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    Atlassian (TEAM) Is Down 5.6% After Reporting 21.4% Two-Year Annual Revenue Growth

    Simply Wall St·01/06/2026 10:40:08
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    • Atlassian (NASDAQ:TEAM) has recently reported that its software tools have delivered around 21.4% annual revenue growth over the past two years, reflecting strong traction across organizations that use its platforms to plan, track, collaborate, and share knowledge.
    • This pace of expansion, supported by products that integrate smoothly into existing workflows and enable rapid payback on marketing spend, highlights how Atlassian’s model can scale while attracting a wider base of enterprise users.
    • Next, we’ll assess how Atlassian’s strong, sustained revenue growth and market share gains affect the company’s existing investment narrative and risk profile.

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    Atlassian Investment Narrative Recap

    To own Atlassian, you need to believe that its collaboration and developer tools can keep compounding user adoption across more teams and use cases. The recent confirmation of around 21.4% annual revenue growth over two years supports that belief but does not materially change the main near term catalyst, which remains continued cloud adoption, or the key risk around complex Data Center to Cloud migrations for large enterprises.

    Among recent updates, Atlassian’s appointment of Brian Duffy as Chief Revenue Officer, effective January 1, 2025, stands out in the context of this growth. A dedicated CRO role sits squarely against the core catalyst of deeper enterprise penetration and improved go to market execution, which will be critical if Atlassian wants to sustain demand for its cloud platform while managing migration complexity and any pressure on free cash flow from evolving contract structures.

    However, while revenue momentum looks encouraging, investors should also be aware of how delayed or difficult cloud migrations could...

    Read the full narrative on Atlassian (it's free!)

    Atlassian's narrative projects $8.7 billion revenue and $310.2 million earnings by 2028.

    Uncover how Atlassian's forecasts yield a $245.24 fair value, a 59% upside to its current price.

    Exploring Other Perspectives

    TEAM 1-Year Stock Price Chart
    TEAM 1-Year Stock Price Chart

    Eight fair value estimates from the Simply Wall St Community cluster between US$201.40 and US$247.64, underlining how far opinions can spread. Readers should weigh this range against the company’s reliance on smooth, large scale cloud migrations and consider several viewpoints before judging how that might influence Atlassian’s longer term performance.

    Explore 8 other fair value estimates on Atlassian - why the stock might be worth just $201.40!

    Build Your Own Atlassian Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.