Is GitLab’s (GTLB) Agentic AI Push Quietly Redefining Its DevSecOps Moat?

• GitLab recently announced its GitLab Transcend virtual event for technology leaders, scheduled for February 10, 2026, to showcase how enterprises can apply agentic AI across the software lifecycle while maintaining security, quality, and governance.
• This focus on unifying DevOps, security, and AI workflows into a single application highlights GitLab’s ambition to reduce tool fragmentation and embed AI deeply into mission-critical software development processes.
• We’ll now examine how this push into agentic AI and unified DevSecOps could influence GitLab’s investment narrative over the coming years.

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What Is GitLab's Investment Narrative?

To own GitLab, you need to believe in its shift from a developer tool to an AI-native DevSecOps platform that can sit at the core of large enterprises, despite ongoing losses and share price volatility. The Transcend event and recent launch of the Duo Agent Platform reinforce the near-term catalyst around agentic AI, intelligent orchestration, and reducing the “toolchain tax,” especially for regulated customers that already rely on GitLab. At the same time, the sharp pullback in the stock, basket-style AI selling, and forecasts that GitLab will remain unprofitable, keep execution risk and valuation risk firmly in focus. New leadership in finance and technology could help align spending, but also adds some management transition risk just as GitLab leans harder into AI.

However, one key risk in GitLab’s AI push is easy to underestimate at first glance. Despite retreating, GitLab's shares might still be trading above their fair value and there could be some more downside. Discover how much.

Exploring Other Perspectives

Twenty-three fair value estimates from the Simply Wall St Community span roughly US$31 to US$150 per share, reflecting sharply different views on GitLab’s AI upside. As you weigh those perspectives, remember that GitLab’s push into agentic AI, while promising, comes with unproven monetisation and continued losses that could matter more than any single price target over time. Investors may want to explore several of these alternative viewpoints before deciding where they stand.

Explore 23 other fair value estimates on GitLab - why the stock might be worth just $31.44!

Build Your Own GitLab Narrative

Disagree with this assessment? Create your own narrative 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.

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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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