coteau Get the Coteau app

TEAM

Atlassian Corporation
$214.75
+3.33% 2026-10-19
Technology
-64%-39%-14%+12%+37%Oct 2025Apr 2026Oct 2026
TEAMSPY
1W
+3.4%
1M
+11.8%
3M
+122.7%
6M
+200.4%
YTD
+32.4%
1Y
+41.3%

Grades vs sector

Momentum
no data
–

Percentile within its GICS sector across the S&P 1500.
Growth
no data
–

Percentile within its GICS sector across the S&P 1500.
Value
no data
–

Percentile within its GICS sector across the S&P 1500.
Profitability
no data
–

Percentile within its GICS sector across the S&P 1500.
Revisions
no data
–

30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 3 live models right now.

Momentum Top 15
not ranked (outside this model's universe or screens)
Quality Growth
not ranked (outside this model's universe or screens)
Momentum Blend
not in the current book

Key stats

Market cap$54.4B
P/E (trailing)–
P/E (forward)31.9
52-week range56.01 – 223.70
Revenue growth (YoY, latest qtr)+27.6%
Dividend yield0.00%
Analyst consensusBuy (31)
Mean price target$218.78 (+2%)

Valuation & fundamentals

Bottom line
Leans undervalued
Model read-out from the numbers below, not advice. Score +1 (DCF counts double).
•DCF (base case)above the price by 6%
▲Piotroski F-score7/9
▲Altman Z6.0 (safe)
▲Net debt / EBITDA-1.7x
•Analyst target+2% (31 analysts)

Discounted cash flow

Bear
$114
-47%
growth 15% · disc. 11.4% · term. 2.0%
Base
$228
+6%
growth 25% · disc. 10.4% · term. 2.5%
Bull
$393
+83%
growth 32% · disc. 9.4% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 18% a year for 10 years.
Implied
+18%/yr
FCF, last 3 yrs
+16%/yr
FCF, last 5 yrs
+12%/yr
Revenue, last 3 yrs
+23%/yr
Revenue, last 5 yrs
+26%/yr
Same inputs as the DCF above: trailing free cash flow 1.3B, 10.4% discount rate, 2.5% growth after year 10, net cash and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2026; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (FY to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.23 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs sector

Forward EPS $6.74 vs trailing $-0.21. Forward P/E uses analysts' next-12-month estimate.

Backlog (remaining performance obligations)

RPO
$4.8B
as of 2026-06-30
vs a year ago
+45%
YoY
× TTM revenue
0.73×
coverage
24-09
24-12
25-03
25-06
25-09
25-12
26-03
26-06

Contracted revenue not yet recognized, from SEC filings (XBRL tag RevenueRemainingPerformanceObligation).

Quality & financial health

Gross margin
84.8%
Operating margin
0.2%
FCF margin
20.1%
Net margin
-0.8%
Return on equity
-5.1%
Return on invested capital
0.8%
Net debt / EBITDA
-1.7×
Current ratio
0.8×
Interest cover
0.2×
Cash conversion (OCF/NI)
–
Piotroski F-score 7/9 · last two fiscal years
✗ Positive net income✓ Positive operating cash flow✓ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✓ Gross margin improved✓ Asset turnover improved

Altman Z-score 6.0 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target
$219
+2%
Analysts
31
Buy
Range
$145–$480
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2026$6.6B$-53.8M$1.3B
2025$5.2B$-256.7M$1.4B
2024$4.4B$-300.5M$1.4B
2023$3.5B$-486.8M$842.3M
2022$2.8B$-519.5M$750.5M
2021$2.1B$-579.0M$758.4M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +23.0%.

Earnings

Next report: 2026-11-05 · during market · EPS est 1.06
24-1025-0125-0525-0825-1026-0226-0426-080.001.87
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-08-061.501.87+24.5%
2026-04-301.341.75+31.0%
2026-02-051.141.22+6.6%
2025-10-300.841.04+24.1%
2025-08-070.860.98+14.0%
2025-05-010.930.97+4.8%
2025-01-300.760.96+27.1%
2024-10-310.580.77+32.8%

Quarterly revenue

QuarterRevenueYoY
2026-06-30$1.8B+27.6%
2026-03-31$1.8B–
2025-12-31$1.6B–
2025-09-30$1.4B–
2025-06-30$1.4B–

Analyst actions

Guggenheim
2026-10-19 · main
Buy → Buy
PT $280
Keybanc
2026-10-19 · main
Overweight → Overweight
PT $235
Mizuho
2026-10-15 · main
Outperform → Outperform
PT $235
Wells Fargo
2026-10-14 · main
Overweight → Overweight
PT $230
Barclays
2026-10-13 · main
Overweight → Overweight
PT $222
RBC Capital
2026-10-12 · main
Outperform → Outperform
PT $235

Insider trades

Liu Gene
Chief Accounting Officer · 2026-10-12
SELL
$70.8K
Liu Gene
Chief Accounting Officer · 2026-08-28
SELL
$178.4K
Chuong James
Chief Financial Officer · 2026-08-19
SELL
$18.2K
Chuong James
Chief Financial Officer · 2026-08-19
SELL
$371.0K
Chuong James
Chief Financial Officer · 2026-08-19
SELL
$46.4K
Chuong James
Chief Financial Officer · 2026-08-19
SELL
$98.2K
Chuong James
Chief Financial Officer · 2026-08-19
SELL
$355.7K
Chuong James
Chief Financial Officer · 2026-08-19
SELL
$94.9K
Chuong James
Chief Financial Officer · 2026-08-19
SELL
$56.9K
Chuong James
Chief Financial Officer · 2026-08-19
SELL
$3.7K
Chuong James
Chief Financial Officer · 2026-08-19
SELL
$32.2K
Chuong James
Chief Financial Officer · 2026-08-19
SELL
$25.4K

News

Atlassian Corporation (TEAM) Shares More Than Double in the Third Quarter
Insider Monkey · 19h ago
1 Cash-Producing Stock to Research Further and 2 That Underwhelm
StockStory · Oct 19
Why Did XOM, V, TEAM Stocks Hit 52-Week Highs Last Week?
Stocktwits · Oct 18
Atlassian (TEAM) Stock May Look Fully Priced Following Its AMP AI Launch
Simply Wall St. · Oct 17
Did AI Workflow Push Just Shift Atlassian's (TEAM) Investment Narrative?
Simply Wall St. · Oct 17
Snowflake, Atlassian, Bandwidth, Five9, and Palo Alto Networks Stocks Trade Down, What You Need To Know
StockStory · Oct 16

Stats refreshed 2026-10-19 19:01:39 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

coteau
Coteau Systematic StrategiesSystematic equity research and model portfolios.
Coteau Systematic Strategies publishes research, model portfolios and tools. It does not manage money or offer investment advice. Model results are hypothetical. Data: Yahoo Finance (delayed), SEC EDGAR.