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GTLB is likely one of the play for Agentic AI. When other companies like Windsurf, Codium, Cursor are in a goldrush. GTLB is selling shovels.
- AI assisted coding is now a theme and is happening at a fast pace. I'm certainGTLB will be a beneficiary of this trend.
-GTLB has launched various AI based features on its platform which will get adoption and it will be easier for the company to upsell these features.
- P/S forGTLB is depressed. If they even execute on their fiscal goals, re-rating should lift the stock up.
-GTLB should be a 2X in less than 3 years in my opinion given secular shift and macro as a tailwind.
Fair value forGTLB as of now is $68-72
GTLB is likely one of the play for Agentic AI. When other companies like Windsurf, Codium, Cursor are in a goldrush. GTLB is selling shovels. - AI assisted coding is now a theme and is happening at a fast pace. I'm certain
GTLB will be a beneficiary of this trend. -
GTLB has launched various AI based features on its platform which will get adoption and it will be easier for the company to upsell these features.- P/S for
GTLB is depressed. If they even execute on their fiscal goals, re-rating should lift the stock up. -
GTLB should be a 2X in less than 3 years in my opinion given secular shift and macro as a tailwind. Fair value for
GTLB as of now is $68-72Nota
Many investors feared that LLM powered coding will be a headwind for GTLB which is absolutely misunderstanding. These tools like Codium, Windsurf, Cursor are tailwinds for the stock as oppose to headwinds. These tools assist in coding and helps developer to ship code faster ideally improving developer productivity/speed. But these code need to live somewhere that's where
GTLB comes into picture. GTLB is like home for the code being pushed by the developer where it is tested, built and then it's used to deploy code in the production system. GTLB new AI tools offers compelling opportunity for the company to upsell it to existing base easily. Nota
GTLB can easily switch on the button on profitability if they want to prioritize that but the company is investing in Research & Development for the future. GTLB financials looks similar to 
SPOT where spotify despite having ability to turn profitable was re-investing in the business in 2021-2023Nota
GTLB is on an innovation spree 🔥 Checkout their agentic platform which will fuel upselling to their existing clients easily.
about.gitlab.com/gitlab-duo/agent-platform/
Nota
GTLB appears to be breaking out on July 22, 2025. Monitoring closely!Nota
Clean breakout of GTLB happening on july 23, 2025Nota
Breakout momentum continues ! GTLB grinding higher and filling the gap @ 48Nota
GTLB broke out on July 23, 2025 and continues its journey to test $50 mark.
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