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Update shared on04 Sep 2025

AnalystConsensusTarget's Fair Value
US$256.66
41.7% undervalued intrinsic discount
24 Sep
US$149.57
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1Y
-6.7%
7D
-8.7%

With a stable Net Profit Margin of 4.19% and an unchanged Discount Rate of 7.99%, Atlassian’s consensus analyst price target remains steady at $259.82.


What's in the News


  • Atlassian completed repurchase of 5,543,516 shares (2.13%) for $1,000.3 million under its February 2023 buyback and 1,578,484 shares (0.6%) for $328.76 million under its October 2024 buyback.
  • Q1 2026 revenue guidance is $1,395–$1,403 million; full-year revenue growth expected at approximately 18%.
  • Atlassian announced a multi-year partnership with Google Cloud to accelerate cloud transformation and deliver advanced AI capabilities, including deeper integrations using Google’s Gemini and Vertex AI models.
  • Atlassian apps, including Jira, Confluence, and Loom, will become available on Google Cloud Marketplace, allowing customers to use Google Cloud funds for Atlassian subscriptions.
  • Enhanced AI-powered teamwork tools (such as Rovo) will incorporate advanced reasoning, multimodal capabilities, and improved integration with Google Workspace, boosting productivity and collaboration for enterprise customers.

Valuation Changes


Summary of Valuation Changes for Atlassian

  • The Consensus Analyst Price Target remained effectively unchanged, at $259.82.
  • The Net Profit Margin for Atlassian remained effectively unchanged, at 4.19%.
  • The Discount Rate for Atlassian remained effectively unchanged, at 7.99%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.