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Added to YB: 2023-12-07

Pitch date: 2023-12-06

GTLB [neutral]

GitLab Inc.

-33.69%

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

$59.60

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:
Thoughts on $GTLB Earnings

$GTLB beats on rev $150M (+32% YoY), ent cust w/ >$100K ARR +37% to 874. Ultimate tier 43% of ARR & >50% of bookings. DBNRR strong at 128%, RPO +40% YoY. 1st pos non-GAAP op margin 3.7%. FY rev guide +3% to +35% YoY. Valuation risk at 12x NTM sales, little room for error.

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