CTO Departure: Recent online conversations have been buzzing about the resignation of GitLab's Chief Technology Officer, effective January 9, 2026. Many are speculating on the potential impact this leadership change could have on the company’s ongoing strategies. This news has sparked a wave of concern among followers of the stock.
Hybrid Pricing Shift: Another hot topic is GitLab’s move to a hybrid pricing model, blending consumption and usage-based elements. Discussions highlight mixed feelings about execution risks, with some expressing doubts about short-term growth. This shift is seen as a critical pivot that could shape future performance.
Insider Activity: Recent insider buying by the CEO has also caught attention on social media platforms. Posts note this as a rare positive signal amidst a series of insider sells, fueling curiosity about potential confidence in a rebound. It’s a small but intriguing development for watchers of the ticker.
Note: This discussion summary was generated from an AI condensation of post data.
GitLab Insider Trading Activity
GitLab insiders have traded $GTLB stock on the open market 53 times in the past 6 months. Of those trades, 1 have been purchases and 52 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 13 sales selling 597,300 shares for an estimated $26,668,583.
- SUSAN L BOSTROM has made 0 purchases and 6 sales selling 100,000 shares for an estimated $3,945,800.
- KAREN BLASING has made 0 purchases and 5 sales selling 13,000 shares for an estimated $602,368.
- SIMON MUNDY (Chief Accounting Officer) has made 0 purchases and 3 sales selling 8,670 shares for an estimated $361,711.
- 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
- MERLINE SAINTIL sold 607 shares for an estimated $26,495
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
GitLab Revenue
GitLab had revenues of $244.4M in Q3 2026. This is an increase of 24.64% from the same period in the prior year.
You can track GTLB financials on Quiver Quantitative's GTLB stock page.
GitLab Hedge Fund Activity
We have seen 248 institutional investors add shares of GitLab stock to their portfolio, and 200 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 4,491,023 shares (+4996.5%) to their portfolio in Q3 2025, for an estimated $202,455,316
- SLATE PATH CAPITAL LP added 3,155,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $142,227,400
- JPMORGAN CHASE & CO removed 2,900,114 shares (-81.7%) from their portfolio in Q3 2025, for an estimated $130,737,139
- ICONIQ CAPITAL, LLC removed 2,483,621 shares (-62.4%) from their portfolio in Q3 2025, for an estimated $111,961,634
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 1,725,543 shares (+225.8%) to their portfolio in Q3 2025, for an estimated $77,787,478
- ALLIANCEBERNSTEIN L.P. removed 1,677,248 shares (-89.5%) from their portfolio in Q3 2025, for an estimated $75,610,339
- ATREIDES MANAGEMENT, LP added 1,532,107 shares (+38.9%) to their portfolio in Q3 2025, for an estimated $69,067,383
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
GitLab 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:
- 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
- Morgan Stanley issued a "Overweight" rating on 10/06/2025
- Guggenheim issued a "Buy" rating on 09/11/2025
To track analyst ratings and price targets for GitLab, check out Quiver Quantitative's $GTLB forecast page.
GitLab 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 $52.0.
Here are some recent targets:
- Matthew Hedberg from RBC Capital set a target price of $48.0 on 01/05/2026
- Rob Owens from Piper Sandler set a target price of $55.0 on 01/05/2026
- Nick Altmann from BTIG set a target price of $52.0 on 12/17/2025
- Lucky Schreiner from DA Davidson set a target price of $45.0 on 12/04/2025
- Mike Cikos from Needham set a target price of $50.0 on 12/03/2025
- Blair Abernethy from Rosenblatt set a target price of $55.0 on 12/03/2025
- Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $60.0 on 12/03/2025
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.
