Atlassian

Complex Cloud Migrations Will Deter Consistent Revenue But Spur Adaptation

AnalystLowTarget

Not Invested

Community Contributor

Published

22 Jun 25

Updated

05 Jan 26

Views

104

n/a

AnalystLowTarget's Fair Value

n/a

-47.2%

-18.0%

-47.2%

-18.0%

You can edit this narrative until Jan 6 5:05 AM. Then, changes will post as Updates.

Author's Valuation

US$167.4421.2% undervalued

AnalystLowTarget Fair Value

Narrative

Updates2

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.

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.

AnalystLowTarget Fair Value

US$167.44

21.2% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

14.82%

Software revenue growth rate

1.30%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

8.07%

Calculation

US$197.27m

Earnings '29

284.66x

PE Ratio '29

US$56.15b

Market Cap '29

US$56.15b

Market Cap '29

264.94m

No. shares '29

US$211.96

Share Price '29

US$211.96 Share Price '29

Discounted to 2026 @ 8.03% p.a.

US$168.11

Fair Value '26