Oh man. Don’t listen to what analysts say, they don’t know shit. How good are their engineers compared to competition ? What is the strategy of the management ? How much stock-based compensation do they pay ? What year does the management expect them to generate positive GAAP free cash flow (adjusted to share count) ? If you are lost with these questions, then you should not invest in individual stocks Answer from Spins13 on reddit.com
Reddit
reddit.com › r/valueinvesting › what's your opinion on gitlab?
r/ValueInvesting on Reddit: What's your opinion on GitLab?
June 23, 2025 -
Gitlab is trading currently at $40 which is 30% down in the last 6 months. Although it has a high P/E there's a consensus of "Strong Buy" and a target price average of $62.8.
I have a small position ($450) but I'm wondering if it's a good time to buy now. I'm still a beginner in stocks analysis, and I often rely on the consensus of analysts, so I'm curious what's your take if you have looked into this stock?
Top answer 1 of 6
7
Oh man. Don’t listen to what analysts say, they don’t know shit. How good are their engineers compared to competition ? What is the strategy of the management ? How much stock-based compensation do they pay ? What year does the management expect them to generate positive GAAP free cash flow (adjusted to share count) ? If you are lost with these questions, then you should not invest in individual stocks
2 of 6
6
Every big tech company provide similar stuff as gitlab is providing, Amazon, Google or Microsoft. This last one is very strong in the dev community between Github, vscode, vstudio, azure and Copilot. Gitlab is a one trick pony in competition with big player that may be ready to spend billions just as an enabler for their other businesses. And while gitlab may make sense for small companies, it doesn't really for big established player with big IT. They would save money installing and maintaining their own solution vs paying extra for product like gitlab. The PE is 46, do you expect the company to still be here and kicking in 46 years ?
GitLab Inc. Beats Earnings Every Quarter But Shareholders Keep Getting Diluted Apr 10, 2026
r/gitlab 3mo ago
24/7 Wall St.
247wallst.com › home › where gitlab fits in the ai-driven software boom
Where GitLab Fits in the AI-Driven Software Boom - 24/7 Wall St.
2 weeks ago - GitLab (NASDAQ:GTLB | GTLB Price ... shipped, yet the market has treated it like a laggard. Shares closed at $32.07 on July 2, 2026, down 14.55% year-to-date and 28.95% ... Where GitLab Fits in the AI-Driven Software ...
GTLB is criminally undervalued
I’m a software engineer what the hell are you talking about with your GitHub comparison. Project planning: https://github.com/features/issues CICD exists in github. Code scanning and security analysis https://github.com/security/advanced-security Not disputing that gitlabs is good but this seems like a disingenuous analyst of GitHub as a competitor Why does Google choose gitlab instead of GitHub you ask? It’s obvious gitlab is opensource so they can use for free and fork/build upon it. Second GitHub is owned by Microsoft There are many options when it comes to code repositories and source control and there is only so much that they can increase prices before they turn to more opensource/cheaper options. More on reddit.com
23
12
February 15, 2026GTLB undervalued?
Pretty simple - GTLB is default on Google cloud and Google cloud is growing, which means GTLB will grow with it. More on reddit.com
14
12
June 25, 2025The Motley Fool
fool.com › coverage › better-buy › 2026 › 06 › 18 › gitlab-vs-oracle-which-technology-stock-is-a-better-buy-in-2026
GitLab vs. Oracle: Which Technology Stock Is a Better Buy in 2026? | The Motley Fool
3 weeks ago - GitLab's rapid revenue growth and Oracle's robust margins highlight two distinct approaches to digital transformation and risk management.
Yahoo! Finance
finance.yahoo.com › yahoo finance
What Makes GitLab (GTLB) an Attractive Investment Opportunity?
March 13, 2026 - The company has attractive mid-teens operating margins, a pristine balance sheet, and is growing at a double-digit rate in a very large and growing market. GitLab coexists in an attractive duopoly with Microsoft's GitHub platform.
Yahoo! Finance
finance.yahoo.com › markets › stocks › articles › 3-big-reasons-love-gitlab-004455574.html
3 Big Reasons to Love GitLab (GTLB)
May 22, 2026 - GitLab’s ARR punched in at $981.9 million in Q4, and over the last four quarters, its year-on-year growth averaged 26.4%. This performance was fantastic and shows that customers are willing to take multi-year bets on the company’s technology. Its growth also makes GitLab a more predictable business, a tailwind for its valuation as investors typically prefer businesses with recurring revenue.
The Motley Fool
fool.com › investing › 2026 › 06 › 06 › is-beaten-down-gitlab-a-buy-as-revenue-growth
Is Beaten-Down GitLab Stock a Buy as Revenue Growth Remains Strong? | The Motley Fool
June 6, 2026 - GitLab stock has underperformed over the past year, despite continued solid revenue growth.
Yahoo! Finance
finance.yahoo.com › markets › stocks › articles › assessing-gitlab-gtlb-valuation-earnings-060733722.html
Assessing GitLab (GTLB) Valuation After Earnings Reset And Expanded AI Partnerships
May 1, 2026 - GitLab’s most followed narrative pegs fair value at $150 per share versus the last close at $21.45, a wide gap that frames a very bullish setup.
The Motley Fool
fool.com › investing › 2026 › 04 › 22 › everyones-nervous-about-gitlab-thats-exactly-why-y
Everyone's Nervous About GitLab. That's Exactly Why You Should Buy It! | The Motley Fool
April 22, 2026 - One of the most brutally beaten-up stocks in the market this year has been GitLab (GTLB +2.12%), whose stock is -- at the time of this writing -- down more than 40% year to date.
Simply Wall St
simplywall.st › stocks › software › gitlab nasdaqgs:gtlb
GitLab (Nasdaq:GTLB) - Stock Analysis - Simply Wall St
3 days ago - Narrative Update The analyst price target for GitLab has moved lower toward the mid $20s, with many analysts citing tempered FY27 expectations, heavier investment plans, and rising competitive concerns in AI-assisted coding as key reasons for ...
Yahoo! Finance
finance.yahoo.com › markets › stocks › articles › why-one-investor-may-losing-020043839.html
Why One Investor May Be Losing Confidence in GitLab
May 15, 2026 - Like many technology companies, GitLab faces increasing competition from the rapid development of AI tools. Investors have raised concerns that AI-powered coding tools can reduce the demand for traditional DevOps tools and human coders, and those companies must adapt quickly to stay competitive.
Yahoo! Finance
finance.yahoo.com › yahoo finance › markets › stocks
Here is Why GitLab (GTLB) is One of the Best Growth Stocks Under $30 to Buy Now
1 month ago - Gitlab Inc. (NASDAQ:GTLB) is one of the best growth stocks under $30 to buy now. On June 2, GitLab reported strong FQ1 2027 results, with total revenue rising 23% year-over-year to $264.2 million.
Substack
hightechinvesting.substack.com › high growth investing › gitlab stock: between ai vision and reality
GitLab Stock: Between AI Vision and Reality
June 15, 2025 - In just 24 months, the free cash flow margin soared from -9% to +49%. This illustrates how exceptional software companies with substantial gross margins (nearly 90% for GitLab) can swiftly transform into cash-generating powerhouses once economies of scale are realized and investment ratios for development, sales+marketing, and administration decrease.
Reddit
reddit.com › r/valueinvesting › gtlb is criminally undervalued
r/ValueInvesting on Reddit: GTLB is criminally undervalued
February 15, 2026 -
This is coming from a software engineer and I honestly think GTLB at ~$30 is getting overlooked.
A subscription SaaS company with high-80% gross margins and strong recurring revenue. That alone puts it in the “quality software” bucket. Net revenue retention has been solid, which means customers aren’t just sticking around and they’re expanding.
What I like most is the platform angle. I am a software engineer myself and GitLab isn’t just a repo like GitHub and it’s the full DevSecOps stack in one place. Planning, code, CI/CD, security, deployment). Companies are done with stitching together 6 different tools. Consolidation is a real trend, and GitLab is positioned for that.
They’re also the default DevOps platform on Google Cloud, which is a big deal. That’s built-in distribution to serious enterprise customers. And guess what... Google Cloud is rapidly gaining market share.
Free cash flow has been improving, and the business is starting to show operating leverage. Meanwhile the stock is way off its highs even though revenue is still growing at a solid clip.
Is it risk-free? Obviously not. GitHub/Microsoft is real competition. Growth could slow. Enterprise budgets can tighten.
But at ~$30, you’re not paying peak SaaS bubble prices anymore. If they just execute steadily and margins expand, this doesn’t look expensive to me.
Feels like one of those names people will wish they bought when sentiment was weak.
Top answer 1 of 5
17
I’m a software engineer what the hell are you talking about with your GitHub comparison. Project planning: https://github.com/features/issues CICD exists in github. Code scanning and security analysis https://github.com/security/advanced-security Not disputing that gitlabs is good but this seems like a disingenuous analyst of GitHub as a competitor Why does Google choose gitlab instead of GitHub you ask? It’s obvious gitlab is opensource so they can use for free and fork/build upon it. Second GitHub is owned by Microsoft There are many options when it comes to code repositories and source control and there is only so much that they can increase prices before they turn to more opensource/cheaper options.
2 of 5
12
"What I like most is the platform angle. I am a software engineer myself and GitLab isn’t just a repo like GitHub and it’s the full DevSecOps stack in one place. Planning, code, CI/CD, security, deployment). Companies are done with stitching together 6 different tools. Consolidation is a real trend, and GitLab is positioned for that." You can do all of that with Azure Devops, too. And I've worked in a couple of places that did stitch together a bunch of tools and were fine with it. The repo on Bitbucket, AWS Codebuild etc. This doesn't make a profit and it has (largely) cheap and free rivals. It's up against Azure Devops/Github which you can generally run for nothing. Atlassian that keep burning their shareholders money. No-one is making much money in this space and the next step is that all the tooling is free, and just a way to get people to use a particular cloud.
Yahoo! Finance
finance.yahoo.com › news › 3-reasons-investors-love-gitlab-040244336.html
3 Reasons Investors Love GitLab (GTLB)
November 5, 2025 - GitLab’s ARR punched in at $850.7 million in Q2, and over the last four quarters, its year-on-year growth averaged 30.9%. This performance was fantastic and shows that customers are willing to take multi-year bets on the company’s technology. Its growth also makes GitLab a more predictable business, a tailwind for its valuation as investors typically prefer businesses with recurring revenue.
Gartner
gartner.com › home › gitlab
GitLab Reviews & Ratings 2026 | Gartner Peer Insights
The presence of the metric framework and benchmarking features facilitates the process of measuring our performance, and its data integration allows for proper management of the information. I also appreciate the access control features since they allow us to manage users' access permissions securelyRead Full Review · The greatest about GitLab is its consolidation under one platform where we do not have to change our tool every other moment.
Yahoo! Finance
finance.yahoo.com › news › gitlab-inc-gtlb-good-stock-213514578.html
Is GitLab Inc. (GTLB) A Good Stock To Buy Now?
March 5, 2026 - Rather than shrinking the opportunity set, the proliferation of AI-generated code is likely to increase complexity, compliance requirements, and security risks—dynamics that strengthen the need for an integrated DevSecOps platform. GitLab’s all-in-one model differentiates it from competitors such as GitHub by offering a unified lifecycle solution instead of a stitched-together ecosystem.
Simply Wall St
simplywall.st › stocks › us › software › nasdaq-gtlb › gitlab › news › is-gitlab-gtlb-a-bargain-after-its-ai-accountability-report
Is GitLab (GTLB) A Bargain After Its AI Accountability Report? - Simply Wall St News
3 weeks ago - The earlier fair value discussion for GitLab leaned on earnings and long term assumptions, but the current P/S ratio of 4.9x tells a less comfortable story. That multiple sits above both the US software industry at 3.1x and peers at 3.9x, even ...
Investing.com
investing.com › news › earnings › gitlab-earnings-up-next-restructuring-details-take-center-stage-93CH-4722280
GitLab earnings up next: Restructuring details take center stage By Investing.com
June 2, 2026 - With a $5.7 billion market cap and an 87% gross margin, GitLab retains financial flexibility. Whether management can convince investors that its restructuring accelerates rather than delays a return to durable growth will determine if shares ...
GitLab
ir.gitlab.com
GitLab Inc. - Investor Relations
More than 50 million registered users and 50% of the Fortune 100 trust GitLab to ship better, more secure software faster.
Reddit
reddit.com › r/valueinvesting › gtlb undervalued?
r/ValueInvesting on Reddit: GTLB undervalued?
June 25, 2025 -
Most analysts have GitLab trading 50% on average higher than it is now…I don’t know much about software. Thoughts?
Top answer 1 of 11
8
Pretty simple - GTLB is default on Google cloud and Google cloud is growing, which means GTLB will grow with it.
2 of 11
7
I use it daily (open source not-paid version). There are both pros and cons for Gitlab for me. For now Gitlab is here to stay. They are making new features but sometimes it is too much. Feature creep makes software slower and some core features may be not taken care of because of that. They are trying to address that. Upside could come if they will manage to steal some marketshare from Jira (Atlassian) and Asana, for example as it is now much more than software to manage code but much more (issue tracking, code deployment etc.) It's software so it should be profitable but they are getting first net profits only now. So there can be upside but it all comes down to future execution