ATLASSIAN CORPORATION (TEAM)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-30
$191.72-6.07%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-30
Research Workspace
Put TEAM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 26% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 70% growth a year, above the roughly 17% analysts expect, leaving little room for error.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 68% in its worst 12-month stretch.
View RiskAtlassian’s AI and enterprise sales growth must keep compounding to support its premium valuation. Revenue grew 28% year over year in fiscal 2026’s fourth quarter, which beat earnings expectations. TEAM trades at 41× P/E versus a 31× peer median. The market prices in more growth than our forecast. The 14% next-quarter miss probability and premium compression are specific risks. Peer multiples imply a price about 70% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-30. TEAM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 33 analysts currently covering TEAM (as of Oct 2026).
Based on 16 Wall Street analysts offering 12-month price targets for TEAM in the last 4 months.
Continue this research
Compare TEAM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TEAM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put TEAM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Focus on AI and enterprise sales
Analyst upgrade reflects confidence in AI growth strategy.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $191.72
The last 12 months of price, then the range of analyst 12-month targets from today’s $191.72.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Focus on AI and enterprise sales
New AI platform aligns with growth focus on AI and enterprise sales.
Advances: Focus on AI and enterprise sales
AI seen as a tailwind supports growth objectives.
Advances: Focus on AI and enterprise sales
AI's positive impact aligns with Atlassian's growth focus.
Advances: Focus on AI and enterprise sales
New AI tool aligns with focus on AI and enterprise sales.
Advances: Focus on AI and enterprise sales
Supports focus on AI and enterprise sales growth.
Advances: Focus on AI and enterprise sales
Earnings beat and guidance lift support AI growth focus.
Advances: Focus on AI and enterprise sales
Software comeback aligns with AI and enterprise sales focus.
