Atlassian's revenue growth reaccelerated to 31.7% in 2026Q3, with gross margins expanding to 85.0%, reflecting strong cloud adoption and pricing power. However, operating margins remain negative (e.g., -3.1% in 2026Q3) due to heavy R&D and SG&A investment, whi...
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Revenue growth accelerated to 31.7% in 2026Q3 with gross margin near 85%, but operating margin remained negative at -3.1% due to R&D and SG&A expenses growing 61% faster than revenue over two years.
Atlassian has a strong free cash flow engine, supported by disciplined expense management, which underpins its financial stability.
The company targets a 20% CAGR through fiscal 2027, driven by its durable growth and strong customer expansion.
Atlassian's collaboration tools like Jira, Confluence, and Trello are widely adopted, supporting secular cloud adoption trends.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $1.87+24.7% vs $1.50 | $1.8B+6.2% vs $1.7B |
Q2 2026 Apr 30, 2026 | $1.75+31.6% vs $1.33 | $1.8B+5.4% vs $1.7B |
Q1 2026 Feb 5, 2026 | $1.22+6.1% vs $1.15 | $1.6B+1.9% vs $1.6B |
Q4 2025 Oct 30, 2025 | $1.04+24.0% vs $0.84 | $1.4B+2.2% vs $1.4B |
A rebound in work management software is gathering pace, with Atlassian (NASDAQ:TEAM | TEAM Price Prediction) out in front and two of its closest rivals moving in the same direction. Shares of Atlassian trade at $189.
Pony AI (NASDAQ: PONY - Get Free Report) and Atlassian (NASDAQ: TEAM - Get Free Report) are both technology companies, but which is the better stock? We will compare the two businesses based on the strength of their dividends, analyst recommendations, valuation, earnings, risk, institutional ownership and profitability. Risk and Volatility Pony AI has a beta of
Atlassian Corporation maintains a Strong Buy rating, driven by robust cloud migration, AI adoption, and improving margins. Q4 revenue and non-GAAP EPS both beat expectations, with subscription revenue now 95% of the total and cloud revenue up 31% year-over-year. AI features, particularly Rovo, are fueling accelerated ARR growth and deeper enterprise penetration, with Rovo adopters growing ARR at over twice the rate of non-adopters.
AI agents could reshape the software industry, disrupting seat-based models while creating new revenue opportunities. Here's what lies ahead.
Benchmark TEAM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Atlassian Corporation (TEAM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $187.89 | $49.35B | -1043.83 | 26.02% | -0.82% | -4.48% | — | |
| $134.38 | $138.93B | 80.47 | 20.88% | 11.34% | 13.77% | — | |
| $78.80 | $3.33B | 35.18 | 26.75% | 8.87% | 12.46% | — | |
| $186.14 | $48.76B | 72.15 | 13.1% | 12.32% | 16.78% | — | |
| $517.53 | $3.84T | 28.83 | 17.79% | 40.31% | 33.22% | — | |
| $234.69 | $192.21B | 30.09 | 9.58% | 21.99% | 20.15% | — |
Atlassian Corporation (TEAM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Atlassian Corporation (TEAM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Apr 30, 2026·SEC
Mar 11, 2026·SEC
Aug 14, 2026·SEC
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Atlassian Corporation (TEAM) stock FAQ — growth, dividends, profitability & financials explained
Atlassian Corporation (TEAM) reported $6.57B in revenue for fiscal year 2026. This represents a 4325% increase from $148.5M in 2013.
Atlassian Corporation (TEAM) grew revenue by 26.0% over the past year. This is strong growth.
Atlassian Corporation (TEAM) reported a net loss of $53.8M for fiscal year 2026.
Atlassian Corporation (TEAM) has a return on equity (ROE) of -4.5%. Negative ROE indicates the company is unprofitable.
Atlassian Corporation (TEAM) generated $1.32B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
