Atlassian Corp (TEAM) FY2026Q1 Earning Prediction
Atlassian Corp (TEAM) is set to release its FY2026Q1 earnings performance on 10/30 16:05:00 ET in After Hours trading. Consensus forecasts predict a revenue of 1.40B and an earnings per share (EPS) of 0.84 for the FY2026Q1. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
AI Earnings Prediction
The earnings forecast for Atlassian suggests a neutral outcome due to mixed factors influencing revenue and EPS performance.
Scenario Analysis
Key Indicators Forecast
No data
Prediction Logic & Rational
The Fact Data presents a mixed picture for Atlassian’s upcoming earnings:
- Revenue Drivers:
- Positive: Analysts (BMO Capital, KeyBanc) highlight potential upside in cloud revenue from Collections, Rovo, and Data Center (DC) migrations. The $1B DX and $610M Browser Company acquisitions (AI focus) signal growth ambition but likely won’t contribute materially until FY26Q
- Negative: Phasing out DC products introduces execution risk. While 99% of customers are already cloud-based, forced migrations could cause short-term churn. Mixed guidance from Stephens and BofA’s Neutral rating reflect uncertainty.
- Cash Flow & EPS Pressures:
- Acquisitions (paid in cash) and DC migration costs (Atlassian Ascend program) may strain near-term free cash flow. Analysts (BWG Global) note improved renewals and pipelines, but operational efficiency gains from cloud transitions are still unproven.
- Enterprise Momentum:
- KeyBanc and Citi highlight enterprise pipeline strength, but Morgan Stanley’s shift away from TEAM as a top pick signals competitive concerns.
- AI Adoption:
- AI-driven browser (via Browser Company acquisition) and Guggenheim’s confidence in developer headcount growth partially offset fears of AI cannibalization. However, no concrete data confirms sustained AI user acceleration.
Tactical Strategy Recommendations
- Options Straddle: Buy both calls and puts (Oct 30 expiry) to capitalize on volatility from DC migration updates and AI monetization clarity.
- Stock: Limit long exposure until post-earnings cloud retention data. Fade rallies if guidance reiterates FY27-loaded growth.
- Pairs Trade: Short TEAM vs. long MSFT (Morgan Stanley’s new top pick) to hedge broader software/AI risk.
Earnings Surprise Analysis
TEAM Transcript
Atlassian's earnings call highlights strong AI-driven demand and strategic customer engagement, with significant cloud migration and seat expansion. Despite some management vagueness on monetization timing, the overall sentiment is positive due to multiyear deals and robust revenue growth from AI initiatives. The Q&A section reinforces this with positive analyst sentiment and confidence in long-term growth. Although there are no specific mentions of market cap or additional partnerships, the overall positive sentiment and strategic focus indicate a likely stock price increase.
The earnings call highlights strong growth in RPO and strategic cloud migrations, driven by AI advancements and a new Google Cloud partnership. Despite a minor revenue guidance reduction, the overall outlook is positive, with strong cloud adoption and strategic acquisitions. The Q&A section further confirms management's confidence in cloud migration and AI as growth drivers. These factors, combined with a positive market strategy and shareholder return plans, suggest a positive stock price movement over the next two weeks.
The earnings call highlights strong financial performance with record revenue and free cash flow, robust AI user growth, and positive enterprise momentum. The Q&A section reinforces optimism with a focus on AI-driven opportunities and strategic investments. Despite some uncertainties in monetization timelines, the overall sentiment remains positive, supported by strategic priorities and growth prospects. The lack of specific market cap information suggests a moderate stock price reaction, likely in the positive range.
TEAM Report
Frequently Asked Questions
What is the Atlassian Corp FY2026Q1 Earnings Release Date and Time?
Atlassian Corp (TEAM) is scheduled to release its FY2026Q1 earnings report onOct 30, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
What Are the Consensus Forecasts for Atlassian Corp FY2026Q1 Revenue and EPS?
Analysts' consensus predicts 1.40B in revenue and an EPS of 0.84 for Atlassian Corp's FY2026Q1.
What Does Intellectia's AI Predict for Atlassian Corp FY2026Q1 Earnings?
Intellectia's exclusive AI algorithms forecast a Neutral forAtlassian Corp's FY2026Q1 earnings, with a prediction date of Oct 30, 2025. Atlassian Corp The earnings forecast for Atlassian suggests a neutral outcome due to mixed factors influencing revenue and EPS performance.
How Can I Use This Earnings Prediction to Trade TEAM Stock?
Leverage Intellectia's AI forecast to position trades ahead of theOct 30, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
How Accurate Is Intellectia's AI for Earnings Predictions Like Atlassian Corp FY2026Q1?
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
How does AI Earnings Prediction generate its forecasts?
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
When are the predictions available, and how often are they updated?
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Can I use AI Earnings Prediction for all types of stocks?
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2025-2026 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
