US · Technology · Software - Application
EPS came in at 0.65 against a street estimate of 0.32 — a beat of 103.1%.
Analysts rate Atlassian Corp Plc a buy (27 buy, 6 hold, 0 sell out of 33) with an average price target of $212.01.
CONFIDENT Q4 FY26 delivered 28% revenue growth to $1.8B with cloud surging 31% YoY. RPO accelerated 44% YoY to $4.8B; record enterprise deal activity across all tiers. AI (Rovo) adoption at 80% of Fortune 500 driving durable profitable growth. Q4 FY26 Call did not segment results by geography; Mike referenced 60+ customer meetings across 5 countries but no regional breakdown provided. Analysts pressed on cloud drivers (seat vs. collections), profitability durability amid AI scaling, and whether Rovo's 2x ARR growth was early-adopter effect or structural. Management emphasized broad-based seat expansion across knowledge workers, long-term cost discipline via model blending, and compounding Teamwork Graph value—not early-adopter dynamics. 2026-08-06…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 5.04% |
| Vanguard Portfolio Management, LLC | 3.94% |
| DnB NOR Asset Management (Asia) | 3.88% |
| AQR Capital Management LLC | 3.49% |
| GQG Partners LLC | 3.03% |
| Vanguard Capital Management, LLC | 2.85% |
| Pictet Asset Manangement SA | 2.16% |
| State Street Corp | 1.85% |
| Document | Date |
|---|---|
| Proxy statement · Q2 FY2027 EXECUTIVE PAY • CEO Michael Cannon-Brookes’ total compensation for fiscal 2026 was not included in the provided excerpt, so the exact amount and year | 2026-10-14 |
| Annual report FY2026 ATLASSIAN CORPORATION – FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization: $27.6 billion as of December 31, 2025 • Sha | 2026-08-14 |
| Results announced · Q1 FY2027 ATLASSIAN CORPORATION – Q4 & FY2026 RESULTS SUMMARY HEADLINE NUMBERS • Q4 FY2026 Revenue: $1,766 million, up 28% year-over-year (Q4 FY2025: $1,384 m | 2026-08-06 |
| Quarterly report · Q3 FY2026 ATLASSIAN CORPORATION 10-Q SUMMARY (Q3 FY2026) HEADLINE NUMBERS • Total revenues Q3: $1,786,971 thousand (up 31.7% YoY from $1,356,716k); Nine month | 2026-05-01 |
| Results announced · Q4 FY2026 ATLASSIAN Q3 FY2026 RESULTS SUMMARY HEADLINE NUMBERS • Total revenue: $1,787 million, up 32% year-over-year • Cloud revenue: $1,132 million, up 29% | 2026-04-30 |
| Board / officer change · Q3 FY2026 ATLASSIAN CORPORATION - FORM 8-K SUMMARY March 11, 2026 --- HEADLINE NUMBERS • Workforce reduction: Approximately 10% of company workforce being el | 2026-03-11 |
| Board / officer change · Q3 FY2026 ATLASSIAN CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • New CFO appointment effective March 30, 2026 • Annual base salary: $600,000 • Target ann | 2026-02-18 |
| Quarterly report · Q2 FY2026 ATLASSIAN CORPORATION - Q2 FY2026 SUMMARY (Period Ended December 31, 2025) HEADLINE NUMBERS • Total Revenue (6M): $3,018.9 million (+21.9% vs $2,474 | 2026-02-06 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.