SAN FRANCISCO--(BUSINESS WIRE)--Atlassian Corporation (Nasdaq: TEAM), a leading provider of team collaboration and productivity software, has been named a Leader in the inaugural Gartner® Magic Quadrant™ for Developer Productivity Insight Platforms (DPIP). Notably, Atlassian (DX) was recognized for its Ability to Execute and Completeness of Vision among 12 evaluated vendors. According to the re...
Atlassian (TEAM) is upgraded to a strong buy as resilient growth and margin expansion defy AI-driven pessimism and depressed valuations. TEAM delivered 32% YoY revenue growth and over 800 bps non-GAAP operating margin expansion, significantly beating guidance and consensus expectations. Management sees no evidence of AI-induced seat compression, instead reporting record competitive wins and a c...
Atlassian has declined 37% since my last coverage, yet I maintain a Buy rating. Despite AI-driven market fears, TEAM's fundamentals have improved and revenue growth has accelerated over the past year. I view the AI threat as overblown; TEAM leverages AI to enhance its collaborative ecosystem rather than being disrupted.
Atlassian is upgraded to Strong Buy after Q3 results confirmed its business model is turning the corner. TEAM's subscription revenue now comprises 95.1% of total revenue, with cloud migration and AI adoption driving growth and engagement. Operational efficiency is improving, with non-GAAP operating margin rising to 34% and free cash flow at $561.3 million despite restructuring costs.
The Touchstone Mid Cap Growth Fund (Class A Shares, Load Waived) outperformed its benchmark, the Russell Midcap Growth Index, for the quarter ended March 31, 2026. Among the top contributors to relative performance during the quarter were Vertiv Holdings, Ascendis Pharma, Howmet Aerospace, Diamondback Energy, and Roblox Corp. The largest detractors from relative performance during the quarter w...
BOSTON--(BUSINESS WIRE)--Tempo Software accelerates its AI Innovation with new Atlassian Marketplace offerings, including new Rovo agents and the Maestro Program.
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