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Stock impact report

Atlassian: This Is Not 2016 Anymore [Seeking Alpha]

Atlassian Corporation Plc - Class A Ordinary Shares (TEAM) 
Last atlassian corporation plc - class a ordinary shares earnings: 4/30 04:03 pm Check Earnings Report
Company Research Source: Seeking Alpha
TEAM's AI-driven Collections and “System of Work” strategies have not yet offset rising commoditization risks in the Agentic AI era as the software tech stack gets rewritten. Consensus estimates point to declining forward revenue and earnings growth, with markets awaiting evidence of stable retention and backlog before a potential re-rating can occur. With TEAM trading at a forward P/E of 16 and lacking a clear growth trigger, valuation will likely remain compressed amid uncertainty and commoditization threats. Looking for a portfolio of ideas like this one? Members of The REIT Forum get exclusive access to our subscriber-only portfolios. Learn More » akinbostanci/E+ via Getty Images Introduction & Investment Thesis The YTD damage in the current SaaSpocalypse has been brutal, with Atlassian Corporation (NASDAQ: TEAM ) likely being hit the hardest, with its stock down 53% YTD, despite the company reporting accelerating revenue growth in its More on my IG service I am A Show less Read more
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