GitLab’s AI-Driven Recovery Amid Market Caution
GitLab (GTLB), once a high-flying IPO in 2021, saw its stock plummet by 80% during the 2022-2023 tech sell-off. The DevSecOps pure-play has since rebounded modestly, yet remains 63% below its peak. Investors are cautiously optimistic as the company's AI-native strategy gains traction.
GitLab Duo, the company's AI-powered platform, has seen weekly usage surge sixfold in 2025, with 25% of activity attributed to new Premium or Ultimate tier subscribers. The recent launch of Duo Agent Platform—now in public beta—targets enterprise clients, signaling GitLab's push into regulated industries and public sector adoption.