Added to YB: 2026-07-22
Pitch date: 2026-07-19
TEAM [bullish]
Atlassian Corporation
-0.44%
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
$23.7B
Pitch Price
$91.00
Price Target
147.00 (+52%)
Dividend
N/A
EV/EBITDA
112.86
P/E
-113.03
EV/Sales
3.84
Sector
Software
Category
growth
Atlassian $TEAM – SaaS-pocalyspe in Overdrive
TEAM: SaaS-pocalypse selloff (-60%) mispriced; AI cannibalization thesis false (<50% users are devs). Critical work-infra with Teamwork Graph AI moat, 6/7 QV moats, founder-led (87% vote). Cloud +26%, RPO +37%, ARR accelerating; FY26 buybacks>SBC first time. FY30 base PT $147 (+32% IRR), bull +60%, bear -50%. 10.5x NTM P/FCF vs 30-80x historical.
Read full article (27 min)