GitLab: Share Price Erosion Has Little To Do With Strong Fundamentals

GitLab is still a 'Buy,' as AI fears are overblown, with the stock trading at an inexplicably low valuation despite robust fundamentals. GTLB delivers 25% y/y revenue growth, beats Q3 estimates, and guides above consensus while maintaining high-teens operating margins and Rule of 40 discipline. Federal sector headwinds and SMB softness are near-term risks, but enterprise customer growth and a strong sales pipeline support the long-term thesis.

Seeking Alpha • Dec 12, 2025

Former GitLab CEO raises money for Kilo to compete in crowded AI coding market

Kilo Code makes a "vibe coding" extension for programming applications such as Microsoft's Visual Studio Code. The company was launched early this year by a group including Sid Sijbrandij, previously co-founder and CEO of coding company GitLab.

CNBC • Dec 10, 2025

GitLab Shares Plunge. Why It May Be Time to Load Up on the Stock Ahead of the New Year.

GitLab shares plunged on conservative guidance ahead of a new CFO taking over. The company reported strong revenue growth and vastly improved operating margins.

The Motley Fool • Dec 7, 2025

GitLab Inc. (GTLB) Presents at UBS Global Technology and AI Conference 2025 Transcript

GitLab Inc. ( GTLB ) UBS Global Technology and AI Conference 2025 December 4, 2025 12:15 PM EST Company Participants William Staples - CEO & Director James Shen - Interim CFO & Director of Corporate Finance Conference Call Participants Karl Keirstead - UBS Investment Bank, Research Division Presentation Karl Keirstead UBS Investment Bank, Research Division Okay. Hi, everybody.

Seeking Alpha • Dec 4, 2025

Why GitLab Stock Crashed Today

GitLab beat on earnings and (barely) beat on guidance last night. Investors wanted better guidance, and so GitLab stock is going down.

The Motley Fool • Dec 3, 2025

GitLab Stock Tumbles After Earnings Beat. What's Driving Shares Lower.

The software company says it continues to see weakness in its public sector segment.

Barrons • Dec 3, 2025

Gitlab (GTLB) Reports Q3 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Gitlab (GTLB) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Dec 3, 2025

Gitlab Shares Down Despite Q3 Earnings Beat, Revenues Up Y/Y

GTLB's third-quarter fiscal 2026 results benefit from solid subscription revenue growth, driven by an expanding client base.

Zacks Investment Research • Dec 3, 2025

Gitlab, Acadia Healthcare, Box And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session

U.S. stock futures were higher this morning, with the Dow futures gaining around 0.1% on Wednesday.

Benzinga • Dec 3, 2025

GitLab Stock Plunges After Q3 Earnings: What To Know

GitLab Inc. (NASDAQ: GTLB) stock dropped in Tuesday's extended trading after the company released its third-quarter earnings report and forward guidance.

Benzinga • Dec 2, 2025