Companies /Technology

Gitlab Inc - Class A

NASDAQ: GTLB Software - Infrastructure
$44.13
â–² $2.82 (+6.81%) today
Markets open · 1:44pm ET

Q4 2026 Earnings

Reported Mar 3, 2026, 11:08am ET · SEC source
$0.30
Beat +29.98%
EPS · est. $0.23
$260.4M
Beat +3.24%
Revenue · est. $252.2M
−5.3%
Trailing market
GTLB vs S&P since report
10 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−10%−5%0+5%Mar 3Mar 4report 11:08am ETearnings+1.6%−4.7%
−10%−5%0+5%Mar 3Mar 4earnings+1.6%−4.7%
GTLB −4.7%S&P 500 +1.6%
−10%−5%0+5%Mar 3Mar 4report 11:08am ETearnings+2.4%−4.7%
−10%−5%0+5%Mar 3Mar 4earnings+2.4%−4.7%
GTLB −4.7%NASDAQ +2.4%
−15%−10%−5%0Mar 2Mar 11report 11:08am ETearnings−0.4%−14.5%
−15%−10%−5%0Mar 2Mar 11earnings−0.4%−14.5%
GTLB −14.5%S&P 500 −0.4%
−15%−10%−5%0Mar 2Mar 11report 11:08am ETearnings+1.2%−14.5%
−15%−10%−5%0Mar 2Mar 11earnings+1.2%−14.5%
GTLB −14.5%NASDAQ +1.2%
−6.18%
Day of report
+1.28%
Next session
−7.54%
One week
−9.14%
30 days

S&P 500 over the same 30 days: −3.82%.

Did GTLB Beat Earnings? Q4 2026 Results

GitLab delivered a strong finish to fiscal 2026, <a href="https://247wallst.com/investing/2026/03/03/live-gitlab-reports-q4-earnings-after-the-bell/">beating expectations on both fronts</a> as Q4 revenue climbed 23.2% year-over-year to $260.40 million against a consensus estimate of $252.21 million, while non-GAAP diluted EPS of $0.30 cleared the $0.23 estimate by 30.43%. The results were underpinned by accelerating enterprise adoption — customers spending more than $1 million in annual recurring revenue grew 26% year-over-year to 155 — alongside the company's milestone crossing of $1 billion in total ARR, a validation of its DevSecOps platform strategy. Non-GAAP operating margin expanded to 21% from 18% a year earlier, reflecting meaningful operating leverage as the business scales. Looking ahead, GitLab guided Q1 FY2027 revenue to $253–$255 million and full-year revenue to $1.10–$1.12 billion, with full-year non-GAAP EPS of $0.76–$0.80, suggesting management expects the growth trajectory to hold even as the company invests in its newly launched Duo Agent Platform for AI-driven software development automation.

Key Takeaways
  • 23% year-over-year revenue growth in Q4
  • Dollar-Based Net Retention Rate of 118%
  • Customers with more than $1 million of ARR grew 26% year-over-year to 155
  • Customers with more than $100,000 of ARR grew 18% year-over-year to 1,456
  • Non-GAAP operating margin expanded to 21% from 18% year-over-year
  • Total RPO grew 20% year-over-year to $1.1 billion
  • cRPO grew 24% to $719.4 million

“GitLab sits at the heart of how enterprises build and deliver software. The launch of the GitLab Duo Agent Platform brings intelligent orchestration to the full software lifecycle, with all of the context needed to unlock step-function gains across every task in software engineering. As code volume explodes, security, compliance, and governance are no longer optional; they're existential. GitLab was built for this environment.”

GitLab CEO, on the earnings call

Forward Guidance & Outlook

For Q1 FY2027, GitLab expects revenue of $253.0-$255.0 million, non-GAAP operating income of $32.0-$34.0 million, and non-GAAP diluted net income per share of $0.20-$0.21 (assuming approximately 173 million weighted average shares outstanding). For full fiscal year 2027, the company expects revenue of $1,099-$1,118 million, non-GAAP operating income of $129-$137 million, and non-GAAP diluted net income per share of $0.76-$0.80 (assuming approximately 175 million weighted average shares outstanding).

GTLB YoY Financials

Q4 2026 vs Q4 2025 · SEC filings Q4 2025 Q4 2026
$0$80.0M$160.0M$240.0M$211.4M$260.4MRevenue$188.6M$225.4MGross Profit$-2,979,804$-5,164,000Operating Income
$0$80.0M$160.0M$240.0MRevenueGross ProfitOperating Income

GTLB Revenue by Segment

Subscription—self-managed and SaaS$234.3M+26.3%
Subscription — self-managed and SaaS
Subscription - Self-Managed and SaaS
License—self-managed and other$26.1M+1.0%
License - Self-Managed and Other
License — self-managed and other

Figures from SEC filings and company reports. Not investment advice.