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GTLB is likely one of the play for Agentic AI. When other companies like Windsurf, Codium, Cursor are in a goldrush. GTLB is selling shovels.
- AI assisted coding is now a theme and is happening at a fast pace. I'm certainGTLB will be a beneficiary of this trend.
-GTLB has launched various AI based features on its platform which will get adoption and it will be easier for the company to upsell these features.
- P/S forGTLB is depressed. If they even execute on their fiscal goals, re-rating should lift the stock up.
-GTLB should be a 2X in less than 3 years in my opinion given secular shift and macro as a tailwind.
Fair value forGTLB as of now is $68-72
GTLB is likely one of the play for Agentic AI. When other companies like Windsurf, Codium, Cursor are in a goldrush. GTLB is selling shovels. - AI assisted coding is now a theme and is happening at a fast pace. I'm certain
GTLB will be a beneficiary of this trend. -
GTLB has launched various AI based features on its platform which will get adoption and it will be easier for the company to upsell these features.- P/S for
GTLB is depressed. If they even execute on their fiscal goals, re-rating should lift the stock up. -
GTLB should be a 2X in less than 3 years in my opinion given secular shift and macro as a tailwind. Fair value for
GTLB as of now is $68-72
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