GitLab stock price target lowered to $60 at DA Davidson

Published 28/02/2025, 15:08
GitLab stock price target lowered to $60 at DA Davidson

On Friday, DA Davidson analyst Gil Luria adjusted the price target for GitLab Inc (NASDAQ:GTLB) to $60, marking a decrease from the previous $70 target, while retaining a Neutral rating on the company’s shares. The new target aligns closely with the current trading price of $60.04, though InvestingPro analysis suggests the stock is trading above its Fair Value. Luria’s assessment comes as GitLab enters the quarter with tempered expectations based on industry checks and proprietary data analysis.

The revised price target reflects concerns raised from Developer Ecosystem Network (DEN) checks regarding the adoption trends of GitLab’s AI add-ons. Industry professionals have expressed reservations about GitLab’s pace of innovation across its platform. Despite these concerns, DA Davidson’s proprietary developer datasets indicate that GitLab has exhibited stable growth, with InvestingPro data showing impressive revenue growth of 32% and an outstanding gross profit margin of 89% in the last twelve months.

GitLab’s stock performance has been noted to outpace the industry year-to-date, with an approximate 9% increase in share value, contrasting with a roughly 2% decline in the IGV software index. However, Luria anticipates a challenging environment for GitLab’s fiscal year 2026 guidance, citing the management’s history of conservative forecasting.

The analyst’s neutral stance remains unchanged, suggesting a cautious approach to GitLab’s stock amidst the potential headwinds and the lowered expectations for the upcoming fiscal year. The new price target of $60 reflects these considerations as GitLab continues to navigate the competitive landscape of software development tools.

In other recent news, GitLab Inc reported a strong third-quarter fiscal year 2025 performance, with revenue growth of 31%, surpassing the expected 26%. This significant revenue beat was coupled with margin expansion, prompting TD Cowen to raise its price target to $82 while maintaining a Buy rating. Additionally, Needham added GitLab to its Conviction List after the earnings report, citing the company’s potential for growth despite a recent stock price decline. Macquarie initiated coverage with an Outperform rating and a $90 price target, highlighting GitLab’s role in the DevSecOps market and its differentiated AI-powered platform.

Piper Sandler raised GitLab’s price target to $85, maintaining an Overweight rating due to strong third-quarter performance and reduced churn. KeyBanc also increased its price target to $80, emphasizing GitLab’s growth potential and recent consolidation victories. The company announced a leadership change, with Bill Staples stepping in as the new CEO, while founder Sid Sijbrandij transitions to executive chair. Analysts remain optimistic about GitLab’s future, with expectations of over 30% growth in the coming fiscal years, driven by its Duo SKUs and other offerings. These developments reflect continued investor confidence in GitLab’s market strategy and execution capabilities.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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