and Flex pricing as key supports for their updated views. Analyst Commentary Recent research on GitLab highlights a wide range of views, but there is a clear shift toward higher price targets after the latest Q2 report.Seeking Alpha • Sep 02
GitLab: Closer To Selling The Rip
Summary GitLab Inc. has rebounded sharply from AI-related lows, but growth continues decelerating and the stock is no longer a bargain. The DevSecOps company has reported strong quarterly revenue beats, yet FQ3 guidance implies only 15% YoY growth, continuing the slowing trend. Key metrics like net ARR and First Orders show improvement, but overall business growth remains in the upper teens, not a boom. At over $50, GTLB trades at ~60x FY27 EPS, making it unattractive without a clear path to re-accelerating growth. Read the full article on Seeking Alpha
Narrative-Update • Aug 14
GTLB: AI Infrastructure Demand And Act 2 Restructuring Will Drive Upside
GitLab's fair value estimate moves to $50.74 from $48.28 as analysts lift price targets into the $30 to $46 range, citing healthier checks around AI driven infrastructure software demand, early Duo Agent Platform traction, and solid recent execution, balanced against ongoing macro and restructuring risks. Analyst Commentary Recent research on GitLab points to a generally constructive tone, with a cluster of price target increases and ongoing Neutral or better ratings.
Narrative-Update • Jul 17
GTLB: Future Returns Will Depend On Slowing FY27 Guidance Risk
GitLab's updated fair value estimate has been lifted by $1 to $25 per share, as analysts point to higher price targets across the Street. This is supported by views that recent Q1 execution, Duo Agent Platform progress, and early AI related demand can justify a slightly stronger margin profile, even as growth expectations and future P/E assumptions are tempered.Narrative-Update • Jul 03
GTLB: Act 2 Restructuring And AI Expansion Will Drive Future Upside
For GitLab, the updated analyst price target framework moves fair value from $72.00 to about $48.28, as analysts weigh solid Q1 execution and early Duo Agent Platform traction against more cautious revenue growth, slimmer profit margin assumptions, and a much higher assumed future P/E multiple, alongside ongoing macro and restructuring concerns. Analyst Commentary Recent Street research on GitLab highlights a mixed but generally constructive tone following the latest Q1 report, with many firms lifting price targets while keeping more neutral ratings.Narrative-Update • Jun 19
GTLB: AI And Restructuring Execution Will Drive Future Share Upside Potential
GitLab's analyst price target edges higher to $33.61 from $33.52 as analysts weigh stronger Q1 execution and early Duo Agent Platform traction against a still cautious outlook on growth durability and macro headwinds. Analyst Commentary Recent research on GitLab highlights a mix of optimism around execution and product traction, particularly with the Duo Agent Platform, and caution around growth durability, macro conditions, and restructuring risk.Analyseartikel • Jun 16
GitLab (GTLB) Stock Could Be 15.5% Undervalued After Google Cloud AI Expansion
GitLab (GTLB) stock is back in focus after the company expanded its Google Cloud collaboration by adding Gemini and Gemma AI models to GitLab Duo and launching a managed, compliance focused DevSecOps offering for enterprises. See our latest analysis for GitLab. Recent GitLab earnings, product launches at GitLab Transcend, and the expanded Google Cloud partnership have arrived alongside mixed performance, with a 30 day share price return of 19.65% and a 1 year total shareholder return that...Narrative-Update • Jun 05
GTLB: AI Adoption And Restructuring Will Shape Future Share Performance
GitLab's fair value estimate is revised higher to $33.52 from $30.30, as analysts lift price targets into the high $20s to high $30s range following what they describe as solid Q1 earnings, early Duo Agent Platform traction, and more cautious long-term guidance in a still challenging macro backdrop. Analyst Commentary Street research following GitLab's Q1 report shows a cluster of higher price targets, but with most ratings still in the Neutral or equivalent range.Narrative-Update • May 19
GTLB: AI Platform Adoption And Buybacks Will Support Future Share Gains
Analysts have trimmed the GitLab fair value estimate slightly to about $30.30 per share, reflecting lower P/E assumptions and a modestly higher discount rate. They also highlight improving profit margin potential and mixed sentiment around growth durability and competitive risks.Narrative-Update • May 03
GTLB: AI Platform Expansion And Buybacks Will Support Long Term Share Gains
Analysts have trimmed the GitLab fair value estimate from about $34.20 to roughly $30.79, reflecting a broad wave of price target cuts that cite more cautious FY27 growth frameworks, increased competition from AI coding tools, heavier sales investments, and a reset in expected future P/E multiples. Analyst Commentary Recent research paints a mixed picture, with many firms cutting targets and a few still pointing to positive drivers.Narrative-Update • Apr 19
GTLB: Future Returns Will Reflect AI Competition Through FY27 Stabilization
Narrative Update The analyst price target for GitLab has moved lower toward the mid $20s, with many analysts citing tempered FY27 expectations, heavier investment plans, and rising competitive concerns in AI-assisted coding as key reasons for revisiting their valuation frameworks. Analyst Commentary Bearish analysts have turned more cautious on GitLab, with a wave of price target cuts clustered around the latest Q4 report and fiscal 2027 framework.Narrative-Update • Apr 04
GTLB: Future Returns Will Reflect AI Competition And Execution In FY27 Stabilization
Analysts have reduced the GitLab fair value estimate from $34 to $24, reflecting lower long term revenue growth assumptions, a slightly higher discount rate, and a reset future P/E multiple that is in line with the broad series of price target cuts following the latest Q4 results and FY27 outlook. Analyst Commentary Street research around GitLab has turned more cautious, with a cluster of reduced price targets and several rating downgrades following the latest Q4 results and FY27 framework.Narrative-Update • Mar 21
GTLB: AI Adoption And Buybacks Will Offset Heightened Competitive Concerns
GitLab's analyst fair value estimate edged down from $34.56 to $34.20 as analysts cut price targets across the board, citing a cautious FY27 outlook, heavier investment spending, rising AI competition, and questions around the payoff from recent go to market changes. Analyst Commentary Street research has turned more cautious on GitLab, with a wide reset in price targets and several rating downgrades.Narrative-Update • Mar 07
GTLB: AI Adoption And Share Buybacks Will Support Future Upside
Our fair value estimate for GitLab has been revised down from $51.15 to $34.56, reflecting analysts' lower long term growth, profitability, and future P/E assumptions following reduced FY27 forecasts, competitive concerns around AI coding tools, and more cautious outlooks on demand and execution. Analyst Commentary Street research has turned more cautious on GitLab, with a broad reset of FY27 expectations and a wide range of revised price targets.Narrative-Update • Feb 20
GTLB: Future Returns Will Reflect AI Competition Against Execution In A Transition Year
Narrative Update We are holding our GitLab fair value estimate at $34.00, while our modeled future P/E moves modestly higher. This reflects analysts' lower price targets in the $34 to $40 range and their focus on rising competitive pressure, slower expected growth, and sector wide multiple compression.Narrative-Update • Feb 06
GTLB: Future Returns Will Weigh AI Competition Against Execution And M&A Optionality
Analysts have reduced their fair value estimate for GitLab from US$45.00 to US$34.00, reflecting updated assumptions for revenue growth, profit margins and future P/E in light of recent downgrades and price target cuts that cite rising competition, execution questions and a slower growth setup. Analyst Commentary Recent Street research has turned more cautious on GitLab, with several bearish analysts cutting ratings and price targets while highlighting a tougher setup for growth and execution.Narrative-Update • Jan 23
GTLB: AI Execution And Product Adoption Will Support Future Upside
Narrative Update: GitLab The analyst price target for GitLab has been adjusted modestly lower to reflect a new fair value of about US$51.15, trimmed from roughly US$51.78. This reflects analysts factoring in slower expected revenue growth, a slightly lower future P/E, ongoing concerns around competitive pressure and AI related risks, and recent rating changes across the software group.Narrative-Update • Jan 09
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.Narrative-Update • Dec 23
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.Narrative-Update • Dec 09
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.Narrative-Update • Nov 25
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.Narrative-Update • Sep 19
AI Integration With Amazon And Google Will Strengthen Future Position
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.Narrative-Update • Sep 04
AI Integration With Amazon And Google Will Strengthen Future Position
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.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jul 31 2026 | n/a | n/a | -US$53m |
| Apr 30 2026 | n/a | n/a | -US$25m |
| Jan 31 2026 | US$1m | US$600k | -US$56m |
| Oct 31 2025 | n/a | n/a | -US$46m |
| Jul 31 2025 | n/a | n/a | -US$9m |
| Apr 30 2025 | n/a | n/a | US$13m |
| Jan 31 2025 | US$40m | US$93k | -US$6m |
Vergütung im Vergleich zum Markt: BillDie Gesamtvergütung ($USD1.05M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD8.46M).
Entschädigung vs. Einkommen: BillDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Bill Staples (53 yo)
1.8yrs
Amtszeit
US$1,047,060
Vergütung
Mr. William Staples, also known as Bill, serves as the Chief Executive Officer and Director since December 05, 2024 at GitLab Inc. He served as Chief Executive Officer and Director at New Relic, Inc. since...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder & Executive Chairman | 12yrs | keine Daten | 8.94% $ 690.4m | |
| CEO & Director | 1.8yrs | US$1.05m | 0.072% $ 5.6m | |
| Chief Financial Officer | less than a year | US$185.85k | keine Daten | |
| Chief Technology Officer | less than a year | US$467.58k | keine Daten | |
| Chief Revenue Officer | 1.3yrs | US$13.67m | 0.024% $ 1.8m | |
| VP of Finance | no data | keine Daten | keine Daten | |
| Chief Accounting Officer & Principal Accounting Officer | 1yr | keine Daten | 0.063% $ 4.9m | |
| Chief Information Officer | 1yr | keine Daten | keine Daten | |
| Vice President of Investor Relations | no data | keine Daten | keine Daten | |
| Chief Business & Legal Officer | less than a year | keine Daten | keine Daten | |
| Director of Corporate Communications | no data | keine Daten | keine Daten | |
| Vice President of Corporate Development | no data | keine Daten | keine Daten |
1.0yrs
Durchschnittliche Betriebszugehörigkeit
46yo
Durchschnittliches Alter
Erfahrenes Management: GTLBDas Führungsteam des Unternehmens gilt nicht als erfahren ( 1 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder & Executive Chairman | 12yrs | keine Daten | 8.94% $ 690.4m | |
| CEO & Director | 1.8yrs | US$1.05m | 0.072% $ 5.6m | |
| Independent Director | 7.1yrs | US$251.49k | 0.058% $ 4.5m | |
| Board Observer | no data | keine Daten | keine Daten | |
| Lead Independent Director | 6.7yrs | US$259.81k | 0.088% $ 6.8m | |
| Independent Director | 7.4yrs | US$258.97k | 0.010% $ 802.0k | |
| Independent Director | 1.5yrs | US$549.42k | 0.0044% $ 341.2k | |
| Board Observer | no data | keine Daten | keine Daten | |
| Board Observer | no data | keine Daten | keine Daten | |
| Independent Director | 8.1yrs | keine Daten | 0.35% $ 27.2m | |
| Board Observer | no data | keine Daten | keine Daten | |
| Independent Director | 5.1yrs | US$244.97k | 0.010% $ 802.0k |
6.9yrs
Durchschnittliche Betriebszugehörigkeit
55.5yo
Durchschnittliches Alter
Erfahrener Vorstand: GTLBDie Vorstandsmitglieder gelten als erfahren (6.9 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/10 05:19 |
| Aktienkurs zum Tagesende | 2026/09/10 00:00 |
| Gewinne | 2026/07/31 |
| Jährliche Einnahmen | 2026/01/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
GitLab Inc. wird von 34 Analysten beobachtet. 26 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Shrenik Kothari | Baird |
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |