ATLASSIAN CORPORATION (TEAM)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$189.88-0.61%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
QuarterlyIQ Insights · TEAM
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 69.0% |
| Our one-year growth estimate | diamond | 17.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 51.6 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 36 industry peers · Company calendar date is not available
TEAM — Principal Accounting Officer transition
Dated 2026-11-05
Chief Accounting Officer — Gene Liu: The departure of the Chief Accounting Officer is an orderly succession with a named external successor, indicating no loss of key personnel or disagreement with the company.
Why it matters: Revenue grew 28% in Q4 FY2026. A sharp drop would test whether the recent growth pace can last.
Watch forQ1 FY2027 revenue growth is at least 26% year over year.
Also watch forQ1 FY2027 revenue growth is below 20% year over year.
Why it matters: Large cloud accounts grew 10% year over year in Q3. Faster growth would support the enterprise push.
Supportive ifCustomers with more than $10,000 in Cloud ARR grow faster than 10% year over year.
Worry ifCustomers with more than $10,000 in Cloud ARR grow below 10% year over year.
Why it matters: More use of these tools would show that customers are adopting Atlassian's AI products.
Supportive ifAtlassian reports more than 1 million monthly active users and further growth from the Q4 level.
Worry ifAtlassian reports fewer than 1 million monthly active users or a decline from the Q4 level.
Why it matters: Cloud revenue is a key growth driver. Q4 cloud revenue grew 31% year over year, while the prior Q1 grew 29%.
Watch forQ1 FY2027 cloud revenue growth is above 31% year over year.
Also watch forQ1 FY2027 cloud revenue growth is below 25.5%, the prior Q4 target.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$256 on $10,000 · ±2.6% | How much price usually moves either way. |
| Bad day | $690 loss on $10,000 · 6.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,536 loss on $10,000 · 65.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.