GitLab

GTLB

Market cap $3.42B

U.S. stocks fluctuated on Wednesday, following Tuesday's rally. Futures of the major benchmark indices were mixed.

SAN FRANCISCO--(BUSINESS WIRE)--All Remote – GitLab Inc., the intelligent orchestration platform for DevSecOps, today announced an expanded collaboration with Google Cloud. Google Cloud customers can now power GitLab Duo Agent Platform with the Vertex AI models they already use, and count that usage toward their existing Google Cloud commitments. As AI agents become central to how teams build software, they need strong models and a governed environment to be effective in the enterprise. This pa.

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Gitlab (GTLB) reported earnings 30 days ago. What's next for the stock?

Private equity (PE) firms have deployed trillions of dollars buying public companies, taking them private, restructuring operations, and selling at a profit.

GitLab has delivered strong operational results but suffered a steep share price decline while underperforming its software peers. Recent FY Q4 2026 results exceeded expectations. But soft FY'27 guidance triggered further stock weakness. GTLB announced a $400M buyback, but ongoing share-based compensation likely limits near-term EPS or share count impact.

GitLab remains a buy despite a ~60% share price decline over twelve months and sector-wide software multiple compression. GTLB's FY27 guidance calls for $1.10–$1.12B revenue (15–17% y/y growth) and pro forma operating margin deceleration to 12%, fueling investor concerns. At a 2.1x EV/FY27 revenue multiple and $1.26B net cash, GTLB trades well below peers with similar growth rates.

Software-as-a-service (SaaS) provider UiPath has a big opportunity in agentic AI orchestration. GitLab's new hybrid pricing model and agentic AI solution could be a catalyst for the stock to rebound.

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