Complex Cloud Migrations Will Deter Consistent Revenue But Spur Adaptation

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

22 Jun 25

Updated

02 Feb 26

Views

197

02 Feb

US$86.23

AnalystLowTarget's Fair Value

US$145.00

40.5% undervalued

1Y

-58.8%

7D

7.0%

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1Y

-58.8%

7D

7.0%

You can edit this narrative until Feb 3 7:10 AM. Then, changes will post as Updates.

Author's Valuation

US$14540.5% undervalued

AnalystLowTarget Fair Value

Shared on 02 Feb 26

Fair value Decreased 13%

TEAM: AWS Marketplace Collaboration Will Shape Bullish Long-Term Cloud Adoption Outlook

Analysts have reduced their price target for Atlassian from $167.44 to $145.00, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. Analyst Commentary Bearish analysts are backing up the reduced price target for Atlassian with concerns that focus on growth assumptions, profitability, and how much investors are currently willing to pay for the stock.

49 views

Shared on 05 Jan 26

Fair value Decreased 5.93%

TEAM: Cloud Partnership Progress And Share Repurchases Will Shape Balanced Long-Term Outlook

Analysts have reduced their fair value estimate for Atlassian from $178.00 to $167.44. The revision reflects updated views on its revenue growth assumptions, profit margin outlook, discount rate and future P/E expectations.

45 views

Shared on 17 Dec 25

Fair value Decreased 9.18%

TEAM: Cloud Transition Progress And AWS Partnership Will Drive Long-Term Upside

Analysts have reduced their price target on Atlassian from $196.00 to $178.00, citing slightly higher perceived risk, a moderation in expected revenue growth, and a modestly lower long term profit margin outlook. Analyst Commentary Bearish analysts have framed the reduced price target as a recalibration of expectations rather than a shift in the long term thesis.

17 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$145

40.5% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

13.61%

Historical revenue growth rate

21.26%

Software revenue growth rate

1.54%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.34%

Calculation

US$203.96m

Earnings '29

x

238.33x

PE Ratio '29

=

US$48.61b

Market Cap '29

US$48.61b

Market Cap '29

/

266.47m

No. shares '29

=

US$182.42

Share Price '29

US$182.42 Share Price '29

Discounted to 2026 @ 8.02% p.a.

=

US$144.74

Fair Value '26