Gitlab, Inc. Class A (GTLB)

GitLab Inc.'s stock has experienced a decline over the last six months, with further decreases in the past month and week. Earlier in the year, the departure of the company's CFO caused a negative reaction. Conservative revenue guidance and increasing competitive pressure have also been cited as concerns. In September 2025, GitLab reported its quarterly earnings, exceeding revenue expectations but missing EPS estimates, leading to analyst adjustments. In October 2025, speculation of a potential takeover by Datadog caused GitLab's stock to surge, but momentum faded. Insider selling activity has been observed, and the next earnings report is scheduled for December 2, 2025.

Due to its subscription-based SaaS business model, GitLab Inc.'s revenue streams are considered highly predictable. The demand environment for GitLab's products and services has been stable, with no explicit information indicating significant seasonal fluctuations. The company's focus on annual recurring revenue (ARR) and customer retention contributes to a consistent demand profile.

GitLab Inc. is a technology company offering a DevSecOps platform, operating on an all-remote model. It provides a single application integrating various stages of the software development lifecycle. The company's core business revolves around providing a DevSecOps platform that facilitates code hosting, collaboration, CI/CD, application security testing, packaging artifacts, delivery and deployment, infrastructure management, monitoring, and value stream analytics. The GitLab platform is offered in three subscription tiers: Free, Premium, and Ultimate, available as self-managed or SaaS solutions. GitLab also provides related training and professional services and is actively integrating AI across its platform with features like GitLab Duo.

GitLab Inc. has a global presence, developing software for the software development lifecycle in the United States, Europe, and the Asia Pacific regions. The principal markets for GitLab are currently located in these areas.

GitLab has maintained a strong brand reputation, particularly within the DevSecOps and AI sectors. In September 2025, GitLab was recognized as a Leader in the Gartner® Magic Quadrant™ for DevOps Platforms for the third consecutive year and was also named a Leader in the 2025 Gartner® Magic Quadrant™ for AI Code Assistants. In November 2025, GitLab released its Annual Global DevSecOps Report and a survey revealing the "AI Paradox," demonstrating its engagement with current industry trends.

GitLab Inc. exhibits a highly concentrated ownership structure, predominantly held by institutional investors such as Vanguard Group Inc. and BlackRock, Inc. Individual and insider owners include Iconiq Strategic Partners III LP, Howard Hartenbaum and co-founder Sytse Sijbrandij. Insiders collectively own 16.37% of the company's stock.