GitLab Inc. (GTLB)
GitLab Inc. (GTLB) Q2 2026 Earnings Call Transcript
GitLab Inc. (NASDAQ:GTLB ) Q2 2026 Earnings Call September 3, 2025 4:30 PM EDT Company Participants Cassidy Fuller-Patterson William Staples - CEO & Director Brian Robbins - CFO & Interim Chief Accounting Officer Conference Call Participants Robbie Owens - Piper Sandler & Co., Research Division Matthew Hedberg - RBC Capital Markets, Research Division Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Koji Ikeda - BofA Securities, Research Division James Wood - TD Cowen, Research Division Sanjit Singh - Morgan Stanley, Research Division Brian Essex - JPMorgan Chase & Co, Research Division Gray Powell - BTIG, LLC, Research Division Michael Cikos - Needham & Company, LLC, Research Division Jonathan Ruykhaver - Cantor Fitzgerald & Co., Research Division Presentation Operator Good day, everyone, and welcome to today's GitLab Second Quarter Fiscal Year 2026 Conference Call. [Operator Instructions] It is now my pleasure to turn the conference over to Cassidy Fuller-Patterson.
GTLB Stock Set to Report Q2 Earnings: A Smart Buy or Risky Investment?
GitLab projects 24% revenue growth in Q2, driven by AI-driven DevSecOps momentum, but faces valuation concerns and tough competition.
GitLab: Poised To Benefit From The Growing Thrust Of AI-Powered Software Development
Gitlab is having a difficult 2025, contracting by -22% and underperforming its software & service peers and Russell 1000 peers by a large margin. However, we view the current weakness as a good opportunity to get on board. Unified DevSecOps platforms such as Gitlab that facilitate a comprehensive suite of AI-powered software development stand to gain and take market share.
GTLB vs. PEGA: Which Enterprise Automation Stock Is a Better Buy Now?
Pegasystems surges on GenAI Blueprint momentum and stronger earnings growth, outpacing GitLab in the automation space.
GitLab Inc. (GTLB) Just Reclaimed the 50-Day Moving Average
From a technical perspective, GitLab Inc. (GTLB) is looking like an interesting pick, as it just reached a key level of support. GTLB recently overtook the 50-day moving average, and this suggests a short-term bullish trend.
GitLab's Partner Base Expands: Is Growth Thesis Strengthening?
GTLB expands with major cloud and security partners, driving enterprise growth despite stiff DevSecOps competition.
GitLab and Atlassian Get Downgrades. AI Competition is a Threat, Analyst Says.
The AI revolution has shown no signs of slowing down, but two software companies may be trailing behind.
Should You Hold on to GitLab Despite the Stock's 17% YTD Decline?
GTLB is down 17% YTD, but rising revenue, AI expansion, and strong partnerships hint at a longer-term upside.
GitLab's DevSecOps Growth Momentum Continues: A Sign for More Upside?
GTLB benefits from DevSecOps momentum as new platform features and enterprise adoption fuel ongoing growth.
Why Smart Investors Are Watching GitLab Closely Right Now
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.
The Best AI Agent Stocks to Buy in 2025
Agentic AI refers to models trained to use tools, access data, and take real-world actions—potentially redefining software through personalization and automation.
GitLab Is Clear Winner In Faceoff With monday.com
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.
