Da es zu dieser aus meiner Sicht hochinteressanten Aktie noch keinen Thread gibt habe ich hiermit einen solchen gestartet. Warum hochinteressant?
Ich hatte in den letzten Jahren die Gelegenheit die wichtigsten Produkte dieses Unternehmens (Confluence und JIRA) intensiv kennenzulernen. Wir haben Confluence (das ist im Kern ein Enterprise Wiki) im Rahmen eines MItarbeiterportalprojekts eingeführt. Dabei habe ich auch den Vergleich zu einem der größten Konkurenzprodukte (Microsoft Sharepoint). Erkentnis: Gerade beim aus meiner Sicht wichtigsten Erfolgsfaktor "Usability" schlägt Confluence Sharepoint um Längen. Man kann out of the box einfach viel mehr erreichen, weitere Funktionalitäten können sehr einfach über Add-Ons (Atlassian Marketplace) nachgerüstet werden. Hinzu kommt dass das Produkt (noch) sehr deutlich günstiger ist Microsoft.
Warum sehe ich ein hohes Kurspotenzial? - Tolle Produkte die von den Anwendern meiner Erfahrung nach gerne genutzt werden - Unternehmen ist inzwischen weltweit etabliert, aber noch um 1-2 Größenordnungen kleiner als die großen Player. Die Kundenbasis wächst seit vielen Jahren rasant. - Gut funktionierender Marketplace. Atlassian verdient an kommerziellen Add-Ons mit - Großes Potenzial für künftige Lizenz-Preissteigerungen.
KeyBanc Capital Markets analyst Alex Kurtz maintained an Overweight rating on Atlassian with a $150 price target.
Mizuho Securities analyst Gregg Moskowitz reiterated a Buy rating and $152 price target.
Morgan Stanley analyst Keith Weiss maintained an Equal-weight rating and $145 price target.
KeyBanc: Core Thesis Unchanged, But Higher Opex to Weigh On Shares Atlassian delivered overall solid operating metrics, with 7,060 organic new customers, 50% year-over-year subscription growth and an operating margin beat, Kurtz said in a Thursday note. ...
".According to 5-star SunTrust analyst Joel Fishbein, the force behind popular software products like JIRA and Service Desk presents investors with an exciting growth opportunity thanks to upcoming catalysts. Specifically, TEAM?s partnership with Okta (OKTA) could drive significant growth.. On October 17, TEAM reported that during its fiscal first quarter, it saw revenue gain 36% year-over-year and added more than 7,000 new net customers.
?Atlassian?s low touch sales and marketing, viral product adoption, focus on R&D and product innovation, and highly profitable model sets them apart in a crowded field,? the top analyst commented. This prompted him to rate the stock a Buy along with $162 price target, which implies about 40% upside potential. .....
: Atlassian expands Jira Service Desk beyond ITteams
https://techcrunch.com/2019/11/13/...ands-jira-service-desk-beyond-it es haben sich Gruppen über Twitter und Airbnb ausserhalb von IT-Teams gebildet. Diese können jetzt ganz legal mit Jira arbeiten "lots of service teams, he argues, didn?t have the tools to provide this experience, yet they were looking for tools to streamline their workflows (think onboarding for HR teams, for example) and to move from manual processes to something more automated and modern. Jira was already flexible enough to allow them to do this, but the new set of templates now codifies these processes for them...."
The two billionaires were among a string of investors that earlier this month contributed to a $US200 million ($294 million) capital raising by the Toronto-based firm 1Password, which aims to prevent personal information from being hacked...."
mit Atlassian-Anbindungen Atlassians neue Entwicklungsplattform für Cloud-Applikationen soll das Atlassian-Ökosystem einfach integrieren. Der australische Softwarehersteller Atlassian hat mit Forge eine neue Cloud-Entwicklungsplattform vorgestellt. Damit sollen Entwickler einfache Cloud-Applikationen erstellen können, die andere Produkte von Atlassian integrieren. Die Plattform stellt Atlassian zunächst als geschlossene Beta zur Verfügung, ein Datum für eine allgemeine Verfügbarkeit ist noch nicht bekannt. Im Kern setzt sich Forge aus drei Komponenten zusammen: einer Function-as-a-Service-Plattform (FaaS),der UI-Sprache Forge UI sowie dem Forge Command Line Interface (CLI)....."
"....Among these funds, Renaissance Technologies held the most valuable stake in Atlassian Corporation Plc (NASDAQ:TEAM), which was worth $683.9 million at the end of the third quarter. On the second spot was Lone Pine Capital which amassed $261.1 million worth of shares. Citadel Investment Group, Tybourne Capital Management, and D E Shaw were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Strategy Capital allocated the biggest weight to Atlassian Corporation Plc (NASDAQ:TEAM), around 16.69% of its 13F portfolio. Center Lake Capital is also relatively very bullish on the stock, dishing out 7.92 percent of its 13F equity portfolio to TEAM.
As industrywide interest jumped, some big names were breaking ground themselves. Melvin Capital Management, managed by Gabriel Plotkin, initiated the largest position in Atlassian Corporation Plc (NASDAQ:TEAM). Melvin Capital Management had $40.8 million invested in the company at the end of the quarter. Michel Massoud's Melqart Asset Management also made a $13.4 million ..... Our calculations showed that top 20 most popular stocks among hedge funds returned 41.1% in 2019 through December 23rd and outperformed the S&P 500 ETF (SPY) by 10.1 percentage points. Hedge funds were also right about betting on TEAM, though not to the same extent, as the stock returned 35.7% during the same period and outperformed the market as well.."
beim Report 1.Continued strong revenue growth is key One of the hallmarks of Atlassian's success has been its ability to continue its strong revenue growth, and investors will be expecting more of the same. In its fiscal Q1 (which ended Sept. 30), the company reported revenue of $363 million, up 36% year over year, while making easy work of management's guidance range, which topped out at $353 million. Even more importantly, subscription revenue continued its relentless climb, up 50% year over year, to $201 million.
Atlassian's management is forecasting another strong quarterly performance, expecting revenue in a range of $386 million and $390 million, which would represent 30% growth at the midpoint of its guidance. The company is likely being conservative with its forecast, especially considering its practice of exceeding its own guidance, only to raise its outlook for the full year -- exactly what it did last quarter.
2. Growing adjusted profits For the first quarter, Atlassian delivered adjusted net income of $70 million, up 42% year over year, resulting in adjusted earnings per share (EPS) of $0.28, a 40% increase compared to the prior-year quarter.
While its profits are still expected to climb, management is signaling slower growth for the current quarter. The company is guiding for adjusted EPS of about $0.27, an increase of about 8% year over year. Management is also forecasting its adjusted operating margin will edge down to 22% from 25% in the year-ago period....." https://www.nasdaq.com/articles/...orts-earnings-next-week-2020-01-16 und der Anstieg der Kundenzahl TEAM strebt Wachstum v.40% hier an
Atlassian Corporation PLC (TEAM - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2019. The earnings report, which is expected to be released on January 23, 2020, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. This company is expected to post quarterly earnings of $0.27 per share in its upcoming report, which represents a year-over-year change of +8%. Revenues are expected to be $388.65 million, up 30% from the year-ago quarter..... For the last reported quarter, it was expected that Atlassian Corporation PLC would post earnings of $0.24 per share when it actually produced earnings of $0.28, delivering a surprise of +16.67%. Over the last four quarters, the company has beaten consensus EPS estimates four times....
Shares of productivity software provider Atlassian (NASDAQ:TEAM) jumped sharply on Friday, rising as much as 13.6%. As of 12:00 p.m. EST, however, the stock was up 8.6%.
The stock's move higher on Friday follows the company's fiscal second-quarter results on Thursday afternoon. The Street is likely happy with the report because both revenue and non-IFRS (adjusted) earnings per share came in significantly higher than analysts' average forecasts. Atlassian's revenue in its second quarter of fiscal 2020 increased 37% year over year to $408.7 million. On average, analysts were expecting revenue of $388 million. The company's adjusted earnings per share were $0.37, up from $0.25 in the year-ago period and ahead of a consensus estimate of $0.27.
: Ergebnis war sehr gut, zu gut für Management
die hätten die guten Ergebnisse lieber investiert The company crushed Wall Street's expectations across the board, alongside a mixed slate of guidance targets. Atlassian's perpetual license sales rose 13% year over year to $29 million while maintenance fees increased by 20% to $117 million and subscription revenues landed at $229 million -- 50% above the year-ago period's reading. Like most software companies these days, Atlassian is leaning heavily into the subscription space while moving away from traditional single-payment license sales. Subscription revenues accounted for 56% of Atlassian's total second-quarter sales, up from 37% in the same period of 2019.