GitLab (GTLB) shares have lost 14.8% year to date (YTD), underperforming the broader Zacks Computer and Technology sector’s 1.3% decline and the Zacks Internet Software industry’s return of 7%.GTLB shares have underperformed industry peers like ODDITY Tech Ltd. (ODD) , which has returned a whopping 71.2% over the same period.GitLab’s sharp stock price decline can be attributed to growing concerns over its ability to sustain growth amid rising AI competition, softening enterprise demand due to economic condi ...

JFrog (FROG) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Jeffrey Schreiner - VP-IRShlomi Ben Haim - Co-Founder and CEOEd Grabscheid - Chief Financial OfficerPinjalim Bora - Executive Director, Equity ResearchMatthew Calitri - Equity Research AssociateSanjit Singh - Executive DirectorBrad Reback - Managing DirectorW. Miller Jump - Vice President, Equity ResearchEamon Coughlin - Vice President, Software Equity ResearchKoji Ikeda - Director - Enterprise Software Equity Research Conferen ...

GitLab (GTLB) shares have lost 27.1% year to date, underperforming the broader Zacks Computer & Technology sector’s 21% decline and the Zacks Internet Software industry’s 18.3% drop.GitLab’s recent share price decline reflects intensifying competition in the AI-driven code generation space, particularly from Microsoft's (MSFT) leading code repository platform, GitHub. With its vast developer base, GitHub has gained significant traction through GitHub Copilot, an AI-powered coding assistant developed in coll ...

GitLab (GTLB) Q4 2025 Earnings Call March 03, 2025 04:30 PM ET Company Participants Kelsey Turcotte - VP of Investor RelationsBill Staples - CEOBrian Robins - Chief Financial OfficerKarl Keirstead - Managing Director - Software Equity ResearchMatthew Hedberg - Managing Director, Software ResearchJoel Fishbein - Managing DirectorDerrick Wood - Managing DirectorKoji Ikeda - Director - Enterprise Software Equity ResearchPinjalim Bora - Executive DirectorNicholas Altmann - Director - U.S. Software Equity Resear ...