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GitLab Inc. (GTLB): A Bull Case Theory 

We came across a bullish thesis on GitLab Inc. on CompoundingAlpha’s Substack. In this article, we will summarize the bulls’ thesis on GTLB. GitLab Inc.'s share was trading at $34.98 as of January 30th. GTLB’s trailing and forward P/E were 485.56 and 31.95, respectively according to Yahoo Finance.

GitLab Inc. (GTLB) has evolved from a niche open-source project into a mission-critical AI-native DevSecOps platform, emerging as one of the most pivotal digital infrastructure bets of 2026. Under CEO Bill Staples, who took over in December 2024, GitLab has transitioned from a...