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Atlassian Community
NasdaqGS:TEAM Community
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Atlassian
FR
FrugalBull
Community Contributor
Enterprise, AI & Cloud Growth Ahead, Waiting For the Right Price 💸
Catalysts AI Integration (Atlassian Intelligence & Rovo) Atlassian is strongly positioned to leverage AI to increase workforce efficiency, particularly in large enterprises and is actively embedding AI across its product suite. In 2024 it introduced Atlassian Rovo , an AI teammate that uses Atlassian’s “teamwork graph” to help enterprise users find information across their tools and act on insights quickly.
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US$204.74
FV
4.8% undervalued
intrinsic discount
19.00%
Revenue growth p.a.
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10
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47
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4 months ago
author updated this narrative
Atlassian
AN
AnalystLowTarget
Consensus Narrative from 29 Analysts
Cloud Costs And AI Risks Will Constrain Expansion With Opportunity
Key Takeaways Regulatory and compliance challenges, rising operating costs, and vendor dependencies threaten Atlassian's margin stability and international growth prospects. Evolving technology such as AI and low-code platforms could threaten core product demand and limit expansion into high-value enterprise segments.
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US$211.00
FV
7.6% undervalued
intrinsic discount
18.63%
Revenue growth p.a.
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0
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0
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3 days ago
author updated this narrative
Atlassian
AN
AnalystHighTarget
Consensus Narrative from 29 Analysts
Rovo AI And FedRAMP Will Expand Secular Cloud Adoption
Key Takeaways Integration of advanced AI and expansion into regulated cloud markets will significantly accelerate user growth, platform lock-in, and long-term revenue potential beyond expectations. Focus on digital collaboration, marketplace expansion, and AI-driven infrastructure will drive superior retention, recurring revenue, and sustained industry-leading margins.
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US$361.78
FV
46.1% undervalued
intrinsic discount
20.75%
Revenue growth p.a.
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0
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0
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3 days ago
author updated this narrative
Atlassian
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
AI Integration Will Strengthen Cloud And Government Services
Key Takeaways Integration of AI and strategic cloud advancements are key to driving long-term revenue growth through product stickiness and enterprise adoption. Cloud cost efficiencies and infrastructure optimizations will sustain high margins, supporting investment in AI and future technology growth opportunities.
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US$278.20
FV
30.0% undervalued
intrinsic discount
18.60%
Revenue growth p.a.
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1
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0
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71
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3 days ago
author updated this narrative
Your Valuation for
TEAM
TEAM
Atlassian
Your Fair Value
US$
Current Price
US$194.86
87.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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Past
Future
-868m
10b
2015
2018
2021
2024
2025
2027
2030
Revenue US$9.9b
Earnings US$1.3b
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