Added to YB: 2026-07-28
Pitch date: 2026-07-26
TEAM [bullish]
Atlassian Corporation
+99.3%
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
$26.5B
Pitch Price
$90.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
126.09
P/E
-126.34
EV/Sales
4.29
Sector
Software
Category
value
Application Software Earnings Preview: The Setup Into August - Atlassian Corporation
TEAM: Best conversion layer in cohort — NRR 120%+ rising 3 straight qtrs, Rovo customers expanding ARR 2x rate + 800bps margin expansion, at 3.0x fwd rev near historical low. Headline 32% growth moderates to mid-20s as Data Center EOL comps wash out; multi-yr cloud commits = durability. Break: NRR under 120.
Read full article (1 min)