Added to YB: 2025-12-05
Pitch date: 2025-12-03
GTLB [bullish]
GitLab Inc.
+3.1%
current return
Author Info
No bio for this author
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
$38.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
-72.55
P/E
-138.20
EV/Sales
5.97
Sector
Software
Category
growth
Razor's Edge: Giga Long Gitlab Time...
GTLB: Fortune 100 customer went from planning GitLab exit for GitHub Copilot to expecting spend increases as AI agents need licenses/entitlements. Agent seats will exceed human headcount cuts. DUO GA + Ultimate tier upgrades (3x price) + consumption pricing = ARPU doubling potential from sub-$40/mo. 5x EV/sales vs peers at 12x-20x.
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