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
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)