24/7 Wall Street
04 Mar 2026, 15:36 UTC · 29w ago
Verdict
Headline leans bearish. We score GTLB −0.90 across five claims.
Score confirms the headline.
Leans bearish
From its wording — no explicit rating
−0.90strongly bearish
What the story claims
5 claims · scored −1 bearish … +1 bullish
GitLab's FY27 non-GAAP EPS guidance of $0.76-$0.80 represents a meaningful decline from the $0.96 achieved in FY26.
So whatAbsolute earnings regression for a growth company typically triggers immediate valuation re-ratings and increased risk premiums.
More negative than 99% of claims this week
GitLab's FY27 revenue guidance implies a growth rate below the analyst consensus of 15-17%.
So whatDecelerating revenue growth signals a weakening competitive position or market saturation, reducing the stock's growth multiple.
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5 related stories
More negative than 89% of ticker scores this week
Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
More negative than 95% of claims this week
Multiple analysts, including those from Bernstein and BofA, have broadly cut price targets following a pattern of four consecutive quarters of guiding below consensus.
So whatA coordinated analyst re-rating and a perceived 'guidance credibility hole' erode institutional investor confidence.
More negative than 90% of claims this week
GitLab reported strong Q4 results, including $260.40M in revenue (23.2% YoY) and non-GAAP EPS of $0.30, beating consensus.
So whatWhile positive, the market has largely ignored these results in favor of the poor forward guidance.
More positive than 66% of claims this week
Eminence Capital disclosed a 5.1% passive stake in GitLab via a February 13G filing.
So whatInstitutional buying at these levels suggests some investors see a valuation floor or long-term value.
More positive than 54% of claims this week
Which stocks this story touches
More negative than 89% of ticker scores this week
Despite a solid Q4, the company's FY27 guidance disappointed significantly, leading to widespread analyst price target cuts and a sharp stock price decline.
More positive than 88% of ticker scores this week
The company delivered a standout Q4 FY26, with non-GAAP EPS significantly beating consensus estimates.
More negative than 68% of ticker scores this week
Shares fell roughly 10% following a report.
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1h ago
+73.7%
Price is moving against the score
$46.38 vs $26.70 close before publication (Mar 3) · not market-adjusted
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