GitLab Inc
F:8K2
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
GitLab Inc
F:8K2
|
US |
|
Coherent Corp
MIL:1COHR
|
US |
GitLab Inc
GitLab makes software that helps companies build, test, secure, and release applications in one place. Its main product is a DevSecOps platform that brings together source code management, planning, continuous integration and delivery, security checks, and deployment tools. Instead of stitching together many separate developer tools, customers use GitLab to manage most of the software development process through a single system. Its main customers are businesses and public organizations with software engineering teams, especially larger companies that want one platform for many developers and projects. GitLab sells subscriptions for cloud-hosted and self-managed versions of its software, and it also earns money from support and related services. Customers pay for access to the platform, higher-end features, and the ability to run the software in their own environment when they need more control. What makes GitLab different is that it sits in the middle of the software development workflow. It is not just a code repository or just a testing tool; it tries to cover the whole path from writing code to shipping it. That broad role makes it useful for organizations that want fewer vendors, tighter coordination between developers and security teams, and a common system for delivering software faster and with less friction.
GitLab makes software that helps companies build, test, secure, and release applications in one place. Its main product is a DevSecOps platform that brings together source code management, planning, continuous integration and delivery, security checks, and deployment tools. Instead of stitching together many separate developer tools, customers use GitLab to manage most of the software development process through a single system.
Its main customers are businesses and public organizations with software engineering teams, especially larger companies that want one platform for many developers and projects. GitLab sells subscriptions for cloud-hosted and self-managed versions of its software, and it also earns money from support and related services. Customers pay for access to the platform, higher-end features, and the ability to run the software in their own environment when they need more control.
What makes GitLab different is that it sits in the middle of the software development workflow. It is not just a code repository or just a testing tool; it tries to cover the whole path from writing code to shipping it. That broad role makes it useful for organizations that want fewer vendors, tighter coordination between developers and security teams, and a common system for delivering software faster and with less friction.
Revenue milestone: GitLab's ARR surpassed $1 billion in FY '26 and full-year revenue grew 26% to $955.0 million, with Q4 revenue of $260.0 million (up 23% YoY) beating guidance by ~3.5 points.
Profit & cash: FY '26 adjusted free cash flow rose 83% to $220.0 million and non-GAAP operating margin expanded to 17% for the year; Q4 non-GAAP operating margin was 20.5%, also above guidance.
Guidance & posture: Management said they're not satisfied with revenue growth and laid out five execution priorities for FY '27; Q1 FY '27 revenue guide is $253–$255 million (18–19% YoY) with non-GAAP operating income $32–$34 million.
AI strategy: Launched GitLab Duo agent platform (GA in mid‑January) with a hybrid usage-based pricing model; management expects minimal FY '27 revenue from it while pilots convert to production.
Customer mix: Ultimate now 56% of ARR; $100k+ cohort and $1M+ customer counts grew (1,456 customers $100k+, >155 $1M+), but mid‑market/price-sensitive cohort (~20% of ARR) remains pressured.
Capital allocation: Board authorized a $400 million share repurchase program; cash and investments ~ $1.3 billion at quarter end.
