Added to YB: 2026-07-17
Pitch date: 2026-07-11
TEAM [neutral]
Atlassian Corporation
+2.17%
current return
Author Info
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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
$22.6B
Pitch Price
$90.40
Price Target
198.00 (+114%)
Dividend
N/A
EV/EBITDA
107.79
P/E
-107.93
EV/Sales
3.67
Sector
Software
Category
value
Monthly SpreadHunters Monitoring - Atlassian Corporation (NASDAQ: TEAM) — NEW
TEAM (new position): 'Quality Value' thesis, trades ~60% below highs on SaaSpocalypse/AI-agent disruption fears. $991M Q3 buybacks, GAAP op profit target FY27. Risks: SBC ~27% rev inflates FCF, data center migration rev cliff by 2029, AI seat compression. Weighted PT $198 (+123%) FY30; bear $37, base $147, bull $343.
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