Added to YB: 2025-06-17
Pitch date: 2025-06-15
GTLB [neutral]
GitLab Inc.
-4.73%
current return
Author Info
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
$6.6B
Pitch Price
$41.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
-72.55
P/E
-138.20
EV/Sales
5.97
Sector
Software
Category
growth
GitLab Stock: Between AI Vision and Reality
GTLB (earnings update - fairly valued): Expanded position after post-earnings dip. Revenue +27% YoY to $214.5M, non-GAAP op margin +12% (vs -2% prior yr), FCF $104M (+180% YoY) with 49% margin. EV/sales 6x on 25% growth. CEO change & slowing growth (36%→31%→25%) triggered selloff, but AI-native platform & $1.1B cash provide runway for long-term enterprise dominance.
Read full article (6 min)