GitLab Croissance future
Future contrôle des critères 1/6
Les bénéfices de GitLab devraient diminuer de 4.2% par an tandis que son chiffre d'affaires annuel devrait croître de 12.5% par an. Le BPA devrait croître de diminuer de 1.7% par an. Le rendement des capitaux propres devrait être 14.5% dans 3 ans.
Informations clés
-4.2%
Taux de croissance des bénéfices
-1.72%
Taux de croissance du BPA
| Software croissance des bénéfices | 19.0% |
| Taux de croissance des recettes | 12.5% |
| Rendement futur des capitaux propres | 14.51% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 24 Apr 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour de l'analyse • 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.Seeking Alpha • Apr 29
GitLab: Something Needs To Change
Summary GitLab has underperformed, losing over half its value in the past year amid decelerating revenue growth and weakening key metrics. Fiscal 2027 revenue guidance and the Q1 outlook both fell below consensus, raising concerns about further growth deterioration. GTLB's valuation has fallen to 3.4x forward revenue, well below peers, but a $400 million buyback and strong cash position offer some support. Read the full article on Seeking Alpha
Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • May 15
Why Investors Shouldn't Be Surprised By GitLab Inc.'s (NASDAQ:GTLB) 26% Share Price Surge
GitLab Inc. ( NASDAQ:GTLB ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
Nouvelle analyse • Apr 27
AI And DevSecOps With AWS Will Unlock New Opportunities
GitLab's expansion into mid-market and enterprise segments and new product offerings aim to drive revenue growth through enhanced customer engagement and retention.Seeking Alpha • Apr 24
GitLab: Wait For Growth Stabilization And A Technical Bottom (Technical Analysis)
Summary GitLab stock has declined over 40% since February highs, with mixed technical signals and uncertain outlook, making it a hold for now. Recent earnings were respectable, but a slowdown in revenue growth and weak Q1 guidance raise concerns about the company's future performance. The P/S ratio has contracted to multi-year lows, making the stock fairly valued, but growth stabilization and bullish technicals are needed before buying. Overall, GTLB's technical and fundamental outlook is mixed, suggesting a hold rating until clearer bottoming signals and growth stabilization are evident. Read the full article on Seeking AlphaSeeking Alpha • Mar 23
GitLab: Holding Because A Close Competitor Has More Market Share
Summary GitLab's non-GAAP adjusted EBIT margins increased by 1,000 basis points to 10%, with a forecasted 200 basis point expansion for 2026, indicating slower profitability growth. Despite potential for 30% adjusted EBIT margins, concerns arise about GTLB's product differentiation and market growth beyond $5 billion. The market anticipates a decline in sales growth; a fair valuation would be a terminal multiple of 20x 2030 free cash flows. With a SaaS model, deferred revenues, minimal CAPEX, and potential 28%-30% adjusted EBIT margins by 2030, the current share price appears justified. Read the full article on Seeking AlphaArticle d'analyse • Mar 21
Why We're Not Concerned Yet About GitLab Inc.'s (NASDAQ:GTLB) 28% Share Price Plunge
GitLab Inc. ( NASDAQ:GTLB ) shareholders won't be pleased to see that the share price has had a very rough month...Seeking Alpha • Feb 28
GitLab Q4 Earnings Preview: Up 25%, And Still Room To Run
Summary Since my previous “buy” rating on GitLab, the stock is up 25%, outperforming the S&P 500 as a result of strong Q3 FY 2025 earnings and upgrades to its forward revenue and earnings estimates. In Q3, GitLab saw an accelerated growth in the number of $100K+ ARR customers, while contribution of its Ultimate tier to ARR grew to 48% as a result of its innovative AI product roadmap. GitLab is slated to report its Q4 FY 2025 earnings on March 3, where revenue and earnings per share are projected to grow 26% and 53% YoY respectively. While a Q4 beat will be welcome news for investors, all eyes will be on forward projections, where investors will be paying attention to its momentum in the enterprise segment and operating margins. Assessing both the “good” and the “bad”, I reiterate my “buy” rating with a price target of $71. Read the full article on Seeking AlphaArticle d'analyse • Feb 01
After Leaping 29% GitLab Inc. (NASDAQ:GTLB) Shares Are Not Flying Under The Radar
The GitLab Inc. ( NASDAQ:GTLB ) share price has done very well over the last month, posting an excellent gain of 29...Seeking Alpha • Jan 31
GitLab's Bet On AI Pays Off Big Time
Summary GitLab Inc. is a leading AI-powered DevSecOps platform with strong traction for GitLab Ultimate, now accounting for ~50% of total ARR. GTLB's competitive advantages include its end-to-end platform, robust security features, and transparency policy, attracting major clients like the US government and Indeed. With a large TAM of $40 billion and a growing customer base, GTLB's revenue run-rate stands at $784 million, with a two-year CAGR of 32%. I rate GTLB as a Buy with a target price of $75, supported by strong customer growth, high retention rates, and promising market trends. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
GitLab: Further Growth Through DevOps Consolidation Strategy
Summary GTLB, a San Francisco-based DevOps platform provider, reported $196 million in 3Q25 revenues, showing 31% y/y and 7.1% q/q growth. Clients with over $5K and $100K ARR increased to 9.52K and 1.14K, representing 16% and 31% y/y growth, respectively. Operating margins improved from -26.67% to -14.29%. Apart from industry tailwinds, GTLB's new AI solutions and growth strategy that focuses on helping enterprises consolidate point solutions will help with topline growth. Valuation analysis suggests that GTLB is potentially undervalued. A potential upside of more than 40% exists for investors to capitalize on. Read the full article on Seeking AlphaSeeking Alpha • Jan 10
GitLab: Buy This Rule Of 40 Software Growth Story As It Hits Profit Inflection
Summary GitLab is a fantastic “growth at a reasonable price” stock, trading at <10x revenue despite 30%+ revenue growth. The company is also a “Rule of 40” stock and trades below other peers like Atlassian with a similar financial profile. The company addresses a massive $40 billion market and is benefiting from companies ripping out siloed solutions for GitLab’s integrated approach. Operating margins recently hit double-digits after expanding 10 points y/y, with the company positioned to generate meaningful profit growth in 2025. Read the full article on Seeking AlphaArticle d'analyse • Dec 28
An Intrinsic Calculation For GitLab Inc. (NASDAQ:GTLB) Suggests It's 38% Undervalued
Key Insights The projected fair value for GitLab is US$93.16 based on 2 Stage Free Cash Flow to Equity GitLab's...Seeking Alpha • Dec 06
GitLab Q3: Ultimate Driving Booking And Revenue Growth; Initiate With 'Buy'
Summary GitLab Inc. offers a highly differentiated AI-based DevSecOps platform, driving 30.9% revenue growth and 13.2% operating margin, with a “Buy” rating and $85 target price. Key differentiators include AI-assisted workflows, rapid innovation through open-source contributions, and strategic partnerships with major cloud providers like AWS and Alphabet. GitLab Ultimate significantly boosts bookings and ARR, with strong market adoption, projected 30% revenue growth for FY25, and consistent margin expansion. Key risks include competition from Microsoft's GitHub, high stock-based compensation, and vulnerability to potential cuts in enterprise IT spending. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 1/31/2029 | 1,464 | -47 | 381 | N/A | 6 |
| 1/31/2028 | 1,292 | -81 | 281 | 292 | 27 |
| 1/31/2027 | 1,113 | -84 | 220 | 221 | 27 |
| 1/31/2026 | 955 | -56 | 222 | 233 | N/A |
| 10/31/2025 | 906 | -46 | 242 | 250 | N/A |
| 7/31/2025 | 858 | -9 | 35 | 42 | N/A |
| 4/30/2025 | 805 | 13 | -7 | 4 | N/A |
| 1/31/2025 | 759 | -6 | -75 | -64 | N/A |
| 10/31/2024 | 712 | -51 | -113 | -102 | N/A |
| 7/31/2024 | 665 | -365 | 59 | 69 | N/A |
| 4/30/2024 | 622 | -428 | 82 | 84 | N/A |
| 1/31/2024 | 580 | -426 | 33 | 35 | N/A |
| 10/31/2023 | 539 | -426 | -4 | -2 | N/A |
| 7/31/2023 | 502 | -190 | 0 | 3 | N/A |
| 4/30/2023 | 464 | -199 | -65 | -60 | N/A |
| 1/31/2023 | 424 | -173 | -83 | -77 | N/A |
| 10/31/2022 | 379 | -179 | -75 | -67 | N/A |
| 7/31/2022 | 333 | -172 | -82 | -76 | N/A |
| 4/30/2022 | 290 | -153 | -62 | -56 | N/A |
| 1/31/2022 | 253 | -155 | -53 | -50 | N/A |
| 10/31/2021 | 221 | -229 | -55 | -56 | N/A |
| 7/31/2021 | 196 | -217 | -59 | -60 | N/A |
| 4/30/2021 | 170 | -198 | -69 | -69 | N/A |
| 1/31/2021 | 152 | -192 | -75 | -74 | N/A |
| 1/31/2020 | 81 | -131 | -60 | -60 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: GTLB devrait rester non rentable au cours des 3 prochaines années.
Bénéfices vs marché: GTLB devrait rester non rentable au cours des 3 prochaines années.
Croissance élevée des bénéfices: GTLB devrait rester non rentable au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de GTLB ( 12.5% par an) devrait croître plus rapidement que le marché US ( 11.4% par an).
Croissance élevée des revenus: Le chiffre d'affaires de GTLB ( 12.5% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de GTLB devrait être faible dans 3 ans ( 14.5 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 04:19 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
GitLab Inc. est couverte par 34 analystes. 27 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Shrenik Kothari | Baird |
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |