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TickerTalks›$TEAM
TETEAM

Atlassian Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 32% YoYStreet coverage with positive forward estimatesConsistent chatter on X (400/wk), no spike
$TEAM·$49B·Software - Application·Technology
$217.12+6.1%YTD+10.1%1Y+44.9%
Price updated 3h ago·X counts updated 4d ago
TETEAM
$TEAMAtlassian Corporation
$217.12+6.09%400 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $TEAM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

400X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $TEAM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 53% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-15

Atlassian tests the 21DMA post-earnings-win, with $200 resistance framed as testable and $230 as a next leg. A $5.4M put trade and a scathing 'agents will replace Atlassian' post pull the other direction — traders lean STO on both puts and calls, reflecting genuine ambivalence.

Read what X is saying about $TEAM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TEAM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Atlassian is testing the 21-day post-earnings — $200 is the next test and traders are honestly split on AI-agent risk.

Atlassian makes Jira, Confluence, and Trello — the dominant engineering collaboration suite plus the IT service management angle via Jira Service Management. Revenue is accelerating but the AI-agent framing is a real tension.

  • The business is reaccelerating: Q1 revenue +32% YoY at a slightly-negative operating margin — the subscription conversion from Server to Cloud is finally through the hump and the Rovo (AI agent) revenue is starting to show up.
  • 52-week range position is 93% with volume at 68% of average — the chart is extended, consolidating against the earlier breakout, and the market is positioning on the Oct 29 print.
  • The pushback is substantive: the "agents will replace Atlassian" view is a legitimate medium-term risk, and the $5.4M put trade suggests at least one real-money participant is positioning for a disappointment.

Oct 29 Q3 is the gate — any Rovo (AI-agent) revenue disclosure plus continued 30%+ growth extends the move toward the $230 next leg. A guide reset or any slowdown in Cloud migration and this fails the $200 test and gives back.

What to watch: Oct 29 Q3 — Cloud revenue trajectory, Rovo (AI-agent) revenue disclosure, operating-margin direction, and FY27 guide. A guide reset or Cloud migration slowdown is the clear invalidator.

On the calendar: 2026-10-29 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $TEAM

Partial — Sells Jira, Confluence, and Trello for project tracking and team collaboration to enterprises via cloud subscription.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%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, Nov 5·consensus EPS $1.44

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

6-year forecast · up to 23 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.5B$6.0B – $6.5B$5.48$5.31 – $5.5722
FY27$7.5B$7.5B – $7.5B$5.49$4.79 – $7.5223
FY28$8.6B$8.4B – $8.7B$6.68$5.86 – $8.9421
FY29$10.0B$9.3B – $11.0B$8.51$6.83 – $9.4313
FY30$11.0B$10.7B – $11.6B$7.86$7.60 – $8.4211
FY31$12.4B$12.1B – $13.1B$0.00$0.00 – $0.005

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.0.7×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.94%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.+13.7%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.+79.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 12Gene LiuChief Accounting Officer337 sh$71KSellAug 28Gene LiuChief Accounting Officer939 sh$178KSellAug 19James ChuongCFO9.1K sh$1.6MSellAug 19Gene LiuChief Accounting Officer1.1K sh$197KSellAug 19Brian DuffyChief Revenue Officer1.9K sh$319KSellAug 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$127K
1–10 of 18
+ 3 other (3 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
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 15 other (10 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.

Software Giant Looking to Cool Down After 2026 Highschaeffersresearch.com·3d agoThe Big 3: WOLF, TEAM, HPEyoutube.com·6d agoAtlassian Introduces AMP: The Agentic Multiplayer Protocol to Power Human-AI Collaborationgurufocus.com·9d agoAtlassian Launches Forward Deployed Engineering Program to Scale Enterprise AI Transformationgurufocus.com·9d agoAtlassian Launches Forward Deployed Engineering Program to Scale Enterprise AI Transformationbusinesswire.com·9d ago

In themes

Explore the broader themes this ticker is being talked about under.

Agentic AI & Enterprise Software

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Voices on X · top 1 · last 7 days

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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