GitLab (GTLB) · wyniki II kw. 2026 i wycena

Przy wzroście 20,0% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $66.97 na akcję — kurs jest o 22% poniżej niej. Obecna cena zakłada wzrost o 16,5% rocznie.

1. Prognoza

   JiHu-related expenses are expected to jump to roughly $50 million this year from $13 million last year.

   Cytat ze źródła

   “So we think our seat-based model is going to benefit from these conversations as well as our Duo Agent platform. ...We currently are in several conversations along those lines, and we're putting forward the same seat-based pricing model that we provide for engineers, given the value and the requirements are the same. approach because those users have the same requirements in terms of agentic engineering across the software life cycle.”

2. Prognoza

   The company updated its revenue guidance for the back half of the year based on the available renewal pool and visibility into the H2 pipeline.

   Cytat ze źródła

   “Given the size of the available to renew pool in the back half of the year, as well as our visibility into the H2 pipeline, we expect the maximum...”

3. Liczba

   Revenue was 286.3 million, up 21% year over year, showing growth in company revenue.

   Cytat ze źródła

   “Revenue was 286.3 million, up 21% year over year.”

Script and answers carried a similar tone, so the script's message held up under questioning.

Zdania, które wpłynęły na ton

“During this quarter, we saw record bookings, accelerating net ARR growth strong retention, broad based strength across the business, and profitability ahead of plan.”

“Net ARR grew 42% year-over-year, our second highest growth quarter in the last 4 years.”

“Our seat based business continues to grow, and AI is creating an additional opportunity for GitLab to monetize an increasing amount of work happening across the software life cycle.”