Atlassian (TEAM) 주식 개요
Atlassian은 조직이 전 세계적으로 대규모 생산성을 발휘할 수 있는 업무 시스템을 통해 모든 팀을 연결할 수 있는 협업 소프트웨어를 제공합니다. 자세히 보기
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Atlassian Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$107.61 |
| 52주 최고가 | US$222.59 |
| 52주 최저가 | US$56.01 |
| 베타 | 0.90 |
| 1개월 변동 | 52.66% |
| 3개월 변동 | 43.23% |
| 1년 변동 | -48.17% |
| 3년 변동 | -41.48% |
| 5년 변동 | -52.36% |
| IPO 이후 변동 | 287.37% |
최근 뉴스 및 업데이트
Seeking Alpha • May 13
Atlassian: The Market Is Reacting To Fear Rather Than Real Data
Summary Atlassian has sharply underperformed, losing two-thirds of its value in 12 months despite accelerating revenue growth and robust RPO expansion. I reiterate a 'Strong Buy' rating, arguing the selloff is sentiment-driven and not supported by Atlassian’s resilient business performance or durable platform value. TEAM’s platform remains critical for technical teams, offering essential context and collaboration tools that agentic AI cannot fully replace. Risks from AI-driven seat compression exist, but rising credit spending and platform usage suggest Atlassian can pivot toward a consumption-based growth model. Read the full article on Seeking Alpha
새로운 내러티브 • May 13
TEAM: The Enterprise Cloud Pivot and the AI-Driven Collaboration Inflection Point Leveraging a $4B Backlog and 29% Cloud Growth
Atlassian Corporation (TEAM), the global leader in team collaboration and productivity software, is navigating a transformative fiscal 2026 defined by its high-stakes migration of legacy on-premises users to the unified Atlassian Cloud. As of May 12, 2026, the company holds a significant market capitalization of approximately $23.15 billion , with its shares trading near $87.31 after a period of price adjustments reflecting leadership transitions and aggressive infrastructure investments.
내러티브 업데이트 • Apr 27
TEAM: AI Integration With Cloud Partners Will Drive Stronger Long Term Returns
Analysts have reduced their price target for Atlassian to reflect an updated fair value estimate of about $145.54, down from roughly $165.22. This adjustment is based on slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E.Recent updates
Seeking Alpha • May 13
Atlassian: The Market Is Reacting To Fear Rather Than Real Data
Summary Atlassian has sharply underperformed, losing two-thirds of its value in 12 months despite accelerating revenue growth and robust RPO expansion. I reiterate a 'Strong Buy' rating, arguing the selloff is sentiment-driven and not supported by Atlassian’s resilient business performance or durable platform value. TEAM’s platform remains critical for technical teams, offering essential context and collaboration tools that agentic AI cannot fully replace. Risks from AI-driven seat compression exist, but rising credit spending and platform usage suggest Atlassian can pivot toward a consumption-based growth model. Read the full article on Seeking Alpha새로운 내러티브 • May 13
TEAM: The Enterprise Cloud Pivot and the AI-Driven Collaboration Inflection Point Leveraging a $4B Backlog and 29% Cloud Growth
Atlassian Corporation (TEAM), the global leader in team collaboration and productivity software, is navigating a transformative fiscal 2026 defined by its high-stakes migration of legacy on-premises users to the unified Atlassian Cloud. As of May 12, 2026, the company holds a significant market capitalization of approximately $23.15 billion , with its shares trading near $87.31 after a period of price adjustments reflecting leadership transitions and aggressive infrastructure investments.내러티브 업데이트 • Apr 27
TEAM: AI Integration With Cloud Partners Will Drive Stronger Long Term Returns
Analysts have reduced their price target for Atlassian to reflect an updated fair value estimate of about $145.54, down from roughly $165.22. This adjustment is based on slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E.내러티브 업데이트 • Apr 13
TEAM: Restructuring And AI Expansion Will Support Stronger Long Term Returns
Analysts now set Atlassian's price target at $165.22, down from $168.93. The change reflects slightly adjusted assumptions around discount rate, profit margin and future P/E, while revenue growth expectations remain broadly in line.내러티브 업데이트 • Mar 30
TEAM: Restructuring And AI Rollout Will Support Stronger Long Term Returns
Analysts have trimmed their price target for Atlassian to about $169 from roughly $178, citing updated assumptions that combine slightly higher projected revenue growth with a lower profit margin outlook and a higher future P/E multiple. What's in the News Atlassian provided earnings guidance for the third quarter of fiscal 2026, with total revenue expected in a range of US$1,689m to US$1,697m, and projected full year 2026 total revenue growth of approximately 22% (Key Developments).
내러티브 업데이트 • Mar 16
TEAM: AI Restructuring And Enterprise Focus Will Drive Long Term Upside
Analysts have reduced their Atlassian fair value estimate from $353.51 to $321.99 after incorporating updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Atlassian announced a restructuring that removes about 10% of its workforce, with estimated charges of $225 million to $236 million, mostly tied to severance, benefits, and office space reductions.
새로운 내러티브 • Mar 12
Atlassian will shine with 14.32% projected revenue growth
Atlassian Corporation (NASDAQ: TEAM) is poised to deliver another year of robust financial performance, with analysts projecting revenue growth of approximately 14.32% on an annualized basis — a figure that underscores the company's resilience and growing dominance in the enterprise software market. Against a backdrop of cautious technology spending, Atlassian's diversified product suite and accelerating artificial intelligence strategy are setting the stage for continued outperformance.내러티브 업데이트 • Mar 02
TEAM: Cloud Partnership And Share Buybacks Will Support Stronger Long Term Returns
Analysts have kept their Atlassian price target broadly unchanged at about $178 per share, reflecting only minor tweaks to assumptions for the discount rate, revenue growth, profit margin and future P/E multiple rather than a shift in their overall view. What's in the News Atlassian opened beta access to AI agents in Jira, allowing teams to assign work to Atlassian Rovo and third-party agents, collaborate with them in comments, and embed them directly into workflows while keeping existing project configurations, permissions, and approvals in place.내러티브 업데이트 • Feb 16
TEAM: Cloud Marketplace Expansion And Buybacks Will Support Stronger Long Term Returns
Analysts have reset their fair value estimate for Atlassian from about $245.24 to $177.85, citing slightly lower revenue growth assumptions, a modestly higher discount rate, a small uptick in projected profit margins, and a meaningfully lower future P/E expectation. Analyst Commentary Bullish and bearish analysts are looking at the reset fair value for Atlassian through different lenses, but they largely focus on how the updated assumptions line up with execution risk, profitability potential, and valuation discipline.
내러티브 업데이트 • Feb 02
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.내러티브 업데이트 • Jan 19
TEAM: AWS Partnership And Margin Expansion Will Drive Long Term Upside
Analysts have trimmed their price target for Atlassian from $371.17 to $353.51, citing updated assumptions on discount rate, revenue growth, profit margins and future P/E expectations. Analyst Commentary Bullish analysts are framing the latest price target adjustment for Atlassian as a recalibration of assumptions rather than a change in the long term thesis.분석 기사 • Jan 17
Atlassian Corporation (NASDAQ:TEAM) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely
Atlassian Corporation ( NASDAQ:TEAM ) shareholders that were waiting for something to happen have been dealt a blow...내러티브 업데이트 • Jan 05
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.내러티브 업데이트 • Dec 17
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.내러티브 업데이트 • Dec 03
TEAM: Share Repurchases And Cloud Expansion Will Drive Stronger Long Term Returns
Analysts slightly raised their price target on Atlassian to approximately $245.24 from about $245.23, citing marginally stronger long term revenue growth expectations that more than offset a modest uptick in the assumed discount rate and future valuation multiples. Analyst Commentary Analyst sentiment around Atlassian remains generally constructive, with recent target adjustments framed by confidence in the company’s long term growth algorithm and durable competitive position in collaborative software.내러티브 업데이트 • Nov 19
TEAM: Share Repurchases And Improving Margins Will Lead To Stronger Returns
Atlassian Analyst Price Target Rises on Improved Profit Outlook Analysts have raised their price target for Atlassian from $244.75 to $245.23 after a slight uptick in projected revenue growth and an improvement in profit margin expectations. What's in the News Atlassian has repurchased 1,383,000 shares, representing 0.53 percent of shares for $249.96 million.내러티브 업데이트 • Nov 05
TEAM: Cloud Partnership And Share Buybacks Will Drive Stronger Returns Ahead
Analysts have slightly lowered their price target for Atlassian, adjusting it from $249.51 to $244.75. They cite marginally reduced revenue growth expectations, along with an improved profit margin outlook.내러티브 업데이트 • Oct 22
Analysts Maintain Atlassian Price Target as Buybacks Complete and Growth Projections Hold Steady
Analysts have marginally adjusted their price target for Atlassian and are maintaining it at $249.51. Their outlook remains steady based on consistent growth and earnings projections.내러티브 업데이트 • Oct 08
AI Adoption And Enterprise Cloud Migration Will Unlock Future Opportunity
Analysts have revised their price target for Atlassian downward from $256.66 to $249.51. This reflects slightly lower fair value estimates and ongoing evaluation of revenue growth and profit margin expectations.내러티브 업데이트 • Sep 24
AI Adoption And Enterprise Cloud Migration Will Unlock Future Opportunity
Atlassian’s consensus Analyst Price Target and Future P/E have both seen only negligible downward adjustments, reflecting little change in forward expectations and consistent valuation, with fair value shifting marginally from $259.82 to $256.66. What's in the News Atlassian completed share repurchases totaling $1,000.3 million under its 2023 buyback and $328.76 million under its 2024 buyback, retiring over 7.1 million shares in aggregate.내러티브 업데이트 • Sep 04
AI Adoption And Enterprise Cloud Migration Will Unlock Future Opportunity
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.분석 기사 • Jun 25
Shareholders Should Be Pleased With Atlassian Corporation's (NASDAQ:TEAM) Price
You may think that with a price-to-sales (or "P/S") ratio of 10.6x Atlassian Corporation ( NASDAQ:TEAM ) is a stock to...Seeking Alpha • Apr 17
Atlassian: A Growth Prospect At These Levels
Summary Atlassian's Jira and Confluence are critical, sticky solutions in IT, ensuring resilience against budget cuts and strong customer retention. TEAM's growth is driven by its cloud platform and AI enhancements, supported by a lean acquisition strategy and robust finances. Valuations have contracted, providing a favorable entry point for long-term investors, with potential for further growth as R&D costs stabilize. Despite risks in cloud migration and competition, Atlassian's cash flow and stronghold in the market make it a solid long-term investment below $200. Read the full article on Seeking AlphaSeeking Alpha • Mar 20
Atlassian: A Compelling Path Forward To Growth
Summary Atlassian's focus on large enterprises and non-technical customers aims to drive sustainable long-term growth and reduce customer acquisition costs. The company's extensive data and AI integration provide a competitive edge, uncovering market opportunities unseen by competitors. Competitive pressures cloud migration risks, and high expectations might deter more conservative investors. Valuation estimates suggest a significant upside, with a projected value of $255.82 per share, reflecting a 21.67% increase from the price at the time of writing of $210.25. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Atlassian: This Is The Drop I Was Waiting For
Summary Atlassian's stock looks attractive after a 15% correction, with strong pricing power and AI developments making it a solid long-term investment. Wall Street analysts are optimistic about TEAM stock, with a $344 price target implying a 59% upside, despite Seeking Alpha Quant's Hold rating. Concerns include increased sales and marketing spend outpacing revenue growth, low Fortune 500 penetration, and rising stock-based compensation leading to potential dilution. General risks involve IT and software infrastructure budgets, with macroeconomic factors potentially influencing investment in AI and data centers. Read the full article on Seeking AlphaSeeking Alpha • Feb 06
Atlassian: Its Team Is Creating A Set Of New Growth Tailwinds
Summary Atlassian has successfully transitioned to a pure SaaS model, driving growth above 20% and improving free cash flow margins, making its shares attractive. The company is pivoting to enterprise sales, with significant cross-sell potential in products like Jira Service Management, Product Discovery, Compass, and Loom. Atlassian's AI initiatives, particularly Rovo and intelligent agents, are expected to drive notable revenue increases, especially in higher-tier service offerings. Recent quarterly results exceeded expectations, with 21% year-on-year revenue growth and improved operating margins, leading to raised full-year revenue and EPS guidance. Read the full article on Seeking Alpha
새로운 내러티브 • Feb 02
AI Investments Will Improve Product Capabilities And Customer Engagement
Strategic investment in AI and focus on enterprise customers suggest strong potential for revenue growth and increased customer engagement.Seeking Alpha • Jan 31
Atlassian: Soaring On Guidance And The Implications
Summary Atlassian posted strong Q2 results, with 21% YoY revenue growth and improved profit margins, driving a significant post-earnings rally. Management raised full-year revenue growth guidance to 19% with an implied Q4 acceleration to 20% YoY growth. Despite TEAM stock trading at the high end of my fair value range, I still see a path to market-beating returns. Read the full article on Seeking AlphaSeeking Alpha • Dec 16
Atlassian: The High Growth Continues
Summary Atlassian's robust growth, with a 10-year CAGR of 35.10%, is driven by customer migration from Data Centers to Cloud and strong product offerings like Jira and Confluence. The company's growth outlook remains strong, supported by customer growth, particularly among SMBs and Enterprises, and increasing ARPU through cross-selling opportunities. Atlassian's market positioning is decent, ranking 2nd in Project Management Software and 4th in Knowledge Management, but faces competition in the ITSM market. A Buy rating is justified with continued strong revenue growth expected in the coming years. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Atlassian: Growth Beyond Jira And Confluence, Initiate With 'Buy'
Summary Atlassian Corporation's expanding product offerings, including Jira, Confluence, Loom, and Rovo, position it well in the fast-growing project management and collaboration markets. The company's cloud-native applications and AI investments enhance cross-selling opportunities and competitive advantages, driving significant customer growth and revenue potential. Recent results show 21% revenue growth and 19.2% adjusted operating profit growth, with a strong outlook for continued expansion and margin improvement. Initiating a 'Buy' rating with a one-year target price of $310 per share, driven by a robust product portfolio and strategic partnerships. Read the full article on Seeking AlphaSeeking Alpha • Nov 03
Atlassian Q1 Review: Pivot To The Enterprise Is Working Wonders
Summary I reiterate my “buy” rating on Atlassian after the stock gained more than 37% since my last rating in September, outperforming the S&P 500 index. Atlassian reported strong Q1 FY25 earnings, where momentum in the enterprise segment continued with paid seat expansion, cross-sell to premium editions and migrations from Data Center to Cloud. With a robust AI product roadmap, the company is heavily investing in R&D and Sales & Marketing to best position competitively, while setting a path to effective monetization in the coming years. Although operating margins contracted in Q1, the management raised FY 25 guidance for revenue and earnings. With improving investor sentiment, I will maintain my “buy” rating with a price target of $244. Read the full article on Seeking AlphaSeeking Alpha • Sep 17
Atlassian: More Fog Than A Scalable Cloud
Summary I’m concerned that Atlassian’s revenue growth is slowing down, especially as the company has guided for 16% y/y growth in fiscal 2025. Despite management’s confidence in reaching a 20% CAGR, the competitive landscape, poses significant challenges. Atlassian’s stock is already priced at 36x forward non-GAAP operating income, making it tough to justify chasing after the shares without a clear path to premium growth. While the company has impressive products and a strong cash flow, a lot has to go right for investors to see upside, which leaves me feeling neutral for now. Read the full article on Seeking AlphaSeeking Alpha • Aug 16
Atlassian: Now, It's Finally Time To Buy (Rating Upgrade)
Summary Atlassian's YTD declines intensified after the company released its FY25 outlook calling for 16% growth, versus Street expectations for 18% growth. Still, the sharp selloff has rendered the stock cheap even against lowered expectations. The stock has reached rough valuation parity with Salesforce and Workday, against which it used to trade at a large premium. Upgrading Atlassian to a buy as the company continues to roll out its AI workflow tools and waits for a pending FedRAMP approval. Read the full article on Seeking Alpha주주 수익률
| TEAM | US Software | US 시장 | |
|---|---|---|---|
| 7D | 26.0% | 8.5% | 1.5% |
| 1Y | -48.2% | -0.7% | 28.6% |
수익률 대 산업: TEAM은 지난 1년 동안 -0.7%의 수익을 기록한 US Software 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: TEAM은 지난 1년 동안 28.6%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| TEAM volatility | |
|---|---|
| TEAM Average Weekly Movement | 13.1% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
안정적인 주가: TEAM의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: TEAM의 주간 변동성(13%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2002 | 13,813 | Mike Cannon-Brookes | www.atlassian.com |
Atlassian Corporation은 조직이 전 세계적으로 대규모 생산성을 발휘할 수 있는 업무 시스템을 통해 모든 팀을 연결할 수 있는 협업 소프트웨어를 제공합니다. 제품 포트폴리오에는 작업을 계획, 추적 및 관리하기 위한 프로젝트 관리 플랫폼인 Jira, 팀 지식, 문서 및 협업 콘텐츠를 만들고, 정리하고, 공유하는 연결된 작업 공간인 Confluence, 비디오를 녹화하고 공유하는 비동기식 비디오 커뮤니케이션 도구인 Loom, IT, HR 및 기타 팀을 위한 직관적인 서비스 관리 솔루션인 Jira Service Management, 검색, 채팅 및 에이전트 기능으로 팀을 지원하는 AI 제품인 Rovo가 있습니다. 또한 전문 개발팀을 위한 git 기반 소스 코드 관리 플랫폼인 Bitbucket, 엔지니어링 구성 요소에 대한 통합 보기를 제공하는 개발자 포털인 Compass, 제품 아이디어를 캡처하고 우선순위를 지정하며 로드맵을 작성하는 도구인 Jira Product Discovery, 비즈니스 및 기술 팀을 연결하여 전략과 실행을 일치시키는 엔터프라이즈 애질리티 솔루션인 Jira Align, 리더십 팀을 위한 전략 허브인 Focus 및 인력 계획 앱인 Talent를 제공합니다.
Atlassian Corporation 기초 지표 요약
| TEAM 기초 통계 | |
|---|---|
| 시가총액 | US$23.67b |
| 순이익 (TTM) | -US$216.81m |
| 매출 (TTM) | US$6.19b |
4.4x
주가매출비율(P/S)-126.0x
주가수익비율(P/E)TEAM는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| TEAM 손익계산서 (TTM) | |
|---|---|
| 매출 | US$6.19b |
| 매출원가 | US$940.18m |
| 총이익 | US$5.25b |
| 기타 비용 | US$5.47b |
| 순이익 | -US$216.81m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -0.85 |
| 총이익률 | 84.81% |
| 순이익률 | -3.50% |
| 부채/자본 비율 | 112.5% |
TEAM의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/29 12:53 |
| 종가 | 2026/05/29 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/06/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
Atlassian Corporation는 52명의 분석가가 다루고 있습니다. 이 중 32명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Adam Shepherd | Arete Research Services LLP |
| Jamie Shelton | Arete Research Services LLP |