Atlassian 경영진
경영진 기준 점검 4/4
Atlassian CEO는 Mike Cannon-Brookes, Oct2002 에 임명되었습니다 의 임기는 23.58 년입니다. 총 연간 보상은 $54.24K, 89% 급여 및 11% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $4.14B 가치에 해당하는 회사 주식의 18.66% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.3 년과 3.2 년입니다.
핵심 정보
Mike Cannon-Brookes
최고경영자
US$54.2k
총 보수
| CEO 급여 비율 | 88.97% |
| CEO 재임 기간 | 23.6yrs |
| CEO 지분 보유율 | 18.7% |
| 경영진 평균 재임 기간 | 3.3yrs |
| 이사회 평균 재임 기간 | 3.2yrs |
최근 경영진 업데이트
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 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.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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$217m |
| Dec 31 2025 | n/a | n/a | -US$189m |
| Sep 30 2025 | n/a | n/a | -US$185m |
| Jun 30 2025 | US$54k | US$48k | -US$257m |
| Mar 31 2025 | n/a | n/a | -US$430m |
| Dec 31 2024 | n/a | n/a | -US$346m |
| Sep 30 2024 | n/a | n/a | -US$392m |
| Jun 30 2024 | US$55k | US$49k | -US$301m |
| Mar 31 2024 | n/a | n/a | -US$163m |
| Dec 31 2023 | n/a | n/a | -US$384m |
| Sep 30 2023 | n/a | n/a | -US$505m |
| Jun 30 2023 | US$55k | US$49k | -US$487m |
| Mar 31 2023 | n/a | n/a | -US$518m |
| Dec 31 2022 | n/a | n/a | -US$305m |
| Sep 30 2022 | n/a | n/a | -US$122m |
| Jun 30 2022 | US$60k | US$54k | -US$520m |
| Mar 31 2022 | n/a | n/a | -US$642m |
| Dec 31 2021 | n/a | n/a | -US$487m |
| Sep 30 2021 | n/a | n/a | -US$1b |
| Jun 30 2021 | US$61k | US$56k | -US$579m |
| Mar 31 2021 | n/a | n/a | -US$868m |
| Dec 31 2020 | n/a | n/a | -US$1b |
| Sep 30 2020 | n/a | n/a | -US$442m |
| Jun 30 2020 | US$51k | US$46k | -US$351m |
| Mar 31 2020 | n/a | n/a | -US$203m |
| Dec 31 2019 | n/a | n/a | -US$247m |
| Sep 30 2019 | n/a | n/a | -US$326m |
| Jun 30 2019 | US$300k | US$274k | -US$638m |
보상 대 시장: Mike의 총 보수(USD54.24K)는 US 시장에서 비슷한 규모 기업의 평균(USD14.79M)보다 낮습니다.
보상과 수익: Mike의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Mike Cannon-Brookes (46 yo)
23.6yrs
재임 기간
US$54,240
보수
Mr. Michael Cannon-Brookes, also known as Mike, is a Co-Founder of Atlassian Corporation Plc and had been its Co-Chief Executive Officer since October 2002 until August 31, 2024 and serves as its Chief Exe...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 23.6yrs | US$54.24k | 18.66% $ 4.1b | |
| Co-Founder | 23.6yrs | US$73.53k | 18.66% $ 4.1b | |
| Chief Revenue Officer | 1.3yrs | US$23.91m | 0.094% $ 20.9m | |
| CFO & Principal Financial Officer | less than a year | 데이터 없음 | 0.000030% $ 6.7k | |
| Principal Accounting Officer & Controller | 8.6yrs | 데이터 없음 | 0.024% $ 5.2m | |
| Head of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| General Counsel | 2.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Marketing Officer | 3.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief People & AI Enablement Officer | 2.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief of Staff | 7.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Enterprise & Platform | no data | 데이터 없음 | 데이터 없음 | |
| Chief Product & AI Officer | no data | 데이터 없음 | 데이터 없음 |
3.3yrs
평균 재임 기간
45yo
평균 나이
경험이 풍부한 관리: TEAM의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.3 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 23.6yrs | US$54.24k | 18.66% $ 4.1b | |
| Co-Founder | 23.6yrs | US$73.53k | 18.66% $ 4.1b | |
| Independent Director | 1.1yrs | US$203.31k | 0.00059% $ 130.9k | |
| Independent Director | 10.5yrs | US$365.03k | 0.020% $ 4.4m | |
| Independent Chair of the Board | 10.5yrs | US$395.03k | 0.014% $ 3.2m | |
| Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 4.7yrs | US$345.03k | 0.0016% $ 364.0k | |
| Independent Director | 1.8yrs | US$340.45k | 0.0024% $ 539.3k | |
| Independent Director | 1.3yrs | US$300.19k | 데이터 없음 | |
| Independent Director | less than a year | 데이터 없음 | 데이터 없음 |
3.2yrs
평균 재임 기간
46.5yo
평균 나이
경험이 풍부한 이사회: TEAM의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.2 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/18 18:30 |
| 종가 | 2026/05/15 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 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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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 |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Jamie Shelton | Arete Research Services LLP |