AU · rank #18 · 2026-10-23
TEAM
NASDAQ · $56.49B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.760 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.13 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.207 |
| Analyst upside Consensus target $224.91 | +0.8% |
| Momentum acceleration 3-month minus 12-month momentum. | +148.05% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.45 |
| Gross margin TTM | +85.6% |
| 52w high | $229.96 |
| Market cap (USD) | $56.49B |
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 is a cloud-native collaboration and DevOps platform serving 350,000+ customers across Jira, Confluence, Jira Service Management and Rovo, with $6.61B in cloud ARR and deep workflow-data entrenchment across 85% of the Fortune 500.
Rationale
The analyst_upside signal is reinforced by a 24.5% earnings beat, 11 target raises in 30 days, 100% revision agreement, and 44% RPO growth that provides forward revenue visibility supporting the consensus re-rating thesis.
Material risks
- 1AI-native tools (GitHub Copilot, Linear, Notion) could shift work initiation away from Jira and Confluence, commoditizing Atlassian's application layer and undermining the workflow-moat premise that justifies premium multiples.
- 2FY2027 data-center revenue is guided down ~17%, creating a migration air pocket where churning on-prem customers may not fully convert to cloud at equivalent ARR, compressing near-term growth relative to elevated post-beat expectations.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.