Added to YB: 2026-03-06
Pitch date: 2026-03-04
GTLB [neutral]
GitLab Inc.
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
Company Info
GitLab Inc., together with its subsidiaries, develops software for the software development lifecycle in the United States, Europe, and the Asia Pacific.
Market Cap
$4.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-55.49
P/E
-78.53
EV/Sales
3.44
Sector
Software
Category
growth
GitLab Q4 2025 Earnings
GTLB (earnings): Q4 rev $260.4M (+23% YoY) beat by 3.5%; EPS $0.30 beat by 30%; ARR crossed $1B. Op margin 20.5%, FCF $220M (+83% YoY). 1,456 $100K+ customers (+18.5%), 155+ $1M+ customers (+26%). Duo Agent Platform launched for AI workflow automation. FY27 guide $1.099B-$1.118B (+15-17%) missed by 1.2%. Risks: DBNR 118% (down from 119%), GM declining to 85-87% from 89% on SaaS/AI costs, CAC payback worsened to 18.6mo, 20% of ARR price-sensitive.
Read full article (8 min)