$GTLB 0.36 Noisy

Notable posts

• @wallstengine neutral 488 eng

  GAVIN BAKER Q2 PORTFOLIO UPDATE Atreides Management disclosed its portfolio as of June 30. Notable new positions $SPCX — $4.67B $CBRS — $687M stock + $155M calls $META — $227M stock + $676M calls $APH — $113M $GTLB — $103M $CIFR — $88M $IOT — $75M Biggest adds $CRWV: 810K → 2.12M shares $WIX: 650K → 1.46M $PANW: 562K → 877K $AKAM: 683K → 911K $MA: 50K → 94K Biggest trims $ALAB: 3.37M → 1.22M shares $U: 13.89M → 10.25M $W: 1.43M → 844K $TWLO: 922K → 720K $GOOGL: 555K → 488K $MU: 760K → 711K Largest positions $SPCX — $4.67B $MU — $821M $CBRS — $687M $ALAB — $588M $CIEN — $338M $CRDO — $307M $PANW — $299M $U — $293M Notable exits $LITE, $SATS, $ZM, $RKT, $VST, $HUBS, $RBLX, $SNPS, $AXON, $AVAV, $RBRK and $SNOW. SpaceX became Atreides’ largest disclosed equity position at $4.67B.

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• @wallstengine neutral 186 eng

  Key earnings this week: Tue: $PANW, $DELL, $CRDO, $MDB, $GTLB Wed: $AVGO, $SNOW, $HPE, $NTAP, $FIVE Thu: $CIEN, $ZS, $IOT, $LULU, $DOCU, $PATH, $VSXY https://t.co/tivnqFKYYf

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• @wallstengine neutral 127 eng

  Today's Key Events (All EST) — 09/01/2026 Day 3: G20 Meetings John Ternus's first day as CEO of $AAPL $CRWD FalCon keynote (Huang on stage) 09:05: Fed's Barr 09:45: US S&P Manufacturing PMI Final 10:00: US ISM Manufacturing PMI 10:00: US JOLTS Job Openings Before Open 👇 06:00: $NIO 06:45: Medtronic plc $MDT 06:45: MiniMed $MMED 09:15: Heidmar Maritime $HMR BMO: Sasol $SSL BMO: Rezolve AI plc $RZLV BMO: $YEXT After Hours 👇 16:05: $DELL Technologies 16:05: Credo Technology $CRDO 16:05: Palo Alto Networks $PANW 16:05: MongoDB $MDB 16:05: GitLab $GTLB 16:05: Sportsman's Warehouse Holdings $SPWH

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• @TrendSpider bullish 89 eng

  $GTLB DOUBLE BEAT & RAISE 🔥 Q2 Adj. EPS: $0.24 vs $0.18 est ✅ Q2 Sales: $286.254M vs $273.117M est ✅ Raised FY2027 Adj EPS Guidance ✅ Raised FY2027 Sales Guidance ✅ 🟩 +12.03% https://t.co/MX2657yabR

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• @wallstengine neutral 75 eng

  GITLAB $GTLB Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $286.3M (Est. $273M) 🟢; +21% YoY 🔹 Adj. EPS: $0.24 (Est. $0.18) 🟢; flat YoY 🔹 Non-GAAP Oper Income: $42.6M (Est. $31.2M) 🟢 🔹 Dollar-Based Net Retention Rate: 117% FY27 Guide: 🔹 Revenue: $1.129B-$1.133B (Est. $1.12B) 🟢 🔹 Non-GAAP Oper income: $148M-$152M (Est. $138M) 🟢 🔹 Adj. EPS: $0.85-$0.87 Q3 Guide: 🔹 Revenue: $281M-$283M (Est. $281M) 🟡 🔹 Non-GAAP Oper income: $35M-$37M (Est. $29.6M) 🟢 🔹 Adj. EPS: $0.19-$0.20 Segment Net Revenue: 🔹 Subscription: $258.3M 🔹 License: $27.9M Other Q2 Metrics: 🔹 Non-GAAP Gross Margin: 86% 🔹 Adjusted Free Cash Flow: $9.8M 🔹 Total RPO: $1.2B; +16% YoY 🔹 cRPO: $744.7M; +20% YoY 🔹 Customers >$100K ARR: 1,571; +17% YoY Business Highlights: 🔹 Launched: GitLab Secrets Manager 🔹 Introduced: GitLab Flex commercial model Comments: 🔸 “record gross bookings and net ARR growth exceeding 40% year over year” 🔸 “sequential acceleration in dollar-based net retention and meaningful operating leverage”

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• @TrendSpider bullish 87 eng

  $GTLB CEO: "We believe this (AI-driven software creation) creates a significant opportunity for GitLab as humans and agents increasingly build software together." https://t.co/4ZN6d3yYIn

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• @wallstengine bullish 81 eng

  $GTLB +12% after hours after beating across the board. Revenue, EPS and operating income all came in above estimates, while FY27 guidance was also raised above Street. Net ARR growth also exceeded 40% YoY, with record gross bookings and accelerating net retention. https://t.co/PryhlLPt98

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• @sachinvats bullish 18 eng

  $GTLB and $ZETA are 2 stocks that are getting my mojo back this year after several bad moves this year

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