TEAM|Analyst Targets
TEAM|Company Info
TEAM|Insider Trading
TEAM|Fundamentals
TEAM|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q2'27 | $1.34 | - | - |
| Q1'27 | $1.45 | $1.65 | +13.4% |
| Q4'26 | $1.50 | $1.87 | +24.5% |
| Q1'26 | $1.34 | $1.75 | +31.0% |
| Q1'25 | $0.93 | $0.97 | +4.9% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q2'27 | $1.9B | - | - |
| Q1'27 | $1.7B | $1.8B | +1.5% |
| Q4'26 | $1.7B | $1.8B | +4.3% |
| Q1'26 | $1.7B | $1.8B | +7.4% |
| Q1'25 | - | $1.4B | - |
TEAM|Monthly Returns
Market Data
TEAM Stock Snapshot
- Market cap
- 47.82B
- Day range
- $148.00 – $165.32
- News sentiment
- 44/100 · Neutral
- Analyst target
- $230.20 (+47.6%)
- Consensus
- Buy · 42 analysts
TEAM ranks mid-pack on momentum, neither leading nor lagging its peers by much. Sector peers are worth watching - large caps in Technology tend to move together on rotation.
Reverse DCF
What growth is priced into TEAM?
At today's price, Atlassian Corporation needs to grow free cash flow about 19.5% a year for 3 years, slowing to a long-run rate by year 10, to justify its valuation at a 9.89% cost of capital. Over the last five years its revenue has trended at 23.3% a year, so the market is asking for 3.8 percentage points below its own delivered rate. On that basis TEAM looks priced below what its own growth record supports.
- Implied FCF growth
- 19.5%
- Growth trend
- 23.3%
- Growth gap
- -3.8 pts
- Verdict
- CHEAP
- Discount rate (WACC)
- 9.89%
- Beta
- 1.22
Behaviour On Record
What TEAM's own history says about today's numbers
- Realized volatility (21d)
- 49.8% 60th pct
- Below its peak
- -59.6%
- vs 200-day average
- +56.0%
- Up days (1y)
- 49%
Atlassian Corporation is currently running 49.8% annualised volatility over the last 21 sessions. Measured against TEAM's own 11 years of daily returns rather than a market-wide average, that is the 60th percentile — close to its own typical level, against a typical reading of 45.8%.
TEAM is trading -59.6% below its running peak. Across 11 full years on file, its median worst-drawdown-in-a-year was -30.3%, and the deepest was -66.8% in 2022. The current drawdown is already deeper than this stock's typical annual low point, which puts it in the part of its range where past recoveries began, and where past declines also continued.
Price sits +56.0% from its 200-day moving average. Against every other day in its history, that gap ranks at the 97th percentile — a wider gap than this stock usually carries. Over the past year TEAM closed higher on 49% of sessions, and it is currently 2 sessions into a falling streak.
On November specifically: over 10 years of records, TEAM finished the month higher 5 of 10 times, with a median return of +1.8% and an average of -0.4%. Its strongest month historically has been August at +15.0% on average, its weakest March at -4.4%.
Overnight risk is measurable too: TEAM has opened more than 2% away from the prior close in 212 of 2,741 sessions (7.7% of the time), with the largest gaps running +9.1% and -9.9%.
All figures computed from 2,742 daily closes between 2015-12-10 and 2026-11-05, split-adjusted, recomputed daily. Percentiles are against TEAM's own 11-year history, not a peer group or index.
Sector Rotation
Is money rotating into or out of TEAM's sector?
Atlassian Corporation sits in the Software sector, currently ranked 11th of 12 GICS sectors by relative-strength rotation score (lagging). Within its narrower Software industry group, TEAM ranks 13th of 15 tracked industries, lagging.
- Sector rank
- #11 of 12
- Sector state
- Lagging
- Sector rotation score
- 18
- Industry rank
- #13 of 15
Analyst Consensus Estimates
What do analysts expect TEAM to earn?
Analysts expect Atlassian Corporation to earn $5.44 per share in the fiscal year ending Jun 2027 and $2.19 in the fiscal year ending Jun 2028, from 8 estimates. These are analyst forecasts, not company guidance, and later years rest on fewer analysts.
Revenue marked ~ is our calculation from the EPS estimate, not analyst consensus.
Analyst Rating Changes
Are analysts turning bullish or bearish on TEAM?
TD Cowen most recently reiterated its rating on Atlassian Corporation to Hold on Nov 3, 2026 with a price target of $180 (from $145). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.
- Latest action
- TD Cowen: Hold
- 90-day upgrades
- 0
- 90-day downgrades
- 0
- Net rating momentum
- 0
Earnings Release, Scored
What did Atlassian Corporation's latest earnings release say?
Most important lines
- 1
Service Collection Surpasses 70,000 Customers: Demonstrating strong momentum across enterprise service management, Service Collection has over $1 billion in ARR that is growing north of 30% year-over-year and has expanded to more than 70,000 customers.
New this quarter - 2
This growth is driven by organizations expanding beyond IT into HR, legal, finance, customer service, and marketing teams, alongside strong momentum in competitive displacements where seat growth exceeded 40% year-over-year.
New this quarter - 3
Atlassian Marketplace Surpasses $7 Billion in Lifetime Sales: The Atlassian Marketplace surpassed $7 billion in lifetime sales since its inception in 2012.
New this quarter
Peers & ETF holders
TEAM peers & ETF holders
Software - ApplicationMarket cap · today
News & sentiment
What is the news saying about TEAM?
TEAM fell 20.1% over the month to Nov 6. News tone held between 57 and 88 from Oct 6 to Oct 9, then dropped to 44 on Oct 12.
- Oct 15 +7.4%same day: Mizuho Maintains Outperform on Atlassian, Raises Price Target to $235
- Oct 28 -5.6%same day: Wells Fargo Maintains Overweight on Atlassian, Raises Price Target to $270
- Nov 6 -14.9%same day: Atlassian (TEAM) Surpasses Q1 Earnings and Revenue Estimates
Technical analysis
How strong is TEAM's momentum right now?
On the daily chart TEAM ranks at the 63rd percentile for momentum against 1,060 stocks and ETFs, a bullish reading.
Institutional ownership
Are big funds buying or selling TEAM?
91 of the 194 tracked managers added to TEAM in their latest 13F and 99 trimmed. Together they own 44.2% of the company, worth $11.4B. BlackRock and Vanguard Portfolio Management alone hold 7.4%.
- 1BlackRock, Inc.4.15%$991.6M positionAdded 10.4% last quarter
- $775.4M positionAdded 0.7% last quarter
- 3DNB Asset Management AS3.20%$764.7M positionAdded 21.7% last quarter
- $686.3M positionAdded 112.6% last quarter
- 5GQG Partners LLC2.50%$595.7M positionNew position last quarter
- $561.5M positionTrimmed 5.1% last quarter
- 7State Street Corp1.52%$363.7M positionAdded 14.7% last quarter
- $822.9M positionTrimmed 16.1% last quarter
- 9Morgan Stanley1.37%$325.8M positionTrimmed 1.1% last quarter
- 10Ameriprise Financial Inc1.23%$293.6M positionAdded 342.9% last quarter
Congressional trading
Is Congress trading TEAM?
1 member of Congress disclosed 3 TEAM trades between Jan 28 and Jun 11, 2025: 1 buy and 2 sells, about $24.0K in estimated value.
What stands out
Click one to highlight its trades in the chartDiscover more
How has TEAM done against its peers?
Over the six months to Nov 6, TEAM returned +75.1%. Of the 15 related stocks and ETFs, 2 did better, led by SNOW at +97.6%.
- 1SNOWSnowflake Inc.up 97.6%+22.5 pts
- 2CRWDCrowdStrike Holdings, Inc.up 87.5%+12.4 pts
- 3TEAMThis stockup 75.1%
- 4PANWPalo Alto Networks, Inc.up 69.1%−6.0 pts
- 5PLTRPalantir Technologies Inc.up 19.8%−55.2 pts
- 6CRMSalesforce, Inc.up 18.6%−56.4 pts
- 7FTNTFortinet, Inc.up 15.0%−60.0 pts
- 8NOWServiceNow, Inc.up 14.5%−60.5 pts
- 16ORCLOracle Corporationdown 40.8%−115.9 pts