GitLab Inc. (GTLB) Stock Falls on Q4 2026 Earnings

GitLab Inc. (GTLB) reported fourth-quarter 2026 results with total revenue of $260.4 million, up 23.2% year-over-year, exceeding the consensus estimate of $257.3 million by $3.1 million. Gross profit came in at $225.4 million, a 19.6% increase year-over-year.

Total revenue: $260.4 million (+23.2% year-over-year).

Gross profit: $225.4 million (+19.6% year-over-year).

Cost of sales: $35.0 million (+53.0% year-over-year).

Operating loss: -$5.2 million (down 73.3% year-over-year).

Net loss attributable to common shareholders: -$2.6 million (down 144.8% year-over-year).

Diluted earnings per share were -$0.02, compared with an analyst estimate of $0.23.

Cash from operating activities: $45.8 million (down 27.6% year-over-year).

Purchases of property, plant and equipment: $4.0 million (up 243.4% year-over-year).

Cash and cash equivalents: $229.6 million (up 0.9% year-over-year).

Total liabilities: $686.5 million (up 18.8% year-over-year).

Following the release, the stock was down 3.48% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

GitLab Inc. Insider Trading Activity

GitLab Inc. insiders have traded $GTLB stock on the open market 49 times in the past 6 months. Of those trades, 1 have been purchases and 48 have been sales.

Here’s a breakdown of recent trading of $GTLB stock by insiders over the last 6 months:

MATTHEW JACOBSON has made 0 purchases and 23 sales selling 1,218,448 shares for an estimated $56,734,564.
SYTSE SIJBRANDIJ has made 0 purchases and 12 sales selling 488,700 shares for an estimated $20,553,132.
SUSAN L BOSTROM has made 0 purchases and 6 sales selling 100,000 shares for an estimated $3,945,800.
SIMON MUNDY (Chief Accounting Officer) has made 0 purchases and 3 sales selling 8,670 shares for an estimated $361,711.
KAREN BLASING has made 0 purchases and 3 sales selling 6,500 shares for an estimated $309,868.
WILLIAM STAPLES (Chief Executive Officer) purchased 3,276 shares for an estimated $124,750
JAMES SHEN (Interim CFO) sold 2,538 shares for an estimated $96,647

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

GitLab Inc. Hedge Fund Activity

We have seen 249 institutional investors add shares of GitLab Inc. stock to their portfolio, and 291 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

AQR CAPITAL MANAGEMENT LLC added 4,806,163 shares (+766.3%) to their portfolio in Q4 2025, for an estimated $180,375,297
SLATE PATH CAPITAL LP added 2,818,800 shares (+89.3%) to their portfolio in Q4 2025, for an estimated $105,789,564
ARK INVESTMENT MANAGEMENT LLC removed 2,574,042 shares (-74.9%) from their portfolio in Q4 2025, for an estimated $96,603,796
ATREIDES MANAGEMENT, LP removed 2,293,222 shares (-41.9%) from their portfolio in Q4 2025, for an estimated $86,064,621
HMI CAPITAL MANAGEMENT, L.P. removed 2,177,369 shares (-33.7%) from their portfolio in Q4 2025, for an estimated $81,716,658
SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 2,062,794 shares (-82.9%) from their portfolio in Q4 2025, for an estimated $77,416,658
TECHNOLOGY CROSSOVER MANAGEMENT X, LTD. added 1,597,114 shares (+491.4%) to their portfolio in Q4 2025, for an estimated $59,939,688

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

GitLab Inc. Analyst Ratings

Wall Street analysts have issued reports on $GTLB in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 02/11/2026
RBC Capital issued a "Outperform" rating on 01/05/2026
BTIG issued a "Buy" rating on 12/17/2025
Rosenblatt issued a "Buy" rating on 12/03/2025
Guggenheim issued a "Buy" rating on 09/11/2025

To track analyst ratings and price targets for GitLab Inc., check out Quiver Quantitative's $GTLB forecast page.

GitLab Inc. Price Targets

Multiple analysts have issued price targets for $GTLB recently. We have seen 21 analysts offer price targets for $GTLB in the last 6 months, with a median target of $45.0.

Here are some recent targets:

Lucky Schreiner from DA Davidson set a target price of $30.0 on 03/02/2026
Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $30.0 on 02/27/2026
Nick Altmann from BTIG set a target price of $32.0 on 02/26/2026
Steve Koenig from Macquarie set a target price of $26.0 on 02/24/2026
Gregg Moskowitz from Mizuho set a target price of $37.0 on 02/17/2026
Mike Cikos from Needham set a target price of $50.0 on 02/11/2026
Raimo Lenschow from Barclays set a target price of $34.0 on 01/12/2026