Market Rotation: Discussions on social media highlight aggressive capital rotation into select software names, with Atlassian positioned among key beneficiaries alongside peers in the sector. Observers note that enterprise platforms remain vital for governance and data management amid advancing AI capabilities.
Price Targets: Long-term projections shared include ambitious levels reaching $850, reflecting expectations for sustained growth if current momentum holds. Technical analysis suggests the stock could emerge as a winner once a bottom is confirmed, though caution persists on timing entries.
Earnings Context: Recent beats and revenue expansion underscore resilience, with mentions of user growth in AI-related features drawing attention. Overall views emphasize selective positioning over broad sector bets in the current environment.
Note: This discussion summary was generated from an AI condensation of post data.
Atlassian Insider Trading Activity
Atlassian insiders have traded $TEAM stock on the open market 81 times in the past 6 months. Of those trades, 0 have been purchases and 81 have been sales.
Here’s a breakdown of recent trading of $TEAM stock by insiders over the last 6 months:
- BRIAN DUFFY (Chief Revenue Officer) has made 0 purchases and 38 sales selling 27,621 shares for an estimated $3,147,513.
- JAMES CHUONG (Chief Financial Officer) has made 0 purchases and 22 sales selling 17,892 shares for an estimated $2,336,890.
- GENE LIU (Chief Accounting Officer) has made 0 purchases and 21 sales selling 3,547 shares for an estimated $522,100.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Atlassian Revenue
Atlassian had revenues of $1.8B in Q4 2026. This is an increase of 41114.96% from the same period in the prior year.
You can track TEAM financials on Quiver Quantitative's TEAM stock page.
You can access data on TEAM stock through the Quiver Quantitative API.
Atlassian Hedge Fund Activity
We have seen 429 institutional investors add shares of Atlassian stock to their portfolio, and 492 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GQG PARTNERS LLC added 7,658,413 shares (+inf%) to their portfolio in Q2 2026, for an estimated $595,747,947
- BAILLIE GIFFORD & CO removed 4,773,597 shares (-56.6%) from their portfolio in Q2 2026, for an estimated $371,338,110
- AQR CAPITAL MANAGEMENT LLC added 4,672,953 shares (+112.6%) to their portfolio in Q2 2026, for an estimated $363,509,013
- AMERIPRISE FINANCIAL INC added 2,921,000 shares (+342.9%) to their portfolio in Q2 2026, for an estimated $227,224,590
- VOYAGER GLOBAL MANAGEMENT LP removed 2,380,000 shares (-61.8%) from their portfolio in Q2 2026, for an estimated $185,140,200
- TWO SIGMA INVESTMENTS, LP removed 2,153,047 shares (-46.3%) from their portfolio in Q2 2026, for an estimated $167,485,526
- DNB ASSET MANAGEMENT AS added 1,753,042 shares (+21.7%) to their portfolio in Q2 2026, for an estimated $136,369,137
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Atlassian Analyst Ratings
Wall Street analysts have issued reports on $TEAM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 05/01/2026
To track analyst ratings and price targets for Atlassian, check out Quiver Quantitative's $TEAM forecast page.
Atlassian Price Targets
Multiple analysts have issued price targets for $TEAM recently. We have seen 16 analysts offer price targets for $TEAM in the last 6 months, with a median target of $113.5.
Here are some recent targets:
- Jason Celino from Keybanc set a target price of $115.0 on 07/08/2026
- Keith Bachman from BMO Capital set a target price of $95.0 on 06/25/2026
- Ittai Kidron from Oppenheimer set a target price of $110.0 on 05/11/2026
- Allan Verkhovski from BTIG set a target price of $130.0 on 05/07/2026
- Raimo Lenschow from Barclays set a target price of $112.0 on 05/07/2026
- Joel Fishbein from Truist Securities set a target price of $100.0 on 05/01/2026
- Steve Koenig from Macquarie set a target price of $130.0 on 05/01/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
