One-Sentence Summary of Key Findings: Atlassian (TEAM) is a mature collaboration software leader (Jira, Confluence, etc.) with robust cloud-driven revenue growth (~24-26% YoY TTM) and AI initiatives, supported by a Moderate Buy analyst consensus, though the stock has exhibited high volatility and mixed multi-year returns relative to benchmarks.
Stock Performance (Historical Returns, as of early August 2026 data):
More Information: Yahoo Finance TEAM Page | Macrotrends Historical Data
| Metric | Value | Notes/Source |
|---|---|---|
| TTM Total Revenue | $6.19B – $6.6B | Up ~24-26% YoY; IR site highlights $6.6B TTM |
| FY2025 Annual Revenue | $5.215B | Up 19.66% from FY2024 ($4.359B) |
| Recent Quarter Examples | Q2 FY26: $1.586B (+23% YoY); Q3 FY26: $1.79B (+32% YoY) | Cloud revenue strong (e.g., +26-29% in recent quarters) |
| Employees | ~13,813 | As of recent filings |
| Net Income (TTM) | Negative (~-$217M GAAP) | Fact: GAAP losses; non-GAAP profitable (interpretation varies by metric) |
| Cloud Focus | Majority and fastest-growing segment | Key growth driver per earnings releases |
Interpretation: Consistent double-digit revenue growth fueled by cloud migration and new AI features (e.g., Rovo); profitability metrics depend on GAAP vs. non-GAAP adjustments.
Data Limitations/Assumptions: Figures primarily from investor relations, earnings releases (e.g., Q2/Q3 FY26), and Macrotrends as of mid-2026; fiscal year ends June 30; full Q4 FY26 details released Aug 6, 2026—verify latest 10-Q/earnings for precision. No dividends paid.
More Information: Atlassian Investor Relations | Quarterly Results
Consensus: Moderate Buy / Buy (based on 29–32 analysts in recent 12 months).
| Rating Breakdown | Count (approx.) |
|---|---|
| Buy / Strong Buy | 23–32 |
| Hold | 2–5 |
| Sell | 0–1 |
Average 12-Month Price Target: ~$134–$162 (range: Low $95, High $295–$480 across sources; implies potential upside but high variance).
More Information: MarketBeat Forecast | Yahoo Finance Analyst Section
More Information: Atlassian Customer Stories
| Category | Key Competitors | Comparison Notes |
|---|---|---|
| Project/Work Management | Asana, monday.com, ClickUp, Linear, Smartsheet | Atlassian stronger in dev/IT integration; competitors often lighter or more visual |
| Enterprise/ITSM | ServiceNow, Microsoft (Dynamics/365) | ServiceNow leads in pure ITSM; Microsoft bundles broadly |
| Collaboration/Knowledge | Notion, Microsoft SharePoint/Teams, Google Workspace | Notion more flexible for docs; Microsoft has ecosystem advantage |
| Dev Tools | GitHub (Microsoft), GitLab | Atlassian Bitbucket/Jira integrates deeply with its stack |
| Broader | Adobe, IBM, others in specific verticals | Varies by use case |
Interpretation: Atlassian competes in a fragmented market; advantages in integrated "System of Work" and developer focus, but faces pressure from simpler tools and Microsoft bundling.
Limitations: Competitor landscapes evolve with AI features; lists are representative, not exhaustive; market share data approximate from analyst/Gartner-style sources.
More Information: Gartner Alternatives | G2 Comparisons
Overview: Atlassian provides team collaboration and productivity software enabling organizations to connect teams via a "system of work." Core products: Jira (project management), Confluence (knowledge sharing), Jira Service Management, Loom (video), Rovo (AI), Bitbucket, Compass, and others. Founded 2002 in Sydney, Australia by Mike Cannon-Brookes and Scott Farquhar; headquartered in Sydney with significant US presence (San Francisco). IPO: December 10, 2015 on NASDAQ. Employees: ~13,813. Domiciled in the US as a holding company since 2022.
Interpretation: Positioned as essential infrastructure for agile/dev teams, expanding into AI-native features and broader enterprise use.
Limitations: Product portfolio and strategy details from company site/IR; exact market positioning subjective.
More Information: Atlassian Website | Wikipedia (for historical context)
Interpretation: Earnings strength and AI focus driving positive sentiment; restructuring indicates cost discipline amid growth investments.
Limitations: News aggregated from IR, CNBC, BusinessWire; verify primary sources for full context. Market reactions can be volatile.
More Information: Atlassian IR News | CNBC TEAM Coverage
All information synthesized from public web sources as of August 2026. This is for informational purposes only; not financial advice. Data subject to change—always verify with official filings and multiple sources. Financials and ratings reflect reported periods; assumptions include standard fiscal reporting conventions.