Added to YB: 2025-12-11
Pitch date: 2025-10-15
TEAM [bullish]
Atlassian Corporation
+4.44%
current return
Author Info
No bio for this author
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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
$152.77
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 Corporation - $TEAM
TEAM: 18-26% 5yr IRR target on 20%+ revenue growth to $10B+ by FY29, 30%+ FCF margins. Bull case: AI enhances SaaS vs kills it, switching costs/ecosystem moat, co-founder execution. Risks: MSFT bundling, SBC dilution, recent $1.6B M&A (Browser Co/DX) integration concerns.
Read full article (7 min)