GitLab’s Expanded MSP AI Partner Push Could Be A Game Changer For GitLab (GTLB)

• GitLab Inc. recently expanded its Managed Service Provider Partner Program, allowing MSPs to offer a single managed service across the full software development lifecycle with agentic AI, flexible deployment options, and enhanced support, marketing, and revenue-sharing benefits.
• This move positions GitLab as a platform that can help enterprises address AI adoption, data sovereignty, and compliance needs through trusted partners embedded in local markets.
• We’ll now explore how this expanded MSP program, especially its focus on agentic AI across the lifecycle, may influence GitLab’s investment narrative.

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GitLab Investment Narrative Recap

To own GitLab, you need to believe its unified DevSecOps and AI platform can stay relevant even as AI tools proliferate and competitors bundle alternatives. The expanded MSP Partner Program may support the near term catalyst of broader AI adoption in enterprises, but it does not remove the key risk that intense competition and ongoing go to market changes could still pressure growth and execution in the quarters ahead.

The announcement that most clearly connects to this MSP expansion is the recent general availability of the GitLab Duo Agent Platform. The MSP program effectively extends that agentic AI offering into partner delivered, compliant, and locally deployed services, which could reinforce GitLab’s effort to deepen enterprise adoption and increase usage based monetization across the lifecycle, while also testing how resilient those catalysts are against pricing pressure and AI centric competition.

Yet behind the AI opportunity, investors should also be aware that...

Read the full narrative on GitLab (it's free!)

GitLab's narrative projects $1.4 billion revenue and $189.5 million earnings by 2028. This requires 21.6% yearly revenue growth and roughly a $176.5 million earnings increase from $13.0 million today.

Uncover how GitLab's forecasts yield a $51.15 fair value, a 83% upside to its current price.

Exploring Other Perspectives

Some of the lowest ranked analysts are far more cautious than the consensus, even before this MSP news, expecting roughly US$1.4 billion of revenue by 2028 and still no profitability, which contrasts with today’s AI driven growth story and highlights how much opinions can differ across reasonable views of GitLab’s execution risk.

Explore 22 other fair value estimates on GitLab - why the stock might be worth just $34.00!

Form Your Own Verdict

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your GitLab research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free GitLab research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate GitLab's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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