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TEAMNASDAQ/information technology

Atlassian Corporation

$96.16Up+7.30 (+8.22%)
Research reviewed: Jul 12, 2026, 12:00 AM UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Atlassian Corporation operates in Application Software within the information technology sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Open
90.60
High
96.50
Low
90.40
Market Cap
24.4B
P/E Ratio
--
52 Week High
--
Dividend
--
Quarterly Dividend
--

3-month price context

The chart shows the recent 3-month trend so users can understand short-term market structure before opening the full research workspace.

Investment thesis

Base case
Remaining server and data-center migrations can deepen recurring cloud relationships. The base case remains conditional on migration complexity staying manageable.
Bull case
Remaining server and data-center migrations can deepen recurring cloud relationships. AI agents across Jira and Confluence can raise product utility and support premium tiers. Teamwork Graph and developer intelligence can broaden Atlassian beyond project tracking.
Bear case
Large customers may delay cloud moves because of security, customization or data-residency needs. Microsoft, ServiceNow and specialist tools compete for enterprise workflow budgets. Integrating developer-intelligence and browser assets can increase costs and execution complexity.
Thesis invalidation

Key catalysts

  • Cloud migration

    Remaining server and data-center migrations can deepen recurring cloud relationships.

  • Rovo and agentic AI

    AI agents across Jira and Confluence can raise product utility and support premium tiers.

  • Enterprise platform

    Teamwork Graph and developer intelligence can broaden Atlassian beyond project tracking.

Principal risks

  • Migration complexity

    Large customers may delay cloud moves because of security, customization or data-residency needs.

  • Collaboration competition

    Microsoft, ServiceNow and specialist tools compete for enterprise workflow budgets.

  • Acquisition integration

    Integrating developer-intelligence and browser assets can increase costs and execution complexity.

Latest earnings research

Q3 FY2026

Atlassian's latest quarter reflected continued cloud and enterprise momentum as it expanded its AI, teamwork-graph and developer-intelligence strategy.

Valuation interpretation

  • Cloud quality: Valuation support improves if cloud migrations translate into durable expansion and lower service complexity.
  • AI return: AI investment should produce measurable retention or monetization rather than only feature parity.

Peer research

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Recent news

Zacks · 11 hours ago

ServiceNow vs. Atlassian: Which Cloud Software Stock Has an Edge?

Insider Monkey · 16 hours ago

Why KeyBanc Lowered Its Price Target on Atlassian Corporation (TEAM)

StockStory · 5 days ago

Atlassian, Varonis Systems, and PubMatic Stocks Trade Down, What You Need To Know

Trefis · 6 days ago

Own ServiceNow For AI? Gen Digital's Numbers Speak Louder

StockStory · 6 days ago

Atlassian and Intuit Shares Skyrocket, What You Need To Know

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Reassess the thesis if large customers may delay cloud moves because of security, customization or data-residency needs.

Zacks · 7 days ago

Atlassian's Cloud Business Gains Pace: A Sign of More Upside?

Data and research sources

Research updated: Jul 12, 2026, 12:00 AM UTC
3 verified sources
Atlassian Announces Third Quarter Fiscal Year 2026 ResultsAtlassian Corporation · earningsVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 4/30/2026, 12:00:00 AM

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Atlassian Corporation Investor RelationsAtlassian Corporation · companyVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

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Atlassian Corporation SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 4/30/2026, 12:00:00 AM

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