Key Takeaways Five9 gains from rising AI adoption in contact centers and new integrations with Google Cloud.TaskUs expands agentic AI consulting through new partnerships, driving double-digit growth rates. Workday, GitLab and BILL Holdings show earnings estimate upgrades, signaling continued AI-driven momentum.The artificial intelligence (AI)-driven astonishing bull run of 2023 and 2024 has continued in 2025 too. With just two months to close this year, the AI infrastructure developers are set to witness an ...

文章核心观点 - 文章提及一个旨在帮助投资者在市场错误定价的低估值股票中寻找机会的服务 [1] 分析师持仓披露 - 分析师在提及的公司中未持有任何股票、期权或类似衍生品头寸 [2] - 分析师可能在接下来72小时内通过购买股票或看涨期权等方式，在GTLB公司建立多头头寸 [2]

We recently published Market Downturn? Not for these 10 Stocks; 7 Jump to Record Highs. GitLab Inc. (NASDAQ:GTLB) is one of the best performers on Thursday. GitLab grew its share prices by 10.6 percent on Thursday to end at $48.27 apiece as investors snapped up shares following reports that it was being eyed for takeover anew by DataDog Inc. Citing sources privy to the matter, a report by Street Insider said that DataDog is currently in coordination with Morgan Stanley for the potential acquisition, with ...

CANADA - 2025/09/30: In this photo illustration, the GitLab (Git Lab) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesGitLab (NASDAQ: GTLB), a firm that offers tools to assist teams in managing their software development lifecycle, experienced a stock increase of 10.6% yesterday following reports that Datadog is contemplating a takeover bid of $60 per share. Nonetheless, aside from this acqui ...

GitLab Inc. (GTLB) shares rallied 10.6% in the last trading session to close at $48.27. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 13.5% loss over the past four weeks.GitLab is benefiting from strong enterprise demand for its AI-native DevSecOps platform, driven by the growing need for secure, efficient, and scalable software development solutions. This company is expected to post quarterly earnings of $ ...

Key Points The niche software specialist apparently has a peer willing to acquire it. According to a report in financial media, that would-be buyer is attempting to arrange financing for a deal. 10 stocks we like better than GitLab › The stock of software development, security, and operations company GitLab (NASDAQ: GTLB) saw a sudden blast of investor interest Thursday. Thanks to the resulting share price spike as the market barreled to a close the day, the tech company's share price ended up risi ...

GitLab (NASDAQ: GTLB ) is an example of a high-growth software name which is still trading at reasonable valuations in spite of an overheated tech market. Investors appear concerned about potential disruption from generative AI, even if managementJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurd ...

股价表现 - Adobe与GitLab股价在周二早盘交易中下跌 [2] - 下跌与投资机构Mizuho的观点相关 市场认为人工智能正产生严重的负面影响 [2] 市场观点 - Adobe公司处于创意软件与生成式人工智能的交汇点 [2]

Zacks Premium服务概览 - 提供多种研究工具帮助投资者提升信心和决策能力 包括每日更新的Zacks Rank Zacks Industry Rank Zacks 1 Rank List 股票研究报告和高级选股器 [1] - 服务还包含Zacks Style Scores的使用权限 [2] Zacks Style Scores详解 - 该评分体系作为Zacks Rank的补充指标 通过三种投资风格对股票进行评级 帮助投资者筛选未来30天最有可能跑赢市场的证券 [3] - 每只股票根据价值 增长和动量特征获得A B C D或F的评级 评分越高代表股票表现优于市场的概率越大 [4] - 价值评分通过考察市盈率 PEG 市销率 现金流比率等指标识别价格被低估的股票 [4] - 增长评分通过分析预测及历史收益 销售额和现金流来筛选具有长期可持续增长潜力的公司 [5] - 动量评分利用单周价格变动和盈利预测的月度百分比变化等因素 判断建仓时机 [6] - VGM评分是三种风格评分的综合加权结果 用于识别兼具吸引力价值 优秀增长前景和积极动量的公司 [7] Zacks Rank与Style Scores的协同作用 - Zacks Rank是一种利用盈利预测修正来帮助投资者构建成功投资组合的专有股票评级模型 [8] - 自1988年以来 Zacks Rank 1（强力买入）股票实现了+23.81%的平均年回报率 表现超过标普500指数两倍以上 [9] - 为从超过800只高评级股票中做出选择 建议优先选择Zacks Rank 1或2且Style Scores为A或B的股票 对于Rank 3（持有）的股票 也应确保其具有A或B的评分以保障上行潜力 [10] - 即使股票具有A或B的Style Scores 但如果其Zacks Rank为4（卖出）或5（强力卖出） 则盈利前景呈下降趋势 股价下跌可能性较大 [11] 案例研究：GitLab Inc (GTLB) - GitLab是一家领先的DevSecOps平台提供商 其股票Zacks Rank为3（持有） VGM评分为B [12] - 该股动量风格评分为A 过去四周股价上涨2.6% [12] - 在过去的60天内 有9位分析师上调了其2026财年的盈利预测 Zacks共识预期每股收益增加0.08美元至0.83美元 [13] - 该股平均盈利惊喜达到+37.6% 结合其稳健的Zacks Rank和顶尖的动量与VGM评分 值得投资者重点关注 [13]

核心业绩表现 - 第二季度非GAAP每股收益为0.24美元，超出市场预期50%，去年同期为0.15美元 [2] - 总收入达2.36亿美元，超出市场预期4.14%，同比增长29.2% [2] - 非GAAP运营收入为3960万美元，去年同期为运营亏损1820万美元 [5] 收入构成 - 订阅、自托管和SaaS收入占总收入90.1%，同比增长30.3%至2.127亿美元，超出预期3.93% [3] - 许可、自托管及其他收入占总收入9.9%，同比增长20%至2330万美元 [3] - SaaS收入占总收入30%，同比增长39% [3] 客户指标 - 年度经常性收入超过5000美元的客户数量增至10,338家，同比增长11% [4] - 年度经常性收入超过10万美元的客户数量增至1,344家，同比增长25% [4] - 美元净留存率为121% [4] 运营支出与效率 - 非GAAP研发支出同比增长16.8%至5230万美元 [5] - 非GAAP销售和营销支出同比增长15.5%至8960万美元 [5] - 非GAAP一般行政支出同比增长20.7%至3020万美元 [5] 财务状况 - 现金及现金等价物和短期投资为11.6亿美元，环比增长 [6] - 运营现金流为4940万美元，上一季度为运营现金流出1.063亿美元 [6] - 调整后自由现金流为4650万美元 [6] 业绩指引 - 第三季度收入指引为2.38亿至2.39亿美元，同比增长约23% [8] - 2026财年收入指引为9.36亿至9.42亿美元，同比增长约24% [8] - 2026财年非GAAP运营收入指引为1.33亿至1.36亿美元，每股收益指引为0.82至0.83美元 [9] 市场与行业对比 - 过去一个月公司股价上涨约7%，表现优于标普500指数 [1] - 行业同业公司BILL Holdings同期股价上涨16.6%，上季度收入为3.8335亿美元，同比增长11.5% [13] - 公司属于互联网软件行业，BILL Holdings的Zacks共识预期在过去30天变化+5.7% [14]