Is GitLab’s (GTLB) Agentic AI Push Reframing Its Long‑Term DevOps Platform Ambitions?

• In mid-January 2026, GitLab Inc. launched the GitLab Duo Agent Platform into general availability, introducing Agentic Chat, prebuilt and custom AI agents, and a GitLab Credits system that enables usage-based access to these tools for Premium and Ultimate subscribers across GitLab.com, Self-Managed, and Dedicated deployments.
• The release directly targets the so‑called AI paradox in software delivery by extending AI beyond code generation into planning, security, compliance, and CI/CD automation, aiming to streamline the full software lifecycle under organizations’ existing standards and guardrails.
• We’ll now examine how this push into agentic AI automation across the entire development lifecycle could reshape GitLab’s investment narrative.

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What Is GitLab's Investment Narrative?

For GitLab, the core investment case still hinges on whether it can turn a strong DevSecOps footprint and mid‑teens revenue growth into a durable, profitable AI‑enhanced platform, despite ongoing losses and a rich sales multiple. The Duo Agent Platform launch and GitLab Credits push that story forward by trying to tackle the AI paradox and deepen value for existing Premium and Ultimate customers, which could matter for near term sentiment if adoption shows up in usage metrics. At the same time, the rollout adds execution risk around AI monetization, pricing, and cloud cost management, on top of existing concerns about underperformance versus peers, insider selling, and a relatively new management team. The appointment of a seasoned CTO from New Relic and AWS squarely ties leadership to making this AI bet work.

However, there is a key risk around monetizing Duo Agents without eroding margins that investors should understand. GitLab's shares have been on the rise but are still potentially undervalued by 41%. Find out what it's worth.

Exploring Other Perspectives

Across the Simply Wall St Community, 25 retail investors place GitLab’s fair value anywhere from about US$27 to US$150, underscoring how far apart opinions can be. Set that against the current focus on Duo Agent Platform execution and ongoing unprofitability, and you can see why many readers might want to compare several of these independent views before deciding how GitLab fits into their own expectations.

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 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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