Angles angles)))))) These guys copmpete somewhat with MNDY. GTLB GitLab Inc.-: $40 is support YTD Down 28% $40.42-1.18(-2.84%)4:00 PM 08/08/25 NASDAQ |$USD |Pre-Market:$40.76+0.34(+0.84%)8:05 AM June 11 GitLab (NASDAQ:GTLB)-13%- Shares fell 12% after the DevOps company issued slightly underwhelming Q2 and full-year guidance. For Q2, GitLab expects to earn between $0.16 and $0.17 per share, with revenue between $226M and $227M. The midpoint of $226.5M is slightly below the $226.58M analysts were expecting, who also anticipated adjusted earnings of $0.16 per share. GitLab also reaffirmed its full-year guidance, as it expects to earn between $0.74 and $0.75 per share on an adjusted basis, above the $0.72 per share estimate. Full-year revenue is expected to be between $936M and $942M, with the $939M midpoint slightly below the $939.7M estimate.
GTLB $48-----$40 June 11.///////// On July 18, BofA Securities kept its Buy rating for GitLab Inc. (NASDAQ:GTLB) with a price target of $72. This decision came after the company announced that its Duo Agent Platform has moved into public beta. This DevSecOps orchestration platform is designed to support collaboration between developers and AI agents. BofA Securities expects the platform to become generally available either later this year or in early 2026, potentially serving as a strong driver for the company’s future growth. The firm sees this as an important development as the platform’s production deployment and revenue generation are becoming key investment considerations for GitLab Inc. (NASDAQ:GTLB). BofA Securities noted that GitLab Inc.’s (NASDAQ:GTLB) current valuation is lower than some of its peers, which represents an “enhanced buying opportunity,” especially as the firm sees the company as a market share gainer in the DevSecOps segment. GitLab Inc. (NASDAQ:GTLB) is a software company that develops and operates GitLab, a comprehensive DevSecOps platform that can develop, secure, and operate software. GBA UPGRADE-->GTLB GitLab Inc. 3X BOTTOM @$40 $40.42-1.18(-2.84%)4:00 PM 08/08/25 NASDAQ |$USD |Pre-Market:$40.76+0.34(+0.84%)8:05 AM
This verbiage is off prior QTR's earn for MNDY when they beat. Since AI has been embedded into the monday platform, customers have performed over 10M actions during the quarter, up 233% on a quarter-over-quarter basis," Roy said. "In order to best monetize their efforts, the company is employing a flexible, consumption-based pricing model for AI Blocks. The way I see it, a usage-based pricing model will not only ensure their AI capabilities are accessible but will also allow them to harness a lot more revenue from organizations with larger AI needs, where additional usage can be purchased at different levels. Ease of use is key to getting more customers to sign up. This helps monday.com attract a wide array of clients, where about 70% of its 250,000 customers are non-tech companies. "monday is very easy to use," Glazer said. "It's easy to adopt. It's a flywheel motor. It's not complicated, and that is very important." Since monday.com already specialized in automating work flows, the adoption of AI was a natural extension of what the company has already been doing for years. The company also utilizes an internal AI system dubbed BigBrain, which was developed about a decade ago. "We are competing in four different product lines, and we have a total addressable market of around $250B across all our products," Glazer said. Glazer is CFO
recent gtlb news --GitLab signs three-year collaboration agreement with Amazon Web Services » 09:46 GTLB, AMZN -- Capital One gets more bearish on GitLab, downgrades shares »07/16 GTLB Capital One downgraded… GitLab initiated with bullish view at Rosenblatt, here's why »07/14 GTLB Rosenblatt started coverage of GitLab with a Buy rating and a $58 price target given company’s strong positioning in the evolving software development landscape and emerging opportunities tied to generative AI. Analysts see GitLab benefiting from both the increasing complexity of application development and the widespread adoption of AI-assisted coding. While generative AI may commoditize parts of the coding process, Rosenblatt argues it ultimately drives more code creation, benefiting platforms like GitLab that manage the full software development lifecycle. The firm also flagged meaningful upside from GitLab’s push to upsell its higher-tier “Ultimate” plans and expand adoption of new AI-based add-on products. Only about a quarter of GitLab’s paying users are currently on Ultimate, leaving room to grow recurring revenue across its 10,000-plus customer base. Margins are also expected to expand meaningfully, with adjusted operating margin projected to reach the mid-teens next year and longer-term targets above 30%. Rosenblatt expects GitLab to generate $939 million in revenue in fiscal 2026, up 24% year-on-year, and sees non-GAAP earnings of $0.75 per share. The $58 price target implies a 36% return and values the stock at 7.8 times estimated FY27 revenue.
“We believe GitLab has established itself as one of the two leading providers of comprehensive software development platforms, with over 30m registered users, and has broadened into many adjacent areas and additional personas, just in time to make the Company robust (and perhaps even anti-fragile) to the AI wave,” analysts at Rosenblatt said. An executive with Glean, a workplace artificial intelligence platform, provided insights into the deployment of Agentic AI with Wells Fargo, detailing trends that could prove positive for several enterprise software companies. One of those was the productivity gains achieved through generative AI coding tools and assistants. "Glean is able to drive 30-40% productivity improvements from its usage of genAI dev tooling, primarily focused on reducing the amount of mundane/rote tasks (& freeing up space for greater flexibility/creativity)," said Wells Fargo analysts, led by Michael Turrin, in a Wednesday investor note. "Despite the significant gains, the expert noted Glean is 'by no means' slowing down its hiring efforts, expecting to instead just improve overall throughput/efficiency for its devs." Wells Fargo noted that this proves positive for Atlassian (NASDAQ:TEAM) and GitLab (NASDAQ:GTLB).
I never know whether to believe the children's emails.. sometimes they are meant to egg me on about something. But apparently somewhere in some thread Van and D have agreed to do a new thread! The D&V Show! I can't wait to read and contribute. I know Van wanted "The VD Show" but that has other meanings....
Look At These White Douchebags. Folks you touch my Jeep Wagoneer's door this all ends in a much different way... Dumb ass fucks-- You won't get a Yes Sir from me unless it's printed on the boot I put up your ass...
Shares of monday.com (NASDAQ:MNDY) fell about18%premarket on Monday after its second quarter results and outlook. The company, which provides collaborative work management software, saw second quarterrevenuegrow about 27% year-over-year to $299M, while non-GAAP EPS rose around 16% year-over-year to $1.09. Both topand bottom-line numbers surpassed analysts' expectations. “Q2 marked another strong quarter for monday.com, with continued revenue growth and rapidly growing demand for our broad product suite, particularly from enterprise customers,” said monday.com Co-Founders and Co-CEOs Roy Mann and Eran Zinman. The company noted that net dollar retention rate was 111%. Net dollar retention rate for customers with more than $100,000 in annual recurring revenue, or ARR, was 117%. Analysts Commentary Citi analysts led by Steven Enders said monday.com reported lower than expected second quarter results, with $5.5M, $11.6M, $6.8M, $10.2M in revenue, EBIT, billings, and FCF upside versus consensus, respectively. "The 1.9% topline beat compared to 2.3% last Q [quarter] and 4Q Ave [average] of 2.5% vs. what was viewed as an even more conservative guide," said the analysts. Enders and his team added that the company's management raised the 2025 guidance less than the beat with revenue to $1,224M-$1,229M from $1,220M-$1,226M, EBIT to $154M-$158M from $144M-$150M, and free cash flow, or FCF, to $320M-$326M from $310M-$316M "although likely conservative." Outlook: For the full year 2025, the company expects total revenue to be between $1.224B and $1.229B (midpoint at 1.227B) versus the prior range of $1.220B to $1.226B (with midpoint at about $1.223B). Consensus Revenue Estimate is $1.22B. For the third quarter, monday.com expects total revenue to be between $311M and $313M (midpoint at $312M) versus consensus of $312.94M. >>>>>>>>>>><<<<<<<<<<<<< Falling knife Buy-->MNDY monday.com Ltd. $180.45-67.59(-27.25%)9:50 AM 08/11/25 NASDAQ |$USD |Realtime