Added to YB: 2026-05-05
Pitch date: 2026-05-02
TEAM [neutral]
Atlassian Corporation
+5.66%
current return
Author Info
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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
$18.1B
Pitch Price
$88.17
Price Target
160.00 (+72%)
Dividend
N/A
EV/EBITDA
-261.95
P/E
-83.10
EV/Sales
2.94
Sector
Software
Category
growth
TEAM Earnings Update
TEAM (earnings): Q3 rev $1.8B (+32% YoY) beat $1.57B est by 14%; Cloud accel to 29% growth, Service Collection ARR >$1B (+30%). Non-GAAP EPS $1.75 crushed $0.98 est. NRR >120% (3rd consec tick up). FCF $561M (34% margin), ~$2B run rate = 10-11x EV/FCF. Rovo users expand ARR 2x vs non-users. Buybacks accel 2-3x in H2. Risk: $50M Data Center pull-forward, Q4 guide 25.5% Cloud growth may spook on headline decel. IV est $160 vs $68 entry.
Read full article (3 min)