How GitLab’s New CTO Hire At GitLab (GTLB) Has Changed Its Investment Story

• GitLab Inc. recently appointed Siva Padisetty as Chief Technology Officer, effective January 15, 2026, succeeding Sabrina Farmer, who stepped down and stayed on as an advisor through January 31, 2026 to support a smooth handover.
• Padisetty’s long track record leading large-scale engineering and cloud platform transformations at Microsoft, AWS, and New Relic may influence how GitLab executes its technical roadmap and product delivery.
• We’ll now consider how Padisetty’s large-scale cloud and AI platform experience could shape GitLab’s existing investment narrative and future execution.

Uncover the next big thing with financially sound penny stocks that balance risk and reward.

GitLab Investment Narrative Recap

To own GitLab, you generally need to believe in its ability to deepen adoption of its AI-enhanced DevSecOps platform while stabilizing execution across a relatively new leadership team. Padisetty’s appointment as CTO looks incrementally supportive of the near term catalyst around AI product delivery and cloud execution, but does not fundamentally change the key risk, which remains consistent go to market execution amid broader organizational change.

The most relevant recent announcement alongside the CTO news is the appointment of Jessica Ross as CFO, also effective January 15, 2026. With both the technology and finance functions transitioning to new leaders, GitLab’s ability to deliver on its 2026 revenue guidance of US$946 million to US$947 million will likely be watched closely as a real time test of management depth and organizational resilience.

But investors should also be aware that ongoing executive turnover and sales model changes could still...

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 about a $176.5 million earnings increase from $13.0 million today.

Uncover how GitLab's forecasts yield a $51.78 fair value, a 45% upside to its current price.

Exploring Other Perspectives

Twenty five fair value estimates from the Simply Wall St Community span roughly US$27 to US$150 per share, showing how far apart individual views can be. When you set those opinions against GitLab’s execution risk from continued go to market and leadership transitions, it becomes even more important to weigh several contrasting viewpoints on the company’s potential performance.

Explore 25 other fair value estimates on GitLab - why the stock might be worth over 4x more than the current price!

Build Your Own GitLab Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• 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.

Curious About Other Options?

Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:

• Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit.
• AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
• The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com