GitLab第二季度业绩展望

谷歌在GitLab持有大量股份,分析人士猜测谷歌可能会收购该公司。

GTLB - Daily Chart

GTLB -日图

GTLB的价格从42.32美元反弹至48美元。前方的重要阻力位将是54美元。

GitLab将于周二股市收盘后公布其2025年第二季度的业绩。市场普遍预期营收为1.769亿美元,每股收益为-0.20美元。全年营收预计为7.366亿美元,每股收益预计为-0.94美元。

Wolfe Research最近表示,谷歌可能会考虑收购GitLab。网络安全公司Wiz最近放弃了以230亿美元收购搜索巨头谷歌的交易。Wiz首席执行官阿萨夫·拉帕波特在一封公司内部信中表示,“拒绝这样卑微的报价很难”,但他希望将公司的年收入提高到10亿美元。

沃尔夫指出,谷歌显然热衷于交易,并认为他们可能会增持GitLab 22%的股份。据报道,在这家总部位于旧金山的公司吸引了收购兴趣后,GitLab正在考虑出售。GitLab提供基于云的软件开发工具,分析人士还暗示将与Datadog达成协议。

并购投机可能会使竞购价低于GTLB的股价。韦德布什指出,与Wiz的交易退出谈判,可能会为微软进军网络安全领域打开大门。在人工智能驱动的上涨中获得丰厚利润后,大型科技公司现金充裕,可能会想要收购一家从1月份高点下跌近40%的公司。

美国银行和KeyBanc的分析师最近都重申了对GitLab的买入建议。

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