Is Atlassian’s AWS Marketplace Expansion Reshaping the Cloud Investment Case for TEAM?

• Atlassian Corporation recently announced that its core cloud apps, Jira, Confluence, and Jira Service Management, are now publicly listed on AWS Marketplace, giving organizations in more than 150 countries access via streamlined, multi-currency procurement.
• This move deepens Atlassian’s multi-year collaboration with AWS, potentially accelerating Data Center-to-cloud migrations by pairing Atlassian’s AI-enabled tools with AWS’s procurement, integration, and performance advantages.
• We’ll now examine how Atlassian’s expanded AWS Marketplace presence could influence its cloud-focused investment narrative and long-term growth assumptions.

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Atlassian Investment Narrative Recap

To own Atlassian, you need to believe its shift from Data Center to Cloud and its AI-powered teamwork tools can support durable, high‑value customer relationships. The AWS Marketplace listing could modestly support that thesis by smoothing procurement and potentially reducing friction in complex enterprise migrations, but it does not remove the execution and migration risks that remain central to the story in the near term.

Among recent developments, Atlassian’s acquisition of engineering intelligence firm DX is especially relevant, as it ties directly into the same cloud and AI narrative highlighted by the AWS partnership. Together, DX’s developer insights and Atlassian’s AI-enabled cloud tools on AWS Marketplace may strengthen the appeal of moving large, complex customers to the cloud, which is currently one of the company’s most important catalysts.

Yet, while these partnerships may help, investors should still be aware that the hardest Data Center to Cloud migrations...

Read the full narrative on Atlassian (it's free!)

Atlassian's narrative projects $8.7 billion revenue and $310.2 million earnings by 2028.

Uncover how Atlassian's forecasts yield a $245.24 fair value, a 51% upside to its current price.

Exploring Other Perspectives

Eight members of the Simply Wall St Community place Atlassian’s fair value between US$201.40 and US$247.99, highlighting how far opinions can stretch. Against that backdrop, the unresolved risk around complex enterprise cloud migrations could materially influence whether those expectations are met, so it is worth comparing several of these viewpoints before deciding what you think the stock is worth.

Explore 8 other fair value estimates on Atlassian - why the stock might be worth just $201.40!

Build Your Own Atlassian Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Atlassian research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Atlassian research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Atlassian's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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