Core Insights - GitLab and Atlassian are pivotal in the enterprise DevSecOps and software workflow landscape, aiding engineering teams in planning, building, securing, and shipping software at scale as AI transforms code management [1][2] - The DevSecOps market is projected to grow from $10 billion in 2025 to $37 billion by 2035, with a CAGR of 14%, indicating a shift towards secure, integrated, automation-heavy DevOps tools [2] GitLab Overview - GitLab offers a unified, security-native DevSecOps platform that integrates source code, CI/CD automation, vulnerability scanning, policy enforcement, and deployment into a single environment, addressing multi-tool sprawl [4][5] - The platform's AI integration enhances automation, contextual code suggestions, and security remediation within CI/CD pipelines, reducing manual steps and accelerating secure releases [5][6] - GitLab's fiscal 2026 EPS is estimated at 83 cents, reflecting a 12.16% year-over-year increase, driven by rising demand for integrated DevSecOps automation [6] Atlassian Overview - Atlassian provides a complementary approach to DevSecOps, focusing on coordination, governance, and workflow orchestration through tools like Jira, Bitbucket, and Confluence [7][8] - Recent AI enhancements in Atlassian's tools improve issue detection, workflow optimization, and auditability, which are crucial for maintaining governance in fast-paced development cycles [9][10] - The fiscal 2026 EPS estimate for Atlassian is $4.70, indicating a 27.72% year-over-year increase, showcasing its role as a governance backbone in modern DevSecOps [10] Performance Comparison - Year-to-date, GitLab shares have declined by 24.5%, while Atlassian shares have dropped by 40.8%, indicating steadier demand for GitLab's security-native platform compared to Atlassian's broader suite [11] - GitLab trades at a forward price-to-sales ratio of 6.5X, slightly above Atlassian's 5.64X, reflecting its focused approach to end-to-end DevSecOps and stronger AI monetization potential [14] Conclusion - Both GitLab and Atlassian benefit from the increasing adoption of DevSecOps, but GitLab's unified architecture and deeper AI integration provide a competitive edge in the current market [18]

SAN FRANCISCO--(BUSINESS WIRE)--All Remote - GitLab Inc., (NASDAQ: GTLB), the most comprehensive, intelligent DevSecOps platform, today announced that GitLab Chief Executive Officer Bill Staples and GitLab Interim Chief Financial Officer James Shen will present at the UBS Global Technology and AI Conference in Scottsdale, Ariz., on Thursday, December 4, 2025. The fireside chat is scheduled for 10:15 a.m. Mountain Time and will be webcast live at the following link: cc.webcasts.com/ubsx001/12012. ...

These 3 stocks are down, but they are far from out.November can be a great time to pick up stocks that are trading well off their highs for the year, as tax-loss harvesting can drive stocks to attractive prices around this time.Let's look at three artificial intelligence (AI) stocks that might be worth buying this month because they are poised to bounce back in 2026. Meta PlatformsMeta Platforms' (META 1.22%) share price crumbled following its third-quarter results, which could open up a great opportunity t ...

In this article, we will examine the 10 Best Mid Cap Stocks to Buy According to Hedge Funds.The US stock market is in transition. According to Franklin Templeton’s analysis of the first half of the year, US President Donald Trump has spent much of the first half of the year revamping his “America First” approach. Trump’s administration has enhanced (or initiated new) subsidies and incentives to prop up domestic manufacturing. Typically, Franklin Templeton’s Dina Ting stated, midcap stocks tend to benefit fr ...

GitLab Inc. (NASDAQ:GTLB) is one of the AI Stocks Analysts are Tracking Closely. On November 10, Piper Sandler analyst Rob Owens reiterated an Overweight rating on the stock with a $70.00 price target. The rating affirmation comes ahead of GTLB’s upcoming third-quarter earnings report, set for release on December 8. The firm believes that developer activity strength and positive infrastructure trends will likely lead to a 3Q beat and modest raise for GitLab. Its top ideas for upcoming prints are GTLB and ...

Core Insights - Baron Fifth Avenue Growth Fund gained 5.7% in Q3 2025, underperforming the Russell 1000 Growth Index (10.5%) and the S&P 500 Index (8.1%) [2] - Year-to-date, the Fund is up 14.4%, compared to 17.2% and 14.8% for its benchmarks [2] Top Contributors to Performance - NVIDIA Corporation's shares rose 18.1% due to its strong position in AI infrastructure, with a long-term total addressable market (TAM) expansion from $1 trillion to between $3 and $4 trillion [3] - Shopify Inc. saw a 28.6% increase in shares, driven by a 30% year-over-year revenue growth and a 29% increase in gross merchandise volume (GMV) [4][5] - Tesla, Inc. shares increased by 40.0%, supported by record delivery volumes, renewed investor confidence in leadership, and advancements in AI initiatives [6] Top Detractors from Performance - The Trade Desk's shares declined 31.9% due to in-line earnings and competitive pressures, particularly from Amazon's entry into the market [7] - Intuitive Surgical, Inc. shares fell 17.7% as system placements in the U.S. did not meet expectations, compounded by financial pressures on hospital customers [8] - MercadoLibre, Inc. shares decreased by 10.6% due to macroeconomic pressures in Argentina and increased competition from Amazon, despite strong quarterly results [9] Recent Activity - The Fund initiated a small investment in Figma and added to existing holdings in KKR, Alphabet, Taiwan Semiconductor, and CrowdStrike, funded by reducing positions in seven other holdings [10]

Core Insights - GitLab has developed a comprehensive AI-native DevSecOps platform that integrates code creation, testing, and security into a single automated environment, enhancing efficiency and security for enterprises [1] - The company is experiencing consistent business growth, with fiscal Q3 revenue estimates at $238.61 million, reflecting a 21.7% year-over-year increase, and a robust enterprise adoption with a 20% increase in high-value customers [2] - GitLab's future growth is contingent on effectively scaling its DevSecOps capabilities, particularly through the Duo Agent Platform and partnerships with major cloud providers [3] Business Expansion - GitLab's fiscal Q3 revenue is projected at $238.61 million, indicating a 21.7% increase year-over-year [2][7] - The number of customers generating over $100,000 in annual recurring revenue is expected to reach 1,372, a 20% increase year-over-year, supported by a dollar-based net retention rate of 120% [2] Competitive Landscape - GitLab faces significant competition, particularly from Microsoft, which is enhancing its offerings through GitHub and Azure DevOps, and from Atlassian, which is expanding its influence with tools like Jira and Bitbucket [4] - The competitive environment is intensifying as both Microsoft and Atlassian integrate advanced security features into their platforms [4] Valuation and Stock Performance - GitLab's shares have declined by 17.6% year-to-date, contrasting with a 26.9% return in the broader Zacks Computer & Technology sector [5] - The stock is trading at a forward Price/Sales ratio of 7.13, higher than the sector average of 6.88, indicating a premium valuation [8] - The Zacks Consensus Estimate for fiscal 2026 earnings is 83 cents per share, reflecting a 12.16% year-over-year increase [10]

Company Overview - GitLab (GTLB) operates a comprehensive software platform that facilitates project management throughout its entire life cycle, including code management, project management, and process automation [1] Investment Perspective - The analysis focuses on high-quality companies facing short-term challenges and misunderstood narratives, with an emphasis on event-driven strategies [1]

Core Viewpoint - BAE Systems, Britain's largest defense company, anticipates growth in operating profit driven by sustained demand, particularly from Turkey for Typhoon aircraft and Norway for Type 26 frigates [1] Group 1 - The company reported strong order inflows, indicating robust market demand [1] - Orders from Turkey and Norway are significant contributors to the company's positive outlook [1] - The forecast for growth in operating profit reflects confidence in the defense sector's resilience [1]

Core Insights - GitLab (GTLB) shares have increased by 17.8% over the past three months, outperforming the broader Zacks Computer & Technology sector's growth of 8.5% and the Zacks Internet - Software industry's decline of 12.9% [1][9] - The surge in GitLab's stock reflects heightened investor confidence in its AI-native DevSecOps platform, which is seeing accelerating customer adoption and an expanding market opportunity due to enterprise AI transformation [2][5] GitLab's Strategic Positioning - GitLab is establishing itself as a leader in AI-native DevSecOps, with its Duo Agent Platform facilitating integrated software development across various environments [5][10] - The platform's AI-orchestrated architecture supports human-AI collaboration throughout the software lifecycle, enhancing flexibility and avoiding vendor lock-in [7][10] Financial Performance and Growth Projections - The Zacks Consensus Estimate for GitLab's fiscal 2026 revenues is $940.15 million, indicating a year-over-year growth of 32.12% [6][14] - The fiscal third-quarter Remaining Performance Obligation is estimated at $1.07 billion, reflecting a 31.5% year-over-year increase, indicating deepening enterprise engagement [11] Valuation and Market Position - GitLab's stock trades at a forward price-to-sales multiple of 7.09X, higher than the sub-industry average of 4.95X and the sector average of 6.75X, suggesting strong growth prospects [12][14] - The Zacks Consensus Estimate for fiscal 2026 earnings is 83 cents per share, indicating a year-over-year growth of 12.16% [14] Competitive Advantages - GitLab's cloud-neutral strategy allows seamless deployment across major cloud platforms, enhancing its competitive position as enterprises adopt hybrid and multi-cloud architectures [11][16] - The company's focus on SaaS and Dedicated offerings is driving recurring revenue and improving customer engagement, particularly in regulated industries [10][15]