StreetInsider.com News Articles

Buy this cybersecurity stock after earnings selloff: Rosenblatt

Fri, 04 Sep 2026 08:30:00 -0400

Brokerage firm Rosenblatt Research is urging investors to buy the dip in a cybersecurity stock after it fell despite beating every guided metric for the quarter, arguing the selloff reflects concerns unrelated to underlying demand.

Analyst Catharine Trebnick said Palo Alto Networks (NASDAQ: PANW) beat every guided metric in its fiscal fourth quarter and guided fiscal 2027 above consensus on revenue, annual recurring revenue (ARR) and earnings per share (EPS), yet the stock still tumbled 9.3% in the following session.

Revenue of $3.41 billion, up 34% year over year, topped the company's $3.345 billion to $3.355 billion guidance. Next-generation security annual

Buy this cybersecurity stock after earnings selloff: Rosenblatt

Fri, 04 Sep 2026 08:30:00 -0400

Revenue of $3.41 billion, up 34% year over year, topped the company's $3.345 billion to $3.355 billion guidance. Next-generation security annual

Buy this cybersecurity stock after earnings selloff: Rosenblatt

Fri, 04 Sep 2026 08:30:00 -0400

Revenue of $3.41 billion, up 34% year over year, topped the company's $3.345 billion to $3.355 billion guidance. Next-generation security annual

Buy this cybersecurity stock after earnings selloff: Rosenblatt

Fri, 04 Sep 2026 08:30:00 -0400

Revenue of $3.41 billion, up 34% year over year, topped the company's $3.345 billion to $3.355 billion guidance. Next-generation security annual

Buy this cybersecurity stock after earnings selloff: Rosenblatt

Fri, 04 Sep 2026 08:30:00 -0400

Revenue of $3.41 billion, up 34% year over year, topped the company's $3.345 billion to $3.355 billion guidance. Next-generation security annual

Buy this cybersecurity stock after earnings selloff: Rosenblatt

Fri, 04 Sep 2026 08:30:00 -0400

Revenue of $3.41 billion, up 34% year over year, topped the company's $3.345 billion to $3.355 billion guidance. Next-generation security annual

Buy this cybersecurity stock after earnings selloff: Rosenblatt

Fri, 04 Sep 2026 08:30:00 -0400

Revenue of $3.41 billion, up 34% year over year, topped the company's $3.345 billion to $3.355 billion guidance. Next-generation security annual

Buy this cybersecurity stock after earnings selloff: Rosenblatt

Fri, 04 Sep 2026 08:30:00 -0400

Revenue of $3.41 billion, up 34% year over year, topped the company's $3.345 billion to $3.355 billion guidance. Next-generation security annual

Increasing unusual put option volume: A AS JXN ARRY DT GTLB CPB EXE BAM NTAP ALT

Thu, 03 Sep 2026 06:28:20 -0400

Increasing unusual put option volume: A AS JXN ARRY DT GTLB CPB EXE BAM NTAP ALT

Increasing unusual call volume: GPRO ALLY PCG RSI EYPT NRG VYX DPRO GTLB CWH

Wed, 02 Sep 2026 11:04:34 -0400

Increasing unusual call volume: GPRO ALLY PCG RSI EYPT NRG VYX DPRO GTLB CWH

GitLab Inc (GTLB) PT Raised to $55 at DA Davidson, Neutral Rating Maintained

Wed, 02 Sep 2026 09:44:51 -0400

(Updated - September 2, 2026 9:44 AM EDT)

DA Davidson analyst Lucky Schreiner raised the price target on GitLab Inc (NASDAQ: GTLB) to $55.00 (from $45.00) while maintaining a Neutral rating.

The analyst commented, "GitLab reported a larger than typical beat with improved linearity, sales execution, and Ultimate demand driving results. Early uptake of the Duo Agent Platform and Flex pricing lead to strong growth of CRR while AI tailwinds leads to increased platform usage. GTLB's price sensitive customers have stabilized and Public Sector demand trends improved. We have raised our FY27 estimates modestly but maintain our NEUTRAL rating as GTLB now

GitLab Inc (GTLB) PT Raised to $55 at DA Davidson, Neutral Rating Maintained

Wed, 02 Sep 2026 09:44:51 -0400

(Updated - September 2, 2026 9:44 AM EDT)

DA Davidson analyst Lucky Schreiner raised the price target on GitLab Inc (NASDAQ: GTLB) to $55.00 (from $45.00) while maintaining a Neutral rating.

GitLab Inc (GTLB) PT Raised to $55 at TD Cowen

Wed, 02 Sep 2026 09:27:13 -0400

(Updated - September 2, 2026 9:27 AM EDT)

TD Cowen analyst J. Derrick Wood raised the price target on GitLab Inc (NASDAQ: GTLB) to $55.00 (from $42.00) while maintaining a Hold rating.

The analyst commented: "Strong 2Q Driven By GTM Improvements & Emerging Tailwinds From AI; GTLB posted a ~4.5% beat, above the ~3.3% TTM avg driven by broad-based strength. FY27 guide raised by 2pts to 19% at high-end w/ little change to 2H. Mgmt cited AI secular tailwinds & sales execution leading to stabilizing seat growth & new consumption monetization. We are incrementally constructive but look for more evidence of durability

GitLab Inc (GTLB) PT Raised to $55 at TD Cowen

Wed, 02 Sep 2026 09:27:13 -0400

(Updated - September 2, 2026 9:27 AM EDT)

TD Cowen analyst J. Derrick Wood raised the price target on GitLab Inc (NASDAQ: GTLB) to $55.00 (from $42.00) while maintaining a Hold rating.

GitLab Inc (GTLB) PT Raised to $52 at Piper Sandler

Wed, 02 Sep 2026 09:19:30 -0400

(Updated - September 2, 2026 9:19 AM EDT)

Piper Sandler analyst Rob Owens raised the price target on GitLab Inc (NASDAQ: GTLB) to $52.00 (from $28.00) while maintaining a Neutral rating.

The analyst commented: "Improving Execution Drives Solid 2Q Result; Improved execution was evident in 2Q results, with accelerating net ARR growth, accelerating new logo growth and momentum across AI products (such as Duo Agent Platform and Orbit). This resulted in the largest quarterly beat since 3Q'24, alongside a solid raise to 2H expectations. We see a balanced risk / reward from here, with further multiple expansion likely predicated on acceleration in

GitLab Inc (GTLB) PT Raised to $52 at Piper Sandler

Wed, 02 Sep 2026 09:19:30 -0400

(Updated - September 2, 2026 9:19 AM EDT)

Piper Sandler analyst Rob Owens raised the price target on GitLab Inc (NASDAQ: GTLB) to $52.00 (from $28.00) while maintaining a Neutral rating.

GitLab Inc (GTLB) PT Raised to $60 at RBC Capital

Wed, 02 Sep 2026 09:09:07 -0400

(Updated - September 2, 2026 9:09 AM EDT)

RBC Capital analyst Matthew Hedberg raised the price target on GitLab Inc (NASDAQ: GTLB) to $60.00 (from $46.00) while maintaining a Sector Perform rating.

The analyst commented: "GitLab reported a solid quarter as there were a number of positives including new logo growth, SMB stabilization, strong seat growth, encouraging early traction from new agentic products, and positive early commentary on the company's Flex offering. As such, FY/27 guidance moved higher across the board. Maintain our SP rating and raise our PT to $60 from $46 on higher estimates and target multiple as we believe

GitLab Inc (GTLB) PT Raised to $60 at RBC Capital

Wed, 02 Sep 2026 09:09:07 -0400

(Updated - September 2, 2026 9:09 AM EDT)

RBC Capital analyst Matthew Hedberg raised the price target on GitLab Inc (NASDAQ: GTLB) to $60.00 (from $46.00) while maintaining a Sector Perform rating.

Bernstein SocGen on GitLab Inc (GTLB): 'Acceleration in sight?'

Wed, 02 Sep 2026 09:07:33 -0400

Bernstein SocGen Group analyst Peter Weed reiterated an Outperform rating and $60.00 price target on GitLab Inc (NASDAQ: GTLB).

The analyst commented: "Acceleration in sight? GitLab’s FQ2’27 delivered their largest % beat vs. guide (+4.9%) in four years and passed it through plus a little extra for their largest quarterly raise since FY24. This soundly beat the street expectations we were hearing into the print that were talking a thin beat, at best, and not surprisingly we see the stock up +17% as we write in the after market.

What went right? Seats, Upsells, US Federal. The highlights included DBNR up

William Blair upgrades GitLab to Market Perform after strong second quarter

Wed, 02 Sep 2026 08:32:24 -0400

Investing.com -- William Blair upgraded GitLab to Market Perform from Underperform, saying the software company's strong second-quarter results and improving operating trajectory had created a more balanced risk-reward profile.

The brokerage said GitLab delivered broad-based improvements in growth, sales execution and customer expansion, including record gross bookings, accelerating net annual recurring revenue growth and a sequential improvement in net dollar retention for the first time since 2024.

GitLab's second-quarter revenue rose 21.3% to $286.3 million, beating the Street estimate of $273.1 million by $13.1 million. Adjusted operating income came in at $42.6 million, versus an expected $31.3

William Blair upgrades GitLab to Market Perform after strong second quarter

Wed, 02 Sep 2026 08:32:24 -0400

Cantor Fitzgerald Reiterates Neutral Rating on GitLab Inc (GTLB)

Wed, 02 Sep 2026 08:25:02 -0400

Cantor Fitzgerald analyst Jonathan Ruykhaver reiterated a Neutral rating and $50.00 price target on GitLab Inc (NASDAQ: GTLB).

The analyst commented, "We reiterate our Neutral rating and maintain our 12-month price target of $50. GitLab delivered a strong F2Q27, beating FactSet consensus on revenue, operating income and EPS. Management raised both ends of its FY27 revenue guide and lifted operating income and EPS guidance. Shares rose ~17% AMC versus the S&P ~flat as the company delivered record gross bookings, NNARR growth of 42% y/y, and more than doubled first orders, with improvement across SMB, mid-market, public sector and enterprise. Ultimate reached

GitLab Inc (GTLB) PT Raised to $50 at UBS on Strong Q2 Results

Wed, 02 Sep 2026 08:07:00 -0400

(Updated - September 2, 2026 8:07 AM EDT)

UBS analyst Radi Sultan raised the price target on GitLab Inc (NASDAQ: GTLB) to $50.00 (from $40.00) while maintaining a Neutral rating.

The analyst commented, "GTLB reported a strong 2Q27 with total revs of $286m/+21.3% y/y against a bogey we thought had drifted to 21%+ given the stock's recent run (see our preview here) but in retrospect we may have been too cautious and the bogey may only have been in the ~20% range. Assuming a similar magnitude beat for 3Q27 (4.5% vs high-end) would leave revs growth at 21%, roughly stable q/q, not the implied

GitLab Inc (GTLB) PT Raised to $50 at UBS on Strong Q2 Results

Wed, 02 Sep 2026 08:07:00 -0400

(Updated - September 2, 2026 8:07 AM EDT)

UBS analyst Radi Sultan raised the price target on GitLab Inc (NASDAQ: GTLB) to $50.00 (from $40.00) while maintaining a Neutral rating.

Premarket movers: Dell, GitLab surge and MongoDB tumbles

Wed, 02 Sep 2026 07:48:44 -0400

Investing.com - U.S. stock index futures edged lower on Wednesday as investors contended with a global bond selloff, elevated energy prices and growing expectations that the Federal Reserve could raise interest rates later this month, putting pressure on rate-sensitive technology stocks.

S&P 500 futures slipped 0.2% to 7,617 points, while Nasdaq 100 futures fell 0.4% to 29,003 points. Dow Jones Industrial Average futures were little changed at 52,797 points.

In individual stock moves, Dell Technologies shares climbed nearly 10% in premarket trading after the computer maker raised its annual revenue and profit forecasts, helped by strong demand for its