TEAMTechnology · Software - ApplicationThe 33 Wall Street analysts covering Atlassian Corp. hold a median 12-month price target of $185 — -1.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 83 of 100 as at 2 Oct 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Atlassian Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (93): The business earns solid, repeatable profits on what it owns.
Volatility (20): The share price moves around a lot.
Size (5): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on TEAM, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −1.5% from it.
Of the 20 most recent actions, 10 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 Sept 2026 | Baird | Maintains | Outperform | $200 → $245 |
| 21 Sept 2026 | Cantor Fitzgerald | Maintains | Overweight | $175 → $220 |
| 3 Sept 2026 | BTIG | Maintains | Buy | — |
| 3 Sept 2026 | BTIG | Maintains | Buy | $180 → $230 |
| 1 Sept 2026 | Citigroup | Maintains | Buy | — |
| 1 Sept 2026 | Citigroup | Maintains | Buy | $170 → $225 |
| 31 Aug 2026 | B of A Securities | Maintains | Buy | — |
| 31 Aug 2026 | B of A Securities | Maintains | Buy | $175 → $210 |
| 26 Aug 2026 | RBC Capital | Initiates | Outperform | $215 |
| 26 Aug 2026 | RBC Capital | Initiates | Outperform | — |
| 20 Aug 2026 | Truist Securities | Maintains | Buy | $160 → $185 |
| 20 Aug 2026 | Truist Securities | Maintains | Buy | — |
| 10 Aug 2026 | Barclays | Maintains | Overweight | $112 → $172 |
| 10 Aug 2026 | Barclays | Maintains | Overweight | — |
| 10 Aug 2026 | Citigroup | Maintains | Buy | $110 → $170 |
| 10 Aug 2026 | Citigroup | Maintains | Buy | — |
| 8 Aug 2026 | UBS | Maintains | Neutral | — |
| 7 Aug 2026 | BTIG | Maintains | Buy | — |
| 7 Aug 2026 | BTIG | Maintains | Buy | $130 → $180 |
| 7 Aug 2026 | Guggenheim | Maintains | Buy | $115 → $165 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TEAM appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 2 Oct 2026, Atlassian Corp. returned +24.3% against +16.2% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 99% of US stocks
Cheaper than 18% of US stocks
Cheaper than 2% of US stocks
Cheaper than 2% of US stocks
Higher than 76% of US stocks
Higher than 64% of US stocks
Higher than 95% of US stocks
Higher than 68% of US stocks
Higher than 29% of US stocks
Higher than 40% of US stocks
Higher than 65% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Atlassian Corp. has a market value of $47.6B and an enterprise value of $47.6B.
Revenue in the twelve months to 30 June 2026: $6.6B. The latest quarter grew 27.6% year on year.
Net income over the same four quarters: −$53.8M, a −0.8% net margin.
Diluted earnings per share, trailing twelve months: $−0.19.
Free cash flow in the twelve months to 30 June 2026: $1.3B.
Atlassian Corp. spent $1.8B on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: −894.2×; forward P/E: 27.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Atlassian Corp. employs 13,301 people — $494K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Atlassian Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Atlassian shares rose 6% to around $189 as a rebound in work management software stocks gained momentum, with rivals HubSpot and Monday.com also advancing roughly 4%.
Why it matters — The uptick suggests a broader recovery in the work management software sector that could support investor sentiment around Atlassian's shares.
Atlassian disclosed better-than-expected Q4 revenue and non-GAAP EPS, with subscription revenue now making up 95% of total revenue and cloud revenue growing 31% year-over-year. AI features, especially Rovo, are accelerating ARR growth, with Rovo adopters growing ARR at more than twice the rate of non-adopters, while margins continue to improve.
Why it matters — A TEAM watcher would care because this highlights accelerating cloud adoption, strengthening margins, and the growing enterprise traction of its AI product Rovo.
A Zacks Investment Research report examines how AI agents could reshape the software industry, potentially disrupting traditional seat-based pricing models while creating new revenue opportunities for software companies and ETFs.
Why it matters — For Atlassian watchers, the piece highlights how AI agents may alter industry-wide pricing and business models, a trend that could affect the company's existing per-seat subscription approach.
The iShares Software ETF remains about 9.4% below its September 2025 peak, though it has rallied 43% since then and climbed back above both its 50- and 200-day moving averages. The segment's recovery has yet to fully regain its prior high.
Why it matters — As a software company, Atlassian's stock is directly exposed to the broader software sector's recovery trajectory, so the sector's ongoing partial recovery provides context for TEAM's performance.
Atlassian announced that researchers from its DX subsidiary, along with Capital One, GitHub, the University of Victoria, and Google, published CAFE(S), a diagnostic framework for evaluating the context provided to AI coding agents, in ACM Queue. The research aims to establish an industry standard for diagnosing and designing context for AI agents.
Why it matters — This positions Atlassian's research subsidiary at the forefront of AI agent development standards, enhancing the company's credibility and leadership in AI-powered productivity software.
The 33 Wall Street analysts covering Atlassian Corp. have a median 12-month price target of $185, with estimates ranging from $145 to $480. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 33 analysts covering Atlassian Corp., 27 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Atlassian Corp. 83 out of 100 across roughly 4,600 US stocks as at 2 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Oct 2026, Atlassian Corp. ranks 83 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (93 of 100).
No one can know that. What the data says: the median 12-month target from 33 analysts implies -1.5% from the last close, and Ticker Nerd's factor model ranks Atlassian Corp. 83 out of 100 as at 2 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Atlassian Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TEAM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $145 to $480 over the next 12 months.
Atlassian Corp. returned +24.3% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Atlassian Corporation Class A Common Stock represents ownership in Atlassian, a software company focused on collaboration, project management, and IT service management tools. Atlassian’s products are used by software development, operations, and business teams to plan work, track issues, coordinate projects, and manage service requests across organizations of different sizes.
The most recent item we track (24/7 Wall Street, 1 Oct 2026): "Atlassian Climbs 6% as Beaten-Down Software Names Bounce; HubSpot and Monday.com Gain 4%". Atlassian shares rose 6% to around $189 as a rebound in work management software stocks gained momentum, with rivals HubSpot and Monday.com also advancing roughly 4%.
Atlassian Corporation Class A Common Stock represents ownership in Atlassian, a software company focused on collaboration, project management, and IT service management tools. Atlassian’s products are used by software development, operations, and business teams to plan work, track issues, coordinate projects, and manage service requests across organizations of different sizes. Its core platform includes widely used applications such as Jira, Confluence, Trello, Jira Service Management, Bitbucket, and Loom, which together support team communication, workflow automation, and agile software delivery. The company serves customers across technology, enterprise, education, and public-sector environments, making it an important provider of productivity software in the global application software market. Atlassian Corporation Class A Common Stock is designed for investors seeking exposure to a business centered on digital collaboration software and enterprise workflow solutions.
CEO Mr. Michael Cannon-Brookes · 13,301 employees · Australia · https://www.atlassian.com
