홈/TEAM

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TEAMNASDAQ/information technology

Atlassian Corporation

$96.16Up+7.30 (+8.22%)
Research reviewed: 2026년 7월 12일 AM 12:00 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.

시가
90.60
고가
96.50
저가
90.40
시가총액
244.02억
PER
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52주 최고가
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배당
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분기 배당금
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3-month price context

최근 3개월 추세를 통해 전체 리서치 워크스페이스로 가기 전 단기 구조를 빠르게 파악할 수 있습니다.

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 · 11시간 전

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

Insider Monkey · 16시간 전

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

StockStory · 5일 전

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

Trefis · 6일 전

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

StockStory · 6일 전

Atlassian and Intuit Shares Skyrocket, What You Need To Know

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전체 리서치 시스템 살펴보기

각 단계는 고유한 역할을 수행하고 다음 단계가 확인할 수 있는 결과를 남깁니다.

리서치 방법론시장 보고서 읽기

Zacks · 7일 전

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

Data and research sources

Research updated: 2026년 7월 12일 AM 12:00 UTC
3 verified sources
Atlassian Announces Third Quarter Fiscal Year 2026 ResultsAtlassian Corporation · earningsVerified

Fetched: 2026. 7. 12. AM 12시 0분 0초 UTC

Published: 2026. 4. 30. AM 12:00:00

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Atlassian Corporation Investor RelationsAtlassian Corporation · companyVerified

Fetched: 2026. 7. 12. AM 12시 0분 0초 UTC

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

Fetched: 2026. 7. 12. AM 12시 0분 0초 UTC

Published: 2026. 4. 30. AM 12:00:00

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뉴스 분석가

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리스크 매니저

리스크 매니저는 리스크와 모니터링 안에서 모니터링 단계에 집중해 다음 판단의 전제를 정리하는 역할입니다.