Added to YB: 2026-07-24
Pitch date: 2026-07-22
GTLB [neutral]
GitLab Inc.
-4.73%
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
$5.5B
Pitch Price
$31.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
-93.75
P/E
-220.49
EV/Sales
4.22
Sector
Software
Category
growth
War Cap Q2 2026 update - GitLab Inc.
GTLB (holding update): Largest position, bought earlier in 2025 after software selloff on LLM-replacement fears. Thesis: AI accelerates code production, making code control/review (Git's core) more critical. Code pushes +50% YoY (not yet monetized). ~$5.5B mcap ($4.2B EV), serves 50% of F100. Strategic M&A target for AI labs (Meta, SpaceX) given MSFT-GitHub precedent.
Read full article (2 min)