Atlassian Corporation
$92.51+0.2%YTD-43.0%1Y-51.5%
Mentions · last 7 days
1,163+24%
Price updated 3m ago·X counts updated 16h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $TEAM, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Software - Application sits in its cycle right now — and what that implies for $TEAM.
Software - Application
No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..
What this means for $TEAM
Partial — Sells Jira, Confluence, and Trello for project tracking and team collaboration to enterprises via cloud subscription; the AI agent bifurcation — contract expansion vs. user substitution is a secondary rather than primary near-term earnings catalyst.
Top industry ETF
$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
-119.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
-9.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
-3.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
4.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
4.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
-16.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
83.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$1.75$1.33+31.6%
Q4 2025Feb 5, 2026$1.22$1.15+6.1%
Q3 2025Oct 30, 2025$1.04$0.84+24.0%
Q2 2025Aug 7, 2025$0.98$0.83+17.5%
Next earningsThu, Aug 6·consensus EPS $1.50
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$1.8B+31.7%84.9%-3.1%$-0.38$561.3M
Q2 FY26$1.6B+23.3%85.0%-3.1%$-0.16$168.5M
Q1 FY26$1.4B+20.6%82.0%-6.7%$-0.20$114.6M
Q4 FY25$1.4B+22.3%83.1%-2.1%$-0.09$360.3M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$6.5B$6.1B – $6.5B$5.48$5.31 – $5.5522
FY27$7.4B$7.0B – $7.6B$6.18$5.61 – $6.7222
FY28$8.6B$8.6B – $8.6B$7.38$4.39 – $13.3323
FY29$10.0B$9.4B – $10.3B$8.46$7.83 – $8.8211
FY30$11.3B$10.7B – $11.7B$10.55$9.77 – $11.0111
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.24%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-17.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatHigh float · 257.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.115-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
3New insider — initial holdingsMar 313
AI summary
8-KRestructuring / exit costsMar 118-K — Item 2.05: Restructuring / exit costs · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KOfficer or director changeFeb 188-K — Item 5.02: Officer or director change
+ 15 other (10 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 S-8) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Atlassian Announces System for AI-native Software Development in JiraTEAM's Service Collection Tops $1B: Is Growth Set to Accelerate?Atlassian Announces Date for Fourth Quarter and Fiscal Year 2026 Financial ResultsSmartBear Expands AI-Powered Testing Across Developer Ecosystems with Integrations in Anthropic's Claude, Atlassian, GitHub, and KiroServiceNow vs. Atlassian: Which Cloud Software Stock Has an Edge?
In themes
Explore the broader themes this ticker is being talked about under.
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