GitLab（GTLB）株式概要
GitLab Inc.は、その子会社とともに、米国、欧州、アジア太平洋地域でソフトウェア開発ライフサイクルのためのソフトウェアを開発しています。 詳細
GTLB Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$150
FV
82.2% 割安 内在価値ディスカウント258
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GitLab Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$26.73 |
| 52週高値 | US$52.38 |
| 52週安値 | US$18.73 |
| ベータ | 0.82 |
| 1ヶ月の変化 | 24.27% |
| 3ヶ月変化 | 2.93% |
| 1年変化 | -44.31% |
| 3年間の変化 | -25.23% |
| 5年間の変化 | n/a |
| IPOからの変化 | -74.27% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...
新しいナラティブ • 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 Alpha分析記事 • 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分析記事 • 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 Alpha分析記事 • 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...株主還元
| GTLB | US Software | US 市場 | |
|---|---|---|---|
| 7D | 5.0% | 0.3% | 1.2% |
| 1Y | -44.3% | -6.6% | 28.7% |
業界別リターン: GTLB過去 1 年間で-6.6 % の収益を上げたUS Software業界を下回りました。
リターン対市場: GTLBは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。
価格変動
| GTLB volatility | |
|---|---|
| GTLB Average Weekly Movement | 8.9% |
| Software Industry Average Movement | 9.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: GTLB 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: GTLBの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2011 | 2,580 | Bill Staples | about.gitlab.com |
GitLab Inc.は、その子会社とともに、米国、欧州、アジア太平洋地域でソフトウェア開発ライフサイクルのためのソフトウェアを開発しています。同社はDevSecOpsのためのインテリジェントなオーケストレーションプラットフォームであるGitLabを提供しており、ソフトウェア、プロジェクト計画、コード、セキュリティスキャン、コンプライアンスチェック、デプロイメント設定など、ソフトウェア開発ライフサイクル全体を単一のアプリケーションで提供している。また、チームとAIエージェントのインテリジェントなオーケストレーションを可能にするGitLab Duo Agent Platformも提供しており、計画、開発、セキュリティ、デプロイメントにわたって自律的にタスクを実行する。このプラットフォームは、会話型のAIアシスタンス、専門的なタスクに特化したエージェント、ワークフローの自動化、エンタープライズコントロールを組み合わせている。さらに、関連するトレーニングやプロフェッショナルサービスも提供している。同社は以前GitLab B.V.として知られていたが、2015年7月にGitLab Inc.に社名を変更した。GitLab Inc.は2011年に設立され、カリフォルニア州サンフランシスコを拠点としている。
GitLab Inc. 基礎のまとめ
| GTLB 基礎統計学 | |
|---|---|
| 時価総額 | US$4.51b |
| 収益（TTM） | -US$55.96m |
| 売上高(TTM) | US$955.22m |
4.7x
P/Sレシオ-80.7x
PER（株価収益率GTLB は割高か？
公正価値と評価分析を参照収益と収入
| GTLB 損益計算書（TTM） | |
|---|---|
| 収益 | US$955.22m |
| 売上原価 | US$120.59m |
| 売上総利益 | US$834.63m |
| その他の費用 | US$890.59m |
| 収益 | -US$55.96m |
直近の収益報告
Jan 31, 2026
次回決算日
Jun 02, 2026
| 一株当たり利益（EPS） | -0.33 |
| グロス・マージン | 87.38% |
| 純利益率 | -5.86% |
| 有利子負債／自己資本比率 | 0% |
GTLB の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 17:59 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
GitLab Inc. 27 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34
| アナリスト | 機関 |
|---|---|
| Shrenik Kothari | Baird |
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |