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Atlassian (CH:48D)
:48D

Atlassian (48D) Price & Analysis

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48D Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Robust Free Cash FlowAtlassian's strong, growing free cash flow and consistent operating cash generation provide durable financial flexibility. High cash conversion supports continued product investment, platform development and optional uses (deleveraging, strategic M&A, or shareholder returns) without depending on volatile earnings.
Recurring Revenue And Enterprise TractionLarge, sticky subscription base and strong enterprise adoption drive durable revenue visibility. High RPO and NRR indicate renewal and expansion strength, while accelerating large deals and seat expansion underpin sustainable ARR growth and lower churn risk over the medium term.
Platform And AI-driven Competitive AdvantageBroad Rovo and Teamwork Graph adoption creates network effects and embedded workflow context that raise switching costs. Strong platform engagement (MCP/CLI usage >1M MAU) supports long-term monetization potential from AI features and enterprise governance capabilities, strengthening competitive positioning.
Bears Say
Persistent GAAP Profitability WeaknessDespite revenue and cash strength, reported profitability remains weak and volatile. Ongoing GAAP losses and fluctuating operating margins constrain return generation for shareholders and may require continued reinvestment or margin rebuilding, limiting durable EPS improvement in the near term.
Material Leverage RemainsBalance sheet leverage, while better than prior peaks, is still meaningful relative to equity. Elevated debt levels can limit strategic optionality, increase interest and refinancing risk, and absorb cash flow that might otherwise fund product investment or shareholder returns over the medium term.
AI Monetization And Guidance ModerationManagement's more cautious ARR guidance and admission that consumption-based AI monetization is nascent highlight execution and timing risk. Realizing material revenue from AI features will take time and investment, making near-term margin and ARR expansion sensitive to adoption and pricing execution.

Atlassian News

48D FAQ

What was Atlassian’s price range in the past 12 months?
Currently, no data Available
What is Atlassian’s market cap?
Atlassian’s market cap is CHF30.64B.
    When is Atlassian’s upcoming earnings report date?
    Atlassian’s upcoming earnings report date is Oct 29, 2026 which is in 79 days.
      How were Atlassian’s earnings last quarter?
      Atlassian released its earnings results on Aug 06, 2026. The company reported CHF1.515 earnings per share for the quarter, beating the consensus estimate of CHF1.217 by CHF0.298.
        Is Atlassian overvalued?
        According to Wall Street analysts Atlassian’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Atlassian pay dividends?
          Atlassian does not currently pay dividends.
          What is Atlassian’s EPS estimate?
          Atlassian’s EPS estimate is 1.15.
            How many shares outstanding does Atlassian have?
            Currently, no data Available
            What happened to Atlassian’s price movement after its last earnings report?
            Atlassian reported an EPS of CHF1.515 in its last earnings report, beating expectations of CHF1.217. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Atlassian?
              Currently, no hedge funds are holding shares in CH:48D
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                Atlassian

                Atlassian Corporation, operating globally via its subsidiaries, specializes in creating, distributing, and supporting a diverse range of software solutions. Its extensive product suite features Jira Software and Jira Work Management, comprehensive project management platforms enabling technical and business teams to efficiently plan, organize, monitor, and execute tasks. Confluence serves as a collaborative workspace, centralizing knowledge to advance team efforts, while Trello provides a flexible tool for teams to structure and manage dynamic, rapidly evolving projects. Additionally, Atlassian provides Jira Service Management, an adaptable service desk solution empowering IT, legal, HR, and other service teams to deliver and oversee exceptional service experiences. Another key offering is Jira Align, an enterprise agility platform crafted to assist businesses in navigating dynamic market conditions by prioritizing value generation. Furthermore, its offerings include Bitbucket, an enterprise-grade Git repository management system facilitating professional development teams in collaborating on, managing, and deploying high-quality code. Atlassian Access provides robust, enterprise-wide security and centralized administration, enhancing data governance across its entire suite of cloud products. The portfolio also contains Jira Product, a dedicated tool for prioritizing and mapping out product roadmaps. The company's diverse portfolio extends to Atlas, a teamwork directory; Bamboo, a continuous delivery pipeline; Crowd for single sign-on capabilities; Crucible for collaborative code reviews; Fisheye, a tool to search, track, and visualize code changes; and Compass, a developer experience platform. Other notable products encompass Opsgenie, for on-call and alert management; Sourcetree, a free Git client for Windows and Mac; Statuspage, for real-time status communication to users; and Beacon, an intelligent threat detection system. Established in 2002, Atlassian Corporation maintains its headquarters in Sydney, Australia.

                Atlassian (48D) Earnings & Revenues

                48D Earnings Call

                Q4 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call emphasized strong, broad-based operational momentum: double-digit revenue and cloud growth, large-deal acceleration, significant AI adoption (Rovo) with measurable efficiency gains, robust RPO and NRR, and maintained Q4 GAAP profitability. Management set a more prudent full-year ARR guide (18%) and lowered near-term margin guidance relative to Q4 (FY27 GAAP ~4.5%) due to macro uncertainty and cautious planning, and consumption-based AI monetization is still nascent. Overall the positive growth, enterprise traction and AI-driven upside materially outweigh the conservative guidance and early-stage monetization risks.View all CH:48D earnings summaries

                48D Stock 12 Month Forecast

                Average Price Target

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