Simply Wall St
3 min read
GitLab Inc. recently announced the past general availability of its GitLab Duo Agent Platform, an AI-driven suite that orchestrates agentic automation, context-aware assistance, and lifecycle-wide developer tooling across web, IDEs, and multiple deployment options, underpinned by a new GitLab Credits usage model for Premium and Ultimate customers.
The launch stands out because it seeks to tackle the so-called “AI paradox” in software delivery by automating planning, security, code review, and CI/CD workflows, not just code generation, potentially reshaping how organizations extract value from AI in DevSecOps platforms.
We’ll now examine how the Duo Agent Platform’s agentic automation and GitLab Credits model could influence GitLab’s broader investment narrative.
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To own GitLab today, you need to believe in its ability to become a core DevSecOps hub where AI enhances the entire software lifecycle, not just code creation. The Duo Agent Platform launch directly links to the key near term catalyst of proving AI driven, usage based monetization, while execution risk around sales and pricing changes, and the company’s ongoing unprofitability, remain central concerns.
Among recent events, the Duo Agent Platform’s introduction of GitLab Credits for Premium and Ultimate tiers is most relevant. It operationalizes the earlier hybrid seat plus usage model, creating a concrete test of whether AI usage can scale revenue without undermining pricing or adding friction to customer expansion.
Yet while AI driven automation could help differentiate GitLab, investors should be aware that intensifying competition from GitHub and other AI dev tools could…
Read the full narrative on GitLab (it’s free!)
GitLab’s narrative projects $1.4 billion revenue and $189.5 million earnings by 2028.
Uncover how GitLab’s forecasts yield a $51.78 fair value, a 52% upside to its current price.
GTLB 1-Year Stock Price Chart
Twenty five fair value estimates from the Simply Wall St Community span roughly US$27 to US$150 per share, reflecting sharply different expectations. You see that same divergence when you weigh GitLab’s ambitious AI expansion against ongoing execution risks in its evolving seat plus usage pricing model.
Explore 25 other fair value estimates on GitLab – why the stock might be worth 20% less than the current price!
Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.
A great starting point for your GitLab research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
Our free GitLab research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate GitLab’s overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include GTLB.
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