Workflow
Atlassian (TEAM)
icon
Search documents
Atlassian’s Crazy Early Rule
Our first shareholder agreement did have actually in there that if we couldn't agree on something, we'd go to a game of scissors, paper, rock, best of three. We never got into any bigger disagreements when that shareholder agreement was actually governing the company. Don't worry, it's a large public company that's no longer in the bylaws, but it was for probably well over a decade.I think we look, we've disagreed over acquisitions. We've disagreed over strategic directions, etc. I've always lived by the ma ...
What next for the Atlassian stock after the $40 billion wipeout?
Invezz· 2025-10-14 13:19
Atlassian stock price continued its strong downtrend this month and is now hovering at its lowest point since August last year. TEAM plunged to a low of $149.40, down by 55% from its highest point thi... ...
Atlassian: Valuation Now Too Cheap To Ignore As Company Bulks Up AI Capabilities (Upgrade)
Seeking Alpha· 2025-10-12 10:07
Market Overview - A potential correction in the stock market is emerging, highlighting the vulnerability of gains, especially in large-cap tech stocks that have significantly contributed to this year's rally [1] Analyst Insights - Gary Alexander, with extensive experience in technology sectors and as an adviser to startups, provides insights into current industry themes and trends [1]
1 Growth Stock to Buy Before It Soars As Much As 118%, According to Wall Street
The Motley Fool· 2025-10-11 07:55
Core Viewpoint - Every analyst covering Atlassian believes the stock is undervalued, with price targets suggesting significant upside potential, including a forecast of a 118% increase within the next year [2][10]. Company Overview - Atlassian is transitioning to a cloud-first model, which is expected to drive its valuation significantly higher, with a target price of $320 per share suggested by Morgan Stanley analyst Keith Weiss [3][10]. - The company specializes in enterprise software for project planning, collaboration, and service management, serving over 300,000 customers [3]. Cloud Migration Strategy - Atlassian plans to phase out its data center software, requiring customers to migrate to its cloud platform starting March 2024, with the complete cessation of data center offerings by March 2029 [4]. - The company has seen a 60% year-over-year increase in customer migrations to the cloud during fiscal 2025, indicating strong momentum in this transition [5]. Advantages of Cloud Transition - Migrating to the cloud simplifies software development for Atlassian, allowing for quicker feature rollouts and upselling opportunities, which can enhance revenue [6]. - The integration of artificial intelligence into its cloud offerings has led to a 40% growth in annualized recurring revenue for premium products, with over 2.3 million AI users [7]. Financial Outlook - Management anticipates revenue growth of over 20% annually from 2025 to 2027, with fiscal 2025 revenue expected to be nearly 20% higher than the previous year [9]. - The stock currently trades at 6.5 times the fiscal 2026 sales outlook, with an attractive adjusted price-to-earnings ratio of 35, reflecting strong growth potential [11]. Market Position - Analysts have high expectations for Atlassian, suggesting that even if the company meets conservative management forecasts, the stock remains undervalued and could outperform the market [12].
3 Beaten-Down Growth Stocks That Could Soar More Than 30%, According to Wall Street
The Motley Fool· 2025-10-08 07:45
What goes down can go up again.It would be great if you could buy a stock that always moves higher without any pullbacks along the way. But that's not realistic. Even the best stocks have experienced times when they fell significantly. However, those periods presented excellent buying opportunities for patient investors.If you're looking for examples in today's market, you're in luck. Here are three beaten-down growth stocks that could soar more than 30% over the next 12 months, according to Wall Street.1. ...
Wells Fargo Says Agentic Coding Is Fueling a New AI Boom — Here Are 3 Stocks Poised to Benefit
Yahoo Finance· 2025-10-07 10:15
HubSpot built its reputation on the innovative nature of its toolset. Users could automate a wide range of marketing functions, optimize ad placement, build newsletters and publish content, even build chatbots. In recent years, these tasks have proven highly amenable to AI enhancement, and HubSpot was quick to see that potential. The company developed Breeze, its AI assistant designed to work within the HubSpot platform.We’ll start with a look at the marketing software platform HubSpot. HubSpot has been in ...
Jim Cramer on Atlassian: “I no longer recommend the stock of TEAM”
Yahoo Finance· 2025-10-04 21:01
Atlassian Corporation (NASDAQ:TEAM) is one of the stocks Jim Cramer put under the microscope. A caller asked for an opinion on the stock, noting its sharp decline from a 52-week high of 325 to a low of 150 and expressing interest in buying in. Cramer replied: “No, see, TEAM is being hurt by the same thing. It’s hurting a lot of this, the other companies in the software business. People feel that they can create their own product that’s just as good as TEAM using artificial intelligence. That’s why I no lo ...
Bernstein SocGen Affirms ‘Outperform’ Rating on Atlassian Corp (TEAM) on Acquisitions Boost
Yahoo Finance· 2025-10-03 08:47
Atlassian Corp (NASDAQ:TEAM) is one of the best beaten-down technology stocks to buy, according to analysts. On September 24, analysts at Bernstein SocGen Group reiterated an ‘Outperform’ rating on the stock and a $296 price target. Bernstein SocGen Affirms ‘Outperform’ Rating on Atlassian Corp (TEAM) on Acquisitions Boost SFIO CRACHO/Shutterstock.com While the bullish stance comes on the stock pulling back by about 34% year to date, Bernstein SoGen remains bullish about the company’s prospects, owing t ...
Bank of America Securities Initiates Atlassian Corporation (TEAM) With Hold Rating
Yahoo Finance· 2025-09-30 08:13
Group 1 - Atlassian Corporation (NASDAQ:TEAM) is recognized as an oversold growth stock with a Hold rating and a price target of $200 initiated by Bank of America Securities [1][3] - The company has a strong market position as a centralized planning tool, serving over 300,000 customers, and is well-positioned to capture a significant share of the $58 billion collaboration and project management market [2][3] - Despite the positive long-term growth and free cash flow potential, the analyst expresses neutrality on the stock due to challenges from the end of sales and support for its Data Center offering and two large acquisitions, affecting the company's long-term growth justification [3] Group 2 - Atlassian Corporation specializes in creating tools for team collaboration and project management, indicating its relevance in the technology sector [4] - There are suggestions that certain AI stocks may offer greater upside potential and carry less downside risk compared to Atlassian, highlighting a competitive landscape in investment opportunities [4]
1 Artificial Intelligence (AI) Stock to Buy Before It Soars By 50%, According to Wall Street
The Motley Fool· 2025-09-27 08:29
Core Insights - Artificial intelligence is significantly enhancing Atlassian's software products, leading to accelerated revenue growth [1][8] - Analysts are optimistic about Atlassian's stock, with an average price target suggesting a potential upside of 50% over the next 12 to 18 months [2][13] Product and Technology - Atlassian's popular products, Jira and Confluence, are being transformed by AI, with Jira expanding beyond software development to various workflows [4] - The newly launched AI platform, Rovo, integrates with Jira, Confluence, and third-party applications, featuring tools like AI-powered search and custom AI assistants [5][6] Financial Performance - Atlassian reported a record revenue of $1.38 billion in Q4 of fiscal 2025, marking a 22% increase year-over-year, the fastest growth rate in a year [8] - The annual recurring revenue from premium and enterprise plans surged by 40% year-over-year, indicating increased spending on AI products [9] Cost and Profitability - Operating costs rose by 20% year-over-year to $1.17 billion, leading to a net loss of $23.9 million in Q4 on a GAAP basis [10] - On a non-GAAP basis, Atlassian achieved a profit of $259.1 million in Q4, a 51% improvement from the previous year [11] Market Sentiment - The stock is currently trading at a price-to-sales ratio of 8.2, significantly lower than its peak of 50 in 2021, indicating a more reasonable valuation [14] - Atlassian aims to grow its annual revenue to $10 billion by fiscal 2029, which would be nearly double its fiscal 2025 revenue of $5.2 billion [16]