Summary of Key Points Core Viewpoint - The market has reached new highs, but several growth stocks remain down 20% or more from their all-time highs, presenting attractive investment opportunities. Group 1: Advanced Micro Devices (AMD) - AMD is down 35% from its high but is gaining traction in the AI inference market, which is expected to surpass AI training in size over time [3][5] - The company reported a 57% increase in data center revenue last quarter, contributing to a total revenue growth of 36% [5] - AMD's strategy does not require it to surpass Nvidia in the GPU market; a modest share can drive significant growth from its smaller base [5] Group 2: GitLab - GitLab's stock is down 65% from its high, yet it plays a crucial role in secure software development with its DevSecOps platform [6][8] - The company experienced a 27% year-over-year revenue growth last quarter, with a dollar-based net retention rate of 122% [7] - Concerns about AI reducing the number of coders are unfounded, as AI has led to increased software development and coder numbers [8] Group 3: e.l.f. Beauty - e.l.f. Beauty's stock is down 40% from its high, with a recent revenue growth slowdown to 4% in fiscal Q4 [9] - The $1 billion acquisition of Hailey Bieber's Rhode brand, which has $212 million in annual sales, could significantly accelerate growth [10] - e.l.f. has opportunities for market share expansion in mass-market cosmetics and potential growth in skincare and other categories [11] Group 4: Dutch Bros - Dutch Bros is down 21% from its high and is in the early stages of a multi-year growth story, targeting 2,029 shops by 2029 [12][14] - The company reported a 4.7% increase in same-store sales last quarter, with company-owned comps climbing 6.9% [13] - Dutch Bros is exploring mobile ordering and food items to enhance sales, recognizing the importance of food offerings in driving revenue [13] Group 5: Cava Group - Cava Group's stock is down 43% from its high, but it has achieved four consecutive quarters of double-digit same-store sales growth, including 10.8% last quarter [15] - The company is expanding rapidly, adding 15 new restaurants last quarter and planning to open 64 to 68 new locations this year [17] - Cava's expansion strategy, particularly its recent push into the Midwest, positions it for significant growth ahead [17]

Core Insights - Artificial intelligence (AI) is transforming the software-as-a-service (SaaS) sector, with five companies emerging as leaders: Palantir Technologies, GitLab, Salesforce, ServiceNow, and Adobe [1] Group 1: Palantir Technologies - Palantir's revenue is accelerating, with a 39% year-over-year growth in Q1, marking the seventh consecutive quarter of growth [3] - U.S. commercial sales surged 71% last quarter, driven by the adoption of its Artificial Intelligence Platform (AIP), while U.S. government revenue increased by 45% [3] - AIP structures data into an "ontology," enabling AI to identify risks and provide actionable solutions, with recent additions of AI agents to automate these solutions [4][5] Group 2: GitLab - GitLab is a leader in DevSecOps and recently launched GitLab 18, featuring over 30 enhancements, including the GitLab Duo Agent Platform for deploying AI agents throughout the software development lifecycle [6] - A survey indicated that developers spend only about 20% of their time coding, highlighting significant productivity potential [7] - GitLab's revenue grew by 27% last quarter, with customers expanding their usage as AI-driven development becomes more prevalent [8] Group 3: Salesforce - Salesforce aims to lead in digital workforce solutions with its Agentforce platform, which has gained over 4,000 paying customers since its launch [9] - The strategy involves unifying applications, data, automation, and metadata into a framework called ADAM, offering prebuilt agents and no-code tools [10] - If successful in becoming a digital workforce leader, Salesforce's stock could see substantial upside [11] Group 4: ServiceNow - ServiceNow is enhancing its enterprise AI capabilities, helping companies digitize operations and reduce costs through its generative AI assistant, Now Assist [12][13] - The company has seen a quadrupling of Pro Plus deals, which include AI solutions, year-over-year in Q1 [14] Group 5: Adobe - Adobe integrates AI across its offerings, with its Firefly generative AI model allowing content creation from text prompts while ensuring intellectual property protection [15] - AI tools are also embedded in Adobe's Document Cloud and Express solutions, contributing to a 15% increase in subscription revenue for this segment [16]

Core Insights - The article presents a comparison between Atlassian (NASDAQ: TEAM) and GitLab (NASDAQ: GTLB), highlighting their strong positions in the SaaS sector and similar verticals [1]. Group 1: Company Comparison - Both Atlassian and GitLab are ranked highly in the SaaS scorecard, indicating their competitive performance in the software as a service market [1]. - The analysis focuses on the strengths and weaknesses of each company, providing insights into their market strategies and potential growth [1]. Group 2: Analyst Background - The author has an MBA in Management and a B.S. in Finance, with additional training in credit at New York University, showcasing a strong educational background in finance [1]. - The author holds the Financial Risk Manager (FRM) designation, indicating expertise in risk management within financial contexts [1].

Key Takeaways GitLab is gaining from strong demand for its DevSecOps platform and enterprise customer expansion. New releases, such as GitLab 18 and Duo with Amazon Q, are enhancing security, AI, and DevOps workflows. GTLB's partnerships with major cloud providers are boosting its footprint among large enterprises.GitLab (GTLB) is benefiting from strong demand for its DevSecOps platform. Its solutions, such as GitLab Ultimate, Dedicated, and GitLab Duo, play a significant role in driving customer adoption ...

Brian Robbins is the CFO of GitLab, a DevSecOps (development, security, and operations) platform that supports software innovation. In this podcast, he joins Motley Fool CEO Tom Gardner and Chief Investment Officer Andy Cross, as well as Fool AI engineer Karl Thiel, for a conversation about: To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. This podcast was recorde ...

Company Overview - GitLab is a U.S.-based company that provides an end-to-end software development platform, with 81% of its revenues coming from U.S. accounts, 16% from Europe, and 2% from Asia Pacific [1] Competitive Position - The company's DevSecOps platform differentiates itself from its main competitor, although specific details on the differentiation are not provided in the text [1]

Core Insights - The article presents a comparison between GitLab (NASDAQ: GTLB) and monday.com (NASDAQ: MNDY), highlighting their similar sizes and high rankings in a SaaS scorecard [1] Company Comparison - GitLab and monday.com are both positioned as significant players in the SaaS industry, indicating their competitive nature and potential for growth [1] - The analysis is based on the expertise of the author in SaaS software and related technologies, suggesting a well-informed perspective on the companies' performances [1]

GitLab (GTLB) FY 2025 Annual General Meeting June 20, 2025 11:30 AM ET Speaker0 Inc. Twenty twenty five Annual Meeting of Stockholders. Please note that this event is being held via live webcast. I would now like to turn the meeting over to Bill Staples, GitLab Inc. Chief Executive Officer and board member and chair of this annual meeting. Speaker1 Thank you. Welcome, and thanks for joining us for our annual meeting of stockholders. I'm Bill Staples, chief executive officer and board member of GitLab. I wil ...

Core Viewpoint - GitLab's stock has declined over 20% this year due to conservative guidance, but the sell-off may be exaggerated given the company's strong revenue growth and profitability [1][13]. Group 1: Revenue Growth - GitLab operates a DevSecOps platform that integrates cybersecurity into software development, benefiting from increased software development driven by AI [2]. - The company reported a 27% year-over-year revenue increase to $214.5 million for Q1 of fiscal 2026, exceeding prior forecasts [6]. - Subscription revenue rose 29% to $194.5 million, while license revenue increased by 11% to $20 million [7]. - The dollar-based net retention rate was 122%, indicating existing customers are increasing their spending [8]. - The number of enterprise customers generating over $100,000 in annual recurring revenue (ARR) grew by 26% to 1,288 [9]. Group 2: Profitability and Financial Metrics - GitLab's adjusted earnings per share surged from $0.03 to $0.17 year-over-year, with a gross margin of 88% [11]. - The company generated $104.1 million in adjusted free cash flow, up from $37.4 million a year ago, and ended the quarter with $1.1 billion in cash and no debt [11][14]. - Remaining performance obligations (RPO) increased by 40% to $955.1 million, indicating strong future growth potential [10]. Group 3: Future Outlook - GitLab maintained its full-year fiscal 2026 revenue forecast between $936 million and $942 million, representing approximately 24% growth [12]. - The adjusted EPS guidance was raised to between $0.74 and $0.75, up from a previous range of $0.68 to $0.72 [12]. - The company is set to launch its agentic AI solution, GitLab Dual Workflow, this winter, which may further expand its market [5]. Group 4: Market Position and Valuation - Despite concerns about AI potentially reducing the need for coding, GitLab has seen increased coding activity and customer upgrades [13]. - The stock trades at a price-to-sales multiple of 7.5 times fiscal year 2026 estimates, with an enterprise value-to-sales ratio of about 6.4 times when excluding net cash [15]. - GitLab is characterized as a fast-growing SaaS company with high gross margins and strong free cash flow, making it an attractive investment opportunity [16].

On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended buying Union Pacific UNP. “I think it's a really good stock to own,” he added.Supporting his view, BofA Securities analyst Ken Hoexter, on May 16, maintained Union Pacific with a Buy rating and raised the price target from $256 to $262.“I'm getting tired of the orphan drug model,” Cramer said when asked about BioMarin Pharmaceutical Inc. BMRN. “I don't think it works now.”As per the recent news, BioMarin, on May 16, agreed to acquire Inozyme for ...