From Yahoo Finance: 2025-04-01 09:09:00

GitLab Inc. (GTLB) bullish thesis detailed by Compounding Your Wealth on Substack. Share price at $47 on March 31st, forward P/E 65.36. Snowflake Inc. (NYSE:SNOW) enhances platform with AI tools and features. GitLab reports strong Q4 FY2025 results, $211.4 million revenue, 29% YoY growth exceeding expectations. Full-year revenue up 31% to $759.2 million. Non-GAAP operating margin up 960 basis points to 18%. Adjusted free cash flow surges 259% YoY to $120 million. Net DBNR at 123%. RPO grows 40% YoY to $945 million, current RPO up 35% to $579.2 million. 9,893 customers with $5,000 ARR, high-value customers growing. FY2026 revenue projected between $936 million and $942 million, 24% YoY increase. Q1 FY2026 revenue forecasted at $212 million to $213 million. Non-GAAP operating income expected at $21 million to $22 million, EPS range $0.14 to $0.15. GitLab’s Duo product standout performer, accounts for one-third of ARR in deals where included. GitLab Dedicated sees 90% YoY revenue growth in Q4. Partnerships with AWS and Google Cloud enhance AI capabilities. Not on list of 30 Most Popular Stocks Among Hedge Funds, 51 hedge fund portfolios held GTLB end of Q4. Conviction in AI stocks promising higher returns in shorter timeframe. No disclosures.



Read more at Yahoo Finance: GitLab Inc. (GTLB): A Bull Case Theory