It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium includes access to the Zacks Style Scores a ...

A month has gone by since the last earnings report for GitLab Inc. (GTLB) . Shares have added about 7% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Gitlab due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for GitLab Inc. before we dive into how investors and analysts have reacted as of late.Gitl ...

SAN FRANCISCO--(BUSINESS WIRE)--All Remote - GitLab Inc. (NASDAQ: GTLB), the most comprehensive, intelligent DevSecOps platform, today announced it has been named a Leader in the 2025 Gartner Magic Quadrant for DevOps Platforms. This Magic Quadrant, which evaluated 10 vendors, builds on GitLab's recent placement as a Leader in the Gartner Magic Quadrant for AI Code Assistants and marks the third consecutive year GitLab has been named a Leader. According to Gartner, "DevOps platforms simplify th. ...

Gitlab Inc. (NASDAQ:GTLB) is one of the best tech stocks to buy, according to Cathie Wood. On September 11, Guggenheim initiated coverage of the stock with a “Buy” rating and a $70 price target. The positive stance comes amid expectations that artificial intelligence will enhance demand for the company’s software platform, rather than undermining it. Guggenheim Asserts GitLab’s Inc. (GTLB) ‘Buy’ Rating, Downplays AI Risks According to Guggenheim, there is a significant increase in the headcount of develo ...

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 ...

公司业绩表现 - 第二季度收入同比增长29%至2.36亿美元 超出市场预期[5] - 非GAAP运营利润率扩大至17% 较去年同期10%显著提升[5] - 全年调整后每股收益预测上调 但收入指引趋于保守[1] 股价与估值 - 年初至今股价下跌18.9% 52周内累计下跌18.1%[3] - 当前股价较52周高点74.18美元下跌38.4%[3] - 远期市销率达9.46倍 高于行业中位数水平[4] 管理层变动 - 首席财务官Brian Robins将于9月19日离职 转投Snowflake担任类似职务[1][4] - 管理层变动引发市场对短期前景的信心波动[1] 人工智能战略布局 - 推出GitLab Duo Agent平台 专注于提升开发者生产效率[2] - 通过AI技术增强企业参与度 深化DevSecOps平台整合[2] - 公司总市值达76亿美元 定位AI驱动的软件交付创新者[2] 市场反应 - 9月4日财报发布后股价单日下跌7.4%[4] - 9月8日交易时段出现反弹 单日上涨4.7%[4] - 尽管业绩超预期 但保守指引引发投资者重新评估[1]

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 ...

财务表现与预期 - 公司预计2026财年第二季度收入在2.26亿至2.27亿美元之间 同比增长约24% [1] - 非GAAP每股收益预计为0.16至0.17美元 [1] - Zacks共识收入预期为2.2657亿美元 同比增长24.09% [2] - 过去四个季度每股收益均超预期 平均超出幅度达37.64% [2] 业务增长驱动因素 - DevSecOps平台创新投入持续推动业绩增长 特别是在安全性和AI驱动解决方案领域 [4] - GitLab Duo系列产品采用率提升 客户越来越多地将AI功能集成到工作流程中 [5] - 美元净留存率高达122% 主要来自席位扩展、层级升级和客户产出增加 [6] - 超过5000美元年经常性收入客户达10,104家 同比增长13% [7] - 超过10万美元年经常性收入客户达1,288家 同比增长26% [7] 战略合作与市场拓展 - 与亚马逊AWS达成三年合作协议 扩大GitLab Dedicated在受监管行业的覆盖 [15] - 与谷歌云平台集成 通过简化认证和提升应用部署效率增强开发者生产力 [16] - 云平台合作帮助公司扩大在大型企业客户中的市场份额 [14] 股价与估值表现 - 年初至今股价下跌14.8% 表现逊于计算机与科技板块12.9%的涨幅和互联网软件行业19.5%的增长 [8] - 同期微软股价上涨20.2% 其在DevSecOps领域通过GitHub和Azure DevOps整合强化了竞争地位 [8] - 当前远期市销率达7.55倍 高于互联网软件行业平均的5.71倍 [11] 运营挑战与压力 - 一次性支出包括全球峰会活动和中国合资企业极狐相关成本 对利润率造成压力 [19] - 2026财年第一季度毛利率收缩100个基点 [19] - 面临宏观经济不确定性和AI赋能DevSecOps领域竞争加剧的挑战 特别是来自微软等大型企业的竞争 [17]

GitLab公司表现 - GitLab Inc (NASDAQ: GTLB) 作为中等市值科技公司 在推动DevSecOps平台方法于软件开发与交付领域处于领先地位 [1] - 公司今年对股东回报表现不佳 但未提及具体财务数据或百分比变化 [1] 行业定位 - 公司在软件开发和交付领域采用DevSecOps平台方法 处于行业前沿位置 [1]

核心观点 - GitLab受益于其DevSecOps平台的强劲需求 通过丰富的合作伙伴网络(包括Google Cloud AWS Zscaler)扩大大型企业客户覆盖 [1] - 公司面临来自微软 Atlassian等竞争对手的激烈挑战 尤其在DevSecOps领域 [6][7][8] - 2026财年第一季度ARR超10万美元客户同比增长26% 显示企业级客户获取能力增强 [5] - 股价年内下跌18.6% 估值溢价明显(远期市销率7.21倍vs行业5.9倍) [10][13] 业务发展 - 2025年4月推出GitLab Duo with Amazon Q 整合AI代理功能加速开发流程和代码现代化 [2] - 与Google Cloud的服务集成提升开发者生产力 优化认证流程和应用部署效率 [3] - Zscaler选择GitLab作为合作伙伴 强化安全功能并扩展企业工作流解决方案 [4] 客户增长 - 2026财年Q1 ARR超5000美元客户达10,104家(同比+13%) ARR超10万美元客户1,288家(同比+26%) [5] - 合作伙伴生态持续扩展 包括AWS Google Cloud等云平台推动企业级采用率 [12] 竞争格局 - 主要竞争对手微软通过GitHub与Azure DevOps的深度整合提供完整DevSecOps解决方案 [7] - Atlassian通过Jira Bitbucket等工具组合及与Snyk Mend等安全厂商合作强化DevSecOps能力 [8][9] 财务表现 - 2026财年Q2每股收益预期0.16美元(同比+6.67%) 全年预期0.75美元(同比+1.35%) [15] - 当前市销率7.21倍显著高于行业平均5.9倍 价值评分F级 [13]