GitLab Inc.

Report azionario NasdaqGS:GTLB

Capitalizzazione di mercato: US$4.5b

GitLab Performance degli utili passati

Criteri Il passato verificati 0/6

GitLab ha registrato una crescita degli utili a un tasso medio annuo di 19.8%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 22.5%. I ricavi sono stati in crescita a un tasso medio annuo di 30.5%.

Informazioni chiave

19.75%

Tasso di crescita degli utili

41.06%

Tasso di crescita dell'EPS

Software Crescita del settore17.33%
Tasso di crescita dei ricavi30.51%
Rendimento del capitale proprio-2.70%
Margine netto-2.49%
Ultimo aggiornamento sugli utili30 Apr 2026

Aggiornamenti sulle prestazioni recenti

Recent 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 Alpha
Aggiornamento 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...
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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 Alpha
Seeking 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 Alpha
Articolo 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 Alpha
Articolo 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 Alpha
Seeking 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 Alpha

Ripartizione dei ricavi e delle spese

Come GitLab guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGS:GTLB Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
30 Apr 261,005-25640281
31 Jan 26955-56628275
31 Oct 25906-46607268
31 Jul 25858-9592261
30 Apr 2580513580251
31 Jan 25759-6571239
31 Oct 24712-51562229
31 Jul 24665-365547217
30 Apr 24622-428536205
31 Jan 24580-426501199
31 Oct 23539-426483190
31 Jul 23502-190471182
30 Apr 23464-199455173
31 Jan 23424-173428156
31 Oct 22379-179397141
31 Jul 22333-172350125
30 Apr 22290-153295108
31 Jan 22253-15525497
31 Oct 21221-229294117
31 Jul 21196-217269112
30 Apr 21170-198250109
31 Jan 21152-192241107
31 Jan 2081-13114159

Guadagni di qualità: GTLB al momento non è redditizia.

Margine di profitto in crescita: GTLB al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: GTLB non è redditizia, ma ha ridotto le perdite negli ultimi 5 anni a un tasso pari a 19.8% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di GTLB nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: GTLB non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Software ( 14.2% ).


Rendimento del capitale proprio

ROE elevato: GTLB ha un Return on Equity negativo ( -2.7% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/21 11:40
Prezzo dell'azione a fine giornata2026/06/18 00:00
Utili2026/04/30
Utili annuali2026/01/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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.

AnalistaIstituzione
Shrenik KothariBaird
Raimo LenschowBarclays
Ryan MacWilliamsBarclays