Software stocks jumped Tuesday as investors bet that DeepSeek's artificial intelligence (AI) advance would benefit software companies. Salesforce, MongoDB, and GitLab are all making efforts to ...

The cybersecurity DevSecOps platform operator continues to see strong revenue growth and surging profitability. The sell-off looks like an overreaction. For those unfamiliar with GitLab, it operates a ...

GitLab projected to grow revenue 24.4% YoY in Q2, reaching $227.2M amid accelerating Duo and Ultimate adoption. EPS expected to rise to $0.16 from $0.15 YoY, but margin signals will matter more than ...

In the AI era, SaaS companies face a new reality, where the unit of value is no longer a user or seat. It’s now dynamic, distributed, and measured in actions (not access). As software gets smarter, ...

GitLab is still a 'Buy,' as AI fears are overblown, with the stock trading at an inexplicably low valuation despite robust fundamentals. GTLB delivers 25% y/y revenue growth, beats Q3 estimates, and ...

After tech investors licked their wounds yesterday on the launch of the Chinese artificial intelligence (AI) chatbot DeepSeek, today they saw an opportunity from the upheaval. Software stocks broadly ...