GTLB Stock Recent News

GitLab Inc. (NASDAQ:GTLB ) Piper Sandler Growth Frontiers Conference September 11, 2025 11:00 AM EDT Company Participants Brian Robbins - CFO & Interim Chief Accounting Officer Conference Call Participants Robbie Owens - Piper Sandler & Co., Research Division Presentation Robbie Owens MD & Senior Research Analyst All right. Let's get started.

GitLab's 2Q26 results showed re-accelerating revenue growth, expanding margins, and strong cash flow, confirming my bullish thesis and easing investor concerns. AI is a tailwind, not a threat—paid seat growth remains robust, and customer surveys indicate AI will increase platform usage and developer headcount. Enterprise momentum is strong, with Ultimate tier adoption rising and GitLab Dedicated ARR surging, highlighting GTLB's deepening enterprise relationships.

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GitLab Inc. (NASDAQ:GTLB ) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 4:05 PM EDT Company Participants William Staples - CEO & Director Brian Robbins - CFO & Interim Chief Accounting Officer Conference Call Participants Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Presentation Kasthuri Rangan Head of Software Coverage [indiscernible] great conference. This is that I was delayed because there were so many people, could not get up on time.

GitLab posted strong Q2 beats, but shares fell on weak revenue guidance and the CFO's departure. Key metrics show troubling signs, with growth rates in customer addition and performance obligations declining meaningfully year over year. Guidance implies a notable revenue growth slowdown, raising concerns about sustaining high growth as the company scales.

Shares of GitLab declined sharply after a disappointing Q3 guidance and failure to lift full-year expectations. The stock routinely outperforms the high end of its guidance thanks to a conservative outlook mindset. In Q2, revenue accelerated to 29% growth, well above guidance of 24%. GitLab's post-earnings selloff has rendered the stock very cheap at ~6x forward revenue, which is notable when direct competitors like JFrog trade at higher multiples despite slower growth.

In addition to the jobs data, Wall Street has plenty of quarterly reports to unpack today.

Shares of GitLab (GTLB -8.48%), the cloud-based DevSecOps platform, were pulling back today after the company delivered a solid second-quarter earnings report but offered weak guidance.

Shares of GitLab (GTLB) tumbled 9% Thursday, a day after its CFO left to take a similar position at data cloud software company Snowflake (SNOW). The news offset strong results from the software security platform.

Investor sentiment around tech stocks remains volatile as companies navigate changing market dynamics and investor expectations. Amid this backdrop, Gitlab Inc.‘s GTLB recent financial performance and strategic adjustments highlight the challenges and opportunities facing tech firms today.