Added to YB: 2025-12-12
Pitch date: 2025-12-10
GTLB [bullish]
GitLab Inc.
-3.65%
current return
Author Info
No bio for this author
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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
$40.05
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:
Razor's Edge: Gitlab Debate
GTLB: Core DevOps infra at 4x EV/sales, 25% growth. Ultimate penetration <30%, ARPU <$40/month. AI agentic demand emerging from Fortune 100s. Recent CEO/CRO/CFO turnover creates opportunity as stability returns. Sid stepped down for cancer treatment, retains 45% voting control.
Read full article (8 min)