Atlassian Corp
No SEC Form 4 filings for $TEAM in the last 30 days.
See all $TEAM insider activity →Atlassian (TEAM) shares rose about 74% over the past month after better-than-expected Q4 results. The company reported 28% year-over-year revenue growth, with cloud revenue up 31% YoY. Management expects data center revenue to fall 17% and overall revenue to decelerate in 2027, while cloud growth is guided at 25.5% for the year.
Morningstar says 55% of US-listed stocks it covers beat FactSet earnings by at least 5% as of Aug. 11. It screened for six undervalued “earnings crushers” with 10%+ EPS beats and 5%+ revenue beats, including Albemarle, Atlassian, Baxter International, CarMax, Ionis Pharmaceuticals, and Sanofi, citing EPS, revenue, Morningstar ratings, and discounts to fair value.
Atlassian (TEAM) reported Q4 FY2026 revenue of $1,766 million, up 28% YoY, driven by cloud and enterprise expansion. Cloud revenue was $1,213 million, up 31%. Subscription ARR was $6.6 billion (+23%), RPO $4.8 billion (+44%), and non-GAAP operating margin 36%. Q1 FY27 revenue guidance is $1,705-$1,715 million.
Over the past 7 days, alphai's AI scored 22 news stories mentioning TEAM (Atlassian Corp). Coverage has skewed bullish: 18 bullish, 1 neutral, and 3 bearish.
Recent TEAM coverage spans earnings, technology and market movers.
The article frames TEAM’s rally as fundamentals-led (Q4 beat, cloud acceleration, Rovo monetization) but flags a likely cloud growth slowdown versus management’s full-year outlook.
Strong earnings and guidance beat plus buyback acceleration narrative can support continued multiple support.
TEAM’s call discloses a clear growth mix shift toward cloud and enterprise, plus a specific drag from data center migration.
The article is a strategic narrative about how Atlassian plans to improve enterprise AI productivity, but it does not disclose new financial guidance or product revenue impact.
Results and Q3 guidance beat, with margin expansion and accelerating enterprise billings supporting a bullish near-term re-rating case.
alphai scores every news story that mentions TEAM with an AI model for sentiment and relevance, and aggregates insider trades from Atlassian Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
Atlassian (TEAM) shares rose about 74% over the past month after better-than-expected Q4 results. The company reported 28% year-over-year revenue growth, with cloud revenue up 31% YoY. Management expects data center revenue to fall 17% and overall revenue to decelerate in 2027, while cloud growth is guided at 25.5% for the year.
7 min readMorningstar says 55% of US-listed stocks it covers beat FactSet earnings by at least 5% as of Aug. 11. It screened for six undervalued “earnings crushers” with 10%+ EPS beats and 5%+ revenue beats, including Albemarle, Atlassian, Baxter International, CarMax, Ionis Pharmaceuticals, and Sanofi, citing EPS, revenue, Morningstar ratings, and discounts to fair value.
7 min readAtlassian (TEAM) reported Q4 FY2026 revenue of $1,766 million, up 28% YoY, driven by cloud and enterprise expansion. Cloud revenue was $1,213 million, up 31%. Subscription ARR was $6.6 billion (+23%), RPO $4.8 billion (+44%), and non-GAAP operating margin 36%. Q1 FY27 revenue guidance is $1,705-$1,715 million.
6 min readAtlassian said its Chief People and AI Enablement Officer Avani Prabhakar expanded her role in April to address enterprise AI ROI issues. Atlassian research cited only 6% of Fortune 500 firms showing AI ROI, and estimated $161bn annual losses from “fragmentation.” It links HR, IT, data science and uses its Teamwork Graph, reporting 44% better AI answers and 48% fewer tokens.
7 min readAtlassian reported Q2 revenue of $1.77B, above analysts’ $1.66B estimate, and adjusted EPS of $1.87 versus $1.50. Adjusted operating income was $636.3M, beating $510.8M. Q3 CY2026 revenue guidance is $1.71B midpoint. Management cited AI Rovo adoption, enterprise deal growth, and margin expansion.
6 min readAtlassian (TEAM) reported adjusted operating income of $636.3M, 24.6% above the $510.8M consensus, and returned to GAAP operating profitability with an 11.9% operating margin. Billings rose 34.7% YoY to $2.02B and free cash flow margin was 26.9%. The article cites an Oct. 29 earnings date and expects a Sept. 2026 EPS loss of $0.03 and Q3 revenue of about $1.71B.
6 min readAtlassian (TEAM) and Doximity (DOCS) shares rose about 30% after earnings on Aug. 7, helped by stronger-than-expected adoption of their AI offerings, according to the article. Both companies run vertical SaaS platforms and were viewed as potential AI losers. The piece also highlights GitLab (GTLB), UiPath (PATH), and Asana (ASAN) as potential similar setups ahead of upcoming results.
7 min readAtlassian (TEAM) shares have risen 166% from its April 52-week low of $56, after the company said it plans to buy $250 million of its own stock. The article cites Q4 revenue of $1.77B (vs $1.66B forecast) and GAAP profit of $139.1M, plus adjusted profit of $473.1M. It also highlights Rovo AI adoption and valuation at a 5.9 P/S.
6 min readJefferies says software stocks are rebounding in H2, citing strong results from ServiceNow, SAP, Roper Technologies, Atlassian and Cloudflare, with AI monetization signs via consumption growth and product up-tiering. The rally is selective, with Atlassian up over 160% since an April 10 low while HubSpot gained under 10%. Power, labor and permitting are key bottlenecks, and Jefferies expects sustained capex at Microsoft, Amazon, Google and Meta.
6 min readVaronis Threat Labs researchers reported a vulnerability in Atlassian’s enterprise AI assistant, Rovo, dubbed RovoBlast. According to Varonis, a crafted link using a Parameter-to-Prompt (P2P) method could inject attacker instructions into an authenticated Rovo session and retrieve data based on the user’s permissions. Researchers presented findings at DEF CON 34; Atlassian addressed the issue.
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