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Added to YB: 2026-02-10

Pitch date: 2026-02-06

TEAM [neutral]

Atlassian Corporation

-14.12%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. 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

$25.0B

Pitch Price

$93.45

Price Target

N/A

Dividend

N/A

EV/EBITDA

1.8K

P/E

-131.29

EV/Sales

4.28

Sector

Software

Category

growth

Show full summary:
Atlassian Earnings

TEAM (earnings): $1.6B rev +23% YoY, $1B Cloud milestone +26% YoY. RPO $3.8B +44% shows customer commitment. Net revenue retention >120% improving 3Q straight. Rovo 5M MAUs, JSM 65K customers, record $1M+ deals nearly doubled. 87.5% gross margin, 27% op margin expanding. Data Center decline FY27 risk but Cloud growth offsets. AI driving expansion not displacement.

Read full article (5 min)