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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]
Aeries Technology Powers PE Portfolio Value Creation Through 1GCC Automation Initiative
Newsfile· 2025-07-10 12:00
Aeries Technology Powers PE Portfolio Value Creation Through 1GCC Automation Initiative July 10, 2025 8:00 AM EDT | Source: Aeries Technology, Inc. New York, New York--(Newsfile Corp. - July 10, 2025) - Aeries Technology (NASDAQ: AERT), a global leader in AI-powered value creation, business transformation, and Global Capability Center (GCC) delivery for private-equity (PE) portfolio companies, has announced the transformative impact of its flagship automation initiative, 1GCC. This innovation reflects Aerie ...
「2025 AI 实战手册」,年收入破亿的 AI 公司都在干什么?
机器之心· 2025-07-04 15:41
本文来自PRO会员通讯内容,文末关注「机器之心PRO会员」,查看更多专题解读。 硅谷知名财富管理和投资机构 ICONIQ Capital 团队近日发布了 2025 年度的「The State of AI」报告,通过问 卷收集 Cursor、ElevenLabs、Sierra 等 300 家 AI 公司的高管的回答,梳理并探究了企业在实操中如何开发和 规模化落地 AI 产品。 目录 ① 2024 年 9 月报告的调研对象更偏向「AI 采用方」企业的 CXO。在 219 位受访者中,89%的企业均将 GenAI 评为 公司的重要事项,约 88%的企业批准了 AI 投资预算。 3、在 2025 年的报告将构建 AI 产品的公司分为「AI 原生」(AI-Native)和「AI 赋能」(AI-Enabled)两类,并识 别其中的「高增长企业」(High Growth Company),进而梳理这些公司在不同层面的发展现状。 01. 相隔 9 个月,硅谷的 AI 公司已经进入下个阶段了?! ICONIQ 投的 AI 公司发展如何了?赚多少钱才算高增长的 AI 公司?... 02 . AI 不再是附属品,AI 原生产品更容 ...
Central Texas Regional Mobility Authority Extends Rekor Command® Contract in $1.4 Million Agreement to Enhance Toll Road Traffic Operations
GlobeNewswire News Room· 2025-07-02 11:30
COLUMBIA, Md. , July 02, 2025 (GLOBE NEWSWIRE) -- Rekor Systems, Inc. (NASDAQ: REKR) (the "Company), a leader in developing and implementing state-of-the-art roadway intelligence technology, today announced the extension of its Rekor Command® contract with the Central Texas Regional Mobility Authority (Mobility Authority). The $1.4 million, 5-year agreement reflects the Mobility Authority's ongoing commitment to evaluate and deploy advanced technologies to enhance incident detection, accelerate response tim ...
Aeries Technology (AERT) Delivers High-Performing Global Capability Center for Leading U.S. Healthcare Fintech Platform
Newsfile· 2025-06-26 13:50
Aeries Technology (AERT) Delivers High-Performing Global Capability Center for Leading U.S. Healthcare Fintech PlatformTransition of custom-built India GCC reflects operational excellence, AI-enabled execution, and long-term value creation for client now assuming full ownershipJune 26, 2025 9:50 AM EDT | Source: Aeries Technology, Inc.New York, New York--(Newsfile Corp. - June 26, 2025) - Aeries Technology, Inc. (NASDAQ: AERT) ("Aeries" or the "Company"), a global leader in AI-enabled value cr ...
iBio and AstralBio Unveil Obesity Program with Novel Amylin Agonist Antibody Demonstrating Promising In Vivo Results
Globenewswire· 2025-06-24 11:00
Lead amylin receptor agonist engineered antibody significantly reduced acute food intake in a mouse model of obesity, comparable to the efficacy of a leading amylin peptide agonist Findings support the potential of antibody-based agonists to address the growing demand for safer, longer- acting treatments for obesity and cardiometabolic diseases Conference call today, June 24 at 8:30 a.m. ET to discuss new pre-clinical data and obesity pipeline SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- iBio, Inc. (Nasdaq: ...
CyberCatch Announces Acceptance in NVIDIA Inception Program
Newsfile· 2025-06-18 11:00
Vancouver, British Columbia and San Diego, California--(Newsfile Corp. - June 18, 2025) - CyberCatch Holdings, Inc. (TSXV: CYBE) (OTCQB: CYBHF) ("CyberCatch'' or the "Company"), a cybersecurity company offering an AI-enabled platform solution for compliance and cyber risk mitigation, is pleased to announce its acceptance to the NVIDIA Inception Program. NVIDIA (NASDAQ: NVDA) is the world leader in accelerated computing. About CyberCatch CyberCatch Holdings, Inc. (TSXV: CYBE) (OTCQB: CYBHF) provides a propri ...
Sun Belt State Transportation Agency to Deploy 150 Rekor Discover® Systems Under Rekor's Data-as-a-Service Model
GlobeNewswire News Room· 2025-06-06 11:30
COLUMBIA, Md., June 06, 2025 (GLOBE NEWSWIRE) -- Rekor Systems, Inc. (NASDAQ: REKR) (the "Company), a leader in developing and implementing state-of-the-art roadway intelligence technology, today announced a transformative deployment with a Sun Belt state transportation agency. As part of a new state initiative to upgrade its planning and operations capabilities, Rekor will deploy 150 Rekor Discover® systems under a one-year Data-as-a-Service contract valued at $1.2 million. The Company expects all 150 syst ...
Satellite imaging play Planet Labs pops more than 50% after posting earnings beat, record revenue
CNBC· 2025-06-05 16:12
Core Insights - Planet Labs reported its first-ever quarter of positive free cash flow at $8.0 million, exceeding quarterly estimates on both revenue and earnings [1] - The company's shares surged over 50% following the strong first-quarter earnings report, with revenue reaching $66.3 million, surpassing analyst expectations [2][3] - Planet Labs anticipates second-quarter sales between $65 million and $67 million, slightly above analyst projections [2] Financial Performance - The company achieved breakeven adjusted earnings for the first quarter, while analysts had predicted a loss of 4 cents per share [2] - Year-to-date, shares of Planet Labs have increased by over 50%, with an impressive 82% rise in the current quarter alone [3] Strategic Direction - CEO Will Marshall highlighted the strong demand signals and the company's focus on delivering global insights through AI-enabled solutions and expanding satellite services [3] - Planet Labs operates more than 200 satellites and has secured a $230 million contract for the rollout of next-generation Pelican satellites, marking a significant step into the satellite services business [4]
SKYX Collaborates with a $3 Billion Mix-Use Urban, Smart Home City Project in the Heart of Miami to Supply its Advanced Plug & Play Smart Home Platform Technologies for the Entire Smart City Project
Globenewswire· 2025-05-21 13:17
Core Viewpoint - SKYX Platforms Corp. has announced a collaboration on a $3 billion mixed-use smart city development in Miami's Little River District, which aims to redefine urban living through advanced smart home technologies and sustainable design [1][10]. Group 1: Project Overview - The development will cover 63 acres and include over 5,700 residential units, with a focus on workforce and affordable housing [7][6]. - It will feature 350,000 square feet of retail space, including major retailers and restaurants, alongside 1.5 million square feet of green walkways, parks, and bike paths [7][6]. - A new $35 million Tri-Rail station will be part of the project, enhancing transportation options for residents [7]. Group 2: Technology Integration - SKYX is expected to deploy over 500,000 units of its advanced plug-and-play smart home technologies, which include an AI ecosystem and various smart home products [2][3]. - The smart home platform will provide features such as Wi-Fi, emergency calling, intercom systems, and safety detectors, ensuring a safe and connected living environment [4][9]. - The integration of these technologies is designed to enhance safety, functionality, and the overall experience for residents [9]. Group 3: Financial and Developmental Aspects - The project is led by SG Holdings, a joint venture that includes prominent developers such as Swerdlow Group and SJM Partners, known for their previous successful projects [1][6]. - SKYX's technologies are expected to create long-term recurring revenue opportunities through upgrades, monitoring services, and subscriptions [5]. - The collaboration marks a significant step towards establishing a model for future smart urban living, emphasizing safety and connectivity [9].