GitLab Q2 Earnings Analysis: Revenue and Profit Surpass Expectations Amid AI-Driven DevSecOps Push and Operational Efficiency Gains.
PorAinvest
miércoles, 10 de septiembre de 2025, 3:42 am ET1 min de lectura
GTLB--
The quarter was highlighted by accelerating growth in enterprise customers and robust adoption of high-value products. However, there was a noted softness in small and medium-sized business (SMB) customers, and ongoing organizational changes impacted the quarter's performance [2].
GitLab's revenue guidance for the full year was reconfirmed, with adjusted EPS guidance raised to $0.83 per share. For the third quarter of fiscal 2026, the company expects revenues between $238 million and $239 million, indicating approximate growth of 23% year over year. Non-GAAP operating income is expected to be in the range of $31-$32 million for the fiscal third quarter [2].
GitLab's stock has seen a mixed performance this year, losing about 15.4% since the beginning of the year compared to the S&P 500's gain of 9.1%. Despite the strong Q2 results, the stock has seen a pre-market decline of 9.57% following the earnings report [2].
The company's Zacks Rank currently stands at #4 (Sell), reflecting the market's expectations for the stock to underperform in the near future. However, with a strong earnings surprise and upward guidance, investors may be watching the company's earnings call for further insights into its growth prospects.
References
[1] https://www.nasdaq.com/articles/gitlab-inc-gtlb-q2-earnings-and-revenues-beat-estimates
[2] https://www.nasdaq.com/articles/gitlab-shares-fall-despite-q2-earnings-beat-revenues-y-y
GitLab's Q2 earnings call showed revenue of $236 million, beating analyst estimates, and adjusted EPS of $0.24, a 46.3% beat. The company reconfirmed its revenue guidance for the full year and raised its adjusted EPS guidance to $0.83. Management attributed quarterly performance to accelerating growth in enterprise customers and robust adoption of high-value products. However, there was softness in SMB customers and ongoing organizational changes impacted the quarter.
GitLab Inc. (GTLB) delivered a strong performance in the second quarter of fiscal 2026, with revenue of $236 million, surpassing analyst estimates by 4.14%. The company reported adjusted earnings per share (EPS) of $0.24, a 46.3% beat over the Zacks Consensus Estimate of $0.16 per share. This marks the company's fourth consecutive quarter of beating consensus EPS estimates [1].The quarter was highlighted by accelerating growth in enterprise customers and robust adoption of high-value products. However, there was a noted softness in small and medium-sized business (SMB) customers, and ongoing organizational changes impacted the quarter's performance [2].
GitLab's revenue guidance for the full year was reconfirmed, with adjusted EPS guidance raised to $0.83 per share. For the third quarter of fiscal 2026, the company expects revenues between $238 million and $239 million, indicating approximate growth of 23% year over year. Non-GAAP operating income is expected to be in the range of $31-$32 million for the fiscal third quarter [2].
GitLab's stock has seen a mixed performance this year, losing about 15.4% since the beginning of the year compared to the S&P 500's gain of 9.1%. Despite the strong Q2 results, the stock has seen a pre-market decline of 9.57% following the earnings report [2].
The company's Zacks Rank currently stands at #4 (Sell), reflecting the market's expectations for the stock to underperform in the near future. However, with a strong earnings surprise and upward guidance, investors may be watching the company's earnings call for further insights into its growth prospects.
References
[1] https://www.nasdaq.com/articles/gitlab-inc-gtlb-q2-earnings-and-revenues-beat-estimates
[2] https://www.nasdaq.com/articles/gitlab-shares-fall-despite-q2-earnings-beat-revenues-y-y
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