Added to YB: 2025-10-22
Pitch date: 2025-09-02
GTLB [bullish]
GitLab Inc.
-17.67%
current return
Author Info
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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
$48.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-72.55
P/E
-138.20
EV/Sales
5.97
Sector
Software
Category
growth
Show full summary:
GitLab Inc. - $GTLB
GTLB: DevSecOps platform trades at 7x EV/ARR vs peers despite strong execution (3x revenue post-IPO). AI narrative misplaced - more AI code increases need for GitLab's security/deployment tools. Duo AI upsells driving 120%+ NRR. Path to 25% ARR growth, FCF profitability in 12-24mo. Risk: 25% SBC dilution.
Read full article (10 min)