Atlassian: This Is Not 2016 Anymore
Atlassian faces severe YTD underperformance, down 53%, despite accelerating Q2 FY26 revenue growth, backlog, and improved net retention rates. TEAM's AI-driven Collections and “System of Work” strategies have not yet offset rising commoditization risks in the Agentic AI era as the software tech stack gets rewritten. Consensus estimates point to declining forward revenue and earnings growth, with markets awaiting evidence of stable retention and backlog before a potential re-rating can occur.
Atlassian: One Of The Biggest Casualties Of The SaaS-Pocalypse
Atlassian has been one of the biggest casualties of what is now called the SaaS-pocalypse, and it is precisely why I decided to look into it. We are not even two months into 2026 and Atlassian's stock is already down by more than 50% on a year-to-date basis. Despite a share price under significant pressure, Atlassian reported its highest top-line growth in six quarters, which is something I was not expecting given current market sentiment.
Atlassian: Trust Growth Acceleration And RPO Buildup (Upgrade)
Atlassian is upgraded to a "Strong Buy" as recent stock declines are driven by sentiment, not deteriorating fundamentals. TEAM demonstrates accelerating revenue growth, with Q2 revenue up 23% y/y and RPO (backlog) surging 44% y/y to $3.8 billion. Gross margins remain in the high 80%s, and pro forma operating margins rose to 27%, supporting a Rule of 40 score of 50.
Bear of the Day: Atlassian (TEAM)
Once one of the market's darlings, things are unwinding a bit.
Don't Overlook Atlassian (TEAM) International Revenue Trends While Assessing the Stock
Evaluate Atlassian's (TEAM) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
Atlassian Q2 Earnings Surpass Expectations, Revenues Rise Y/Y
TEAM beats Q2 FY26 estimates as cloud and subscription growth lift revenues to $1.59B, which gives the company a strong outlook.
Atlassian Corporation (TEAM) Q2 2026 Earnings Call Transcript
Atlassian Corporation (TEAM) Q2 2026 Earnings Call Transcript
Atlassian (TEAM) Reports Q2 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Atlassian (TEAM) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Atlassian (TEAM) Surpasses Q2 Earnings and Revenue Estimates
Atlassian (TEAM) came out with quarterly earnings of $1.22 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $0.96 per share a year ago.
Atlassian raises annual revenue forecast on resilient software spending
Atlassian raised its fiscal 2026 revenue growth forecast on Thursday, betting on strong spending on its enterprise software services as clients increasingly incorporate artificial intelligence into their businesses.
Seeking Clues to Atlassian (TEAM) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
Evaluate the expected performance of Atlassian (TEAM) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Atlassian to Report Q2 Earnings: What's in Store for the Stock?
TEAM's Q2 results are likely to benefit from robust cloud adoption, AI tools and strong demand for Jira and Confluence.
