
"GTLB (holding update): Q2 rev $236M +29% YoY beating est 4.1%; op margin 16.8% +970bps; FCF margin 19.7% +1380bps; EPS $0.24 beat 50%. Net new ARR $86M +60%. But Q3 guide $238-239M +23% missed -0.8%; H2 growth slows to ~21% on SMB weakness. Stock -8% post-earnings despite Gartner leader status."
My Stock Portfolio Review, September 2025 - GitLab Inc.
Compounding Your Wealth
October 1, 2025
Stock Idea