Recent discussions on X about GitLab Inc. (GTLB) have been ignited by rumors of a potential takeover by Datadog, with speculation driving significant attention to the stock. Posts on the platform highlight a reported 10-11% spike in share price following unconfirmed reports of a possible bid exceeding $60 per share, though some express skepticism about the likelihood or adequacy of the offer. The buzz around mergers and acquisitions has kept the conversation lively, with many weighing in on the strategic fit of such a deal.
Additionally, there’s chatter on X about GitLab’s advancements in AI and partnerships, such as a recent collaboration with AWS, which some see as bolstering its position in the DevSecOps space. While the takeover rumors dominate, these technological developments are also sparking interest, as users debate the long-term impact on the company’s growth trajectory. The mix of speculation and innovation continues to fuel intense engagement around the ticker.
Note: This discussion summary was generated from an AI condensation of post data.
GitLab Inc. Congressional Stock Trading
Members of Congress have traded $GTLB stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $GTLB stock by members of Congress over the last 6 months:
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 06/11, 06/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
GitLab Inc. Insider Trading Activity
GitLab Inc. insiders have traded $GTLB stock on the open market 50 times in the past 6 months. Of those trades, 0 have been purchases and 50 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 24 sales selling 1,013,021 shares for an estimated $49,461,342.
- SYTSE SIJBRANDIJ has made 0 purchases and 13 sales selling 651,600 shares for an estimated $30,123,903.
- BRIAN G ROBINS (Chief Financial Officer) sold 45,000 shares for an estimated $2,386,800
- KAREN BLASING has made 0 purchases and 9 sales selling 22,750 shares for an estimated $1,062,514.
- SIMON MUNDY (Chief Accounting Officer) sold 5,191 shares for an estimated $228,352
- MERLINE SAINTIL has made 0 purchases and 2 sales selling 1,214 shares for an estimated $54,114.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
GitLab Inc. Hedge Fund Activity
We have seen 252 institutional investors add shares of GitLab Inc. stock to their portfolio, and 209 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INFINITUM ASSET MANAGEMENT, LLC removed 11,380,000 shares (-96.9%) from their portfolio in Q2 2025, for an estimated $513,351,800
- EMINENCE CAPITAL, LP added 3,720,406 shares (+148.9%) to their portfolio in Q2 2025, for an estimated $167,827,514
- JPMORGAN CHASE & CO removed 3,531,292 shares (-49.9%) from their portfolio in Q2 2025, for an estimated $159,296,582
- ATREIDES MANAGEMENT, LP added 3,531,070 shares (+867.3%) to their portfolio in Q2 2025, for an estimated $159,286,567
- BLACKROCK, INC. removed 3,235,915 shares (-28.6%) from their portfolio in Q2 2025, for an estimated $145,972,125
- CHAMPLAIN INVESTMENT PARTNERS, LLC added 3,227,717 shares (+251.3%) to their portfolio in Q2 2025, for an estimated $145,602,313
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 3,186,343 shares (-82.4%) from their portfolio in Q2 2025, for an estimated $143,735,932
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 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 10/06/2025
- Guggenheim issued a "Buy" rating on 09/11/2025
- Macquarie issued a "Outperform" rating on 09/05/2025
- Rosenblatt issued a "Buy" rating on 07/15/2025
- RBC Capital issued a "Outperform" rating on 06/25/2025
- Canaccord Genuity issued a "Buy" rating on 06/12/2025
- BTIG issued a "Buy" rating on 06/11/2025
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 23 analysts offer price targets for $GTLB in the last 6 months, with a median target of $57.0.
Here are some recent targets:
- Sanjit Singh from Morgan Stanley set a target price of $60.0 on 10/06/2025
- Ryan Macwilliams from Wells Fargo set a target price of $50.0 on 10/01/2025
- Howard Ma from Guggenheim set a target price of $70.0 on 09/11/2025
- Steve Koenig from Macquarie set a target price of $70.0 on 09/05/2025
- Gregg Moskowitz from Mizuho set a target price of $52.0 on 09/05/2025
- Ryan McKeveny from Barclays set a target price of $44.0 on 09/05/2025
- Jason Celino from Keybanc set a target price of $53.0 on 09/04/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
