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GitLab: Conviction In Growth Acceleration Has Gone Up
Seeking Alpha· 2025-09-10 22:54
I'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic value and holding them for the long haul, allowing them to compound their earnings and shareholder returns.Analyst’s Disclosure:I/we have no stock, option or similar derivative positi ...
Why GitLab Inc. (GTLB) is a Top Momentum Stock for the Long-Term
ZACKS· 2025-09-10 22:51
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? Developed alongsid ...
GitLab Inc. (GTLB) Presents At Goldman Sachs Communacopia + Technology Conference (Transcript)
Seeking Alpha· 2025-09-10 06:48
Presentation[indiscernible] great conference. This is that I was delayed because there were so many people, could not get up on time. So welcome to the Goldman Sachs Communacopia and Technology Conference. I think it's your first time as CEO of GitLab.Kasthuri RanganHead of Software Coverage Yes, you have. This conference has been -- it was just day 2 of a 4-day conference and it's been -- would you say it's been an amazing success, 3,000-plus people. For our industry, that's a really huge attendance. We're ...
GitLab (NasdaqGS:GTLB) 2025 Conference Transcript
2025-09-10 05:07
GitLab (NasdaqGS:GTLB) 2025 Conference September 09, 2025 04:05 PM ET Company ParticipantsKash Rangan - Managing DirectorBill Staples - CEO & DirectorBrian Robins - CFOKash RanganTell us what a great conference this is that I was delayed because there were so many people. I could not get up on time. Welcome to the Goldman Sachs Communication and Technology Conference. I think it's your first time as CEO of GitLab.Bill StaplesFirst time at GitLab, yeah.Kash RanganBrian, you've been here before, right?Brian R ...
GitLab: Navigating The Growth Slowdown
Seeking Alpha· 2025-09-10 00:07
One of the market's more notable losers last week was GitLab (NASDAQ: GTLB ). The DevSecOps company saw its shares tumble after the second quarter report featured a revenue guidance miss and CFO exit. While the announced quarter saw its usualI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment man ...
GitLab: One Of The Cheapest Rule Of 40 Stocks Available (Upgrade)
Seeking Alpha· 2025-09-05 23:03
As we wrap up the bulk of the Q2 earnings season, one theme has rung out clearly: Investors are largely ditching small- and mid-cap growth stocks and fleeing to the perceived safety of large-cap tech stocks, which are trading at veryWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contribut ...
瑞银下调GitLab目标价至60美元
格隆汇· 2025-09-05 17:16
瑞银将GitLab的目标价从73美元下调至60美元,维持"买入"评级。(格隆汇) ...
Buy the Dip? GitLab's Bullish Case Outweighs the Bears
MarketBeat· 2025-09-05 05:34
GitLab TodayGTLBGitLab$43.46 -3.45 (-7.35%) 52-Week Range$37.90▼$74.18P/E Ratio434.60Price Target$58.87Add to WatchlistGitLab’s NASDAQ: GTLB FQ2 earnings report provided the market with excuses to sell, including tepid guidance and the sudden departure of its CFO. However, the report also included ample reasons to buy the dip, including better-than-expected results, margin improvement, and signs of momentum that suggest the guidance could be cautious.  All in all, GitLab had a solid quarter, underpinned by ...
GitLab Shares Fall Despite Q2 Earnings Beat, Revenues Up Y/Y
ZACKS· 2025-09-05 01:31
Key Takeaways GitLab Q2 EPS of $0.24 beat estimates, with revenue up 29.2% year over year at $236 million.Subscription revenue climbed 30.3% to $212.7M, driven by SaaS adoption and expanding customer base.Despite solid growth, GTLB shares fell 9.57% in pre-market trading after reporting results.GitLab (GTLB) reported second-quarter fiscal 2026 non-GAAP earnings of 24 cents per share, beating the Zacks Consensus Estimate by 50%. The company reported earnings of 15 cents per share in the year-ago quarter.Tota ...
Options Traders Target 3 Tech Stocks After Earnings
Schaeffers Investment Research· 2025-09-05 01:02
核心观点 - 三家科技公司发布季度财报后股价表现分化 C3ai和GitLab因业绩及指引不及预期股价下跌 HPE因业绩超预期及上调全年展望股价上涨 [1][2][3][4] - 期权市场对三只股票的交易活动异常活跃 成交量均远超日内平均水平 [5] C3ai财报表现 - 公司第一季度财报不及预期 撤回2026年业绩预测并更换首席执行官 [2] - 股价下跌3.4%至16.12美元 接近2025年8月11日创下的两年低点14.70美元 [2] - 2025年内累计下跌53.5% 遭遇连续第四日下跌 [2] - 瑞银和Canaccord Genuity分别将目标价从23美元和28美元下调至16美元 [2] GitLab财报表现 - 公司第二季度营收和盈利超预期 但第三季度及全年营收指引未达市场预期 [3] - 股价下跌8.9%至42.76美元 创6月11日以来最大单日跌幅 [3] - 过去九个月累计下跌35% 遭遇连续第四日下跌 [3] - 巴克莱等八家机构下调目标价 其中巴克莱从47美元降至44美元 [3] HPE财报表现 - 公司第三季度营收和盈利超预期 同时上调全年业绩展望 [4] - 股价上涨3.8%至23.71美元 创1月以来最高水平 [4] - 三个月内累计上涨34.9% 实现六个交易日内第五日上涨 [4] - Raymond James等五家机构上调目标价 其中Raymond James上调至30美元 [4] 期权交易活动 - C3ai和GitLab期权总成交量达到日内平均水平的3倍 HPE成交量达到6倍 [5] - C3ai最活跃合约为9月5日18美元看涨期权 GitLab为45美元看涨期权 HPE为10月24日看涨期权 [5]