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TEAMNASDAQ/information technology

Atlassian Corporation

$96.16Up+7,30 (+8,22%)
Research reviewed: 2026年7月12日 00:00 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.

Eröffnung
90,60
Hoch
96,50
Tief
90,40
Marktkapitalisierung
24,4 Mrd.
KGV
--
52-Wochen-Hoch
--
Dividende
--
Quartalsdividende
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

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

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 · vor 11 Stunden

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

Insider Monkey · vor 16 Stunden

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

StockStory · vor 5 Tagen

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

Trefis · vor 6 Tagen

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

StockStory · vor 6 Tagen

Atlassian and Intuit Shares Skyrocket, What You Need To Know

Zacks · vor 7 Tagen

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

Data and research sources

Research updated: 2026年7月12日 00:00 UTC
3 verified sources
Atlassian Announces Third Quarter Fiscal Year 2026 ResultsAtlassian Corporation · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/30 0:00:00

Open original source
Atlassian Corporation Investor RelationsAtlassian Corporation · companyVerified

Fetched: 2026/7/12 0:00:00 UTC

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

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/30 0:00:00

Open original source

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