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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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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.