文章核心观点 - Dollar General (DG) 和 GitLab (GTLB) 虽然处于不同行业，但都提供了相似的价值，目前股价接近长期低点。两者都有可能在2025年逆转趋势并上涨，但只有GitLab是当前投资者的较好买入选择，而Dollar General面临诸多挑战，需要几个季度甚至更长时间才能缓解[1][2][6] Dollar General (DG) - 公司面临内部问题，如组织混乱、店内杂乱和员工问题，导致消费者难以找到商品，且不愿意购买随意丢弃的物品[2] - 公司在2024年虽然业务增长，但未能跟上零售行业领导者如Walmart和TJX Companies的步伐，消费者更倾向于寻找价值和质量，而Dollar General在这两方面需要改进[3] - 公司上半年表现不佳，未能达到共识目标和行业同行的水平，且指导意见逐渐减弱[3] - 尽管利率下降可能改善商业环境，但预计需要几个季度才能看到全面影响，且公司面临持续的员工短缺问题，难以改善库存管理和员工配备[4] - 分析师共识情绪希望公司快速恢复，评级为“持有”，市场预期的价格目标假设有30%的上行空间，但股价在2024年12月初持续走低，触及新低[5] GitLab (GTLB) - 公司股价因AI热潮经历了波动，但作为DevSecOps平台，公司在第二波AI应用浪潮中处于有利位置，其AI增强工具连接、保护并协助全球开发者进行实时协作软件开发[6] - 公司在2024年表现良好，持续增长在30%范围内，超出共识估计并盈利，主要驱动因素包括客户数量增加、大型客户增长和深化服务渗透[7] - 公司报告了近10%的年度客户增长，33%的最大客户群体增长，以及126%的净保留率，预计下一财年收入将增长20%，利润率显著改善，盈利增长预计为40%[7] - 分析师对GitLab的市场趋势非常乐观，MarketBeat报告称覆盖率增加了65%，达到25位分析师，情绪从“持有”提升至“买入”，价格目标暗示将创下多年新高[8] - 技术展望表明股价可能继续上涨，达到$80的高端范围，足以创下三年新高[8]

文章核心观点 - GitLab (GTLB) 预计将在2024年12月5日发布2025财年第三季度财报 公司预计第三季度营收在1.87亿至1.88亿美元之间，同比增长25%-26%，非GAAP每股收益预计在15至16美分之间 市场共识预计营收为1.8767亿美元，同比增长25.39%，每股收益为16美分，同比增长77.78% [1][2] 公司业绩预期 - 公司预计第三季度营收在1.87亿至1.88亿美元之间，同比增长25%-26%，非GAAP每股收益预计在15至16美分之间 [1] - 市场共识预计营收为1.8767亿美元，同比增长25.39%，每股收益为16美分，同比增长77.78% [2] - 公司在过去四个季度中每次都超出了Zacks共识预期，平均收益惊喜率为328.13% [3] 影响第三季度业绩的因素 - 公司第三季度业绩预计将受益于所有客户规模的购买行为改善，特别是企业客户的购买行为 这种正常化预计将继续，并由其DevSecOps平台的进一步采用推动 [5] - 通过GitLab Duo将AI集成到DevSecOps平台中，已为客户带来生产力和安全性的提升，导致交易规模扩大，如Barclays采用GitLab Duo供数千名开发者使用 这种向AI驱动解决方案的转变预计将在即将报告的季度中促进客户增长和保留 [6] - 公司最大客户（年经常性收入超过10万美元）显著采用了Ultimate层级 这些客户占新收入的份额不断增长，预计在2025财年第三季度将继续 [7] - Ultimate层级预计将继续强劲增长，主要由安全和合规用例驱动 该层级在2025财年第二季度的总ARR中占47%，超过50%的预订量表明对高级功能和服务的需求强劲 [8] - 公司的SaaS产品，包括GitLab Dedicated，继续显示出强劲增长 SaaS收入在2025财年第二季度同比增长46%，现在占公司总收入的28% 这一趋势预计将在即将报告的季度中继续，得益于GitLab Dedicated对受监管行业的吸引力 [9] Zacks模型分析 - 根据Zacks模型，正的收益ESP和Zacks排名1（强买）、2（买）或3（持有）的组合增加了收益超预期的可能性 但这种情况并不适用于GitLab，因为其当前的收益ESP为0.00%，Zacks排名为3 [10] 其他公司考虑 - Rubrik (RBRK) 的收益ESP为+0.42%，Zacks排名为2 [12] - Pure Storage (PSTG) 的收益ESP为+2.98%，Zacks排名为3 [14] - Hewlett Packard (HPE) 的收益ESP为+1.51%，Zacks排名为3 [15]

GitLab (GTLB) shares have jumped 13.3% in a month, underperforming the Zacks Computer & Technology sector’s return of 0.7% and the Zacks Internet Software industry’s appreciation of 3%. The outperformance can be attributed to strong top-line growth expectations in fiscal 2025. Its expanding clientele has been a key catalyst. Solid adoption of its AI-powered DevSecOps platform is aiding prospects.GTLB expects total revenues between $742 million and $744 million, indicating a growth rate of 28% over fiscal 20 ...

NEW YORK, Nov. 03, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of GitLab Inc. (NASDAQ: GTLB) between June 6, 2023 and March 4, 2024, both dates inclusive (the “Class Period”), of the important November 4, 2024 lead plaintiff deadline. SO WHAT: If you purchased GitLab securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO DO N ...

NEW YORK, Nov. 01, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of GitLab Inc. (NASDAQ: GTLB) between June 6, 2023 and March 4, 2024, both dates inclusive (the “Class Period”), of the important November 4, 2024 lead plaintiff deadline. SO WHAT: If you purchased GitLab securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO DO N ...

NEW YORK, Oct. 31, 2024 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of GitLab Inc. (NASDAQ: GTLB). Shareholders who purchased shares of GTLB during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/gitlab-loss-submission-form/?id=110016&from=4 CLASS PERIOD: June 6, 2023 to March 4, 2024 ...

NEW YORK, Oct. 29, 2024 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of GitLab Inc. (NASDAQ: GTLB). Shareholders who purchased shares of GTLB during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/gitlab-loss-submission-form/?id=109661&from=3 CLASS PERIOD: June 6, 2023 to March 4, 2 ...

SAN DIEGO, Oct. 29, 2024 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of GitLab Inc. (NASDAQ: GTLB) securities between June 6, 2023 and March 4, 2024, inclusive (the “Class Period”), have until November 4, 2024 to seek appointment as lead plaintiff of the GitLab class action lawsuit. Captioned Dolly v. GitLab Inc., No. 24-cv-06244 (N.D. Cal.), the GitLab class action lawsuit charges GitLab as well as certain of GitLab’s top executives with viola ...

SAN DIEGO, Oct. 29, 2024 /PRNewswire/ -- The Shareholders Foundation, Inc. announced that a deadline is coming up on November 4, 2024, in the lawsuit that was filed for certain investors in GitLab Inc. (NASDAQ: GTLB) shares Investors who purchased in excess of $100,000 in shares of GitLab Inc. (NASDAQ: GTLB) have certain options and there are short and strict deadlines running. Deadline: November 4, 2024. ThoseNASDAQ: GTLB investors should contact the Shareholders Foundation at [email protected] or call +1( ...

NEW YORK, Oct. 28, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of GitLab Inc. (NASDAQ: GTLB) between June 6, 2023 and March 4, 2024, both dates inclusive (the "Class Period"), of the important November 4, 2024 lead plaintiff deadline. SO WHAT: If you purchased GitLab securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO DO NE ...