美股异动|Gitlab盘前跌8.8%,Q4业绩喜忧参半,今财年业绩指引逊于预期

中金财经
4 hours ago

  Gitlab(GTLB.US)盘前跌8.8%,报24.34美元。   消息面上,Gitlab公布喜忧参半的2026财年Q4业绩,营收同比增长23%至2.6亿美元,调整后每股收益0.3美元,均超过市场预期。本财年的年度经常性收入(ARR)突破了10亿美元的重要里程碑。然而,客户增长指标显示出令人担忧的减速,ARR超过5000美元的客户同比仅增长8%(相较于第三季度的10%),而ARR超过10万美元的客户增长率从23%放缓至18%。   展望2027财年,管理层预计收入将介于10.99亿至11.18亿美元之间,意味着同比增长15%至17%,低于市场预期的11.26亿美元;调整后每股收益将介于0.76至0.8美元之间,亦低于市场预期的1.03美元。(格隆汇)   

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