AU · rank #17 · 2026-07-20
TEAM
NASDAQ · $23.47B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.349 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.05 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 0 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.194 |
| Analyst upside Consensus target $139.87 | +49.9% |
| Momentum acceleration 3-month minus 12-month momentum. | +44.02% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.36 |
| Gross margin TTM | +84.8% |
| 52w high | $206.00 |
| Market cap (USD) | $23.47B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Atlassian Corp Plc operates a large-scale collaboration and work-management software platform for global IT and software teams, with cloud subscriptions serving as its primary growth driver.
Rationale
The ~50% analyst upside signal is highly supported by robust fundamental execution, including a 31% Q3 earnings surprise, upgraded full-year revenue guidance, and the company's first-ever $1 billion cloud revenue quarter.
Material risks
- 1Large enterprise and hyperscale cloud customers building proprietary workflow and collaboration tools in-house to reduce their long-term dependence on Atlassian's software stack.
- 2Competitive pressure from major integrated suites like Microsoft, GitHub, and ServiceNow that could commoditize issue-tracking features and erode pricing power.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.