GTLB Benefits From Expanding Partner Base: A Sign for More Upside?

GitLab's expanding enterprise base and AWS partnership fuel ARR growth, but stiff DevSecOps competition and stock slump remain a concern.

Zacks Investment Research • Feb 23, 2026

Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting

Last week, I warned that insiders in two key industries were selling unusual amounts of their company's stock.

InvestorPlace • Feb 22, 2026

GitLab: The Valuation Lags Well Behind The Fundamentals

GitLab is transitioning from hypergrowth to disciplined scaling, with fundamentals outpacing its current valuation after a 60% stock decline. GTLB's platform consolidation pitch is resonating: 13% of 10,000+ customers pay $100,000+ annually, and DBNRR remains robust at 119%. Revenue growth exceeds 25%, margins are expanding, and free cash flow is positive, yet the market is not rewarding these improvements.

Seeking Alpha • Feb 21, 2026

GitLab Chief Executive Officer Bill Staples and GitLab Chief Financial Officer Jessica Ross to Present at the Morgan Stanley Technology, Media & Telecom Conference

SAN FRANCISCO--(BUSINESS WIRE)--All Remote - GitLab Inc., (NASDAQ: GTLB), the intelligent orchestration platform for DevSecOps, today announced that GitLab Chief Executive Officer Bill Staples and GitLab Chief Financial Officer Jessica Ross will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, Calif., on Thursday, March 5, 2026. The fireside chat is scheduled for 9:15 a.m. Pacific Time and will be webcast live at the following link: cc.webcasts.com/morg.

Business Wire • Feb 19, 2026

GitLab to Announce Fourth Quarter and Full Fiscal 2026 Financial Results

SAN FRANCISCO--(BUSINESS WIRE)--All Remote - GitLab Inc., (NASDAQ: GTLB), the intelligent orchestration platform for DevSecOps, today announced that it will report its financial results for the fourth quarter and its full fiscal year 2026, which ended January 31, 2026, after U.S. markets close on Tuesday, March 3, 2026. Management will host a conference call and webcast on the same day to discuss the company's financial results at 4:30 p.m. ET / 1:30 p.m. PT. GitLab Fourth Quarter and Full Fisc.

Business Wire • Feb 17, 2026

Gitlab Down 35% in Six Months: Should You Buy, Sell or Hold the Stock?

GTLB stock slides as competition, public sector delays, and valuation concerns overshadow its AI-driven DevSecOps growth story.

Zacks Investment Research • Feb 17, 2026

Baron Discovery Fund Q4 2025: Winners, Laggards, Buys & Sells

In the fourth quarter of 2025, the Baron Discovery Fund returned 0.19% (Institutional Shares), trailing the Russell 2000 Growth Index by 1.03%. In these periods, low quality (high debt and poor profitability) and short-term price momentum-oriented stocks outperformed. Exact Sciences Corporation received a buyout offer in the fourth quarter by Abbott Laboratories (ABT) for a price of $105 in cash.

Seeking Alpha • Feb 15, 2026

Baron Opportunity Fund Q4 2025 Portfolio Activity

We invest in secular growth and innovative businesses across all market capitalizations, with the bulk of the portfolio landing in the large-cap zone. We recently initiated a position in Axon Enterprise. We exited our successful investment in Exact Sciences Corporation after Abbott Laboratories announced it was acquiring the company for approximately $23 billion in cash.

Seeking Alpha • Feb 12, 2026

GitLab Inc. (GTLB) Discusses the Role of Agentic AI in Transforming Software Development Workflows Transcript

GitLab Inc. (GTLB) Discusses the Role of Agentic AI in Transforming Software Development Workflows Transcript

Seeking Alpha • Feb 10, 2026

GitLab Transcend Showcases How Intelligent Orchestration Helps Accelerate Innovation Velocity Across the Software Lifecycle

SAN FRANCISCO--(BUSINESS WIRE)--All Remote - GitLab Inc., the intelligent orchestration platform for DevSecOps, today hosted GitLab Transcend, an exclusive virtual event for technology leaders highlighting the true potential of agentic AI for software delivery. GitLab Transcend showcased how software teams are orchestrating AI agents across the entire development lifecycle. Attendees learned how this approach helps accelerate innovation by automating hundreds of routine tasks that traditionally.

Business Wire • Feb 10, 2026