Gitlab (US:GTLB) Yahoo Financeยท2025-09-14 16:00Core 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]