TEAM

ACCE-researched
Atlassian Corporation Class A Common Stock
Technology · Software - Application · NASDAQ · United States
$192.02-0.26%
Market cap $48.6BNext earnings 2026-10-29Updated Sep 18, 2026
FAIR VALUE · CONSENSUS
$192.02+0.0%
confidence-weighted across 2 of 6 models
Now $192.02
$192.02
$111.93$151.42
TrimBronze53
Price vs fair value
42.8% above
-30.0% to fair value
ACCE score
60
out of 100
Analysts
79% buy
33 covering
P/E
0.0x
forward 28.5x
1-year return
+13.2%
Dividend yield
0.00%
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Overview

⚠ Investor warnings · 5 flags
  • high
    ACCE score collapse
    Score dropped 26 points in 90 days (80→54), with Momentum at 17/100, signaling significant recent deterioration in market confidence.
  • high
    Extreme EV/EBITDA valuation
    EV/EBITDA of 2349.9 and negative net margin (-3.5%) leave virtually no margin of safety if growth decelerates.
  • high
    Elevated short interest
    Short interest at 10.6% of float indicates meaningful bearish conviction among sophisticated investors against this position.
  • moderate
    Negative ROE, net loss
    ROE of -19.3% and net margin of -3.5% mean the company is still destroying book value despite strong 84.8% gross margins.
  • moderate
    Insider selling, no buying
    Last 10 disclosed transactions show $1.98M in sales and zero buys, a directionally negative signal from insiders.
Reports in 38 days, last quarter beat by 1.0%.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Price

+12.5% · 1Y

Valuation

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Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Bullish79% buy · 33 covering analysts
● Strong buy 19● Buy 7● Hold 7● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 100% of peers
low 0.0x0.0xhigh 44.8x
ROEbetter than 17% of peers
low -64%-4%high 54%
Div yieldbetter than 50% of peers
low 0.0%0.0%high 20.0%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
WDAYWorkday Inc. Class A Common Stock$46.7B39.616.0%0.400.0%-Compare
ADSKAutodesk Inc. Common Stock$45.3B28.153.8%0.830.0%-Compare
CSU.TOConstellation Software$43.0B44.823.3%1.5020.0%-Compare
PAYXPaychex Inc. Common Stock$41.3B23.844.8%1.234.1%-Compare
MSTRStrategy Inc Common Stock Class A$61.1B--63.6%0.160.0%-Compare
ROPRoper Technologies Inc. Common Stock$36.9B15.513.1%0.470.9%-Compare

Sector report card

Where TEAM ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Reports in 38 days, last quarter beat by 1.0%.

Press releases mentioning this company

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Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.

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Recent performance

1 week
+6.9%
1 month
+10.2%
3 months
+132.1%
6 months
+160.4%
YTD
+18.4%
1 year
+13.2%

SEC filings

40 filings
August 2026
Aug 31
Form 4Insider transactionPeriod 2026-08-28
Aug 20
Form 4Insider transactionPeriod 2026-08-19
Aug 20
Form 4Insider transactionPeriod 2026-08-19
37 more filings + AI summaries on Investor+.INVESTOR