← Analyst Upside
AU · rank #15 · 2026-10-19
TEAM
NASDAQ · $51.81B (USD)
SignalSell
verdict · CAUTION
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.041 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.13 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.186 |
| Analyst upside Consensus target $211.36 | +1.7% |
| Momentum acceleration 3-month minus 12-month momentum. | +120.19% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.45 |
| Gross margin TTM | +85.6% |
| 52w high | $214.77 |
| Market cap (USD) | $51.81B |
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 operates a cloud-centered work management and collaboration platform spanning Jira, Confluence, Loom, and Jira Service Management.
Rationale
The analyst upside signal is reinforced by a 24.5% earnings surprise, 100% positive 30-day revision agreement across covered analysts, and 44% RPO growth to $4.8 billion.
Material risks
- 1Microsoft's enterprise bundling of Teams, GitHub, and Azure DevOps directly threatens Atlassian's core seat growth and pricing power.
- 2Generative AI coding agents and automated developer workflows could commoditize core Jira and Confluence functionality as management signals slowing FY2027 subscription growth.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.
OpenAI
Caution
Claude
Caution
Gemini
Proceed