Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation - Ordinary Shares - Class A

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Market Cap$20.68B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Atlassian Corporation - Ordinary Shares - Class AAtlassian Corporation - Ordinary Shares - Class A-94.8--25%3.64.2

Earnings Call Q3 2026

April 30, 2026 - AI Summary

Strong Revenue Growth: Atlassian reported total revenue growth of 32% year-over-year, reaching $1.8 billion for Q3 FY 2026. Cloud revenue surpassed $1.1 billion, with a year-over-year growth rate of 29%, indicating robust demand for its cloud solutions, particularly in the enterprise and AI sectors.
Increased Adoption of AI Solutions: The company highlighted significant growth in Rovo, its AI offering, with millions of monthly active users. Customers utilizing Rovo show approximately twice the annual recurring revenue (ARR) growth compared to those not using the service, suggesting a strong competitive edge in AI integration for its software.
Competitive Displacements: Atlassian experienced its largest quarter for competitive displacements from traditional ITSM providers, indicating a shift in preference among enterprises towards Atlassian's modern, AI-driven solutions. This trend reflects a broader market shift as companies seek better value and streamlined services.

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$124.90

Target Price by Analysts

49% upsideAtlassian Target Price DetailsTarget Price
$136.90

Current Fair Value

63.3% upside

Undervalued by 63.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$20.68 Billion
Enterprise Value$23.25 Billion
Dividend Yield$- (-)
Earnings per Share$-0.98
Beta1.07
Outstanding Shares260,964,999

Return

Return on Equity-24.66%ROE
Return on Assets-3.84%
Return on Invested Capital-8.87%

Valuation & Multiples

P/E Ratio-94.76P/E Ratio
PEG65.97PEG
Price to Sales3.65Price to Sales
Price to Book Ratio27.95Price to Book Ratio
Enterprise Value to Revenue3.76
Enterprise Value to EBIT-112.61
Enterprise Value to Net Income-108
Total Debt to Enterprise0.16
Debt to Equity4.21Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$1.28
Average shareholder expectation
Revenue Estimate
$1.70 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 6, 2026
EPS Estimate
$1.50
Average shareholder expectation
Revenue Estimate
$1.66 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.8379 22.73%
Total Calls5,767,200 144.63%
Total Puts4,832,400 92.43%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %57.47% 0.55%
Total Invested$10.34B 57.44%
Investors Holding696 150.00%

ESG Score

No data

About Atlassian Corporation Plc

4,907 employees

Atlassian is a global software company helping teams around the world unleash their potential. The Company builds tools that help teams collaborate, build, and create together. With more than 180,000 customers and team of more than 5,00...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides critical analysis and revenue estimates for all tax legislation, directly influencing corporate tax structures and capital investment credits. Its work is foundational to the tax policies that significantly impact Atlassian's financial planning and profitability.

Finance

As the most powerful economic committee, its control over taxation and trade policy directly impacts Atlassian's profitability, international operations, and overall corporate valuations. Tax policy changes (e.g., corporate tax rates, R&D credits) are highly material.

Judiciary

This committee's oversight of antitrust laws and intellectual property is critically important for a software company like Atlassian. Antitrust enforcement can influence market competition, while intellectual property protection is fundamental to its business model and value.

Commerce, Science, and Transportation

This committee's vast jurisdiction over interstate commerce, including 'Big Tech' through privacy and net neutrality laws, directly impacts how Atlassian operates, manages data, and delivers its software services online. Regulations here could significantly affect its business model.