선택적 제품 분석
허용하는 경우 개인정보 보호를 고려한 제한적 분석을 사용해 어떤 리서치 여정이 효과적인지 파악합니다. 광고 추적기나 세션 녹화는 사용하지 않습니다. 환경설정에서 이 선택을 변경할 수 있습니다. 자세한 내용은 개인정보 처리방침.
GitLab Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $9.2B | |
|---|---|---|
| P/E (forward) | 55.3x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-01-31 | 2023-01-31 | 2024-01-31 | 2025-01-31 | 2026-01-31 | Trend |
| Revenue | $252.7M | $424.3M | $579.9M | $759.2M | $955.2M | +39.4% |
| Gross profit | $222.7M | $372.7M | $520.2M | $674.1M | $834.5M | +39.1% |
| Operating income | $-129.0M | $-211.4M | $-187.4M | $-142.7M | $-70.5M | — |
| Net income | $-155.1M | $-173.4M | $-425.7M | $-6.3M | $-56.0M | — |
| EPS (diluted) | $-1.95 | $-1.17 | $-2.76 | $-0.04 | $-0.34 | — |
| EBITDA | $-157.9M | $-172.2M | $-157.9M | $-74.8M | $-36.7M | — |
| R&D | $97.2M | $156.1M | $200.8M | $239.7M | $274.6M | +29.6% |
| SG&A | $63.7M | $117.9M | $150.4M | $192.9M | $195.7M | +32.4% |
Recent company headlines from major financial publishers.
GitLab establishes itself as the indispensable orchestration layer for agentic software engineering. Rapid enterprise uptake of GitLab Duo and Flex consumption contracts accelerates paid consumption run-rates to record highs. Ultimate tier upgrades surge across European and US enterprise accounts, while automated model routing drives substantial gross margin expansion, resulting in superior free cash flow compounding.
GitLab executes steadily on DevSecOps toolchain consolidation, maintaining high gross retention and gradually scaling GitLab Flex consumption commitments. Dedicated SaaS gross margins stabilize within management target corridors, allowing sales and marketing efficiency to drive non-GAAP operating margin expansion toward long-term targets. Free cash flow grows steadily, backed by a substantial net cash cushion.
| Ke ↓ / g → | 2.5% | 2.8% | 3.0% | 3.3% | 3.5% |
|---|---|---|---|---|---|
| 8.7% | $40.1 | $40.1 | $40.1 | $40.1 | $40.1 |
| 9.2% | $39.3 | $39.3 | $39.3 | $39.3 | $39.3 |
| 9.7% | $35.6 | $35.6 | $35.6 | $35.6 | $35.6 |
| 10.2% | $37.8 | $37.8 | $37.8 | $37.8 | $37.8 |
| 10.7% | $37.1 | $37.1 | $37.1 | $37.1 | $37.1 |
Upcoming earnings date and setup when available.
매월 발행된 리서치 판이 부여한 등급입니다. 등급은 분석 시점의 가격을 공정 가치와 비교한 것이며, 판단이 맞았는지에 대한 기록이 아닙니다.
| 연도 | 1월 | 2월 | 3월 | 4월 | 5월 | 6월 | 7월 | 8월 | 9월 | 10월 | 11월 | 12월 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |