Added to YB: 2025-08-13
Pitch date: 2025-08-12
TEAM [neutral]
Atlassian Corporation
-0.13%
current return
Author Info
Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. Sign up for the newsletter.
Company Info
Atlassian Corporation provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.
Market Cap
$42.3B
Pitch Price
$159.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
-5.7K
P/E
-228.27
EV/Sales
7.46
Sector
Software
Category
growth
Update on Atlassian Corporation
TEAM (update): Despite market fears of AI coding tools reducing demand (-30% YTD), Q4 results show no impact - revenue +22% Q4/+20% FY25, cloud rev +26% Q4/+27% FY. CEO: 'not seeing any impact from AI coding'. Strong enterprise momentum, 120% net retention, record $1M+ deals. Trading at ~21x FCF with 18% FY26 guidance. Considering adding.
Read full article (1 min)