GitLab Inc.

NasdaqGS:GTLB 株式レポート

時価総額：US$4.2b

GitLab 将来の成長

Future 基準チェック /16

GitLabの収益は年間4.2%で減少すると予測されていますが、年間収益は年間12.5%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に14.5% 1.7%なると予測されています。

主要情報

-4.2%

収益成長率

-1.72%

EPS成長率

Software 収益成長19.0%
収益成長率12.5%
将来の株主資本利益率14.51%
アナリストカバレッジ

Good

最終更新日24 Apr 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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...
User avatar
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 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
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 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
Seeking 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...
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 Alpha

業績と収益の成長予測

NasdaqGS:GTLB - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
1/31/20291,464-47381N/A6
1/31/20281,292-8128129227
1/31/20271,113-8422022127
1/31/2026955-56222233N/A
10/31/2025906-46242250N/A
7/31/2025858-93542N/A
4/30/202580513-74N/A
1/31/2025759-6-75-64N/A
10/31/2024712-51-113-102N/A
7/31/2024665-3655969N/A
4/30/2024622-4288284N/A
1/31/2024580-4263335N/A
10/31/2023539-426-4-2N/A
7/31/2023502-19003N/A
4/30/2023464-199-65-60N/A
1/31/2023424-173-83-77N/A
10/31/2022379-179-75-67N/A
7/31/2022333-172-82-76N/A
4/30/2022290-153-62-56N/A
1/31/2022253-155-53-50N/A
10/31/2021221-229-55-56N/A
7/31/2021196-217-59-60N/A
4/30/2021170-198-69-69N/A
1/31/2021152-192-75-74N/A
1/31/202081-131-60-60N/A

アナリストによる今後の成長予測

収入対貯蓄率: GTLB今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: GTLB今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: GTLB今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: GTLBの収益 ( 12.5% ) US市場 ( 11.4% ) よりも速いペースで成長すると予測されています。

高い収益成長: GTLBの収益 ( 12.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: GTLBの 自己資本利益率 は、3年後には低くなると予測されています ( 14.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/06 08:02
終値2026/05/06 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 KothariBaird
Raimo LenschowBarclays
Ryan MacWilliamsBarclays