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Added to YB: 2025-11-05

Pitch date: 2025-10-31

TEAM [neutral]

Atlassian Corporation

-4.68%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. 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

$169.99

Price Target

N/A

Dividend

N/A

EV/EBITDA

-5.7K

P/E

-228.27

EV/Sales

7.46

Sector

Software

Category

growth

Show full summary:
Atlassian Q3 2025 Earnings Analysis

TEAM (earnings): $1,433M rev (+20.6% YoY) beat est, EPS $1.04 beat by 25%. Cloud $998M (+26% YoY), RPO $3.3B (+42%). 3.5M monthly AI users (+50% QoQ), AI driving migrations & upgrades. Data center end-of-life by 2029 creating cloud transition tailwinds. Q4 guide beat. Negatives: net new ARR -1.8%, CAC payback worsened to 15mo.

Read full article (7 min)