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 9/24/2026, 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 |
Enterprise software stocks are rising in Wednesday morning trading while the broader large-cap technology group falls. The iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) is up 1%.
TEAM Anywhere/SAN FRANCISCO--(BUSINESS WIRE)--Atlassian Corporation (NASDAQ: TEAM), a leading provider of AI-powered collaboration and team productivity software, today announced accelerated timelines for Impact Level 5 (IL5) authorization and plans for an air-gapped cloud deployment. Accelerated IL5 Timelines Atlassian is pulling forward its IL5 submission in direct response to demand from public sector customers. The company will now submit for IL5 authorization in July 2028, six months ahead.
TEAM's cloud growth, cross-sell gains and agentic automation are driving momentum, while subscription ARR growth is expected to moderate.
Early in 2026, markets saw software stocks as among the biggest losers from AI adoption. The advent of “vibe coding" largely drove this, as it significantly increased software development productivity.
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 |
|---|---|---|---|---|---|---|---|
| $188.65 | $49.55B | -1048.06 | 26.02% | -0.82% | -4.48% | — | |
| $137.00 | $141.64B | 82.04 | 20.88% | 11.34% | 13.77% | — | |
| $84.95 | $3.59B | 37.92 | 26.75% | 8.87% | 12.46% | — | |
| $188.23 | $49.31B | 72.96 | 13.1% | 12.32% | 16.78% | — | |
| $498.00 | $3.7T | 27.74 | 17.79% | 40.31% | 33.22% | — | |
| $233.28 | $191.06B | 29.91 | 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.
