Atlassian Aktie News

The portfolio generated a modestly positive absolute return in Q3, but it trailed the MSCI All Country World Small Mid Index. The Q3 underperformance was driven by stock selection in the IT, financials and consumer discretionary sectors. On the positive side, stock selection in the health care and industrials sectors was the strongest contributor to performance.

Atlassian's strong product ecosystem and recurring revenue model support long-term growth and customer retention. The company's ongoing investments in cloud migration and innovation drive competitive advantage and expansion opportunities. Valuation remains elevated, but TEAM's robust fundamentals and market leadership justify a positive long-term outlook.

Atlassian Corporation reported strong Q1 FY26 results, beating revenue and earnings estimates, driven by robust Cloud momentum and AI-enabled System of Work innovation. TEAM raised FY26 revenue and margin guidance, fueled by accelerated Data Center to Cloud migrations as they EOL their Data Center products along with launching new AI-enabled Collections. Despite a 35% YTD decline and sector-wid...

Atlassian shares have fallen ~30% YTD, but current AI fears are overblown, and fundamentals remain strong. TEAM raised guidance, posted 21% revenue growth, and continues to see robust cloud adoption and AI-driven expansion. Valuation is attractive: TEAM trades at a discount to peers despite strong margins, free cash flow, and a large addressable market.

We remain confident in AI's potential to transform the global economy and in NVIDIA's pivotal role as the leading enabler of that transformation. We retain our long-term conviction in Broadcom's position within the AI ecosystem. Shares of PAR fell during the quarter as the company lowered its annual recurring revenue growth outlook for the year to 15% (from prior 20% expectations) due to weak m...

Alibaba was a contributor to the portfolio during the quarter, driven by strong execution in its core commerce and cloud businesses, and improved investor sentiment around management's strategic direction. TSMC's management raised fiscal year 2025 guidance to 30% revenue growth year-over-year, supported by robust demand for advanced semiconductor manufacturing and strong execution across its di...

TEAM Anywhere/SAN FRANCISCO & SALT LAKE CITY--(BUSINESS WIRE)--Atlassian Corporation (NASDAQ: TEAM), a leading provider of team collaboration and productivity software, today announced it has completed the acquisition of DX, a leader in engineering intelligence. Together, Atlassian and DX will empower enterprises to better understand their AI investments and provide unparalleled visibility into...

During the quarter, we initiated new positions in Spotify, L3Harris Technologies and Insmed. We also added to 3i Group, West Pharmaceutical and Amazon during the quarter. We ended our investment campaigns in Atlassian, Adidas and Vertex Pharmaceuticals during the quarter.