The AI revolution has shown no signs of slowing down, but two software companies may be trailing behind.
GTLB is down 17% YTD, but rising revenue, AI expansion, and strong partnerships hint at a longer-term upside.
GTLB benefits from DevSecOps momentum as new platform features and enterprise adoption fuel ongoing growth.
GitLab offers a unique end-to-end DevSecOps platform, reducing costs and complexity for clients, and maintains a competitive edge over larger rivals like Microsoft. Despite a 25% YTD stock decline, GitLab shows impressive revenue growth, strong ARR/NRR metrics, and a rapidly expanding customer base, especially in subscriptions. While still unprofitable and operating in a high-risk, competitive industry, GitLab's OPEX efficiency is improving and profitability appears achievable with scale.
Agentic AI refers to models trained to use tools, access data, and take real-world actions—potentially redefining software through personalization and automation.
GitLab and monday.com are two young, rapidly growing companies, of which their Key Performance Metrics are compared. Qualitative factors for each company were also presented and compared. MNDY has better quantitative metrics such as FCF Margin and Annualized Revenue per Employee.
GTLB beats fiscal Q1 earnings and revenue estimates, but shares sink over AI competition and public sector concerns.
There was absolutely nothing wrong with GitLab's NASDAQ: GTLB Q1 earnings report and guidance. Nothing that is, except a wee bit of tepidness relative to analysts' relatively high bar.
Shares of GitLab Inc (NASDAQ:GTLB) are deep in the red this morning, off 10% at $43.68, after software company's disappointing second quarter and full-year guidance overshadowed a first-quarter earnings beat.
Although the revenue and EPS for Gitlab (GTLB) give a sense of how its business performed in the quarter ended April 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
GitLab Inc. (NASDAQ:GTLB ) Q1 2026 Earnings Conference Call June 10, 2025 4:30 PM ET Company Participants Brian G. Robins - CFO & Interim Chief Accounting Officer Kelsey Doherty Turcotte - Vice President of Investor Relations William Staples - CEO & Director Conference Call Participants Adam Tyler Tindle - Raymond James & Associates, Inc., Research Division Gray Wilson Powell - BTIG, LLC, Research Division James Derrick Wood - TD Cowen, Research Division Jason Noah Ader - William Blair & Company L.L.C.
GitLab Inc. (GTLB) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.03 per share a year ago.