Added to YB: 2026-03-16
Pitch date: 2026-03-13
TEAM [bullish]
Atlassian Corporation
+16.3%
current return
Author Info
No bio for this author
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
N/A
Pitch Price
$76.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Software
Category
growth
Midweek musings and a Tech Stock - Atlassian Corporation
TEAM: Revenue climbing steadily despite AI hype; non-GAAP op margin 27%; RSU grants from 2020-21 fully vested/reset; engineer market reset enables hiring top talent at lower comp + in-office productivity boost. Buy & hold 3+ yrs. Risks: enterprise spending slowdown, hyperscaler pricing pressure on gross margins, macro selloff compressing software multiples from 25x to 15x.
Read full article (1 min)