GTLB股价因强劲的第二季度业绩和前瞻指引而上涨，尽管市场担忧其盈利环比放缓以及来自微软和AI原生平台的竞争。
逐段跳播
GitLab 成为焦点，事实上创下了一些新高。是的，GitLab 今早开盘即大涨。在公布好于预期的季度业绩后，其股价飙升了两位数百分比。
GitLab in focus in fact some new highs. Yeah, GitLab off to the races this morning. Those shares surging double digits off the back of a better thanex expected quarter here.
营收同比增长 21%，达到 2.863 亿美元。目前股价上涨约 14%。营收超出预期。调整后盈利也高于预期，好于市场共识。调整后每股收益为 24 美分，而市场预期为 18 美分。
Revenue jumping 21% year-over-year to 286.3 million. You are seeing shares rally some 14% right now. Uh revenue topping expectations. Adjusted earnings coming in at uh better than expected as well. Uh better than consensus here. Adjusted earnings per share coming in at 24 cents there. Street was looking for 18 cents.
管理层表示，生成式 AI 预计将通过增加整体软件的创建量来扩大其机会。他们表示，他们将自己定位为所有即将开展的工作的控制中心，而不仅仅是另一个 AI 编码工具。
Uh management says that generative AI is expected to expand its opportunity by increasing the amount of overall software being created. So they say that look they are positioning themselves as the essentially the control center for all the work that's going to happen. It's not just another AI coding tool.
就第三季度的展望而言，GitLab 预计营收在 2.81 亿至 2.83 亿美元之间，高于市场共识。就盈利指引而言，他们预计调整后每股收益在 19 至 20 美分之间，也高于预期。
Uh in terms of the outlook for the third quarter, GitLab expecting revenue of between 281 to 283 million. That's uh ahead of consensus here for uh what they're guiding for in terms of earnings. They're expecting adjusted earnings per share to come in between 19 to 20 cents. that's also ahead of expectations.
所以，这里有一个近期的增长故事。这不仅仅是关于已经过去的季度。不过，公平地说，与上一季度相比，这是一个环比放缓，当你看到盈利指引为 19 至 20 美分，而本季度实际为 24 美分时。
So, there's a near-term growth story here. It's not just about the quarter gone. Um, now to be fair, it is a sequential slowdown from the previous quarter when you look at the guide on earnings 19 to 20 versus this 24 cent beat here.
他们确实面临竞争。竞争格局拥挤。有人会说是来自微软的 GitHub、Anthropic 的 Claude Code 以及其他 AI 原生开发平台。
Um, they do face competition. The competitive landscape is crowded. Some would say from Microsoft's GitHub, from Anthropics, Claude Code, and other AI native development platforms.
但华尔街当然喜欢这个结果。这是一个强劲的季度。这得益于好于预期的营收。他们还有创纪录的预订量。所以，我们在这里开始上涨。是的，漂亮的 52 周新高。过去三年，它确实触及过 78 美元。
所以，52 周新高可能是最好的说法。我确实看到一些目标价在 47 到 57 美元之间，现在我们看到它在 50 美元左右。所以，我们拭目以待。
But Wall Street certainly likes this result. It was a strong quarter. This is off the back of um better than expected revenue. They had record bookings as well. So, we're off to the races here. Yeah, nice 52- week high. Last three years, it did hit $78. So, um 52- week high is probably the best way to say this. I did see some price targets at between 47 and 57 and right now we're seeing it at uh 50 bucks. So, we'll see what happens.
他说在等什么
这个频道对 $GTLB 的历次判断
Schwab Network 在这只股票上只有这一条判断。