GitLab Inc. is a leading AI-powered DevSecOps platform with strong traction for GitLab Ultimate, now accounting for ~50% of total ARR. GTLB's competitive advantages include its end-to-end platform, robust security features, and transparency policy, attracting major clients like the US government and Indeed. With a large TAM of $40 billion and a growing customer base, GTLB's revenue run-rate stands at $784 million, with a two-year CAGR of 32%.
Gitlab (GTLB) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
GitLab leverages AI to enhance software development, integrating security and AI throughout the development lifecycle, driving significant growth. Since my buy recommendation on June 11, 2024, GitLab's stock has risen 44%, outperforming the S&P 500's 14% increase. This article reviews GitLab's Q3 FY 2025 performance, valuation, and risks, emphasizing its potential as a leader in Agentic AI.
GTLB, a San Francisco-based DevOps platform provider, reported $196 million in 3Q25 revenues, showing 31% y/y and 7.1% q/q growth. Clients with over $5K and $100K ARR increased to 9.52K and 1.14K, representing 16% and 31% y/y growth, respectively. Operating margins improved from -26.67% to -14.29%. Apart from industry tailwinds, GTLB's new AI solutions and growth strategy that focuses on helping enterprises consolidate point solutions will help with topline growth.
GitLab ( GTLB ) is the $9 billion pioneer of a leading DevOps platform serving the various needs of software developers, operations, and security teams. Their code hosting and collaboration platform services offer continuous integration, source code management, out-of-the-box pipelines, agile development, and value stream management.
When searching for stocks that have the potential to be the next big artificial intelligence (AI) winners, stocks with market capitalizations (market caps) under $10 billion offer a good place to start. These companies have a lot more room to grow and their stocks to move much higher if their businesses prove to be highly successful.
Cathie Wood is the CEO and chief investment officer of Ark Invest. Over the last several years, she has earned a reputation for making overly bullish calls on companies that may typically lack the full attention of the rest of Wall Street.
GitLab is a fantastic “growth at a reasonable price” stock, trading at
GitLab shares are gaining traction, driven by robust AI-powered DevSecOps adoption and an expanding clientele.
When it comes to AMD Inc. (AMD), @ProsperTradingAcademy's Charles Moon says the company has "a lot of catching up to do" in the A.I. race, though bullish potential lingers in the stock.
TipRanks' analyst ranking service highlights Wall Street's best-performing stocks, including GitLab and MongoDB.
Gitlab (GTLB) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).