Equity Brief · Technology2026-05-20
TEAM·Technology

Atlassian Corp Plc

I · AI-analyse

In het kort

Atlassian provides cloud-based software that helps teams collaborate and manage work. Their flagship products include Jira for project tracking, Confluence for team documentation, and newer AI-powered tools like Rovo that help teams search information and automate workflows [Yahoo Finance]. They serve over 13,000 customers globally, primarily selling subscription-based software to businesses of all sizes [Yahoo Finance].

Atlassian is a collaboration software company that makes tools like Jira (project management), Confluence (document collaboration), and Loom (video messaging) used by teams worldwide [Yahoo Finance]. The company reported strong revenue growth of 32% year-over-year in Q3 2026, driven by cloud adoption and new AI features, though it remains unprofitable with widening GAAP losses [Yahoo Finance]. Recent news coverage is overwhelmingly positive, focused on AI product launches and analyst upgrades, while institutional investors like Baillie Gifford and AQR have aggressively increased their positions [EODHD].

Atlassian is growing fast but burning cash to get there, with strong revenue momentum offset by persistent operating losses.

In het kort AI analysisBetrouwbaarheid 7/10

Sentinellis-score

4.7/10

Moderate concerns

Marktkapitalisatie

$22.0B

Omzet (12 maanden)

$5.2B

II · Recent nieuws

Wat de koers bewoog

6 stories · ranked by relevance

  • macro2026-05-19

    Oppenheimer Raises Price Goal on Atlassian Corporation (TEAM)

    Yahoo Finance

  • macro2026-05-19

    The Zacks Analyst Blog Highlights Palantir Technologies, Salesforce, Atlassian, Cloudflare and HubSpot

    Zacks

  • macro2026-05-18

    A Look At Atlassian (TEAM) Valuation After Strong Q3 Growth And New AI And Cloud Initiatives

    Simply Wall St

  • macro2026-05-18

    Atlas Bench Receives Atlassian's 2026 Rising Star Partner of the Year Award (Americas)

    Yahoo Finance

  • macro2026-05-19

    Why Is Atlassian (TEAM) Stock Rocketing Higher Today

    Yahoo Finance

  • macro2026-05-15

    How Investors Are Reacting To Atlassian (TEAM) Flex AI Licensing And Teamwork Graph Opening

    Yahoo Finance

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Atlassian is unprofitable on a GAAP basis, reporting a $98.4 million net loss in Q3 2026 that widened year-over-year, partly due to $223.8 million in restructuring charges [Yahoo Finance]. Sustained losses raise questions about when the company will achieve profitability.

1 van 5 risico's in dit rapport

Risico's

5

Kansen

5

Waarschuwingssignalen

3

Leiding

10

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III · Vergelijkbare bedrijven

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