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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 certain
GTLB will be a beneficiary of this trend.
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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.
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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 $68-72
- AI assisted coding is now a theme and is happening at a fast pace. I'm certain
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- P/S for
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Fair value for
Not
Many investors feared that LLM powered coding will be a headwind for 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
Not
Checkout their agentic platform which will fuel upselling to their existing clients easily.
about.gitlab.com/gitlab-duo/agent-platform/
Not
Not
Clean breakout of Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, işlem veya diğer türden tavsiye veya tavsiyeler anlamına gelmez ve teşkil etmez. Kullanım Şartları'nda daha fazlasını okuyun.
Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, işlem veya diğer türden tavsiye veya tavsiyeler anlamına gelmez ve teşkil etmez. Kullanım Şartları'nda daha fazlasını okuyun.