TEAM · Atlassian Corp
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q4 FY26 earnings call · Aug 6, 2026TL;DR. Atlassian beat across all guided metrics in Q4 FY26, with Cloud revenue accelerating to 31% y/y and Subscription ARR up 23% to $6.6B, but issued FY27 guidance implying deceleration: Subscription ARR growth of ~18% and total revenue growth of ~13%, with Data Center revenue guided to decline ~17% y/y.
- + GAAP profitability achieved with 12% operating margin, and non-GAAP operating margin expanded 12 ppts to 36%
- + MCP server and Teamwork Graph CLI surpassed 1 million MAU, more than doubling in a single quarter
- − FY27 Subscription ARR growth guided to ~18%, down from FY26's 23%
- − FY27 total revenue growth guided to ~13%, down from FY26's 26%
- − FY27 Data Center revenue guided to decline ~17% y/y
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Non-GAAP gross margin non-GAAP | 88% | fiscal year 2026 filing | — |
| Non-GAAP gross profit non-GAAP | 5.78B | fiscal year 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP GAAP gross profit 5.58B
+70.39M Stock-based compensation
+78.91M Amortization of acquired intangible assets
+52.62M Restructuring charges
= Non-GAAP gross profit 5.78B
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| Non-GAAP net income per share - diluted non-GAAP | $5.85 | Fiscal Year Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP GAAP net loss per share - diluted -$0.21
+$6.16 Stock-based compensation
+$0.39 Amortization of acquired intangible assets
+$1.07 Restructuring charges
-$1.56 Income tax adjustments
= Non-GAAP net income per share - diluted $5.85
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| Workforce reduction | 10% | fiscal year 2026 filing | — |
| Customers with >$10,000 in Cloud ARR | 57,334 | Q4 FY26 | — |
| Free cash flow non-GAAP | $1.32B | FY2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP net cash provided by operating activities 1.35B
-34.06M Capital expenditures
= Free cash flow 1.32B
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| Free cash flow margin non-GAAP | 20% | FY2026 | — |
| MCP server and Teamwork Graph CLI monthly active users | 1M | Q4 FY2026 | — |
| Non-GAAP net income non-GAAP | $1.53B | FY2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP net income (loss) -53.83M
+1.61B Stock-based compensation
+101.49M Amortization of acquired intangible assets
+279.51M Restructuring charges
-406.08M Income tax adjustments
= Non-GAAP net income 1.53B
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| Non-GAAP operating income non-GAAP | $2B | FY2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP operating income (loss) 10.36M
+1.61B Stock-based compensation
+101.49M Amortization of acquired intangible assets
+279.51M Restructuring charges
= Non-GAAP operating income 2B
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| Non-GAAP operating margin non-GAAP | 30% | FY2026 | — |
| Operating cash flow | $479M | Q4 FY26 | — |
| Remaining performance obligations | $4.82B | Q4 FY2026 | — |
| Shares repurchased | 19.1M | FY26 | — |
| Subscription ARR | $6.61B | Q4 FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TEAM
this stock
Atlassian Corp
|
$47.52B | +10.6% | +26.0% | — | 3.8% |
|
QH
QUHUO Ltd
|
$350.35B | +242.6% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$243.17B | -14.2% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$191.79B | -13.3% | +25.9% | 21.3 | 3.9% |
|
SHOP
Shopify Inc.
|
$183.03B | -7.9% | +30.1% | 95.5 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TEAM | -8.1% | -4.1% | +204.1% | -7.7% | +10.6% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -7.4% | -4.3% | +191.9% | -7.1% | -1.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.