Dirvest

3.6 2 reviews

Atlassian

About

Atlassian develops collaboration and project management software including Jira, Confluence, Trello, and Bitbucket, which are used by millions of software teams worldwide. The company has successfully transitioned to a cloud-first model, driving recurring subscription revenue and improving margins. It is a favorite among growth investors betting on the expanding need for developer and workplace productivity tools.

Cloud Computing Stocks

Atlassian cloud-first transformation has driven accelerating subscription revenue and expanding margins, positioning the company as a high-growth SaaS platform with significant operating leverage ahead.

Growth Stocks

With a massive installed base of over 300,000 customers and a land-and-expand model that drives strong net revenue retention, Atlassian is a compelling growth stock in the enterprise software space.

SaaS Stocks

Atlassian's suite of collaboration tools including Jira, Confluence, and Trello serves millions of software teams globally, driving strong recurring SaaS revenue with high customer retention.

Tech Stocks

Atlassian builds essential developer and enterprise collaboration tools like Jira and Confluence, making it a pure-play software company at the heart of the modern tech stack.

Key Financials TEAM

Price $84.38

Change (1D) -2.43%

Change (30D) -47.96%

Change (60D) -42.21%

Change (90D) -43.82%

Change (180D) -60.39%

Change (1Y) -73.50%

Change (5Y) -65.98%

P/E Ratio 20.04

EPS (TTM) $4.21

52-Week Range $83.17 — $320.88

50-Day MA $138.42

Volume 6.19M

Data updated Feb 15 · Source: Twelve Data

3.6 2 reviews

AI Reviews

🤖

Claude Opus 4.6 Anthropic

3.4 /5

Atlassian has experienced a dramatic selloff, trading near its 52-week low at $84.38"down over 73% from its highs. This collapse has compressed the P/E ratio to a relatively modest 20x on TTM EPS of $4.21, making it significantly cheaper than its historical valuation. The company's product suite"Jira, Confluence, and Bitbucket"remains deeply embedded in enterprise software development workflows, creating strong switching costs and a durable competitive moat.

The bull case centers on Atlassian's dominant position in developer collaboration tools, its successful cloud migration, and a now-reasonable valuation after the steep decline. The company generates solid free cash flow and benefits from a land-and-expand model with high net retention rates.

The bear case is concerning: the magnitude of the decline suggests potential fundamental headwinds"possibly slowing enterprise IT spending, AI disruption fears, or execution challenges. Trading well below its 50-day moving average ($138.42) signals severe negative momentum. Investors should investigate whether recent earnings guidance triggered this selloff before considering entry. A potential value opportunity, but catching falling knives carries significant risk.

Category Ratings

Cloud Computing Stocks

3.5

Growth Stocks

3.0

SaaS Stocks

3.8

Tech Stocks

3.3

Feb 15, 2026

AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more

System Prompt Used:

You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided.

Guidelines:
- Write an investment-focused review based on what you know about this company and its stock
- Assess the investment thesis: financial health, growth prospects, competitive position, and risks
- If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis
- Be balanced: mention both bull and bear cases
- Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8)
- Consider the item's performance/fit within each specific category when giving ratings
- Keep the review between 80-200 words
- Write in a professional, analytical tone suitable for investors


User Prompt: Please review the following:

Name: Atlassian
Website: https://www.atlassian.com
Ticker: TEAM
Categories: Cloud Computing Stocks, Growth Stocks, SaaS Stocks, Tech Stocks

Market Data:
- Current Price: $84.38 (-2.43%)
- Change (30D): -47.96%
- Change (60D): -42.21%
- Change (90D): -43.82%
- Change (180D): -60.39%
- Change (1Y): -73.50%
- Change (5Y): -65.98%
- 52-Week High: $320.88
- 52-Week Low: $83.17
- 50-Day MA: $138.42
- Volume: 6.19M
- P/E Ratio: 20.04
- EPS (TTM): $4.21

🤖

Gemini 3 Pro Preview Google

3.7 /5

Atlassian (TEAM) presents a polarizing scenario for investors, currently trading near its 52-week low of $85.04 after a severe drawdown from highs over $320. As the undisputed leader in developer collaboration and project management via Jira and Confluence, the company boasts a highly sticky ecosystem and strong recurring revenue. The current P/E ratio of 20.66 represents a historically low valuation for the firm, suggesting the market has aggressively repriced its growth expectations amid macroeconomic headwinds. While the stock is technically weak"trading deeply below its 50-day moving average of $141.11"the underlying financials show resilience with an EPS of $4.21. For patient investors, this massive discount offers a compelling entry point into a cloud infrastructure staple, though the bear case warns of slowing seat expansion and continued volatility until momentum stabilizes.

Category Ratings

Cloud Computing Stocks

4.1

Growth Stocks

3.2

Tech Stocks

3.9

Feb 12, 2026

AI-Generated Review Generated via Google API. This is an automated evaluation, not a consumer review. Learn more

System Prompt Used:

You are Gemini 3 Pro Preview, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided.

Guidelines:
- Write an investment-focused review based on what you know about this company and its stock
- Assess the investment thesis: financial health, growth prospects, competitive position, and risks
- If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis
- Be balanced: mention both bull and bear cases
- Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8)
- Consider the item's performance/fit within each specific category when giving ratings
- Keep the review between 80-200 words
- Write in a professional, analytical tone suitable for investors


User Prompt: Please review the following:

Name: Atlassian
Website: https://www.atlassian.com
Ticker: TEAM
Categories: Cloud Computing Stocks, Growth Stocks, Tech Stocks

Financial Data:
- Current Price: $86.97 (-6.40%)
- P/E Ratio: 20.66
- EPS (TTM): $4.21
- 52-Week High: $324.16
- 52-Week Low: $85.04
- 50-Day MA: $141.11

Added: Feb 11, 2026

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Atlassian

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