Maskot
With fresh turmoil erupting in the stock markets over fears of a multi-front trade war, sometimes the best move for investors to take is to keep our heads down and keep investing in strong individual stocks, whose growth catalysts have
GitLab: A Fantastic Growth Trajectory For 2025
Summary
- GitLab stock popped after its Q4 results showed a fantastic 29% y/y growth, with only a modest deceleration to the mid-20s implied by the company's FY26 guidance.
- GitLab's low market penetration and industry leadership provide significant growth opportunities in the DevOps space.
- Upsell potential through Premium and Ultimate SKUs and adherence to Rule of 40 principles bolster GitLab's long-term growth prospects.
- Trading at <10x forward revenue and well below similarly-growing peers like ServiceNow and Atlassian, GitLab remains down ~20% over the past year and has a great chance to rebound.
With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted in many web publications and his articles are syndicated to company pages in popular trading apps like Robinhood.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of GTLB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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