NasdaqGS:GTLBSoftware
Is GitLab’s (GTLB) Hybrid Pricing Shift Reframing the Core AI Monetization Story?
On December 16, 2025, KeyBanc Capital Markets downgraded GitLab Inc. (NASDAQ: GTLB) from Overweight to Sector Weight, pointing to higher execution risk and pricing-related headwinds as the company shifts to a hybrid model that incorporates consumption-based elements.
While KeyBanc still acknowledges GitLab’s longer-term AI potential and workflow simplification benefits, the downgrade underscores how uncertainties around monetizing new AI features and adjusting the pricing model are becoming...