TEAM Atlassian Corporation Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
18:40
Sep 22
Sep 22
CNBC
AI agents supercharge enterprise software platforms.
AI agents coupled with enterprise software platforms make those platforms more powerful by unlocking data and new use cases that were previously inaccessible; Levie cites Salesforce, Atlassian, Snowflake, and Box as examples of software companies benefiting from this shift.
TEAM
Atlassian Corporation
Long
1ST
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11:00
Sep 13
Sep 13
815 Money Talk
Atlassian is an AI enterprise platform play.
Atlassian is mispriced as a simple collaboration-software company but is becoming an enterprise AI platform. Its Jira, Confluence, and JSM installed base of over 350,000 customers and more than 85% of Fortune 500 companies as paid customers gives a powerful upsell channel for Rovo, an enterprise AI search/agent platform using internal data. The cloud transition increases recurring revenue, and LTM revenue is $6.6 billion, up 26% year over year. Snowflake's AI software spending evidence supports expanding enterprise AI application spend after infrastructure investment.
TEAM
Atlassian Corporation
Long
1ST
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About TEAM Investor Commentary
Across the available history and selected sources, Buzzberg tracks TEAM (Atlassian Corporation) across 45 sources: 57 bullish vs 3 bearish calls from 53 authors. Historical directional balance: 31% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 176 total trade ideas tracked. Latest voices: Aaron Levie, Choi Chang-gyu, __con_.