Gitlab, Inc. Class A (GTLB)

GitLab's stock price has faced challenges, with a 1-year change of -54.46% and a 90-day decline of 28.34% as of February 3, 2026, reaching a 52-week low of $30.11. Key events include analyst downgrades from Morgan Stanley and Barclays due to competition, management changes, and growth concerns. GitLab reported a strong Q3 FY2026 earnings beat, exceeding revenue expectations and raising full-year guidance. There have been reports of insider selling, with over 1.3 million shares sold in the last quarter of 2025. The stock has seen a significant decline over the past year.

GitLab operates primarily as a subscription business, with revenue from subscriptions and professional services. This model leads to predictable and recurring revenue, mitigating strong demand seasonality. No specific information indicating significant demand seasonality for GitLab's products and services was found.

GitLab Inc. is a technology company in the Software - Infrastructure industry, providing an intelligent DevSecOps platform as a single application to streamline the software development lifecycle. The platform covers project planning, source code management, integration, security testing, packaging, delivery, deployment, infrastructure, monitoring, and value stream analytics. GitLab offers self-managed and SaaS models, with GitLab Duo as a key product, and operates on an all-remote model.

GitLab Inc. has a global presence with operations and customers in the United States, Europe, and the Asia Pacific region. The United States is GitLab's largest market, followed by Europe and the Asia Pacific region.

GitLab's brand reputation has seen strong user engagement and positive analyst sentiment regarding growth potential and AI integration, alongside some concerns. Weekly active usage of GitLab Duo has increased nearly sixfold. Analysts have noted GitLab's robust growth and undervalued pricing, with some upgrading the stock to a "strong buy". However, concerns have been raised about competition from AI startups and potential inefficiencies due to declining gross margins. A potential data breach was identified as a significant risk. A decline in new customer growth has raised concerns about sustaining revenue growth amidst competitive pressures.

Institutional investors hold over 91% of GitLab Inc.'s stock. Major institutional owners include Vanguard Group Inc. (8.95%), BlackRock, Inc. (4.85%), Eminence Capital, LP (4.28%), HMI Capital Management, L.P. (3.84%), Atreides Management, LP (3.25%), Champlain Investment Partners, LLC (2.79%), and T. Rowe Price Group, Inc. (2.72%). Individual ownership accounts for approximately 13.06% of the company's shares.