For the quarter ended January 2026, GitLab Inc. (GTLB) reported revenue of $260.4 million, up 23.2% over the same period last year. EPS came in at $0.30, compared to $0.33 in the year-ago quarter.
The reported revenue represents a surprise of +3.5% over the Zacks Consensus Estimate of $251.6 million. With the consensus EPS estimate being $0.23, the EPS surprise was +32.57%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Gitlab performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Customers with more than $5,000 of ARR: 10,682 versus the two-analyst average estimate of 10,739.
- Revenue- License-self-managed and other: $26.13 million versus the eight-analyst average estimate of $26.72 million. The reported number represents a year-over-year change of +1%.
- Revenue- Subscription-self-managed and SaaS: $234.28 million versus the eight-analyst average estimate of $224.69 million. The reported number represents a year-over-year change of +26.3%.
View all Key Company Metrics for Gitlab here>>>
Shares of Gitlab have returned -25.9% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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GitLab Inc. (GTLB): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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