Gitlab（GTLB）买方对标分析

Implied move15% Print/Call:4:05 / 4:30pm today 1-2 liner:Positioning and expectations pretty low on this one given Claudefears and has caught about 5 or 6 sell side downgrades since the last print.Down 50% since end of Oct and trading at 3x revs. As we’ve been writingabout, software stocks generally acting rationally and dare I say skewed tothe positive on prints (CRM, WDAY up on mixed prints) with better px action(today included) so in line guide here likely good enough. Average rev beatusually around 2-4%微信公众号 404K微信公众号 404K微信公众号 404K微信公众号 404K