Atlassian Corporation (TEAM) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Atlassian Corporation (TEAM) Technology Profile & Competitive Position

Atlassian Corporation is a prominent player in the software application industry, providing innovative tools for project management and collaboration that enhance team productivity and streamline workflows across various sectors.

What Is the Investment Thesis for TEAM?

Atlassian Corporation's investment thesis is anchored in its strong product portfolio and commitment to innovation. The company has demonstrated a gross margin of 83.9%, significantly higher than industry averages, indicating efficient operations. With a market cap of $46.9B, Atlassian is well-positioned for growth, particularly as businesses increasingly adopt remote work solutions. Key growth catalysts include the expansion of its cloud services and the introduction of new features across its platforms. Despite a current profit margin of -3.5%, the company is focused on long-term profitability through strategic investments in technology and market expansion. The ongoing shift towards digital collaboration tools presents a significant opportunity for revenue growth in the coming years.

Based on FMP financials and quantitative analysis

TEAM Key Highlights

Market cap of $46.9B, reflecting strong investor confidence.

• Gross margin of 83.9%, indicating high operational efficiency.
• Employee count of 12,157, showcasing a robust workforce.
• No dividend yield, focusing on reinvestment for growth.
• Profit margin of -3.5%, with a strategic focus on future profitability.

Who Are TEAM's Competitors?

TEAM is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are TEAM's Key Strengths?

Strong product portfolio with widely adopted software solutions.

• High gross margins indicative of efficient operations.
• Established brand with a loyal customer base.
• Innovative culture driving continuous product development.

What Are TEAM's Weaknesses?

Current negative profit margin indicating challenges in profitability.

• Dependence on subscription revenue, making it vulnerable to market fluctuations.
• Limited presence in certain emerging markets compared to competitors.
• Complexity of product offerings may overwhelm new users.

What Could Drive TEAM Stock Higher?

Continued expansion of cloud services expected to drive revenue growth.

• Integration of AI features into existing products to enhance user experience.
• Launch of new product features aimed at improving collaboration tools.
• Strategic partnerships to enhance market reach and product offerings.
• Increased focus on emerging markets to capture new customer segments.

What Are the Key Risks for TEAM?

Negative return on equity (-4.4%) — the business is not currently generating profit on shareholder capital.

• Insider selling — insiders were net sellers of roughly $2.5M recently.
• Economic downturns could impact customer spending on software solutions.
• Intense competition may pressure pricing and market share.
• Data security breaches could undermine customer trust and lead to losses.
• Rapid technological changes necessitate continuous innovation to stay relevant.

What Are the Growth Opportunities for TEAM?

• Growth opportunity 1: The global project management software market is expected to reach $9.81 billion by 2027, growing at a CAGR of 10.5%. Atlassian's established products like Jira and Confluence position the company to capture a significant share of this expanding market as businesses increasingly adopt digital solutions for project management.
• Growth opportunity 2: The rise of remote work has accelerated the demand for collaboration tools. Atlassian's Trello and Confluence provide essential functionalities that cater to distributed teams, making them well-suited for the evolving workplace. This trend is expected to drive user adoption and engagement, further enhancing revenue growth.
• Growth opportunity 3: Atlassian's focus on integrating artificial intelligence into its products presents a significant growth avenue. By enhancing user experience and automating workflows, the company can attract new customers and retain existing ones, ultimately driving revenue growth.
• Growth opportunity 4: Expansion into emerging markets where digital transformation is gaining momentum offers Atlassian a chance to increase its global footprint. Countries in Asia-Pacific and Latin America are investing heavily in technology, creating opportunities for Atlassian's suite of products.
• Growth opportunity 5: Strategic partnerships and acquisitions can enhance Atlassian's product offerings and market reach. By acquiring complementary technologies or forming alliances with other tech firms, Atlassian can accelerate its growth trajectory and enhance its competitive positioning.

What Are TEAM's Competitive Advantages?

• Strong brand recognition and reputation in the software industry.
• Comprehensive product suite that meets diverse customer needs.
• High customer retention rates due to effective solutions and support.
• Robust community and ecosystem of third-party integrations.
• Continuous innovation and updates to maintain competitive edge.

What Does TEAM Do?

Founded in 2002 in Sydney, Australia, Atlassian Corporation has evolved into a global leader in software solutions designed to facilitate teamwork and project management. The company's flagship products include Jira Software, which serves as a project management system that connects technical and business teams, enabling them to efficiently plan, organize, track, and manage their work. Confluence, another key offering, acts as a connected workspace that organizes knowledge across teams, thereby accelerating project delivery. Additionally, Trello provides a user-friendly interface for collaboration and organization, allowing teams to structure their workflows effectively. Atlassian's portfolio also includes Jira Service Management, which offers a flexible service desk solution for IT, legal, and HR teams, and Jira Align, an enterprise agility solution that helps businesses adapt to dynamic market conditions. Other notable products are Bitbucket, an enterprise-ready Git solution, and Atlassian Access, which enhances security across cloud products. With over 12,000 employees, Atlassian has a robust global presence, serving a diverse range of clients across multiple industries and continually innovating to meet the evolving needs of modern teams.

What Products and Services Does TEAM Offer?

• Design and develop software products for project management and collaboration.
• Provide tools that connect technical and business teams for efficient workflow.
• Offer a range of products including Jira, Confluence, and Trello.
• Deliver enterprise solutions for service management and agile project management.
• Enhance security and governance for cloud products through Atlassian Access.
• Support developers with tools like Bitbucket and Opsgenie.

How Does TEAM Make Money?

• Generate revenue primarily through subscription-based models for software products.
• Offer tiered pricing structures to cater to different customer needs and sizes.
• Focus on recurring revenue streams from cloud services and enterprise solutions.
• Provide additional services such as training and support for users.
• Leverage partnerships with other technology companies to expand market reach.

What Industry Does TEAM Operate In?

The software application industry is experiencing rapid growth, driven by increasing demand for digital collaboration tools and project management solutions. As organizations shift towards remote work and hybrid models, the need for effective software solutions like those offered by Atlassian is more critical than ever. The global project management software market is projected to grow significantly, with a compound annual growth rate (CAGR) of approximately 10% over the next five years. Atlassian's strong market position and innovative product offerings place it favorably against competitors such as Datadog, Monolithic Power Systems, and Electronic Arts.

Who Are TEAM's Key Customers?

• Serve a diverse range of industries including technology, finance, and healthcare.
• Cater to small startups as well as large enterprises with tailored solutions.
• Support teams across various functions such as development, HR, and IT.
• Engage educational institutions and non-profits with special pricing models.
• Focus on organizations seeking to enhance collaboration and project management.

Atlassian Corporation (TEAM) Valuation Context

Valued at $46.9B, TEAM is classified as a large-cap stock. Analyst price targets span from $100.00 to $295.00, with a consensus of $176.15. At the current price of $178.40, that implies roughly 1% downside from the consensus target. Relative to its peer group, TEAM's quantitative score of 37/100 is below the peer average of 78/100.

TEAM Revenue & Earnings Trend

In Q4 FY2026, TEAM generated $1.77B in top-line revenue, marking a sequential decrease of 1.1%. The company recorded net income of $139.1M, with diluted EPS of $0.55. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Technology. Across the four most recent quarters, TEAM averaged $-0.05 in diluted EPS.

Company Profile

Atlassian Corporation operates in the Software - Application industry within the Technology sector. It is headquartered in Sydney, AU. The company is led by CEO Michael Cannon-Brookes. TEAM has traded publicly since 2015.

Return on equity for Atlassian Corporation stands at -4.4%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -0.9%, showing how much profit it generates from its asset base. Its free cash flow yield is 2.6%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.78 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is -0.1%, the inverse of the P/E and a quick read on earnings relative to price.

Atlassian Corporation's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 5.08 places it in the safe zone, indicating low near-term bankruptcy risk.

Atlassian Corporation has beaten Wall Street's EPS estimate in 8 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 19.9% above estimates on average.

Over the past six months, Atlassian Corporation insiders filed 30 SEC Form 4 transactions — 30 sales and 0 purchases. On net that is roughly 14K shares disposed (about $2.5M), a signal worth weighing alongside the fundamentals.

TEAM Financials

TEAM Latest News

TEAM Analyst Consensus

TEAM MoonshotScore

Latest Atlassian Corporation Analysis

What Investors Ask About Atlassian Corporation (TEAM) — Technology

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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