Atlassian: Eine Aktie mit Potenzial
| eröffnet am: | 08.10.18 17:24 von: | Steppenwolf_1977 |
| neuester Beitrag: | 20.03.26 08:00 von: | ARIVA.DE |
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25.10.19 13:17
#76
Kicky
Fishbein Buy KZ $160
".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. .....
https://www.nasdaq.com/articles/...ll-keep-soaring-in-2020-2019-10-20
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. .....
https://www.nasdaq.com/articles/...ll-keep-soaring-in-2020-2019-10-20
31.10.19 20:26
#77
Kicky
BOFA Upgrade auf Buy KZ $ 135
https://www.benzinga.com/analyst-ratings/...-opportunity-in-atlassian
19.11.19 10:20
#78
Kicky
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...."
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...."
29.11.19 19:00
#79
Kicky
Hedgefonds waren noch nie so bullisch auf TEAM
https://www.insidermonkey.com/blog/...assian-corporation-team-793007/
04.12.19 13:00
#80
Kicky
Atlassian beteiligt sich m.500 Millionen Password1
https://www.smh.com.au/business/companies/...ord-20191120-p53ca9.html
"Atlassian co-founders Mike Cannon Brookes and Scott Farquhar have quietly invested in a Canadian "digital vault" service valued at $US500 million ($736 million).
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...."
"Atlassian co-founders Mike Cannon Brookes and Scott Farquhar have quietly invested in a Canadian "digital vault" service valued at $US500 million ($736 million).
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...."
20.12.19 10:44
#81
Kicky
Atlassian: Strong Momentum Will Be Tough For
For Competitors to catch
https://seekingalpha.com/article/...be-tough-for-competitors-to-catch
https://seekingalpha.com/article/...be-tough-for-competitors-to-catch
07.01.20 10:22
#82
Kicky
Atlassian Forge schmiedet Cloud-Applikationen
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)....."
https://www.heise.de/developer/meldung/...d.ho.ho.rdf.beitrag.beitrag
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)....."
https://www.heise.de/developer/meldung/...d.ho.ho.rdf.beitrag.beitrag
09.01.20 21:54
#85
Kicky
Report für 2.Quartal am January 23, 2020
https://www.businesswire.com/news/home/20200108005816/en/
10.01.20 11:44
#86
Kicky
Welche Hedgefunds sind in Atlassian
https://finance.yahoo.com/news/...corporation-plc-team-165912510.html
stark gestiegenes Engagement
https://media.zenfs.com/en-us/insidermonkey.com/...d504a4e8a547250af7
https://finance.yahoo.com/news/...corporation-plc-team-165912510.html
"....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.."
stark gestiegenes Engagement
https://media.zenfs.com/en-us/insidermonkey.com/...d504a4e8a547250af7
https://finance.yahoo.com/news/...corporation-plc-team-165912510.html
"....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.."
13.01.20 13:04
#87
Kicky
Atlassian Forge schmiedet Cloud-Applikationen
Atlassians neue Entwicklungsplattform für Cloud-Applikationen soll das Atlassian-Ökosystem einfach integrieren.
https://www.heise.de/developer/meldung/...an-Anbindungen-4616878.html
Atlassian: Strong Momentum Will Be Tough For Competitors To Catch
https://seekingalpha.com/article/...be-tough-for-competitors-to-catch
https://www.heise.de/developer/meldung/...an-Anbindungen-4616878.html
Atlassian: Strong Momentum Will Be Tough For Competitors To Catch
https://seekingalpha.com/article/...be-tough-for-competitors-to-catch
13.01.20 18:50
#88
Kicky
Mprgan Stanley Upgrade auf Overweight
https://www.benzinga.com/pre-market-outlook/20/01/...lu-xlf-team-biib
16.01.20 17:41
#89
Kicky
was man nächste Woche beachten sollte
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
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
20.01.20 17:45
#90
Kicky
Atlassian Earnings expected to grow ?
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....
https://www.zacks.com/stock/news/721046/...=CS-ZC-HL-tale_of_the_tape|yseop_template_9-721046
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....
https://www.zacks.com/stock/news/721046/...=CS-ZC-HL-tale_of_the_tape|yseop_template_9-721046
24.01.20 10:50
#91
Lapismuc
kein Handel mehr??
Dieses Wertpapier wird nicht mehr gehandelt.
Gründe dafür können sein:
Das Wertpapier hat den Börsenplatz gewechselt oder wurde delisted
Das Wertpapier hat das Laufzeitende erreicht
Das Derivat hat die Verfallsschwelle berührt
Gründe dafür können sein:
Das Wertpapier hat den Börsenplatz gewechselt oder wurde delisted
Das Wertpapier hat das Laufzeitende erreicht
Das Derivat hat die Verfallsschwelle berührt
25.01.20 19:10
#92
Kicky
Why Atlassian Stock Jumped on Friday 10%
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.
https://www.fool.com/investing/2020/01/24/...ck-jumped-on-friday.aspx
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.
https://www.fool.com/investing/2020/01/24/...ck-jumped-on-friday.aspx
27.01.20 14:22
#93
Lapismuc
..........darum stieg die Aktie um 10 Prozent
http://www.finanztreff.de/...4&pId=1919996371&seite=portfolio
27.01.20 19:00
#94
Kicky
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.
Operating margins stopped at 10.2%, up from just below breakeven a year ago......"
https://www.nasdaq.com/articles/...ong-for-managements-tastes-2020-01
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.
Operating margins stopped at 10.2%, up from just below breakeven a year ago......"
https://www.nasdaq.com/articles/...ong-for-managements-tastes-2020-01
01.02.20 09:40
#95
Steppenwolf_1977.
Lieber investiert?
Hallo Kicky,
was genau meinst Du mit "die hätten die guten Ergebnisse lieber investiert"?
was genau meinst Du mit "die hätten die guten Ergebnisse lieber investiert"?
04.05.20 21:08
#96
Kicky
Q3 Earnings & Revenues Top Estimates, Up Y/Y
https://www.zacks.com/stock/news/910187/...?cid=CS-ZC-HL-analyst_blog|earnings_article-910187
12.08.20 18:53
#99
Steppenwolf_1977.
Atlassian
Ich würde sagen: gute Nachkaufgelegenheit.
Auch ganz interessant (wenn auch schon etwas älter): https://www.faz.net/aktuell/wirtschaft/...rm-von-sydney-16853114.html
Auch ganz interessant (wenn auch schon etwas älter): https://www.faz.net/aktuell/wirtschaft/...rm-von-sydney-16853114.html
12.08.20 20:05
#100
capecodder
Soll man ja nicht sagen
Aber meine Lieblingsaktie, die Ausschläge sind nicht ohne.
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