The Zacks Analyst Blog Amazon, Atlassian and Cloudflare
Cloud computing demand is surging, and Amazon, Atlassian and Cloudflare stand out with strong growth drivers, rising estimates and solid rankings before 2026.
Atlassian's Cloud Bet: Short-Term Loss, Big Upside
Atlassian is rated a Buy at $162, with the stock down 26% despite strong cloud and AI-driven growth. TEAM posted 21% revenue growth, 26% cloud revenue growth, and beat EPS estimates by $0.20, yet market skepticism persists over losses and R&D intensity. Gross margins are robust at 83.5%, with over 300,000 customers and a highly recurring subscription base driving future profitability potential.
Wall Street Analysts Think Atlassian (TEAM) Could Surge 50.43%: Read This Before Placing a Bet
The mean of analysts' price targets for Atlassian (TEAM) points to a 50.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Figma vs. Atlassian: Which Collaboration Stock Is the Smarter Pick?
FIG's AI-driven design tools and growing customer adoption shine, but TEAM's stronger enterprise traction and rising AI usage make it the more compelling pick.
Atlassian: The Teamwork Engine That's Growing Fast And Profitable
Atlassian's strong product ecosystem and recurring revenue model support long-term growth and customer retention. The company's ongoing investments in cloud migration and innovation drive competitive advantage and expansion opportunities. Valuation remains elevated, but TEAM's robust fundamentals and market leadership justify a positive long-term outlook.
Atlassian: Strong Cloud Growth And AI Usage Underpin Cheap Multiples
Atlassian shares have fallen ~30% YTD, but current AI fears are overblown, and fundamentals remain strong. TEAM raised guidance, posted 21% revenue growth, and continues to see robust cloud adoption and AI-driven expansion. Valuation is attractive: TEAM trades at a discount to peers despite strong margins, free cash flow, and a large addressable market.
Wall Street Analysts Believe Atlassian (TEAM) Could Rally 33.64%: Here's is How to Trade
The average of price targets set by Wall Street analysts indicates a potential upside of 33.6% in Atlassian (TEAM). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Atlassian (TEAM) is a Top-Ranked Momentum Stock: Should You Buy?
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Atlassian Corporation (TEAM) Q1 2026 Earnings Call Transcript
Atlassian Corporation ( TEAM ) Q1 2026 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Martin Lam - Head of Investor Relations Michael Cannon-Brookes - Co-Founder, CEO & Director Joe Binz - CFO & Principal Financial Officer Conference Call Participants Keith Weiss - Morgan Stanley, Research Division Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Arjun Bhatia - William Blair & Company L.L.C., Research Division Ryan MacWilliams - Wells Fargo Securities, LLC, Research Division Aleksandr Zukin - Wolfe Research, LLC Gregg Moskowitz - Mizuho Securities USA LLC, Research Division Fatima Boolani - Citigroup Inc., Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Robert Oliver - Robert W.
Atlassian (TEAM) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for Atlassian (TEAM) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Atlassian (TEAM) Surpasses Q1 Earnings and Revenue Estimates
Atlassian (TEAM) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.77 per share a year ago.
Atlassian forecasts second-quarter revenue above estimates on AI demand boost
Atlassian forecast second-quarter revenue above estimates on Thursday, betting on strong demand for its enterprise software services as businesses upgrade to integrate artificial intelligence, sending its shares up nearly 7% in extended trading.
