15 Software Infrastructure Stocks Outperforming In 2025

6. GitLab Inc. (NASDAQ:GTLB)

GitLab Inc. is a software developer for the software development lifecycle that provides GitLab, a DevOps platform; and related professional & training services. It helps businesses to design, build, secure, and implement software to enhance productivity. The stock is up 25% this year.

GitLab offers a unique AI play. It is essentially a platform that provides a collaborative environment for developers. It offers three payment plans, with the first of them being the free version. Since the emergence of AI, the company has started offering AI features that help coders improve their performance, and that of their code. Its highest-priced tier, GitLab Ultimate, has gained so much traction thanks to its AI offerings that it now accounts for over 50% of the company’s annual recurring revenue.

It’s not just the AI features that are driving the growth though. The company also ticks another important box for developers: security. By allowing users to create self-hosted models, the company gives them the unique ability of not having to take their data out of their organization. This helps reduce security breaches and is also what attracts customers like the US government to use GitLab.

Last but not least, the transparency and privacy offered by GitLab provide the icing on the cake. The unique moat that this company enjoys should help it cater to most of the $40 billion TAM it commands. The stock is relatively flat for the year despite the outperformance since January, which would suggest there is still ample time for investors to get in while the rally is beginning to shape up.