Dec 14, 2025 • Sahm
SOMEWHAT-BULLISH
Is Atlassian’s AWS Marketplace Expansion Reshaping the Cloud Investment Case for TEAM?
Atlassian's core cloud applications, Jira, Confluence, and Jira Service Management, are now available on AWS Marketplace, aiming to streamline procurement for organizations in over 150 countries. This expansion deepens Atlassian’s collaboration with AWS and could accelerate Data Center-to-cloud migrations, strengthening its cloud investment narrative. While this move and recent acquisitions like DX enhance Atlassian's appeal, investors should remain aware of ongoing execution and migration risks, particularly concerning complex enterprise cloud transitions.
Dec 04, 2025 • Investing.com
NEUTRAL
Atlassian CEO Cannon-Brookes sells $1.18 million in stock
Atlassian Corp (NASDAQ:TEAM) CEO Michael Cannon-Brookes sold 7,613 shares of Class A Common Stock, totaling $1.18 million, on December 3, 2025. These sales were conducted under a Rule 10b5-1 trading plan with prices ranging from $152.5313 to $156.6649. Following these transactions, Cannon-Brookes indirectly owns 145,635 shares in Atlassian.
Dec 04, 2025 • Investing.com
NEUTRAL
Farquhar Scott sells Atlassian (TEAM) shares worth $1.18 million
Director Farquhar Scott, a ten percent owner of Atlassian Corp (NASDAQ:TEAM), sold 7,863 shares of Class A Common Stock for gross proceeds of $1.18 million. These sales, executed under a 10b5-1 trading plan, followed a nearly 26% decline in Atlassian's stock over the past six months. Despite the company not being profitable recently, 24 analysts have revised their earnings upwards for the upcoming period, and Atlassian has also completed the acquisition of DX and expanded its cloud offerings on AWS Marketplace.
Nov 24, 2025 • Capital.com
SOMEWHAT-BULLISH
Atlassian shareholders: Who owns the most TEAM stock?
Atlassian Corporation Plc (TEAM) ownership is largely divided between institutional investors and its co-founders, Mike Cannon-Brookes and Scott Farquhar. Institutional investors, including The Vanguard Group and BlackRock, collectively hold over half of the company's equity. The co-founders maintain significant voting control through a dual-class share structure with Class B shares.
Nov 10, 2025 • Sahm
NEUTRAL
Should Atlassian's (TEAM) AI Integration and Buybacks Change How Investors View Its Growth Narrative?
Atlassian recently reported solid fiscal Q1 2026 results with US$1.43 billion in revenue and completed a US$249.96 million share buyback. Despite strong cloud growth and AI integration efforts, investor sentiment is mixed due to concerns about AI's potential impact on long-term demand for developer seats. The article explores how these opposing factors influence Atlassian's investment thesis, highlighting its US$2.5 billion share repurchase program and outlining analyst forecasts for its future revenue and earnings growth.
Nov 08, 2025 • Business Wire
BULLISH
Atlassian Announces First Quarter Fiscal Year 2026 Results
Atlassian (NASDAQ: TEAM) announced its Q1 fiscal year 2026 financial results, reporting total revenue of $1,433 million, up 21% year-over-year, and Cloud revenue of $998 million, up 26%. The company highlights strong AI innovation with over 3.5 million monthly active AI users and strategic acquisitions like The Browser Company of New York and DX. Atlassian also provided financial targets for Q2 fiscal year 2026 and the full fiscal year 2026, emphasizing continued growth in cloud services and AI integration.