Atlassian: Eine Aktie mit Potenzial

Da es zu dieser aus meiner Sicht hochinteressanten Aktie noch keinen Thread gibt habe ich hiermit einen solchen gestartet. Warum hochinteressant?

Ich hatte in den letzten Jahren die Gelegenheit die wichtigsten Produkte dieses Unternehmens (Confluence und JIRA) intensiv kennenzulernen. Wir haben Confluence (das ist im Kern ein Enterprise Wiki) im Rahmen eines MItarbeiterportalprojekts eingeführt. Dabei habe ich auch den Vergleich zu einem der größten Konkurenzprodukte (Microsoft Sharepoint). Erkentnis: Gerade beim aus meiner Sicht wichtigsten Erfolgsfaktor "Usability" schlägt Confluence Sharepoint um Längen. Man kann out of the box einfach viel mehr erreichen, weitere Funktionalitäten können sehr einfach über Add-Ons (Atlassian Marketplace) nachgerüstet werden. Hinzu kommt dass das Produkt (noch) sehr deutlich günstiger ist Microsoft.

Warum sehe ich ein hohes Kurspotenzial?
- Tolle Produkte die von den Anwendern meiner Erfahrung nach gerne genutzt werden
- Unternehmen ist inzwischen weltweit etabliert, aber noch um 1-2 Größenordnungen kleiner als die großen Player. Die Kundenbasis wächst seit vielen Jahren rasant.
- Gut funktionierender Marketplace. Atlassian verdient an kommerziellen Add-Ons mit
- Großes Potenzial für künftige Lizenz-Preissteigerungen.

Ich bin auf Eure Meinungen gespannt!

Ich stimme dir zu! Denkst du nicht dass die Aktie zu stark gestiegen ist die letzten Tag?
Es wird denke ich zu einem Rückgang kommen und dann kann man sehr gut einsteigen!

Ich habe diese hoch interessante Aktie auch seit etwa einem Jahr auf dem Schirm und ärgere mich aus heutiger Sicht natürlich etwas,  nicht schon etwas eher eingestiegen zu sein. Hatte dann vor etwa 1 Monat in einer ersten Tranche gekauft und nach den jüngsten Ereignissen mit noch überschaubarem Verlust erstmal verkauft.

Wie Tekoshin denke auch ich, dass die Aktie aufgrund der aktuellen Unsicherheit der Anleger noch weiter konsolidieren könnte und bessere (Wieder-) Einstiegskurse ermöglicht. Ich warte also noch...

So wie das aktuell knallt.  

@chris

Was macht dich da so sicher? 68USD sind die Unterstützung, meinst du, man durchbricht diese noch nach unten? Vom Hoch ist sie nun doch schon einiges gefallen...

finde das unternehmen interessant, bin hier mal eingestiegen.

Hat jemand von euch eine Terminübersicht?

Nachdem am Freitag bei 88 nach den Zahlen Gewinnmitnahmen einsetzten, bin ich bei 80 rein. Arbeite sowohl mit Confluence als auch Jira. Da geht kursmässig noch einiges!

Zacks mit Buy
www.zacks.com/stock/news/351593/...t-pick?cid=CS-ZC-FT-351593

....So, if you are looking for a decent pick in a strong industry, consider Atlassian Corporation. Not only is its industry currently in the top third, but it is seeing solid estimate revisions as of late, suggesting it could be a very interesting choice for investors seeking a name in this great industry segment
It could become the mother of all technological revolutions...

chart staticx-tuner.zacks.com/images/charts/06/1549029369.png

"Atlassian, responsible for the likes of Jira and Trello, hopped into bed with Teams arch-rival Slack back in July 2018. The Australian outfit pumped equity investment into Slack and, in return, the hipster chat platform took on Atlassian's own communication tools, Stride and Hipchat.
Microsoft, however, is more than happy to overlook Atlassian's dalliances with the competition and enjoys integration with Jira Cloud, Bitbucket Cloud and Confluence Cloud in its collaboration and communication product. Jira Server has now been added to the list......
The Atlassian love doesn't stop there, however. Microsoft has also updated the Confluence Cloud integration for Teams...."

www.theregister.co.uk/2019/01/30/jira_confluence_skype_teams/

und das dürfte der Grund für den Anstieg sein

erstmalig Gewinn

www.sec.gov/Archives/edgar/data/1650372/...uarterlyreport.htm

https://www.ariva.de/chart/images/...940x420~Uquarter~VCandleStick~W1

https://www.ariva.de/chart/images/...940x420~Uquarter~VCandleStick~W1

www.fool.com/investing/2019/02/16/...tock-and-never-sell.aspx

.....Atlassian makes a number of tools that companies quickly come to rely on. The most recent annual report identifies five core services:

Jira: where teams can plan and monitor project management
Confluence: allows teams to create and share documents and data
Trello: adds a visual component to help keep track of who is working on what and how far along they are
Bitbucket: helps teams create and share coding work
Jira Service Desk: a self-service portal that allows teams to quickly respond to customer issues
The important thing to know about these tools is this: They become pillars of how employees at technology companies communicate. Once employees at these companies get comfortable on these platforms, the switching costs become sky high.....

The important thing to know about these tools is this: They become pillars of how employees at technology companies communicate. Once employees at these companies get comfortable on these platforms, the switching costs become sky high.
Revenue is growing at a compounded rate of 36% per year; gross profit (38% per year) and free cash flow (67% per year) fare even better! And let's not forget that those 2019 figures only include the additional six months through the company's fiscal 2019 so far. By mid-2019, the figures will be even more impressive...."

www.fool.com/investing/2019/01/31/...-to-buy-in-february.aspx

"...That company is Atlassian (NASDAQ:TEAM) -- an Australian business that's built a suite of tools that IT, business, and software teams use to communicate and manage workflows. These tools are invaluable to the companies that use them, and the company is building an enormous moat around its free-cash-flow-positive business.
If you aren't familiar with Atlassian -- and few probably are -- here's the overview of the company's main products:

Jira Core: This allows any team (HR, Ops, etc.) to plan and track projects from cubicles just down the hall...or on the other side of the world.
Jira Service Desk: Allows customers to get in touch with agents to fix problems quickly.
Confluence: A searchable and open workspace for documents to be shared.
Bitbucket: A site to collaborate on and build code solutions.
It's worth noting that this isn't an exhaustive list of tools. ..."
Here's what growth in those segments have looked like over the past three years.
g.foolcdn.com/image/...-atlassian.png&w=700&op=resize

www.fool.com/investing/2019/03/03/...with-1-killer-advan.aspx

....Atlassian opened the Atlassian Marketplace in 2012 for third-parties developers to offer their wares. There are over 4,000 such apps available, and the company takes a 25% cut of the sales.
Most impressive, momentum seems to be building: It took five years for total app sales to cross $250 million. But in only six more quarters, they doubled to $500 million. And in 2018 alone, Atlassian Marketplace recorded $200 million in sales....

finance.yahoo.com/m/...113ae/software-stocks-slide-ahead.html

..Atlassian (TEAM 111.77, -0.65, -0.58%), is a cloud software developer focused on creating collaboration platforms for organizing, discussing, and completing shared work. Hence the ticker symbol TEAM. TEAM has been gaining new customers at a fast clip and it has been active on the M&A front, recently acquiring OpsGenie, which has developed a platform that enables companies to better plan for and respond to IT service disruptions.

A key initiative is that TEAM is doubling down on supporting the needs of IT teams. Serving IT departments is an adjacent market TEAM has been serving for years yet the company feels it has barely scratched the surface of this significant opportunity. Also, just this past Monday, Atlassian announced it will acquire AgileCraft,y a provider of enterprise agile planning software. AgileCraft helps companies build and manage a ‘master plan' of their most strategic projects and workstreams.On the new product front, TEAM recently introduced Jira Ops, a unified incident command center for IT teams to coordinate response and resolution. Alongside other offerings, these two products (Jira Ops and OpsGenie) support TEAM's efforts to deepen its focus on IT teams.
Where it is similar to SMAR is its lofty valuation. It has a current P/E above 130x and a price/sales above 20x.
www.briefing.com/investor/popuppages/...0320113747StoryStocks

"The purchase expands Atlassian's capabilities by helping connect the work that engineering teams do in Jira to broader IT-focused business teams," Raymond James analyst Michael Turits said in a report to clients."...
Derrick Wood, analyst at Cowen & Co., also has an upbeat view of the deal.
"AgileCraft gives Atlassian a compelling complementary technology to its project management software portfolio," Wood said. "First, it helps Atlassian expand beyond team-based project management. AgileCraft acts as a layer above this to help business leaders and application teams manage a portfolio of software projects."

www.investors.com/news/technology/...k-team-stock-agilecraft/

www.smh.com.au/business/small-business/...0190327-p517zk.html
Atlassian co-founder Scott Farquhar has slammed the controversial anti-encryption laws, saying they are "dangerous",  while Labor has vowed to fix the policy to minimise the impact on local firms.

The "assistance and access" policy was passed by the parliament in December 2018 and outline a range of orders that law enforcement can issue to technology companies, compelling them to help decrypt information in order to uncover communications about serious crimes.

They have been widely unpopular in the technology community because of concerns they will compromise system safety and could lead to developers facing penalties for not complying with the laws..."

habe gesucht warum Atlassian fällt

www.smh.com.au/business/small-business/...190327-p517zk.html?

investorplace.com/2019/03/...en-after-its-double-digit-climb/

"....When you get right down to the details, you find that, frankly, its cash flow and return on equity could be better. It does have decent growth for both operating margin and earnings, excellent sales growth, and has been enjoying both positive earnings surprises and upward revisions in its ratings by Wall Street analysts.

Now, when you look at Atlassian’s Quantitative Grade, you see that it earned a solid “A.” This tells us that TEAM is experiencing strong buying pressure.

In my experience, buying pressure is the single most important variable when determining a stock’s health (even more so than the fundamentals).

Think of this as “following the money.” The more money that floods into a stock, the more momentum a stock has to rise. ..."

seekingalpha.com/article/...re-agilecraft-agile-planning-tech
Atlassian (TEAM) announced it has agreed to acquire AgileCraft for $166 million.

AgileCraft operates as an enterprise agile planning software company.

TEAM is acquiring AgileCraft to bolster its cross-silo planning capabilities within the enterprise.

What to Watch When Atlassian Reports Earnings Next Week
www.fool.com/investing/2019/04/10/...ports-earnings-next.aspx

"Growing like a weed
For the fiscal second quarter, which ended Dec. 31, Atlassian reported revenue of $299 million, up 39% from the prior-year quarter. This soared past the company's forecast and analysts' consensus estimates, which came in at $289 million and $288 million, respectively. This was also particularly impressive in light of the fact that it came on top of a 43% year-over-year jump in Q2 18. The most significant gains came from subscription revenue, which grew to $153 million, up 56% from the year-ago quarter, while maintenance revenue increased 21% to $97 million.

It wasn't just revenue that posted remarkable growth. Net income of $62 million increased by 93% year over year, resulting in adjusted earnings per share of $0.25, nearly double the $0.13 achieved in the year-ago quarter. This performance got a boost from a 25% adjusted operating margin, a 300-basis-point increase from this time last year.

Operational metrics were robust as well, as the company added 6,551 new customers, bringing the running total to 138,235.

Recent events
Just last month, Atlassian announced that it will acquire enterprise agile planning software provider AgileCraft for $166 million...."

www.finanznachrichten.de/...to-digital-transformation-004.htm

...Hyper growth in cloud business. Adaptavist is seeing massive revenue growth from cloud alone. ..." Revenue has increased 300% year on year and overall adoption (cloud licenses) has increased 70+ per cent.....

seekingalpha.com/news/...1_5-percent-bullish-oppenheimer-note

www.benzinga.com/news/earnings/19/04/...led-for-april-17-2019

seekingalpha.com/news/...4-atlassian-q3-2019-earnings-preview

klingt ja nicht schlecht ..... nach 22 Uhr  

Atlassian Corporation PLC (TEAM - Free Report) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.10 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of 16.67%. A quarter ago, it was expected that this company would post earnings of $0.21 per share when it actually produced earnings of $0.25, delivering a surprise of 19.05%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.Atlassian Corporation PLC,  posted revenues of $309.27 million for the quarter ended March 2019, ....
www.zacks.com/stock/news/386469/...imates?cid=CS-ZC-HL-386469

seekingalpha.com/article/...-results-earnings-call-transcript

mit minus 10% ...heute +5% retour
"It's a rare day when shares of Atlassian (TEAM), the Australian software vendor behind a suite of collaboration and project management tools, sinks on earnings. After reporting Q3 results and releasing Q4 guidance, Atlassian's stock dropped nearly 10% - the exact opposite reaction that investors had to Atlassian's last quarter. A glance at the headline figures wouldn't tell the whole story - as per usual, Atlassian beat Wall Street's targets handsomely on both the top and bottom lines, and its Q4 guidance was above expectations for revenue - which, in my view, offsets the slight miss on the EPS forecast."

seekingalpha.com/article/...ssian-big-valuation-starting-bite

seekingalpha.com/article/...lassian-acquires-paas-marketplace

Enterprise collaboration software provider Atlassian (NASDAQ:TEAM) has been steadily building up its portfolio through acquisitions. This last quarter was no different as the company continued to add other relatively smaller players to its portfolio. Its latest quarterly results also impressed the market, but the outlook failed to deliver and the stock fell 8% in the after-hours session.

Atlassian's Financials
Atlassian's third quarter revenues grew 38% over the year to $309.3 million, ahead of the market's forecast of $305 million. Net loss came in at $202.8 million, compared with net loss of $15.8 million reported a year ago. The significant increase in losses was due to a non-cash charge of $172.6 million for marking to fair value the exchange feature of Atlassian's exchangeable senior notes and the related capped calls. On an adjusted basis, Atlassian recorded adjusted earnings of $0.21 per share compared with the Street's forecast of an EPS of $0.18...."

Atlassian's post-earnings price drop is a sign that its share price is priced for perfection with high investor expectations.

Despite a slight miss on EPS guidance, Atlassian's financials still show a healthy and thriving underlying business with strong fundamentals and growth potentials.

Atlassian also has favorable long term prospect with secular tailwinds, large expanding markets, and optionality for growth.

Additionally, Atlassian has established strong competitive advantages that enable it to win market share and defend its turf in a highly competitive environment....."

Given these considerations, Atlassian's long term growth story is intact but investors should expect volatility due to the current rich valuation,,,,

seekingalpha.com/article/...ian-whether-going-taking-breather

hat jmd. eine Info was diesen heftigen Kurssprung verursacht hat?

Goldman Sachs analyst Heather Bellini upgraded Atlassian to Buy from Neutral and raised her price target for the shares to $125 from $115. Cnsensus billings expectations for Q4 of $361M, or up 30% year-over-year, appear conservative, Bellini tells investors in a research note. The analyst expects billings of $376M, driven by normalization of deferred revenue seasonality following the deferred revenue underperformance in Q3. Further, she remains positive on Atlassian's "unique low-friction" online sales model. The company should be able to retain the ability to continuously to take price as it enhances its product offerings, says Bellini.

Read more at:
thefly.com/landingPageNews.php?id=2906416

super !

seekingalpha.com/news/...8-percent-upgrade-billings-potential

Die Produkte Bitbucket, Jira und Confluence sind Spitzenklasse.
Was halt einfach super ist, die Tools interagieren miteinander traumhaft.
Ich kenne keine Softwarefirma die so schnell in allen, größeren (auch stinkkonserativen) Unternehmen, Behörden usw. vordringt. Da hat man vorher etliche Jahre nach solchen Lösungen gesucht und auf einmal sind sie da.;-)
Ich gehe davon aus, dass die sich in den nächsten 10 Jahren verzehnfachen.
Da müssen sich die großen in meinen Augen mittelfristig wirklich warm anziehen...

Ok, Atlassian ist nicht billig Aber es gibt keine Konkurrenz, die so gut verzahnte Produkte hat. Jira, Bitbucket und Confluence sind irgendwie wie Word, Excel und Powerpoint, die werden auch nur zusammen als Office gekauft.

zum Thema Atlassian programmiert unsauber: Als Softwareentwicklerin im öffentlichen Bereich, lese ich öfters freizugänglichen Sourcecode von großen erfolgreichen Projekten. (Ich will ja von den besten Programmieren lernen...) Ich habe noch nie so einen schönen Sourcecode gesehen, wie den von Atlassian. Ich bin heilfroh hier nicht in eine berufliche Konkurrenzsituation zu sein.

Atlassian hat ja schon in fast jedem DAX Unternehmen und im öffentlichen Bereich einen kleinen Fuß in der Tür. Wir haben z.B. wirklich lange gesucht und bei wirklich langen, internen Entscheidungswegen. Die Würfel sind für Atlassian gefallen (mangels ernsthafter Konkurrenz), bzw. seit kurzen arbeiten einige 100 Leute damit. Ich gehe davon aus, dass bei uns in zwei bis vier Jahren auf jedem (ca. 80000) Arbeitsplätze zumindest Confluence läuft. de.atlassian.com/customers Ähnliche Entwicklungen höre ich von sämtlichen Kollegen und Freunden (egal ob großes Unternehmen oder irgendwo in Europa im öffentlichen Dienst)

Es wird in den nächsten Jahren nicht nur die Zahl der Arbeitsplätze zunehmen, auf denen Atlassian läuft. Nein sie werden auch je Arbeitsplatz mehr verdienen. Die wirklich tollen (Erweiterungs-)Produkte des appstore marketplace.atlassian.com/addons/top-selling sind noch nicht bei den Teams angekommen. Hier ist in der Zukunft riesiges Wachstumspotential vorhanden. Atlassian ist halt momentan keine günstige Aktie. Aber das war und ist salesforce, Amazon usw. auch nie. Bei größeren Rückschlägen würde ich hier nachkaufen.

a new solution that allows enterprises to run and manage as containers its on-premise applications like Jira Data Center, with the help of Kubernetes.

Praqma  is now making ASK available as open source....With AKS and by containerizing the applications, scaling and management should become easier — and downtime more avoidable.....

techcrunch.com/2019/05/21/...center-products-into-containers/

KZ von $99 auf $ 145 !
"It's hard to be Underweight great companies," the analyst said.

The new stack of technologies supporting modern application architectures are a $50-billion market opportunity, growing at a more than 20-percent CAGR through 2023, he said.

"With our negative catalyst for realigning the TEAM valuation having past (Q3 results) and increased confidence in the durability of company's top-line growth, we find it untenable to remain underweight on the shares." ......

www.benzinga.com/analyst-ratings/...e-underweight-great-compa

Zacks bringt einige interessante Aussagen zu Software Firmen u.a. Atlassian, aber hier wenig...
Shopify habe ich auf der Watchlist

www.zacks.com/stock/news/421865/...-zuora?cid=CS-ZC-FT-421865

BTIG Research downgraded Atlassian Corporation PLC
TEAM 0.03%
from Buy to Neutral. Atlassian shares fell 2 percent to $126.00 in pre-market trading.

www.benzinga.com/analyst-ratings/upgrades/...for-may-29-2019?

www.fool.com/investing/2019/05/31/...fit-from-slacks-ipo.aspx

"...Few people, however, are talking about how enterprise software company Atlassian (NASDAQ:TEAM) also stands to benefit. Last year, Atlassian inked a partnership with Slack that gave the company a small equity stake and a product alliance. Atlassian's equity stake will probably rise in value, but the company should benefit more from its new business relationship
..Atlassian makes software that helps business teams communicate and collaborate. The company is booming. Over the past four years, Atlassian's revenue has grown by a factor of eight, and it now has a market capitalization greater than $30 billion.
Last July, Atlassian announced a deal with Slack in which it sold its Stride business to Slack and discontinued products that were directly competitive. Both companies agreed to improve integration between their products.....Now Atlassian has an ownership stake in a highly valuable company as well as a new channel to cross-sell customers from. Atlassian has turned a huge competitive headache into a win-win situation.....

Sydney, Australia-based Atlassian Corporation PLC TEAM is engaged in designing, developing, licensing and maintaining of software and the provisioning of software hosting services. Over the past 30 days, the Zacks Consensus Estimate for current-quarter earnings has remained unchanged at 19 cents. The stock currently has a Zacks Rank # 3.

quotes.freerealtime.com/quotes/TEAM/News

bei Morgan Stanleys Tagung gestern hat agr nicht zu dem Absturz getern Stellung genommen oder nur indirekt indem er darn erinnerte ,dass der Wert der Aktien sich im letzten Jahr verdoppelt hat und die Firma langfristig denkt

www.smh.com.au/business/companies/...kes-20190604-p51ua0.html
"Atlassian co-founder Mike Cannon-Brookes, shrugged off a big fall in the software company's share price Tuesday morning - which wiped around a billion dollars from his personal wealth - as he advocated for Australia's future as a clean energy giant.

“We have a good culture in Australia of exporting" he told the Morgan Stanley Australia Summit on Tuesday, but he said we need to replace the "dying" coal and gas components of our mining exports with clean energy.Mr Cannon-Brookes - who was ranked sixth on the  Australian Financial Review Rich List for 2019 - did not directly comment on the 8.6 per cent plunge in Atlassian's share price on the Nasdaq Monday (US time), which was triggered by a broader decline for the US tech sector amid regulation fears.
But he said Atlassian's focus as a company on was on the long term. “We are sort of thinking about where is the company in 5 years or 10 years – not where are we going to be next quarter.”
Shares in the software provider have doubled over the past 12 months, propelling its market value to $US28 billion ($40 billion)...."

"...Early last month, analyst firm Goldman Sachs upgraded Atlassian from "neutral" to "buy," with a target price of $125 per share. Goldman analyst Heather Bellini expected the company's fourth-quarter billings to come in near $376 million, far ahead of the $361 million Street consensus. Bellini also saw plenty of room for long-term growth thanks to Atlassian's "unique low-friction" sales model that lets the high-quality products do the talking....Atlassian has a proven tendency to crush Wall Street's revenue and billings estimates, sometimes by a tremendous margin. It's no surprise to see investors embracing a rosy billings forecast against that historical backdrop."

www.fool.com/investing/2019/06/10/...res-rose-143-in-may.aspx

Atlassian
new.nasdaq.com/articles/...favorite-saas-companies-2019-06-10
"While most people will never have heard of Jira, Confluence, or Bitbucket, you can be sure that many of the applications you use on your phone every day (including our MyWallSt app) were built with a heavy reliance on them.

Atlassian (NASDAQ: TEAM) is an Australian-based company that excels in stickiness. Pat Dorsey of Dorsey Asset Management once argued that to have a strong brand, you must do one of two things: have pricing power or lower your customer's search costs. When we asked our head of development about Atlassian's products, he signified that they have both.

Nearly all (98%) customers who spent more than $50K with Atlassian in fiscal 2017 remained on as customers for 2018. Furthermore, over 90% who spent at that level purchased three or more products, implying that their tools are extremely complementary and, after a while, difficult to move away from.

That's an incredibly strong economic moat to have."

....Over the past month, the Zacks Consensus EPS estimate remained stagnant. TEAM is currently sporting a Zacks Rank of #3 (Hold).
In terms of valuation, TEAM is currently trading at a Forward P/E ratio of 154.81. This represents a premium compared to its industry's average Forward P/E of 56.57.
Investors should also note that TEAM has a PEG ratio of 8.47 right now...

www.zacks.com/stock/news/425895/...know?cid=CS-QMED-FT-425895

die mit ihren blöden Theorien zu PEG...etc

seekingalpha.com/news/...-plus-2-percent-keybanc-target-boost

The bank cites TEAM's long-term growth prospects with "multiple paths to sustain more than 30% y/y subscription revenue growth over the next few years."

KeyBanc notes that "investors are increasingly viewing TEAM on a longer-term basis due to strong FCF generation coupled with a strong growth profile."

TEAM shares are up 2% pre-market to $131.50.

techcrunch.com/2019/06/18/...in-us-at-tc-sessions-enterprise/

"..To talk about Atlassian’s  story from being a small shop in Australia to a successful IPO — and its plans for the future — the company’s co-founder and co-CEO Scott Farquhar will join us at our inaugural TechCrunch Sessions: Enterprise event on September 5 in San Francisco.

Farquhar co-founded Atlassian with Mike Cannon-Brookes, in 2001. It wasn’t until 2010, though, that the company raised its first major venture round ($60 million from Accel Partners). Even by that point, though, the company already had thousands of customers and a growing staff in Sydney and San Francisco.

Today, more than 150,000 companies use Atlassian’s tools. These range from the likes of Audi  to Spotify, Twilio and Visa, with plenty of startups and small and medium businesses in between...."

saubere Energie in Australien investieren
Atlassian co-founder Mike Cannon-Brookes' private investment company is pursuing opportunities to develop renewable energy in the Northern Territory as it looks to tap the region's abundant sunshine and proximity to key Asian markets.

The territory has the makings to become a world leader in clean energy generation and export, said Jeremy Kwong-Law, investment manager at the tech billionaire's Grok Ventures. He highlighted that hydrogen and solar power transmission via subsea cable were the two clearest pathways to tap the huge Asian market.----
Cannon-Brookes - who was ranked sixth on the Australian Financial Review Rich List for 2019 - has emerged as a prominent advocate for clean energy and in 2017 famously challenged Tesla founder Elon Musk to build the world's largest lithium battery in South Australia.
www.smh.com.au/business/companies/...ory-20190621-p51zuc.html

investorplace.com/2019/06/...ck-keeps-moving-forward-with-ma/

.....Now, WORK has gone public and has a market cap around $31 billion. The value of TEAM’s equity stake has quadrupled in value.

TEAM stock is up 49% year to date and 114% in the past 12 months. It can be a bouncy ride, but this unique company continues to fire on all cylinders.

My Portfolio Grader gives TEAM stock an overall A rating.

www.benzinga.com/news/19/07/14059807/...ys-pre-market-session

Atlassian fixt kritische Lücke in Jira Server und Data Center

www.heise.de/security/meldung/...und-Data-Center-4468336.html

seekingalpha.com/article/...-results-earnings-call-transcript

wird offenbar gut aufgenommen +10,7 % in Frankfurt  Nyse +9%

"Australian software provider Atlassian is planning to ramp up investments in its cloud-computing products for big corporations and will explore freemium pricing models after its annual revenue burst through the $US1 billion ($1.44 billion) mark for the first time.

The company on Friday revealed in its quarterly results that it generated $US1.2 billion ($1.7 billion) in revenue in the recently ended financial year, up 37 per cent from a year earlier. Free cash flow increased 50 per cent to $US422 million.
Atlassian sells project management software including JIRA, which is used by software development teams inside companies to track bugs and plan projects.  It also makes software products for IT help desks and incident management teams, document sharing tools and task management service Trello...."

www.smh.com.au/business/companies/...ear-20190726-p52b7d.html

da kommen die Analysten gar nicht mehr nach die Kursziele anzupassen ;-)

www.finanzen.net/analyse/...erform-bmo_capital_markets_677971

link s. #59

ich habe die schon einige Monate, und sie macht mir viel Freude  

According to the most recent rating by KeyBanc, on 2019-07-26, the current rating is at Overweight, with a price target of $150.00.

www.benzinga.com/news/19/07/14143095/...ys-pre-market-session

Atlassian provided the following guidance for the first quarter of fiscal 2020:

Revenue between $349 million and $353 million, up 31.3% year over year at the midpoint.
Non-IFRS gross margin of 86%, and non-IFRS operating margin of 21%.
Non-IFRS earnings per share of $0.24, compared with $0.20 in the prior-year period.
For the full year, Atlassian expects:

Revenue between $1.540 billion and $1.556 billion, up 27.9% from fiscal 2019 at the midpoint.
Non-IFRS gross margin between 85% and 86%, and non-IFRS operating margin of 20%.
Non-IFRS earnings per share of $1.00, compared with $0.86 in fiscal 2019.
With Atlassian expecting to surpass $1.5 billion of revenue in fiscal 2020, it's inevitable that the company's growth rate will slow. But there are still plenty of opportunities for it to win new customers and to move existing customers to the cloud.

www.fool.com/investing/2019/07/26/...s-out-a-record-year.aspx

"Productivity software provider Atlassian (NASDAQ:TEAM) reported its fiscal fourth-quarter results after the market closed on Thursday. Just as they did in the third quarter, non-cash charges hit its bottom line. But for the period, which ended June 30, both revenue and adjusted earnings grew at strong double-digit percentage rates. Here's what investors need to know.
What happened this quarter?
Atlassian's net income on an IFRS basis was diminished by a $156.3 million non-cash charge resulting from marking to fair value the exchange feature of the company's exchangeable senior notes and the related capped calls. An additional non-cash charge of $54.7 million was due to the writedown of Atlassian's deferred tax assets.
The company ended the quarter with 152,727 customers on either an active subscription or a maintenance agreement. The company added 8,689 net new customers during the quarter.
Subscription revenue was $180.9 million, up 50.4% year over year.
Maintenance revenue was $105.8 million, up 20.8% year over year.
Perpetual license revenue was $22.8 million, up 5.2% year over year.
Other revenue was $25.1 million, up 47.5% year over year.
Atlassian had cash, cash equivalents, and short-term investments of $1.7 billion at the end of the quarter.
Operating cash flow was $117.7 million, and free cash flow was $98.2 million. Free cash flow was up 52% year over year.

www.fool.com/investing/2019/07/26/...s-out-a-record-year.aspx

www.fool.de/2019/08/10/...in-rekordjahr-ab/?rss_use_excerpt=1

Mit der Software von Atlassian wie Jira und Trello können sich IT Entwickler abstimmen, was vor allem beim agilen Entwickeln genutzt wird. Da die Produktqualität sehr gut ist konnte sich Atlassian in der Community wie ein Lauffeuer verbreiten. Auch von den Preisen hat Atlassian sicher noch Potential den moantlichen Beitrag für die Cloudsoftware zu erhöhen. Derzeit konzentriert man sich aber auf den Entwicklermarkt und es bleibt abzuwarten wie groß hier der Markt für Kommunikationssoftware wirklich ist, da es hier auch viel Konkurrenz gibt. Dank des schlauen Tausches mit Slack, ist Atlassian auch Anteilseigner an Slack, das einen noch größeren Markt angeht

www.investresearch.net/...nagementtool-fuer-agile-developing/

Motley Fool : new.nasdaq.com/articles/...ans-soaring-stock-price-2019-08-19
One stock that has been on fire over the past 12 months is Atlassian (NASDAQ: TEAM). The productivity software specialist's stock has surged more than 80% during this period, crushing the S&P 500's paltry 3% rise during this same time frame. The rise reflects impressive momentum during the company's fiscal 2019, for which Atlassian reported its final results late last month.

Here's a look back at some of the key metrics in Atlassian's fiscal 2019, capturing its strong growth during this period.
1. Revenue increased 37%...
2. Non-IFRS operating income popped 44%....
3. Free cash flow skyrocketed 50%....
4. Non-IFRS earnings per share soared 69%
5. More than 150,000 customers
6. Expect fiscal 2020 revenue of at least $1.54 billion
In its fiscal fourth-quarter and full-year earnings release last month, management initiated strong guidance for fiscal 2020, guiding for revenue during the period to be between $1.540 billion and $1.556 billion. The midpoint of this guidance range represents 28% year-over-year growth. Though this would mark a meaningful deceleration, management's guidance typically proves to be conservative.......

seekingalpha.com/article/4276182-atlassian-worth-premium

Summary
Within our universe of comparable cloud software companies in the SME/mass market segment, Atlassian typically ranks in the top 3 when it comes to valuation metrics like EV/Sales and P/FCF.

We found how Atlassian's robust growth, due to its unique user acquisition strategy, reflects its premium valuation. To date, Atlassian's customers account for 60% of all Fortune 500 companies.
As solid as its fundamentals and key metrics such as FCF per share and OCF per share are, its price/share has increased by more than 56% YTD.

There are two key things we look at before we invest in any technology company in the cloud software market: solid vision and robust growth. For any company having both, we are ready to pay a premium and to hold the stock forever. Atlassian (NASDAQ:TEAM) is one of such companies available in the market today. When we look at the fundamentals of Atlassian and add in all the intangible values, the premium valuation makes sense to us.
First of all, we like the fact that Atlassian is a founder-led company.....

www.heise.de/developer/meldung/...nd-Confluence-4514883.html?

seekingalpha.com/article/...tlassian-high-quality-comes-price

Atlassian has fallen by roughly 10% since its 52-week highs.

The company has grown to become a top collaboration platform among software developers.

However, Atlassian is overvalued by roughly 30% based on my estimates.
Despite the drop in share price, I believe that Atlassian is a leader in its space with growing switching costs and network effects. At $136, however, the stock is very expensive based on my estimates, and investors can wait for a better time to build a position.

investors.atlassian.com/...cal-Year-2020-Results/default.aspx
" it will release financial results for the first quarter of fiscal year 2020 ended September 30, 2019 after market close on Thursday, October 17, 2019. Atlassian will host a webcast and conference call to discuss the financial results at 2:00 P.M. Pacific Time. "

SunTrust starts Atlassian (NASDAQ:TEAM) at Buy and a $162 price target, a 32% upside.

Atlassian is expected to report earnings on October 17.
seekingalpha.com/news/3503590-suntrust-bullish-atlassian

so schlecht sehen die Zahlen m.E. nicht aus... Überreaktion?

eigentlich ,weil ich das Klimaschutzengagemant des CEOs übertrieben fand
hat sogar ne eigene Insel ,sollte sich besser um seine Firma kümmern

KeyBanc Capital Markets analyst Alex Kurtz maintained an Overweight rating on Atlassian with a $150 price target.

Mizuho Securities analyst Gregg Moskowitz reiterated a Buy rating and $152 price target.

Morgan Stanley analyst Keith Weiss maintained an Equal-weight rating and $145 price target.

KeyBanc: Core Thesis Unchanged, But Higher Opex to Weigh On Shares
Atlassian delivered overall solid operating metrics, with 7,060 organic new customers, 50% year-over-year subscription growth and an operating margin beat, Kurtz said in a Thursday note. ...

www.benzinga.com/analyst-ratings/...nys-growth-after-q1-print

klingt eigentlich ganz gut

".According to 5-star SunTrust analyst Joel Fishbein, the force behind popular software products like JIRA and Service Desk presents investors with an exciting growth opportunity thanks to upcoming catalysts. Specifically, TEAM’s partnership with Okta (OKTA) could drive significant growth..
On October 17, TEAM reported that during its fiscal first quarter, it saw revenue gain 36% year-over-year and added more than 7,000 new net customers.

“Atlassian’s low touch sales and marketing, viral product adoption, focus on R&D and product innovation, and highly profitable model sets them apart in a crowded field,” the top analyst commented. This prompted him to rate the stock a Buy along with $162 price target, which implies about 40% upside potential. .....

www.nasdaq.com/articles/...ll-keep-soaring-in-2020-2019-10-20

www.benzinga.com/analyst-ratings/...-opportunity-in-atlassian

techcrunch.com/2019/11/13/...ands-jira-service-desk-beyond-it
es haben sich Gruppen über Twitter und Airbnb ausserhalb von IT-Teams gebildet. Diese können jetzt ganz legal mit Jira arbeiten
"lots of service teams, he argues, didn’t have the tools to provide this experience, yet they were looking for tools to streamline their workflows (think onboarding for HR teams, for example) and to move from manual processes to something more automated and modern. Jira was already flexible enough to allow them to do this, but the new set of templates now codifies these processes for them...."

www.insidermonkey.com/blog/...assian-corporation-team-793007/

www.smh.com.au/business/companies/...ord-20191120-p53ca9.html
"Atlassian co-founders Mike Cannon Brookes and Scott Farquhar have quietly invested in a Canadian "digital vault" service valued at $US500 million ($736 million).

The two billionaires were among a string of investors that earlier this month contributed to a $US200 million ($294 million) capital raising by the Toronto-based firm 1Password, which aims to prevent personal information from being hacked...."

For Competitors to catch
seekingalpha.com/article/...be-tough-for-competitors-to-catch

mit Atlassian-Anbindungen
Atlassians neue Entwicklungsplattform für Cloud-Applikationen soll das Atlassian-Ökosystem einfach integrieren.
Der australische Softwarehersteller Atlassian hat mit Forge eine neue Cloud-Entwicklungsplattform vorgestellt. Damit sollen Entwickler einfache Cloud-Applikationen erstellen können, die andere Produkte von Atlassian integrieren. Die Plattform stellt Atlassian zunächst als geschlossene Beta zur Verfügung, ein Datum für eine allgemeine Verfügbarkeit ist noch nicht bekannt. Im Kern setzt sich Forge aus drei Komponenten zusammen: einer Function-as-a-Service-Plattform (FaaS),der UI-Sprache Forge UI sowie dem Forge Command Line Interface (CLI)....."

www.heise.de/developer/meldung/...d.ho.ho.rdf.beitrag.beitrag

https://www.nasdaq.com/articles/...-200-day-moving-average-2020-01-06

https://www.nasdaq.com/sites/acquia.prod/files/...1.gif?itok=UbAVrDi6

neues Glück oder muss das so ??

www.businesswire.com/news/home/20200108005816/en/

finance.yahoo.com/news/...corporation-plc-team-165912510.html
stark gestiegenes Engagement
media.zenfs.com/en-us/insidermonkey.com/...d504a4e8a547250af7
finance.yahoo.com/news/...corporation-plc-team-165912510.html

"....Among these funds, Renaissance Technologies held the most valuable stake in Atlassian Corporation Plc (NASDAQ:TEAM), which was worth $683.9 million at the end of the third quarter. On the second spot was Lone Pine Capital which amassed $261.1 million worth of shares. Citadel Investment Group, Tybourne Capital Management, and D E Shaw were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Strategy Capital allocated the biggest weight to Atlassian Corporation Plc (NASDAQ:TEAM), around 16.69% of its 13F portfolio. Center Lake Capital is also relatively very bullish on the stock, dishing out 7.92 percent of its 13F equity portfolio to TEAM.

As industrywide interest jumped, some big names were breaking ground themselves. Melvin Capital Management, managed by Gabriel Plotkin, initiated the largest position in Atlassian Corporation Plc (NASDAQ:TEAM). Melvin Capital Management had $40.8 million invested in the company at the end of the quarter. Michel Massoud's Melqart Asset Management also made a $13.4 million .....
Our calculations showed that top 20 most popular stocks among hedge funds returned 41.1% in 2019 through December 23rd and outperformed the S&P 500 ETF (SPY) by 10.1 percentage points. Hedge funds were also right about betting on TEAM, though not to the same extent, as the stock returned 35.7% during the same period and outperformed the market as well.."

Atlassians neue Entwicklungsplattform für Cloud-Applikationen soll das Atlassian-Ökosystem einfach integrieren.
www.heise.de/developer/meldung/...an-Anbindungen-4616878.html

Atlassian: Strong Momentum Will Be Tough For Competitors To Catch
seekingalpha.com/article/...be-tough-for-competitors-to-catch

www.benzinga.com/pre-market-outlook/20/01/...lu-xlf-team-biib

beim Report
1.Continued strong revenue growth is key
One of the hallmarks of Atlassian's success has been its ability to continue its strong revenue growth, and investors will be expecting more of the same. In its fiscal Q1 (which ended Sept. 30), the company reported revenue of $363 million, up 36% year over year, while making easy work of management's guidance range, which topped out at $353 million. Even more importantly, subscription revenue continued its relentless climb, up 50% year over year, to $201 million.

Atlassian's management is forecasting another strong quarterly performance, expecting revenue in a range of $386 million and $390 million, which would represent 30% growth at the midpoint of its guidance. The company is likely being conservative with its forecast, especially considering its practice of exceeding its own guidance, only to raise its outlook for the full year -- exactly what it did last quarter.

2. Growing adjusted profits
For the first quarter, Atlassian delivered adjusted net income of $70 million, up 42% year over year, resulting in adjusted earnings per share (EPS) of $0.28, a 40% increase compared to the prior-year quarter.

While its profits are still expected to climb, management is signaling slower growth for the current quarter. The company is guiding for adjusted EPS of about $0.27, an increase of about 8% year over year. Management is also forecasting its adjusted operating margin will edge down to 22% from 25% in the year-ago period....."
www.nasdaq.com/articles/...orts-earnings-next-week-2020-01-16
und der Anstieg der Kundenzahl TEAM strebt Wachstum v.40% hier an

Atlassian Corporation PLC (TEAM - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2019.
The earnings report, which is expected to be released on January 23, 2020, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
This company is expected to post quarterly earnings of $0.27 per share in its upcoming report, which represents a year-over-year change of +8%.
Revenues are expected to be $388.65 million, up 30% from the year-ago quarter.....
For the last reported quarter, it was expected that Atlassian Corporation PLC would post earnings of $0.24 per share when it actually produced earnings of $0.28, delivering a surprise of +16.67%.
Over the last four quarters, the company has beaten consensus EPS estimates four times....

www.zacks.com/stock/news/721046/...=CS-ZC-HL-tale_of_the_tape|yseop_template_9-721046

Dieses Wertpapier wird nicht mehr gehandelt.

Gründe dafür können sein:

Das Wertpapier hat den Börsenplatz gewechselt oder wurde delisted
Das Wertpapier hat das Laufzeitende erreicht
Das Derivat hat die Verfallsschwelle berührt

Shares of productivity software provider Atlassian (NASDAQ:TEAM) jumped sharply on Friday, rising as much as 13.6%. As of 12:00 p.m. EST, however, the stock was up 8.6%.

The stock's move higher on Friday follows the company's fiscal second-quarter results on Thursday afternoon. The Street is likely happy with the report because both revenue and non-IFRS (adjusted) earnings per share came in significantly higher than analysts' average forecasts.
Atlassian's revenue in its second quarter of fiscal 2020 increased 37% year over year to $408.7 million. On average, analysts were expecting revenue of $388 million. The company's adjusted earnings per share were $0.37, up from $0.25 in the year-ago period and ahead of a consensus estimate of $0.27.

www.fool.com/investing/2020/01/24/...ck-jumped-on-friday.aspx

www.finanztreff.de/...4&pId=1919996371&seite=portfolio

die hätten die guten Ergebnisse lieber investiert
The company crushed Wall Street's expectations across the board, alongside a mixed slate of guidance targets. Atlassian's perpetual license sales rose 13% year over year to $29 million while maintenance fees increased by 20% to $117 million and subscription revenues landed at $229 million -- 50% above the year-ago period's reading. Like most software companies these days, Atlassian is leaning heavily into the subscription space while moving away from traditional single-payment license sales. Subscription revenues accounted for 56% of Atlassian's total second-quarter sales, up from 37% in the same period of 2019.

Operating margins stopped at 10.2%, up from just below breakeven a year ago......"
www.nasdaq.com/articles/...ong-for-managements-tastes-2020-01

Hallo Kicky,
was genau meinst Du mit "die hätten die guten Ergebnisse­ lieber investiert"?

www.zacks.com/stock/news/910187/...?cid=CS-ZC-HL-analyst_blog|earnings_article-910187

aber natürlich ^^

Ich würde sagen: gute Nachkaufgelegenheit.
Auch ganz interessant (wenn auch schon etwas älter): www.faz.net/aktuell/wirtschaft/...rm-von-sydney-16853114.html  

Aber meine Lieblingsaktie, die Ausschläge sind nicht ohne.  

hin und wieder die Möglichkeit, nachzukaufen ;) so sollte man das sehen

www.marketscreener.com/quote/stock/...ings-Snapshot-31646456/

Atlassian: Fiscal 1Q Earnings Snapshot

10/29/2020 | 08:55pm GMT
LONDON (AP) _ Atlassian Corporation PLC (TEAM) on Thursday reported a fiscal first-quarter loss of $21.6 million, after reporting a profit in the same period a year earlier.

On a per-share basis, the London-based company said it had a loss of 9 cents. Earnings, adjusted for one-time gains and costs, came to 30 cents per share.

The results exceeded Wall Street expectations. The average estimate of 12 analysts surveyed by Zacks Investment Research was for earnings of 27 cents per share.

The company posted revenue of $459.5 million in the period, also surpassing Street forecasts. Eight analysts surveyed by Zacks expected $439.4 million.

Atlassian shares have increased 75% since the beginning of the year. In the final minutes of trading on Thursday, shares hit $210.72, a climb of 76% in the last 12 months.

This story was generated by Automated Insights (automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on TEAM at www.zacks.com/ap/TEAM

Copyright by Automated Insights, Inc. All rights reserved., source Associated Press News

www.marketscreener.com/quote/stock/...018-Data-Talk-31654742/

hier sind 100-200% auf 2 Jahre locker drin.

Weiss jemand was zum Ausschlag (um fast 25% nach oben) von heute was?

Hallo johnyflash, Atlassian hat Zahlen veröffentlicht, die sehr gut ankamen:
finance.yahoo.com/news/...ourth-quarter-fiscal-200200683.html

www.zacks.com/stock/news/1819980/...cid=CS-ZC-HL-analyst_blog|earnings_article-1819980

www.it-times.de/news/...s-plattform-liefert-erneut-ab-140473/

.... sind das mittlerweile wieder Kaufkurse oder geht es noch deutlich weiter runter?

Meine Tendenz ist, in kleinen Chargen  nachzukaufen.
Ich kann mir nicht vorstellen dass wir z.b. in einem Jahr nicht deutlich über dem aktuellen Kurs stehen.
Andere Meinungen?

Ich denke ein KBV von fast 200 ist etwas hoch, bin aber auch eher konservativ was das angeht, bei starken Wachstumsraten bin ich auch bereit hohe KBV von 30 -40
zu akzeptieren -dann muss die Story aber Bahnbrechend sein (Burggraben). Daher ist es für mich noch ein langer weg bis Einstiegskurse kommen. ABER VIELLEICHT LIEGE ICH auch völlig falsch mit meiner Annahme. ALLEN Investierten viel Erfolg !

www.fool.com/investing/2022/07/20/...sian-stocks-just-popped/
Die Investmentbank Bernstein stürzte sich am Mittwochmorgen wieder auf den Technologiesektor und gab eine Reihe neuer Bewertungen für Aktien wie Zoom Video Communications (NASDAQ: ZM) , Okta (NASDAQ: OKTA) und Atlassian (NASDAQ: TEAM) bekannt. Alle drei Aktien stiegen daraufhin und beendeten die Sitzung mit einem Plus von 4,9 %, 7,7 % bzw. 11,2 %.
Offensichtlich bevorzugt Weed die Atlassian-Aktie gegenüber Zoom und Okta. Ich konnte jedoch nicht umhin festzustellen, dass, selbst wenn er mit seinen Zahlen richtig liegt, dies immer noch eine Empfehlung ist, Aktien eines Unternehmens zu kaufen, das in drei Jahren mehr als das 30-fache des Betriebsgewinns kosten wird. Außerdem kosten Atlassian-Aktien derzeit mehr als das 62-fache des freien Cashflows (FCF).
Atlassian  gefällt Weed  sehr gut. Er gab Atlassian ein Kursziel von $257 - mehr als 20 % höher als der Schlusskurs am Mittwoch - und ein Outperform-Rating (Kauf). Der Analyst lobte die Leistung des Unternehmens, das ein konstantes Wachstum von mehr als 30 % bei einem freien Cashflow von mehr als 30 % vorweisen kann, und sagte voraus, dass sich der Umsatz in den nächsten drei Jahren auf 6 Milliarden US-Dollar mehr als verdoppeln wird.  
Obwohl auch Atlassian davor gewarnt hat, dass seine Gewinnmargen unter Druck geraten, ist Weed nicht besorgt. Er sagte voraus, dass im Jahr 2025 ganze 25 % des Umsatzes in einen Betriebsgewinn umgewandelt werden, so dass das Unternehmen in drei Jahren von einem Verlust von 720 Millionen Dollar auf einen Gewinn von 1,5 Milliarden Dollar kommen wird.

Atlassian (TEAM) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2022.
This company is expected to post quarterly earnings of $0.26 per share in its upcoming report, which represents a year-over-year change of +8.3%.
Revenues are expected to be $717.84 million, up 28.3% from the year-ago quarter.
For Atlassian, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.92%.
On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Atlassian will most likely beat the consensus EPS estimate.....
www.nasdaq.com/articles/...o-know-ahead-of-next-weeks-release

Link s.o.

Ehrlich gesagt kommt mir dieser Ausverkauf etwas übertrieben vor und eher wie eine lanfristige Chance billig einzusteigen. Wie seht ihr das?

übertrieben. Aber hat sich jemand mit den Zahlen im Detail befasst?
Bzw. anscheinend haben sich welche damit im Detail befasst...

....Facing a slowdown, most companies choose to cut back on growth plans. However, Atlassian is doing quite the opposite. It believes it can reach $10 billion in annual revenue in coming years, up from $3 billion in trailing-12-month revenue. And it views the broad economic slowdown as its key opportunity to get ahead. Specifically, Atlassian believes it can dominate its market by hiring the best people. And whereas competitors are cutting spending on their workforces, Atlassian is hiring.
Quelle: www.fool.com/investing/2022/11/05/...e-is-this-a-sell-signal/

...Das wichtige ist jedoch, dass die Mehrzahl der Szenarien nennenswertes Potenzial suggeriert und eher geringes Risiko...
Quelle: www.lynxbroker.de/boerse/boerse-kurse/...e/atlassian-analyse/

Gibt's einen Grund für die Entwicklung der letzten Woche?
Ist das nur eine Reaktion auf den Insiderverkauf?

Atlassian überzeugt mit klarem Fokus auf Entwickler und starke Tools für Remote-Teams. Die Innovationskraft bleibt beeindruckend , langfristig ein spannender Tech-Player....

Und fortwährender Abwärtstrend?
Weiß das jemand?

Dennoch habe ich mich heute nachbörslich "getraut" und zugeschlagen :-) 144 €  

www.computerwoche.de/article/4054599/...-fur-unternehmen.html