GitLab (NASDAQ:GTLB) reported fourth quarter fiscal 2026 earnings that exceeded Wall Street expectations, but the company's shares dropped about 7% in early trading on its cautious guidance for the upcoming year. For the quarter ended January 31, 2026, GitLab posted adjusted earnings per share of $0.30, surpassing the consensus of $0.23.
GTLB stock tumbles 10% pre-market after Q4 results, even as revenues jump 23% and earnings top estimates on strong SaaS growth.
GTLB walked into earnings with a strong quarter and walked out with nine analyst price target cuts.
GitLab stock has plunged in the past 12 months amid fears over artificial intelligence and its latest earnings aren't helping.
GitLab Inc. (GTLB) Q4 2026 Earnings Call Transcript
Although the revenue and EPS for Gitlab (GTLB) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
GitLab Inc. (GTLB) came out with quarterly earnings of $0.3 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.33 per share a year ago.
The provider of software-development tools saw revenue increase by 23% in the latest quarter.
GTLB faces AI and public-sector headwinds, while NOW's large-deal momentum and deep workflow integrations give it an edge.
GTLb gears up for Q4 results with revenues seen up 19% Y/Y, as AI-driven DevSecOps, SaaS momentum and strong retention fuel growth.
GitLab's expanding enterprise base and AWS partnership fuel ARR growth, but stiff DevSecOps competition and stock slump remain a concern.
GitLab is transitioning from hypergrowth to disciplined scaling, with fundamentals outpacing its current valuation after a 60% stock decline. GTLB's platform consolidation pitch is resonating: 13% of 10,000+ customers pay $100,000+ annually, and DBNRR remains robust at 119%. Revenue growth exceeds 25%, margins are expanding, and free cash flow is positive, yet the market is not rewarding these improvements.