GitLab Forecasts 19% Q4 Revenue Growth to $252M, Sees 24.7% Fiscal 2026 Gain
GitLab expects Q4 EPS of $0.23 on revenue of $252.2 million, with guidance of $251–252 million reflecting 19% year-over-year growth. Despite a 41.7% share decline over six months, the company projects 24.7% revenue growth in fiscal 2026, boosted by AI-driven DevSecOps innovations and its AWS collaboration.
1. Q4 Earnings Guidance
GitLab expects fourth-quarter fiscal 2026 earnings per share of $0.23 and revenue of $252.2 million. The company’s guidance range of $251 million to $252 million reflects a 19% year-over-year increase compared with the same period last year.
2. Growth Drivers and Metrics
The company’s AI-driven DevSecOps and SaaS solutions support its projected growth, with a dollar-based net retention rate of 119% and a 23% increase in customers generating at least $100,000 in annual recurring revenue. Collaboration with Amazon Web Services is expected to accelerate enterprise adoption and drive further revenue gains.
3. Share Performance and Financial Health
GitLab shares have declined 41.7% over the past six months despite projections for 24.7% revenue growth in fiscal 2026. The company’s current ratio of 2.66 indicates strong liquidity, although competition in the DevSecOps space remains a risk to future performance.