GTLB
You’ve read what changed. Here’s whether the market is confirming it.
Market read
The latest filing evidence is available. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
Invalidation: The isolated read changes if GTLB's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The increase was primarily due to the ongoing demand for the GitLab platform, including adding new customers, the expansion within our existing paid customers, and an increase in our number of customers with $100,000 or greater in ARR.”10-Q · Sep 2, 2026 ↗
“Stock-Based Compensation Expense Three Months Ended April 30, Change 2026 2025 $ % (in thousands, except percentages) Cost of revenue $ 2,864 $ 1,929 $ 935 48 % Sales and marketing 17,445 22,091 (4,646) (21) Research and development 13,630 14,272 (642) (4) Ge…”10-Q · Jun 2, 2026 ↗
“Interest Income and Other Income (Expense), Net Fiscal Year Ended January 31, Change 2026 2025 $ % (in thousands, except percentages) Interest income $ 45,707 $ 47,735 $ (2,028) (4) % Foreign exchange gains (losses), net (19,465) 9,416 (28,881) (307) Other ex…”10-K · Mar 17, 2026 ↗
“Net cash used in operating activities was $3.1 million for the three months ended July 31, 2026, primarily due to the timing of accounts receivable collections and cash payments associated with our restructuring activities, notwithstanding which we have gener…”10-Q · Sep 2, 2026 ↗
Valuation discipline
Price/sales 8.3× · EV/sales 8.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for GTLB. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Earlier comparable assessment · baseline
10-Q filed 2026-06-02 against the comparable filing from 2025-06-11.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
“Stock-Based Compensation Expense Three Months Ended April 30, Change 2026 2025 $ % (in thousands, except percentages) Cost of revenue $ 2,864 $ 1,929 $ 935 48 % Sales and marketing 17,445 22,091 (4,646) (21) Research and development 13,630 14,272 (642) (4) General and administrative 16,122 17,535 (1,413) (8) Total stock-based compensation expense $ 50,061 $ 55,827 $ (5,766) (10) % Stock-based compensation ex pense decreased by $5.8 million, to $50.1 million for the three months ended April 30, 2026 from $55.8 million for the three months ended April 30, 2025 , primarily due to a decrease of $3.7 million of expense from RSUs and $1.1 million related to stock options.”
“Cost of Revenue, Gross Profit, and Gross Margin Three Months Ended April 30, Change 2026 2025 $ % (in thousands, except percentages) Cost of revenue $ 37,488 $ 25,035 $ 12,453 50 % Gross profit 226,670 189,474 37,196 20 Gross margin 86 % 88 % (2) % Cost of revenue increased by $12.5 million, to $37.5 million for the three months ended April 30, 2026 from $25.0 million for the three months ended April 30, 2025, primarily due to an increase of $7.5 million in third party hosting costs for SaaS and cloud usage.”
“Interest Income and Other Income (Expense), Net Three Months Ended April 30, Change 2026 2025 $ % (in thousands, except percentages) Interest income $ 11,947 $ 10,862 $ 1,085 10 % Foreign exchange gains (losses), net 536 (9,954) 10,490 (105) Other expense, net (281) (17) (264) 1,553 Total other income (expense), net $ 255 $ (9,971) $ 10,226 (103) % Interest income increased f or the three months ended April 30, 2026 compared to the three months ended April 30, 2025 , primarily due to income earned from our cash, cash equivalents, and short-term investments, driven by higher average balances during the three months ended April 30, 2026 compared to the three months ended April 30, 2025 .”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
“Many companies address only certain parts of the DevOps cycle and may compete with a limited set of JFrog offerings, including Microsoft’s GitHub, GitLab, Cloudsmith, and Sonatype.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
GTLB is currently a Follower in the organic co-movement group Software - Application. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.