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TEAM

AtlassianF
Nasdaq / Software & Services
Last Price
At close
2026-07-20
View Chart
Current thesis
The primary-source read is fundamentally constructive: Q3 growth accelerated, cloud growth re-accelerated to 29%, RPO reached about $4.0B, management raised FY26 revenue expectations, and shareholder materials highlighted stronger enterprise, AI, and collections adoption with signs that Rovo usage correlates with faster ARR growth. The official May 6 Flex announcement also suggests Atlassian is trying to make enterprise AI adoption easier to monetize across a broader platform footprint.
Posture
Defensive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta 0.0.
What can break
Free cash flow fell y/y in Q3 and the 10-Q said the decline was driven by lower operating cash flow, including higher cash paid to employees, vendors, restructuring-related items, and income taxes. [#10-Q-2026-05-01]
Momentum
30
Value
47
Sentiment
33
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $84.00 · Bull $102.00 · Bear $70.00
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-12 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade F · Defensive
Confidence Medium · Net Neutral
Target $125.30
Why
Momentum30 · Δ7d +13.0
Value47 · Δ7d 0.0
Sentiment33 · Δ7d -7.7
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Value · See fundamentals
Momentum
30
26% active weight
Current posture
7d trendImproving
Δ7d
+13.0
Δ21d
-4.2
Value
47
39% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
-0.5
Sentiment
33
34% active weight
Current posture
7d trendSoftening
Δ7d
-7.7
Δ21d
-18.1
Why this grade

Composite grade F. Momentum 30.4 / Value 47.1 / Sentiment 33.2

Fundamentals (TTM)
As of 2026-07-20
Market Cap
$24.47B
Beta
0.89
Shares Out
253.77M
P/E (TTM) · Derived
50.2
P/S (TTM)
7.42
P/FCF (TTM)
27.81
Rev YoY
+31.7%
EPS YoY
+39.8%
Gross Margin
+84.5%
Op Margin
-3.6%
Net Debt
-$1.7B
Current Ratio
0.69
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology