SAN FRANCISCO--(BUSINESS WIRE)--All Remote - GitLab Inc. (NASDAQ: GTLB), the most comprehensive, intelligent DevSecOps platform, today announced it was named a Leader in the 2025 Gartner Magic Quadrant for AI Code Assistants for the second consecutive year. The Magic Quadrant, which evaluated 14 vendors, recognized GitLab as a leader based on "Completeness of Vision" and "Ability to Execute." According to Gartner, "AI code assistants enhance software developers' experience by boosting their eff. ...

GitLab Inc. (NASDAQ:GTLB) is one of the AI Stocks Analysts Say You Should Watch Closely. On September 11, Guggenheim analyst Howard Ma initiates coverage on the stock with a Buy rating and a price target of $70.00. According to the firm, AI tools will enhance, not undermine, demand for software platforms for names such as Atlassian and GitLab. Particularly for GTLB, the firm noted how the company is a “leading enterprise-focused DevSecOps platform with 95% gross retention. It further said that concerns r ...

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 ...

We came across a bullish thesis on GitLab Inc. on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on GTLB. GitLab Inc. 's share was trading at $47.69 as of September 2nd. GTLB’s trailing and forward P/E were 529.89 and 63.69 respectively according to Yahoo Finance. Blaize Holdings Inc. (BZAI): AI Hardware for Edge Computing Copyright: welcomia / 123RF Stock Photo GitLab (GTLB) is a leading DevSecOps platform that integrates the entire software development ...

We're taking a look at several stock picks stretching across all different sectors for you. So, let's go through them one by one and why you might want to consider these for your portfolio. Luke Lloyd, president, CEO of Lloyd Financial Group is with me now.Thanks for being here. So, we are at a record setting day here with the S&P and the NASDAQ. Even gold is at a record today.Um, you know, are you buying anything today. Do you wait for pullbacks. How do you feel about this market going forward.>> Yeah, we ...

Core Insights - GitLab has emerged as a significant player in the DevSecOps space, particularly after its IPO in 2021, but has faced a substantial decline in stock value, dropping approximately 80% from its peak during the tech sell-off of 2022-2023 [1][2] - Recently, GitLab's stock has shown signs of recovery, largely due to the increasing adoption of its AI-powered DevSecOps platform, although it still trades about 63% below its all-time high, indicating cautious investor sentiment [2][3] AI-Native Strategy - GitLab is positioning itself as an AI-native DevSecOps company, integrating AI throughout the software lifecycle, with its AI-powered suite, GitLab Duo, experiencing a sixfold increase in weekly usage in 2025, with around 25% of this attributed to new customers [4] - The company has launched the Duo Agent Platform, currently in public beta, aimed at large enterprises, allowing engineers to utilize AI agents for software development tasks, thereby enhancing productivity and reducing delivery times [5] - GitLab has formed partnerships with major companies like Amazon, OpenAI, and Alphabet to enable their AI agents to function within its Duo Agent Platform, providing customers with flexibility while maintaining security [6] Monetization and Financial Outlook - GitLab is shifting its pricing model for the Duo Agent Platform from a purely seat-based subscription to a hybrid model that includes usage-based pricing, with plans for general availability by the end of 2025 [7] - The AI-native DevSecOps platform is driving strong customer adoption and financial momentum, and despite its strengths, GitLab is trading at a reasonable valuation [8]

Question-and-Answer SessionRobbie OwensPiper Sandler & Co., Research Division So let's talk about how GitLab has grown up over the last 4 or 5 years since you joined and just what you kind of came into and where we're at now. In the middle, we've had a pandemic. We've had free money and then we didn't. And just kind of walk us through the journey of this company a couple of years ago and what you exit now as you take on another opportunity? ...

Summary of GitLab Conference Call Company Overview - **Company**: GitLab - **Industry**: Software Development Lifecycle Management Key Points and Arguments 1. **Company Growth and IPO Success**: GitLab transitioned from having no audited financials to a successful IPO on NASDAQ within 11 months, marking one of the most successful IPOs at that time based on revenue multiples [5][6] 2. **Product Development and Offerings**: GitLab has evolved from a simplistic seat-based model to offering various SKUs, including the Agile Plan SKU, which competes with Jira. The introduction of GitLab Dedicated has seen a 92% year-over-year growth [7][8] 3. **AI Integration**: The company has partnered with major tech firms like Google, Oracle, and AWS to enhance AI functionalities in DevSecOps. AI discussions have become prevalent in sales cycles, indicating a shift in market focus [9][10] 4. **Sales and Market Strategy**: GitLab has experienced a change in leadership with four different Chief Revenue Officers (CROs) in two and a half years. The current CRO is data-driven and focused on long-term strategies rather than immediate revenue impacts [17][18] 5. **Customer Retention and Expansion**: GitLab boasts a top quartile gross retention rate, with churn being lower than contraction. The net dollar retention rate has remained strong, with older cohorts expanding at rates comparable to newer cohorts [19][20] 6. **Cost Savings for Customers**: GitLab provides significant cost savings by reducing the need for multiple point solutions, improving developer productivity, and shortening release cycles from months to hours [29][30] 7. **Pricing Model Transition**: GitLab is exploring a hybrid pricing model that includes a seat-based core and an AI consumption-based layer. This aims to provide predictability for large customers while maintaining a straightforward pricing structure [33][34][39] 8. **Market Potential**: The total addressable market (TAM) for GitLab is estimated at $40 billion, with expectations for growth driven by AI and citizen developers. The company anticipates an increase in the number of seats sold as software complexity rises [38][49] Additional Important Insights 1. **Historical Performance**: The 2016 cohort has grown over 100 times in annual recurring revenue (ARR) in ten years, showcasing the long-term value of GitLab's offerings [20] 2. **Investment Focus**: GitLab is prioritizing investments in sales, marketing, and R&D, particularly in AI and security, to maintain its competitive edge [45][46] 3. **Future of Software Development**: The rise of citizen developers and AI's impact on software complexity is expected to expand the market further, indicating a shift in how companies operate [48][49]

2025年9月的西雅图，人工智能领域的王者OpenAI宣布以全股票交易的方式，将产品实验与分析公司Statsig收入囊中，交易金额高达11亿美元。 Statsig并非无名之辈，它的客户名单上闪耀着Notion这样明星公司的名字，甚至OpenAI自己也是其服务的对象。 然而，真正让这笔交易变得非同寻常的，是Statsig自2021年诞生之日起就刻在基因里的一条规定：全公司155名员工，必须每周五天全员到岗工作， 一天 都不能少。 在这个远程办公、混合模式成为主流的后疫情时代， Statsig的选择有些"复古"。 但这匹特立独行的"独角兽"却用惊人的成长速度——短短4年成长为独角兽公司，向世界证明了它的逻辑。其创始人——出身于Facebook的高管Vijaye Raji 认为，这种强制性的面对面工作，才得以锻造出一种"高带宽、深度协作"的组织文化。 这使得其他AI初创公司也纷纷采取每周4~5天到岗的"Office-First"文化，他们坚信，只有身处"脑谷"的中心，才能在想法和速度上不落后于人。 于是，一个问题出来了——咱们到底走"办公室派"，还是走"远程派"？ OpenAI的CEO Sam Altman也是 " ...

Group 1 - The article emphasizes a strong foundation in fundamental analysis and a focus on identifying undervalued companies with long-term growth potential [1] - The investment approach combines value investing principles with a long-term growth focus, advocating for purchasing quality companies at a discount to their intrinsic value [1] - The strategy involves holding investments for an extended period to allow for compounding of earnings and shareholder returns [1]