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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
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.