GitLab Aktie News

Nvidia still has a large AI infrastructure opportunity in front of it. Salesforce's agent AI opportunity is underestimated.

SAN FRANCISCO--(BUSINESS WIRE)--GitLab Inc., the most comprehensive, intelligent DevSecOps platform, today announced GitLab Transcend, a virtual event for technology leaders on February 10, 2026, that demonstrates how organizations can leverage agentic AI across the entire software lifecycle while maintaining enterprise-grade security, quality, and governance. Event Details WHAT: GitLab Transce...

In the fourth quarter we sold four stocks (WAL, CFLT, CCOI, CIEN) and added six new investments (MIR, VCEL, AMPL, VIAV, GTLB, AAON). We exited our investment in infrastructure software vendor CFLT following the announcement that IBM would acquire the company for $11 billion, or $31 per share. We initiated a new investment position in GitLab (GTLB), a Dev/Sec/Ops software platform vendor that he...

GitLab shares have been beaten down, despite consistent strong growth. Artificial intelligence (AI) has been viewed as a headwind, but it is more likely a tailwind.

GitLab is upgraded to a strong buy, driven by robust growth and undervalued pricing amid negative sector sentiment. I expect GTLB's hybrid-pricing model and AI-tailored Ultimate product to accelerate development pipelines and counter generative AI disruption fears. GTLB delivered 25% YoY revenue growth and significant margin expansion, nearing GAAP profitability with a $1.2B net cash balance.

GitLab stock has crashed in the past few months, mirroring the performance of other software companies. GTLB stock dropped to the current $37, down by 50% from its highest level in 2025.

IonQ could become one of the biggest winners in quantum computing. UiPath has a huge opportunity in the agentic AI field.

Gitlab's results matched analyst estimates, but its growth rate slowed. Some investors seem to believe AI is more of a threat to the company than an opportunity.