GitLab

GTLB

Market cap $4.43B

GTLB faces AI and public-sector headwinds, while NOW's large-deal momentum and deep workflow integrations give it an edge.

GTLb gears up for Q4 results with revenues seen up 19% Y/Y, as AI-driven DevSecOps, SaaS momentum and strong retention fuel growth.

Whetstone Capital Advisors, LLC sold all 192,532 shares of GitLab; estimated trade size was $8.68 million (based on quarterly average price). Quarter-end position value declined by $8.68 million, reflecting the share sale of GTLB.

SAN FRANCISCO--(BUSINESS WIRE)--All Remote - GitLab Inc., the intelligent orchestration platform for DevSecOps, today announced the launch of an expanded Managed Service Provider (MSP) Partner Program, enabling MSPs to deliver a single managed service spanning the entire software development lifecycle. The program provides qualified MSPs with new revenue streams while meeting enterprise demand for agentic AI across the entire software lifecycle that customers can trust, and enables them to meet.

GitLab's expanding enterprise base and AWS partnership fuel ARR growth, but stiff DevSecOps competition and stock slump remain a concern.

Last week, I warned that insiders in two key industries were selling unusual amounts of their company's stock.

GitLab is transitioning from hypergrowth to disciplined scaling, with fundamentals outpacing its current valuation after a 60% stock decline. GTLB's platform consolidation pitch is resonating: 13% of 10,000+ customers pay $100,000+ annually, and DBNRR remains robust at 119%. Revenue growth exceeds 25%, margins are expanding, and free cash flow is positive, yet the market is not rewarding these improvements.

SAN FRANCISCO--(BUSINESS WIRE)--All Remote - GitLab Inc., (NASDAQ: GTLB), the intelligent orchestration platform for DevSecOps, today announced that GitLab Chief Executive Officer Bill Staples and GitLab Chief Financial Officer Jessica Ross will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, Calif., on Thursday, March 5, 2026. The fireside chat is scheduled for 9:15 a.m. Pacific Time and will be webcast live at the following link: cc.webcasts.com/morg.

SAN FRANCISCO--(BUSINESS WIRE)--All Remote - GitLab Inc., (NASDAQ: GTLB), the intelligent orchestration platform for DevSecOps, today announced that it will report its financial results for the fourth quarter and its full fiscal year 2026, which ended January 31, 2026, after U.S. markets close on Tuesday, March 3, 2026. Management will host a conference call and webcast on the same day to discuss the company's financial results at 4:30 p.m. ET / 1:30 p.m. PT. GitLab Fourth Quarter and Full Fisc.

GTLB stock slides as competition, public sector delays, and valuation concerns overshadow its AI-driven DevSecOps growth story.