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Added to YB: 2025-08-13

Pitch date: 2025-08-12

TEAM [neutral]

Atlassian Corporation

-0.13%

current return

Author Info

Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. Sign up for the newsletter.

Company Info

Atlassian Corporation provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.

Market Cap

$42.3B

Pitch Price

$159.76

Price Target

N/A

Dividend

N/A

EV/EBITDA

-5.7K

P/E

-228.27

EV/Sales

7.46

Sector

Software

Category

growth

Show full summary:
Update on Atlassian Corporation

TEAM (update): Despite market fears of AI coding tools reducing demand (-30% YTD), Q4 results show no impact - revenue +22% Q4/+20% FY25, cloud rev +26% Q4/+27% FY. CEO: 'not seeing any impact from AI coding'. Strong enterprise momentum, 120% net retention, record $1M+ deals. Trading at ~21x FCF with 18% FY26 guidance. Considering adding.

Read full article (1 min)