GitLab Inc.

NasdaqGS:GTLB 株式レポート

時価総額：US$8.2b

GitLab 将来の成長

Future 基準チェック /06

GitLab利益と収益がそれぞれ年間12.7%と13%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.5% 12%なると予測されています。

主要情報

12.7%

収益成長率

12.04%

EPS成長率

Software 収益成長20.7%
収益成長率13.0%
将来の株主資本利益率18.55%
アナリストカバレッジ

Good

最終更新日07 Sep 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Sep 17

GTLB: AI And Flex Consumption Model Will Drive Future Upside

GitLab's updated analyst price target has shifted higher from $50.74 to $67.19, as analysts point to a solid Q2 beat, improving sales execution, growing adoption of Ultimate and Flex pricing, and early traction in AI driven offerings as key supports for the revised valuation. Analyst Commentary Bullish analysts see the latest quarter as an important proof point for GitLab, with several pointing to stronger sales execution, traction in AI driven products, and the shift toward Flex pricing as key supports for higher valuations.
ナラティブ更新 • Sep 03

GTLB: AI Monetization And Flex Pricing Execution Will Shape Balanced Future Outlook

GitLab's analyst price target has moved higher toward about $54, as analysts point to stronger Q2 execution, healthier demand for its Ultimate tier, and early traction from its AI driven Duo Agent Platform and Flex pricing as key supports for their updated views. Analyst Commentary Recent research on GitLab highlights a wide range of views, but there is a clear shift toward higher price targets after the latest Q2 report.
Seeking Alpha • Sep 02

GitLab: Closer To Selling The Rip

Summary GitLab Inc. has rebounded sharply from AI-related lows, but growth continues decelerating and the stock is no longer a bargain. The DevSecOps company has reported strong quarterly revenue beats, yet FQ3 guidance implies only 15% YoY growth, continuing the slowing trend. Key metrics like net ARR and First Orders show improvement, but overall business growth remains in the upper teens, not a boom. At over $50, GTLB trades at ~60x FY27 EPS, making it unattractive without a clear path to re-accelerating growth. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 14

GTLB: AI Infrastructure Demand And Act 2 Restructuring Will Drive Upside

GitLab's fair value estimate moves to $50.74 from $48.28 as analysts lift price targets into the $30 to $46 range, citing healthier checks around AI driven infrastructure software demand, early Duo Agent Platform traction, and solid recent execution, balanced against ongoing macro and restructuring risks. Analyst Commentary Recent research on GitLab points to a generally constructive tone, with a cluster of price target increases and ongoing Neutral or better ratings.
ナラティブ更新 • Jul 17

GTLB: Future Returns Will Depend On Slowing FY27 Guidance Risk

GitLab's updated fair value estimate has been lifted by $1 to $25 per share, as analysts point to higher price targets across the Street. This is supported by views that recent Q1 execution, Duo Agent Platform progress, and early AI related demand can justify a slightly stronger margin profile, even as growth expectations and future P/E assumptions are tempered.
ナラティブ更新 • Jul 03

GTLB: Act 2 Restructuring And AI Expansion Will Drive Future Upside

For GitLab, the updated analyst price target framework moves fair value from $72.00 to about $48.28, as analysts weigh solid Q1 execution and early Duo Agent Platform traction against more cautious revenue growth, slimmer profit margin assumptions, and a much higher assumed future P/E multiple, alongside ongoing macro and restructuring concerns. Analyst Commentary Recent Street research on GitLab highlights a mixed but generally constructive tone following the latest Q1 report, with many firms lifting price targets while keeping more neutral ratings.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
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.

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
1/31/20291,526-4133433910
1/31/20281,310-6127427826
1/31/20271,132-8621922226
7/31/20261,055-53214223N/A
4/30/20261,005-25263276N/A
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
1/31/202081-131N/A-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 ( 13% ) US市場 ( 13.6% ) よりも低い成長が予測されています。

高い収益成長: GTLBの収益 ( 13% ) 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 ( 18.5 %)。

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2026/09/21 15:02
終値2026/09/18 00:00
収益2026/07/31
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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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. 26 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。35

アナリスト機関
Shrenik KothariBaird
Raimo LenschowBarclays
Ryan MacWilliamsBarclays