Atlassian Corporation (TEAM) Bernstein 41st Annual Strategic Decisions Conference (Transcript)
Atlassian Corporation (NASDAQ:TEAM ) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 9:00 AM ET Company Participants Anutthara Bharadwaj - President, COO Unidentified Company Representative Welcome, everybody. Super excited to have you here, Anu from Atlassian has been so kind to join us.
Atlassian Won't Remain Cheap For Too Long
I reiterate my 'buy' rating on Atlassian with a $280 price target, seeing a 35%+ upside despite recent stock underperformance and margin compression. Investor pessimism is high due to unchanged FY25 guidance, shrinking operating margins, and delayed AI revenue impact, but I see these as temporary setbacks. Atlassian's strategic investments in AI with Rovo and Collections should drive deeper enterprise adoption, higher ARPU, and future operating leverage.
Atlassian: Time To Wade Into This Battered Stock (Upgrade)
Atlassian's recent 15% share price decline presents a rare buying opportunity, as the stock now trades at a single-digit revenue multiple that is well below many peers. The company's strong focus on agentic AI through its Rovo platform is driving real value and automation across its product suite. The company is still positioned well at ~20% growth, though we are wary of several risks, including a pause in the company's operating margin expansion.
Atlassian's Big Spending Spree, Smart Strategy Or Risky Gamble?
Atlassian is misunderstood; heavy R&D spending is a strategic investment in future growth, not a red flag. Subscription revenue is booming, up 18.8% year-over-year, and international expansion is accelerating, creating long-term upside. Short-term losses are a conscious trade-off for long-term dominance; strong cash flow and gross margins support this strategy.
Why Atlassian (TEAM) International Revenue Trends Deserve Your Attention
Explore how Atlassian's (TEAM) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Does Atlassian (TEAM) Have the Potential to Rally 31.18% as Wall Street Analysts Expect?
The average of price targets set by Wall Street analysts indicates a potential upside of 31.2% 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 Q3 Earnings Surpass Expectations, Revenues Rise Y/Y
TEAM's third-quarter fiscal 2025 results reflect the benefits of momentum in AI-adoption, Atlassian Government Cloud and Isolated Cloud.
Atlassian (TEAM) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Atlassian (TEAM) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Atlassian (TEAM) Tops Q3 Earnings and Revenue Estimates
Atlassian (TEAM) came out with quarterly earnings of $0.97 per share, beating the Zacks Consensus Estimate of $0.90 per share. This compares to earnings of $0.89 per share a year ago.
TEAM: Strong Results, Weak Guidance
Here's our initial take on Atlassian's (TEAM 0.25%) financial report.
Ahead of Atlassian (TEAM) Q3 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Besides Wall Street's top -and-bottom-line estimates for Atlassian (TEAM), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
Atlassian (TEAM) Reports Next Week: Wall Street Expects Earnings Growth
Atlassian (TEAM) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
