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TETEAM

Atlassian Corporation

$TEAM·$39B·Software - Application·Technology
$194.17+2.0%YTD-32.0%1Y+12.4%
Mentions · last 7 days
2026-08-21: 26 posts2026-08-22: 18 posts2026-08-23: 18 posts242-4%
Price updated 2h ago·X counts updated 8d ago
TETEAM
$TEAMAtlassian Corporation
$194.17+1.97%242 posts-4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TEAM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-31

The move is getting stronger, with heavier trading behind it.

The Jira maker in a 150%-in-6-months rip — Q4 EPS +25% beat, Salesforce-Claude partnership tailwind, and the tape 66% above the 50-day.

Atlassian makes Jira (issue tracking), Confluence (documentation), and Trello (project management) — the software developer's productivity stack. The stock spent 2025 as one of the market's most-doubted SaaS names, and has now reversed hard: up ~150% in six months, with the tape 66% above the 50-day and 97% of the way through its 52-week range.

  • The Q4 print was the validation: EPS of $1.87 crushed the $1.50 consensus by 25%, revenue grew 31.7% year-over-year to $1.79B, and the last four EPS prints all beat by 6-32% — the beat cadence is now well past 'one good quarter' territory and into structural surprise pattern.
  • The Salesforce-Claude AI tailwind narrative is what pulled the multiple: the pitch that AI is helping (not hurting) team-collaboration software has become consensus after Figma's 12% pop the same week — Atlassian benefits directly from AI-agent-driven workflow multiplication that expands Jira/Confluence seat counts, not shrinks them.
  • The valuation is now stretched but supported: at 21x FY26 EPS ($5.48 consensus) rising to 26x on FY27 ($6.14), this is priced for the growth to persist through FY27 — which the current Q4 growth cadence of ~30% would support if it holds even at 20-25%.
  • Insider selling is showing up as expected at these levels: officers Chuong ($1.6M), Duffy ($1.6M split), Liu ($197K) — a modest cluster in the $170-175 range, well below the current $190 tape; a re-rate this fast almost always brings insider selling, and this looks orderly rather than urgent.

The path if the run continues is the Oct 29 Q1 print confirming that the beat cadence is not just a one-quarter Salesforce-Claude reflex — the tape earns the Elliott-wave targets some name in the $749-913 range (probably ambitious, but the direction is right). What breaks the setup is a Q1 that shows AI-tailwind revenue not scaling as expected; that's when a stock at 97% of its 52-week range gives back to the 50-day support 40% below spot.

Agrees with X sentimentThe bullish X take — Atlassian up roughly 150% in six months and 80% month-to-date benefiting from the Salesforce-Claude partnership narrative, Elliott wave targets pointing to $749-913, Trump reportedly disclosed buying it on June 23 (up 110% since), even skeptics conceding the price action shows a genuine re-rating — captures the acceleration exactly; the note that traders admit missing dip-buy entries is what a rip-then-consensus tape usually looks like just before the next test.

What to watch: The Oct 29 Q1 print — beat cadence continuing not-just-Salesforce-Claude-reflex extends the run; a Q1 showing AI-tailwind revenue not scaling is what breaks the acceleration and gives back toward the 50-day.

On the calendar: 2026-10-29 — Q1 fiscal 2027 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment30 posts analyzed · as of 2026-08-30

Atlassian is one of the loudest software rotation winners — up roughly 150% in six months and 80% month-to-date, benefiting from the Salesforce-Claude partnership narrative. Elliott wave targets point to $749-913, and traders admit missing dip-buy entries as the rip caught them offside. Trump reportedly disclosed buying it on June 23 (up 110% since). Even skeptics concede the price action shows a genuine rerating.

Read the AI verdict + X sentiment for $TEAM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Sells Jira, Confluence, and Trello for project tracking and team collaboration to enterprises via cloud subscription.

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 · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $TEAM

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%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
Q2 2026Aug 6, 2026$1.87$1.50+24.7%
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%
Next earningsThu, Oct 29·consensus EPS $1.40

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

5-year forecast · up to 23 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.5B$6.0B – $6.5B$5.48$5.31 – $5.5722
FY27$7.4B$7.0B – $7.6B$6.14$5.65 – $6.7722
FY28$8.6B$8.0B – $9.1B$7.35$4.71 – $12.3723
FY29$10.0B$9.0B – $10.6B$8.46-$0.11 – $14.866
FY30$11.3B$10.5B – $12.0B$10.55$9.60 – $11.363

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.1.0×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.97%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.+65.8%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.+75.8%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 today2.0% 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.β1.045-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.

Recent transactions

SellAug 19James ChuongCFO9.1K sh$1.6MSellAug 19Brian DuffyChief Revenue Officer1.9K sh$319KSellAug 19Gene LiuChief Accounting Officer1.1K sh$197KSellAug 14Brian DuffyChief Revenue Officer7.6K sh$1.2MSellAug 14Gene LiuChief Accounting Officer815 sh$133KSellAug 13Gene LiuChief Accounting Officer737 sh$122KSellJun 12Brian DuffyChief Revenue Officer3.0K sh$269KSellJun 11Brian DuffyChief Revenue Officer1.4K sh$127KSellJun 10Brian DuffyChief Revenue Officer1.8K sh$168KSellJun 9Brian DuffyChief Revenue Officer1.5K sh$139K
1–10 of 16
+ 2 other (2 awards) in window

See when $TEAM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for TEAM on 2026-03-31, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

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
+ 16 other (11 13Gs · 1 S-8 · 1 10-K · 1 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Atlassian Stock Hits New 52-Week High: What's Going On?benzinga.com·3d agoAnalyzing Scientific Learning (OTCMKTS:SCIL) & Atlassian (NASDAQ:TEAM)defenseworld.net·4d agoFigma Spikes 12% as AI Turns From Threat to Tailwind for Design Software, Atlassian Rallies 8%247wallst.com·5d agoThis Atlassian Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesdaybenzinga.com·6d agoHere Are Wednesday’s Top Wall Street Analyst Research Calls: Atlassian, Dick’s Sporting Goods, EPAM Systems, GoDaddy, Intuit, Jersey Mike’s Subs, JFrog, Lattice Semiconductor, and More247wallst.com·6d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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