Added to YB: 2026-07-10
Pitch date: 2026-07-08
TEAM [bullish]
Atlassian Corporation
+11.49%
current return
Author Info
No bio for this author
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
$22.4B
Pitch Price
$81.36
Price Target
220.00 (+157%)
Dividend
N/A
EV/EBITDA
106.95
P/E
-107.09
EV/Sales
3.64
Sector
Software
Category
value
Atlassian (NASDAQ: TEAM) From $220 to $88: When Does a Great Company Finally Become a Great Stock?
TEAM: Founder-led collaboration platform (Jira/Confluence/Rovo AI) down 60% to $88 on 'SaaSpocalypse' AI-seat fears. Q3 FY26 rev +32% ($1.79B), 84-85% GM, 34% non-GAAP op margin, $1.6B FCF (25%), NRR 120%+, 350k+ customers. Trades 14x fwd EPS, 3.4x EV/S. Fair PE 23 → ~$215 3yr target, ~35% annualized. AI customers grow ARR 2x. Risks: high SBC, GAAP loss, lumpy DC revenue.
Read full article (9 min)