ATLASSIAN CORPORATION (TEAM)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$189.58-2.62%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · TEAM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks TEAM against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to build AI-powered collaboration tools and deepen enterprise customer engagement with the AI-powered System of Work platform.
Stated as a priority in 3 of last 3 quarters. Total revenue grew from $1.38B in 2025-Q4 to $1.77B in 2026-Q4 (+28%), and Subscription ARR increased 23% year-over-year to $6.6B as of 2026-Q4. Management consistently emphasizes AI and enterprise sales as core to durable growth, and the financials show delivering momentum.
“CEO: 'Q4 closes out a year that proves our long-term strategy is paying off... Teamwork Graph helps every customer get better, faster, and cheaper results with AI.'”
“CEO: 'Our strong Q3 results show the power of our strategy in action... connect their teams and workflows on our AI-powered platform.'”
“CEO: 'We are accelerating AI innovation and enterprise sales to drive durable growth.'”
Sustain strong cloud revenue growth to drive overall top-line expansion and deepen cloud customer base.
Stated as a priority in 3 of last 3 quarters. Cloud revenue grew 31% year-over-year to $1.21B in 2026-Q4, exceeding the fiscal 2026 guidance of approximately 26.5% growth. Management has consistently targeted strong cloud growth and the results show delivering acceleration.
Sustain gross margin around 84.5% on a GAAP basis to support profitability and operational efficiency.
Stated as a priority in 4 of last 4 quarters. Gross margin has been stable around 84.0% to 86.5% GAAP/non-GAAP in recent quarters, with guidance for fiscal 2027 at approximately 84.5%. Management has maintained this target consistently and the financials show stable delivery.
Improve operating margin from negative to positive GAAP profitability through operational discipline and cost management.
Stated as a priority in 4 of last 4 quarters. Operating margin improved from (2%) GAAP in 2025-Q4 to 12% GAAP in 2026-Q4, achieving positive profitability. Guidance for 2027-Q1 expects approximately 4.5% GAAP margin. Management has consistently emphasized this goal and the financials show delivering significant improvement.
“Operating margin was 12% GAAP in Q4, compared with (2%) in prior year.”
Implement workforce restructuring to optimize resources and self-fund investments in AI and enterprise sales.
Stated as a priority in 2 of last 3 quarters. The company announced workforce restructuring eliminating about 10% of roles in 2026-Q2, with $223.8 million restructuring charges impacting 2026-Q3 operating loss. Management links this to rebalancing resources for AI and enterprise sales investments. The financials reflect the restructuring impact, showing delivery of this operational priority.
Over the trailing year it converted -25.14x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
13 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.
“CFO: 'Cloud revenue growth accelerated to 31% year-over-year.'”
“CFO: 'Cloud revenue growth accelerated to 29% year-over-year.'”
“CFO: 'Cloud revenue growth year-over-year is expected to be approximately 26.5% for fiscal 2026.'”
“Gross profit was $1,528 million, gross margin near 86.5% non-GAAP.”
“Gross margin expected approximately 84.5% on GAAP basis for fiscal 2026.”
“Gross margin expected approximately 84.0% on GAAP basis for fiscal 2026.”
“Gross margin expected approximately 84.0% on GAAP basis for fiscal 2026.”
“Operating margin was (3%) GAAP in Q3, impacted by restructuring charges.”
“Operating margin expected approximately (2.0%) GAAP for fiscal 2026.”
“Operating margin expected approximately (3.0%) GAAP for fiscal 2026.”
“Operating loss includes restructuring charges of $223.8 million related to rebalancing resources.”
“Announced restructuring eliminating approximately 10% of workforce to accelerate AI and enterprise sales.”