GitLab (GTLB) Panoramica del titolo
GitLab Inc. e le sue consociate sviluppano software per il ciclo di vita dello sviluppo del software negli Stati Uniti, in Europa e nella regione Asia-Pacifico. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
GTLB Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$150
FV
82.3% sottovalutato sconto intrinseco270
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Concorrenti di GitLab Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$26.56 |
| Massimo di 52 settimane | US$52.38 |
| Minimo di 52 settimane | US$18.73 |
| Beta | 0.96 |
| Variazione di 1 mese | -0.64% |
| Variazione a 3 mesi | 19.26% |
| Variazione di 1 anno | -34.84% |
| Variazione a 3 anni | -45.42% |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | -74.43% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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.Articolo di analisi • 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...Seeking Alpha • Jun 15
GitLab May Be Primed For A Solid Recovery
Summary GitLab Inc. is rated a Buy due to undervaluation, strong fundamentals, and AI-driven growth catalysts. GTLB's Q1 FY27 revenue grew 23.1% YoY, with improving margins and robust $100K+ ARR customer expansion. Strategic restructuring, AI agentic engineering, and new monetization models (Duo Agent, Orbit, Project Switch) position GTLB for margin and top-line acceleration. I see >57% upside potential as GTLB captures AI budgets and SaaS sector sentiment improves, despite competition and execution risks. Read the full article on Seeking AlphaRecent updates
Aggiornamento della narrazione • 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.Articolo di analisi • 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...Seeking Alpha • Jun 15
GitLab May Be Primed For A Solid Recovery
Summary GitLab Inc. is rated a Buy due to undervaluation, strong fundamentals, and AI-driven growth catalysts. GTLB's Q1 FY27 revenue grew 23.1% YoY, with improving margins and robust $100K+ ARR customer expansion. Strategic restructuring, AI agentic engineering, and new monetization models (Duo Agent, Orbit, Project Switch) position GTLB for margin and top-line acceleration. I see >57% upside potential as GTLB captures AI budgets and SaaS sector sentiment improves, despite competition and execution risks. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...
Nuova narrazione • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaRendimenti per gli azionisti
| GTLB | US Software | US Mercato | |
|---|---|---|---|
| 7D | -4.4% | -2.0% | 1.4% |
| 1Y | -34.8% | -17.7% | 25.7% |
Ritorno vs Industria: GTLB ha avuto una performance inferiore rispetto al US Software che ha registrato un rendimento -17.7 % nell'ultimo anno.
Rendimento vs Mercato: GTLB ha avuto una performance inferiore al mercato US che ha registrato un rendimento 25.7 % nell'ultimo anno.
Volatilità dei prezzi
| GTLB volatility | |
|---|---|
| GTLB Average Weekly Movement | 9.7% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: GTLB non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 10% ) di GTLB è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2011 | 2,580 | Bill Staples | about.gitlab.com |
GitLab Inc. insieme alle sue consociate sviluppa software per il ciclo di vita dello sviluppo del software negli Stati Uniti, in Europa e nell'area Asia-Pacifico. L'azienda fornisce GitLab, una piattaforma di orchestrazione intelligente per DevSecOps, che è un'unica applicazione che offre l'intero ciclo di vita dello sviluppo software, compresi software, piani di progetto, codice, scansioni di sicurezza, controlli di conformità e configurazioni di distribuzione. Offre inoltre GitLab Duo Agent Platform, che consente l'orchestrazione intelligente di team e agenti AI per l'esecuzione autonoma di attività di pianificazione, sviluppo, sicurezza e distribuzione.
GitLab Inc. Riepilogo dei fondamenti
| GTLB statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$4.49b |
| Utili (TTM) | -US$25.05m |
| Ricavi(TTM) | US$1.00b |
4.5x
Rapporto P/S-179.1x
Rapporto P/EGTLB è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| GTLB Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.00b |
| Costo del fatturato | US$133.04m |
| Profitto lordo | US$871.83m |
| Altre spese | US$896.88m |
| Utili | -US$25.05m |
Ultimi utili riportati
Apr 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -0.15 |
| Margine lordo | 86.76% |
| Margine di profitto netto | -2.49% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato GTLB nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/21 15:54 |
| Prezzo dell'azione a fine giornata | 2026/06/18 00:00 |
| Utili | 2026/04/30 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
GitLab Inc. è coperta da 34 analisti. 27 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Shrenik Kothari | Baird |
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |