Added to YB: 2026-03-16
Pitch date: 2026-03-13
TEAM [bullish]
Atlassian Corporation
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
$19.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.4K
P/E
-104.58
EV/Sales
3.39
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.
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