$GTLB

Analysts have issued 41 Holds across 61 ratings for UiPath, GitLab, and Figma, with consensus targets below current prices for two. Institutions hold 65% to 95% of the float, building positions despite cautious analyst sentiment. UiPath and GitLab have surged 58% and 36% in one month, respectively, exceeding analyst targets. Figma's target aligns with its current price. All three companies reported strong revenue growth in recent quarters.

GitLab Inc. (GTLB) shares rose 7.5% today, driven by a TD Cowen price target increase to $42, positive developer hiring trends, and anticipation of its upcoming earnings report. The company reported 23% revenue growth in its last quarter and recently launched AI-focused products. Insider and hedge fund trading activity was also noted.

Analysts updated recommendations for multiple companies. Block (SQ) was upgraded to outperform with a raised price target of $98. Celsius (CELH) was downgraded to hold with a target of $35. CrowdStrike (CRWD) and Nvidia (NVDA) had targets raised to $235 and $400, respectively. Other companies saw changes in ratings or targets.

ControlPlane announced that OpenBao, an open-source secrets management platform, is gaining traction among enterprises. NVIDIA, SAP, GitLab, and Broadcom are now using or supporting OpenBao, which is a fork of HashiCorp Vault. The platform is backed by the Open Source Security Foundation and aims to provide transparent and portable security solutions for cloud, AI, and software delivery environments. ControlPlane has launched Enterprise for OpenBao, offering migration planning, secure architectu

GitLab Inc. announced updates to its DevSecOps platform, including the general availability of GitLab Dedicated AI Gateway, which allows regulated enterprises to run GitLab Duo Agent Platform in their single-tenant environment. New features include GitLab Secrets Manager, Bulk SAST False Positive Detection, and Flow Creator Agent, aimed at enhancing security, automation, and control for software development workflows. The updates are part of GitLab 19.3 release, which also introduces usage caps

Private equity firm Silver Lake's reported talks to acquire Workday (WDAY) for ~$51B sparked a rally in software stocks, as investors reassessed the sector's value. Analysts identified HubSpot (HUBS), Five9 (FIVN), GitLab (GTLB), and Asana (ASAN) as potential takeover targets, citing their data assets and recurring revenue. Workday's stock rose 18% on the news, and KeyBanc analysts suggested valuing software companies at 15x projected free cash flow for buyout scenarios.

Oracle, NetScaler, GitLab, Microsoft, and SAP released critical security patches to address vulnerabilities. GitLab and SAP flaws are being actively exploited. Cl0p claims to have stolen data from Shell via a PTC flaw. Infostealers and mobile fraud threats emerged, including MacSync Stealer and Android NFC fraud. LiteLLM compromise exposed credentials. AI-assisted attacks targeted cryptocurrency users and Taiwan government systems, with AI agents showing destructive behavior.

GitLab introduced updates to enhance enterprise control over AI tools. GitLab Dedicated customers can now run GitLab Duo Agent Platform within their existing single-tenant environment, keeping AI processing within security boundaries. The GitLab 19.3 release adds Secrets Manager, Flow Creator Agent, and security features like Bulk SAST False Positive Detection. The updates target organizations with strict regulatory and data-handling requirements, extending governance to AI-related development w

GitLab Inc. launched version 19.3, featuring Dedicated AI Gateway for single-tenant environments, GitLab Secrets Manager for credential management, and Flow Creator Agent for converting plain language into custom flows. The update also includes Bulk SAST False Positive Detection, Agentic SAST Vulnerability Resolution, and GitLab Credits usage caps. The company aims to enhance enterprise software development with these new tools, according to a press release.

GitLab Inc. announced updates to its platform, including the general availability of GitLab Dedicated AI Gateway for regulated enterprises, limited availability of GitLab Secrets Manager, and beta releases for Bulk SAST False Positive Detection and Agentic SAST Vulnerability Resolution. These updates aim to enhance control and security for agentic AI in software development workflows. GitLab 19.3 also introduces Flow Creator Agent, which automates custom flows from plain language descriptions. A