Added to YB: 2026-07-31
Pitch date: 2026-07-28
TEAM [neutral]
Atlassian Corporation
-1.88%
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
$26.5B
Pitch Price
$100.00
Price Target
2.32 (-98%)
Dividend
N/A
EV/EBITDA
126.09
P/E
-126.34
EV/Sales
4.29
Sector
Software
Category
value
Atlassian Stock Breakdown
TEAM (overview): Down 71% since Feb 2025, ~4x sales, $23B cap at $90. Sticky Jira/Confluence w/ 120% cloud NRR, 29% cloud growth, but AI existential risk if workflows leave project mgmt tools. Per-seat pricing vulnerable, 25% SBC, GAAP loss $230M, distracted mgmt. Bull: 15-20x mature 30% margin NOPAT = 66-122% upside; bear: 10x if growth dies, no downside protection given dilution.
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