Midstream company Energy Transfer is a great combination of a solid growth stock at an attractive valuation. Toymaker JAKKS is a deep value stock with a new CFO who aims to bring more discipline to the business.

Practically all of my personal investing is centered around AI companies, or those who will benefit from it.

Gitlab (GTLB) reported earnings 30 days ago. What's next for the stock?

Private equity (PE) firms have deployed trillions of dollars buying public companies, taking them private, restructuring operations, and selling at a profit.

Wealth Enhancement Advisory Services LLC lessened its stake in GitLab Inc. (NASDAQ: GTLB) by 13.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 165,621 shares of the company's stock after selling 24,722 shares during the period. Wealth Enhancement Advisory Services LLC owned

GitLab has delivered strong operational results but suffered a steep share price decline while underperforming its software peers. Recent FY Q4 2026 results exceeded expectations. But soft FY'27 guidance triggered further stock weakness. GTLB announced a $400M buyback, but ongoing share-based compensation likely limits near-term EPS or share count impact.

GitLab remains a buy despite a ~60% share price decline over twelve months and sector-wide software multiple compression. GTLB's FY27 guidance calls for $1.10–$1.12B revenue (15–17% y/y growth) and pro forma operating margin deceleration to 12%, fueling investor concerns. At a 2.1x EV/FY27 revenue multiple and $1.26B net cash, GTLB trades well below peers with similar growth rates.

Software-as-a-service (SaaS) provider UiPath has a big opportunity in agentic AI orchestration. GitLab's new hybrid pricing model and agentic AI solution could be a catalyst for the stock to rebound.

SAN FRANCISCO--(BUSINESS WIRE)--All Remote — GitLab Inc., the intelligent orchestration platform for DevSecOps, today released GitLab 18.10, making it easier and more affordable to use agentic AI capabilities across the entire software development lifecycle. As AI-assisted coding has made it faster than ever to write code, the bottleneck has shifted to the hundreds of software engineering tasks that must happen afterward. GitLab 18.10 helps make it easier for GitLab customers to meet the challe.

SoundHound is looking to be a leader in voice-powered agentic AI. UiPath is transforming itself into an AI orchestration platform.