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Should You Hold on to GitLab Despite the Stock's 17% YTD Decline?
ZACKS· 2025-07-10 16:46
Core Insights - GitLab (GTLB) shares have declined by 16.8% year-to-date, underperforming the broader Zacks Computer & Technology sector, which has risen by 7%, and the Zacks Internet - Software industry, which has increased by 16.2% [1][2][10] - The underperformance is attributed to macroeconomic uncertainties and heightened competition in AI-enabled DevSecOps, particularly from larger competitors like Microsoft [2][10] - Despite challenges, GitLab is experiencing strong demand for its DevSecOps platform, with significant growth in its customer base [4][5] Stock Performance - GitLab's stock has lagged behind Microsoft, which has gained 19.4% year-to-date [2][10] - The company reported a 13% year-over-year increase in customers with over $5K in Annual Recurring Revenue (ARR) and a 26% increase in customers with over $100K in ARR in Q1 FY26 [5][10] Product and Portfolio Expansion - GitLab launched GitLab 18 in May 2025, introducing AI-native features and integrated tools for Premium and Ultimate customers at no additional cost [6][7] - The company achieved FedRAMP Moderate Authority to Operate status for GitLab Dedicated for Government, enhancing its offerings for federal agencies [8] Partnerships and Collaborations - GitLab is leveraging partnerships with major cloud platforms like Google Cloud and Amazon to expand its reach among large enterprise customers [11][12] - The integration of Amazon Q's AI agents into GitLab's platform aims to accelerate development and streamline security processes [11] Financial Guidance - For Q2 FY26, GitLab expects revenues between $226 million and $227 million, reflecting a growth of approximately 24% year-over-year [13] - For the full fiscal year 2026, the revenue forecast is between $936 million and $942 million, indicating a similar growth rate [14] Earnings Estimates - The Zacks Consensus Estimate for GTLB's Q2 FY26 earnings is 16 cents per share, with a year-over-year increase of 6.67% [15] - The consensus for fiscal 2026 earnings is pegged at 75 cents per share, reflecting a year-over-year increase of 1.35% [16] Valuation Metrics - GTLB is currently trading at a forward price/sales ratio of 7.57X, which is higher than the sector average of 6.57X, indicating a stretched valuation [17]
X @BBC News (World)
BBC News (World)· 2025-07-10 16:28
News & Politics - Swedish minister's teenage son linked to extremist groups [1]
我活在任务里,我没有活在关系里Practical Insights on getting rid of Internal friction | Chao Song | TEDxGuilin
TEDx Talks· 2025-07-10 16:26
Young people striving in the city often live a "task-oriented life" : busy with responsibilities and goals, they lose themselves and get trapped in mental exhaustion, feeling unhappy. How can this situation be changed? The method is to get closer to the relationship and reconnect deeply with the relatives and friends around you. Graduated from Peking University Founder and CEO of Beichen Youth In 2018, he/she was awarded the title of "Global Shapers" at Davos. In 2019, he/she was selected as one of the "30 ...
X @The Economist
The Economist· 2025-07-10 16:25
Our podcast on markets, the economy and business. This week, why the investors of Silicon Valley want to keep hold of startups for longer https://t.co/fFbEL84rwZ ...
How AI Hijacks Your Brain's Love Circuits | Matthew Blakemore | TEDxVitosha
TEDx Talks· 2025-07-10 16:21
So today we're going to be talking about love and AI. Now I'm not personally in a relationship with an artificial intelligence. I'm not going to be talking to you about that.Um but I am going to start with a little anecdote. So when I was at university, my dating life was not perfect. Uh, it's fair to say there are a lot of typically English conundrums and challenges that we all have.Think Notting Hill and Hugh Grant's character. Um, there was one particular scenario um where I felt very bad. Um, and there ...
Healthy Friendships | Angeliki Fouraki | TEDxNea Smyrni Youth
TEDx Talks· 2025-07-10 16:04
[Music] Hi everyone. Hi everyone. Have you ever stopped to think about why friendship sometimes fade so quickly even though we interact with people all the time.It's like we meet so new faces every day. But how somehow keeping those connections strong can be tricky. So here's the thing.Not all friendships are the same. Some are lifelong while others are just for a season in our lives. But the key is understanding the little behaviors that can either help or hurt those relationships.For example, being overly ...
WNBA Commissioner: Our teams are seeing valuations go up from $5M to $260M on average
CNBC Television· 2025-07-10 16:00
Let's bring in Dominic Chew. He's at the American Century Championship in Tahoe and joins us with a special guest. Hey Dom.Absolutely. Kathy Englebert, the WNBA commissioner is with us right now and as she just mentioned, a magnificent setting for not just golf, but for everything else in Lake Tahoe. Thank you for being here with us.Great to be here, Don. All right, so let's talk a little bit about first why you're here. You are going to be playing in this celebrity am golf tournament that happens.Why are y ...
Navigating uncertainty with a high-performance mindset | Chiara Behrens de Luna | TEDxKLU Hamburg
TEDx Talks· 2025-07-10 15:34
[Applause] Thank you. Hi guys, I'm Kiara. I'm a sports psychologist working in high performance sports working with coaches, players, and teams navigating uncertainty because sport is a world full of pressure, full of uncertainty.And let's look in how we can learn from that today. But before we dive into that, let me ask you a question. Have you ever felt completely lost, not knowing what's next.Raise your hand. Look around you. We all face uncertainty. We all feel lost every day.I can tell you I felt lost ...
How we get tricked by big data | Alicia Margono | TEDxUBC
TEDx Talks· 2025-07-10 15:30
When I turned 25, I was gifted a whole host of things. Anxiety, back pain, and ADHD diagnosis. But I thought, you know, at least my brain is fully developed now.So, who else has heard that. That your prefrontal cortex fully develops by 25. Congratulations.You fell for the same lie that I did. So there has not been a single study that actually says your brain fully develops by 25. What happened was that there were a series of studies then that showed different levels of maturity between your late teenage yea ...
X @Bankless
Bankless· 2025-07-10 14:15
Market Trends & Catalysts - The crypto industry's infrastructure era is ending, and the application era is beginning [1] - Infrastructure maturity, memes as design input, and mobile-first adoption are the three catalysts enabling the app renaissance [1][2][3] - Mobile devices account for 63% of crypto activity, making it a part of daily life [3] App Archetypes & Strategies - Apps built uniquely for memes can calm the chaos of memecoins by removing noise, loss, or degeneracy [4] - Apps unlocking new speculation formats, like prediction markets, offer engaging experiences [6] - Apps making crypto feel multiplayer can foster community by moving away from a zero-sum game [8] Examples of Successful Apps - AxiomExchange is a unified terminal bundling wallets, Twitter feeds, token data, and discovery [4] - Purityfinance lets users batch-close Solana token accounts, reclaiming SOL from inactive wallets [5] - Polymarket makes speculation feel smart by allowing users to bet on outcomes directly [7] - Cryptothegame_ brings Survivor onchain, where players pay 0.1 ETH to join tribes and complete daily challenges [9]