Michael Burry: "Anthropic is Eating Palantir's Lunch"
Michael Burry warns: Anthropic’s easy, cheap AI is outpacing Palantir, which may lose private business despite gov’t contracts.
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#GTLB↓
GitLab Slips as Weak FY27 Outlook Overshadows Q4 Beat
GitLab beats Q4 estimates with $260.4M in revenue (+23% YoY) and $0.30 non-GAAP EPS. The company also announced a $400M share repurchase program. FY2027 guidance calls for $1.10–$1.12B in revenue, coming in below consensus.
Software Stocks Slump Again: AI Fears and Weak Outlooks Hit Hard
Software stocks are falling sharply after disappointing earnings and guidance from companies like Dassault Systèmes and Unity Software, raising worries about AI disrupting traditional business models.
KeyBanc Turns Cautious on GitLab as Pricing Pressure Looms
KeyBanc downgraded GitLab to Sector Weight, citing pricing pressure, business model changes, and balanced risk/reward at current levels.
GitLab's Q3 Results: Growth Masks Underlying Concerns
GitLab's (GTLB) Q3 FY2026 shows 25% revenue growth, but persistent losses, margin pressure, and leadership changes raise red flags.
Truist Downgrades GitLab Amid Rising Competitive and Execution Risks
Truist cuts GitLab rating to Hold and lowers its price target, citing low visibility, execution risks, and competitive pressure from GitHub’s lower-priced enterprise tier.