For Immediate Release Chicago, IL – November 6, 2025 – Stocks in this week’s article are — like Roku, Inc. ROKU, Universal Health Services, Inc. UHS, Atlassian Corp. TEAM. Buy These 3 Stocks with Upgraded Broker Ratings Right Now Investor sentiments have been bullish of late on the back of solid third-quarter earnings performance. While the government shutdown and resulting blackout of economic data are concerns, investors seem to be optimistic about the overall health of the economy. In September, the ...

Atlassian (TEAM) closed the last trading session at $176.08, gaining 17.2% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $235.32 indicates a 33.6% upside potential.The mean estimate comprises 25 short-term price targets with a standard deviation of $35.93. While the lowest estimate of $178.00 indicates a 1.1% increase from the current price level, the most optimistic analyst expe ...

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Atlassian Corporation (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) Delaware 88-3940934 350 Bush Street, Floor 13 San Francisco, California 94104 (Address of principal executive offices and Zip Code) (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly pe ...

Atlassian Corporation (NASDAQ:TEAM) is one of the Stocks to Buy with Exponential Growth Heading into 2026. On October 27, TD Cowen analyst Derrick Wood maintained a “Neutral” stance on the company’s stock, giving a Hold rating and reducing the price objective to $205 from $220. TD Cowen Maintains Neutral Stance on Atlassian (TEAM) Stock The analyst’s rating is backed by a combination of factors that demonstrate a positive and cautious outlook for Atlassian Corporation (NASDAQ:TEAM)’s stock. As per the an ...

Core Insights - The company reported strong volume and revenue growth driven by the Britvic acquisition, with successful integration and synergy realization [2] - Despite a challenging consumer environment, solid underlying volume and revenue growth was achieved in Western Europe, along with sequential improvement in Asia [2] - The company has taken decisive actions to adjust its cost base to protect earnings growth and ensure continued investments in the business [2] - Full-year earnings guidance has been maintained [2] Group Headlines - The Britvic acquisition and consolidation of Gorkha Brewery contributed significantly to the group's performance [3]

Core Viewpoint - Atlassian forecasts second-quarter revenue above estimates, driven by strong demand for its enterprise software services as businesses upgrade to integrate artificial intelligence [1] Group 1 - The company is betting on robust demand for its software solutions, indicating a positive outlook for revenue growth [1] - The anticipated revenue increase is attributed to businesses' efforts to modernize their operations and incorporate AI technologies [1]

Core Insights - Atlassian reported FY26 Q1 earnings with total revenue of $1.4 billion, reflecting a year-over-year increase of 21% [1] - Cloud revenue reached $998 million, marking a year-over-year growth of 26% [1] Financial Performance - Total revenue: $1.4 billion, up 21% year-over-year [1] - Cloud revenue: $998 million, up 26% year-over-year [1]

Financial Data and Key Metrics Changes - Total revenue for Q1 FY2026 grew 21% year-over-year to $1.4 billion [5] - Cloud revenue increased by 26% year-over-year to $998 million [5] - Remaining Performance Obligations (RPO) accelerated by 42% year-over-year to $3.3 billion [5] Business Line Data and Key Metrics Changes - The Teamwork Collection has driven a double-digit percentage increase in users and upgrades to higher-value additions [6][7] - Over 3.5 million monthly active users of AI capabilities, up over 50% since last quarter [6] Market Data and Key Metrics Changes - Over 300,000 customers, including major companies like Databricks and Ford, are utilizing Atlassian's AI-enabled cloud platform [5] - The company has seen significant cloud migrations from data center, positively impacting revenue recognition timing [12] Company Strategy and Development Direction - The company is focusing on enterprise, AI, and the system of work as strategic priorities [5] - The transition from data center to cloud is being managed thoughtfully, with a strong emphasis on customer readiness and partner engagement [19][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to deliver against long-term growth targets, reiterating a 20% CAGR growth rate [14][45] - The management highlighted the importance of AI in driving demand for cloud offerings and enhancing customer collaboration [6][8] Other Important Information - The company is committed to maintaining a conservative and risk-adjusted outlook for organic growth drivers outside of migrations [12] - The management emphasized the importance of governance and controls in AI technology for enterprise customers [44] Q&A Session Summary Question: Clarification on total revenue guidance for the full year - Management explained that stronger-than-expected cloud migrations from data center positively impacted the business, but revenue recognition timing differences led to a slight decline in organic revenue growth outlook [11][12] Question: Insights on cloud migration playbook - Management shared that the partner and customer reactions to cloud migration have been positive, and they have learned valuable lessons from past migrations [18][19] Question: Update on go-to-market strategy and changes - Management noted that the go-to-market team is executing well, with significant progress in signing large deals across various sectors [66] Question: Impact of AI on customer engagement and product adoption - Management highlighted that customers using AI coding tools are expanding their paid seats on Jira at a faster rate than those who are not [36][37] Question: Clarification on cloud revenue guidance - Management confirmed that the increase in cloud revenue outlook is primarily due to stronger migration performance and outperformance in Q1 [72]

Financial Performance - Total revenue for Q1 FY26 was $1,433 million, representing a 21% increase year-over-year[1] - The company reported a net loss of $51.9 million, with a net loss per diluted share of $0.20, which includes restructuring charges of $55.7 million[3] - Total revenues for the three months ended September 30, 2025, were $1,432,553, a 20.6% increase from $1,187,781 in the same period of 2024[27] - Subscription revenue reached $1,374,502, up from $1,131,948, reflecting a growth of 21.4% year-over-year[27] - The net loss for the quarter was $51,870, an improvement from a net loss of $123,769 in the same quarter of 2024[27] - Operating loss for the quarter was $96,337, compared to an operating loss of $31,978 in the same period last year[27] - Non-GAAP net income for Q3 2025 was $275,651, compared to $199,700 in Q3 2024, marking a 38% increase[38] - GAAP net loss per share for Q3 2025 improved to $(0.20) from $(0.48) in Q3 2024[38] - Non-GAAP net income per share for Q3 2025 was $1.04, up from $0.77 in Q3 2024, representing a 35% increase[38] Cloud Revenue - Cloud revenue reached $998 million, up 26% year-over-year, with over 3.5 million monthly active users of AI capabilities, a 50% increase quarter-over-quarter[2] - Cloud revenue was $997,708, representing a 25.9% increase compared to $792,306 in the prior year[34] - Atlassian ended Q1 FY26 with 53,017 customers generating over $10,000 in Cloud annualized recurring revenue, a 13% increase year-over-year[6] - Financial targets for Q2 FY26 include total revenue expected between $1,535 million and $1,543 million, with Cloud revenue growth projected at approximately 22.5%[10] Cash Flow and Margins - Cash flow from operations was $129 million, and free cash flow was $115 million, with a free cash flow margin of 8%[3] - Free cash flow for the quarter was $128,715, compared to $80,492 in the same quarter of 2024, indicating a significant increase[32] - Free cash flow for Q3 2025 was $114,603, significantly higher than $74,341 in Q3 2024, indicating a 54% rise[38] - Non-GAAP gross margin for Q3 2025 was 86%, up from 84% in Q3 2024[38] Acquisitions and Product Development - Atlassian announced the acquisition of The Browser Company of New York to enhance its AI capabilities and reimagine the browser for knowledge work[6] - The company launched Atlassian Ascend to support customers' transition to the Cloud and plans to phase out Data Center products[6] Restructuring and Liabilities - The company incurred restructuring charges totaling $55,678 during the quarter, primarily related to severance and lease consolidation[36] - Total current assets decreased to $3,627,120 from $3,891,237 as of June 30, 2025[30] - Total liabilities decreased to $4,341,564 from $4,696,316 as of June 30, 2025[30] Operating Margins - GAAP operating margin was (7%), while non-GAAP operating margin stood at 23%[3] - GAAP operating loss for Q3 2025 was $(96,337), compared to $(31,978) in Q3 2024[38] - Non-GAAP operating income for Q3 2025 was $322,686, an increase from $268,050 in Q3 2024, reflecting a 20% growth[38]