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Atlassian: Eine Aktie mit Potenzial

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eröffnet am: 08.10.18 17:24 von: Steppenwolf. Anzahl Beiträge: 72
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08.10.18 17:24

11 Postings, 3932 Tage Steppenwolf_1977Atlassian: Eine Aktie mit Potenzial

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.

Ich bin auf Eure Meinungen gespannt!  
Seite: 1 | 2 | 3  
46 Postings ausgeblendet.

11.06.19 12:19

58204 Postings, 7293 Tage Kickywarum Atlassian im Mai um 14,3% stieg

"...Early last month, analyst firm Goldman Sachs upgraded Atlassian from "neutral" to "buy," with a target price of $125 per share. Goldman analyst Heather Bellini expected the company's fourth-quarter billings to come in near $376 million, far ahead of the $361 million Street consensus. Bellini also saw plenty of room for long-term growth thanks to Atlassian's "unique low-friction" sales model that lets the high-quality products do the talking....Atlassian has a proven tendency to crush Wall Street's revenue and billings estimates, sometimes by a tremendous margin. It's no surprise to see investors embracing a rosy billings forecast against that historical backdrop."

https://www.fool.com/investing/2019/06/10/...res-rose-143-in-may.aspx  

11.06.19 12:58

58204 Postings, 7293 Tage Kickymany applications you use on your phone every day

Atlassian
https://new.nasdaq.com/articles/...favorite-saas-companies-2019-06-10
"While most people will never have heard of Jira, Confluence, or Bitbucket, you can be sure that many of the applications you use on your phone every day (including our MyWallSt app) were built with a heavy reliance on them.

Atlassian (NASDAQ: TEAM) is an Australian-based company that excels in stickiness. Pat Dorsey of Dorsey Asset Management once argued that to have a strong brand, you must do one of two things: have pricing power or lower your customer's search costs. When we asked our head of development about Atlassian's products, he signified that they have both.

Nearly all (98%) customers who spent more than $50K with Atlassian in fiscal 2017 remained on as customers for 2018. Furthermore, over 90% who spent at that level purchased three or more products, implying that their tools are extremely complementary and, after a while, difficult to move away from.

That's an incredibly strong economic moat to have."  

12.06.19 11:35

58204 Postings, 7293 Tage KickyZacks basht sie mal wieder

....Over the past month, the Zacks Consensus EPS estimate remained stagnant. TEAM is currently sporting a Zacks Rank of #3 (Hold).
In terms of valuation, TEAM is currently trading at a Forward P/E ratio of 154.81. This represents a premium compared to its industry's average Forward P/E of 56.57.
Investors should also note that TEAM has a PEG ratio of 8.47 right now...

https://www.zacks.com/stock/news/425895/...know?cid=CS-QMED-FT-425895

die mit ihren blöden Theorien zu PEG...etc  

13.06.19 18:18

58204 Postings, 7293 Tage KickyKeyBank mit Overweight KZ 142 von 121

https://seekingalpha.com/news/...-plus-2-percent-keybanc-target-boost

The bank cites TEAM's long-term growth prospects with "multiple paths to sustain more than 30% y/y subscription revenue growth over the next few years."

KeyBanc notes that "investors are increasingly viewing TEAM on a longer-term basis due to strong FCF generation coupled with a strong growth profile."

TEAM shares are up 2% pre-market to $131.50.  

20.06.19 12:33

58204 Postings, 7293 Tage KickyCeo dabei bei Summit am 5.Sept.San Francisco

https://techcrunch.com/2019/06/18/...in-us-at-tc-sessions-enterprise/

"..To talk about Atlassian?s  story from being a small shop in Australia to a successful IPO ? and its plans for the future ? the company?s co-founder and co-CEO Scott Farquhar will join us at our inaugural TechCrunch Sessions: Enterprise event on September 5 in San Francisco.

Farquhar co-founded Atlassian with Mike Cannon-Brookes, in 2001. It wasn?t until 2010, though, that the company raised its first major venture round ($60 million from Accel Partners). Even by that point, though, the company already had thousands of customers and a growing staff in Sydney and San Francisco.

Today, more than 150,000 companies use Atlassian?s tools. These range from the likes of Audi  to Spotify, Twilio and Visa, with plenty of startups and small and medium businesses in between...."  

21.06.19 10:49

58204 Postings, 7293 Tage KickyAtlassian Milliardär Cannon-Brookes will in

saubere Energie in Australien investieren
Atlassian co-founder Mike Cannon-Brookes' private investment company is pursuing opportunities to develop renewable energy in the Northern Territory as it looks to tap the region's abundant sunshine and proximity to key Asian markets.

The territory has the makings to become a world leader in clean energy generation and export, said Jeremy Kwong-Law, investment manager at the tech billionaire's Grok Ventures. He highlighted that hydrogen and solar power transmission via subsea cable were the two clearest pathways to tap the huge Asian market.----
Cannon-Brookes - who was ranked sixth on the Australian Financial Review Rich List for 2019 - has emerged as a prominent advocate for clean energy and in 2017 famously challenged Tesla founder Elon Musk to build the world's largest lithium battery in South Australia.
https://www.smh.com.au/business/companies/...ory-20190621-p51zuc.html
 

02.07.19 09:02

58204 Postings, 7293 Tage KickyTEAM stock continues to surprise and impress

https://investorplace.com/2019/06/...ck-keeps-moving-forward-with-ma/

.....Now, WORK has gone public and has a market cap around $31 billion. The value of TEAM?s equity stake has quadrupled in value.

TEAM stock is up 49% year to date and 114% in the past 12 months. It can be a bouncy ride, but this unique company continues to fire on all cylinders.

My Portfolio Grader gives TEAM stock an overall A rating.  

11.07.19 17:08

58204 Postings, 7293 Tage KickyReport 4.Quartal am 25.Juli

26.07.19 17:12

58204 Postings, 7293 Tage KickyAtlassian Corporation Plc on Q4 2019 Result +10%

https://seekingalpha.com/article/...-results-earnings-call-transcript

wird offenbar gut aufgenommen +10,7 % in Frankfurt  Nyse +9%  

26.07.19 17:15

58204 Postings, 7293 Tage KickyAtlassian will Cloud erweitern

"Australian software provider Atlassian is planning to ramp up investments in its cloud-computing products for big corporations and will explore freemium pricing models after its annual revenue burst through the $US1 billion ($1.44 billion) mark for the first time.

The company on Friday revealed in its quarterly results that it generated $US1.2 billion ($1.7 billion) in revenue in the recently ended financial year, up 37 per cent from a year earlier. Free cash flow increased 50 per cent to $US422 million.
Atlassian sells project management software including JIRA, which is used by software development teams inside companies to track bugs and plan projects.  It also makes software products for IT help desks and incident management teams, document sharing tools and task management service Trello...."

https://www.smh.com.au/business/companies/...ear-20190726-p52b7d.html  

27.07.19 01:16

594 Postings, 562 Tage BlediiiiDie steigt so schnell,

da kommen die Analysten gar nicht mehr nach die Kursziele anzupassen ;-)  

27.07.19 11:11

58204 Postings, 7293 Tage KickyBMO Capital Markets Market perform Kz $150

link s. #59

ich habe die schon einige Monate, und sie macht mir viel Freude  

29.07.19 16:32

58204 Postings, 7293 Tage KickyKeybanc Overweight KZ $150

According to the most recent rating by KeyBanc, on 2019-07-26, the current rating is at Overweight, with a price target of $150.00.

https://www.benzinga.com/news/19/07/14143095/...ys-pre-market-session  

29.07.19 17:22

58204 Postings, 7293 Tage KickyAtlassian Looking ahead


Atlassian provided the following guidance for the first quarter of fiscal 2020:

Revenue between $349 million and $353 million, up 31.3% year over year at the midpoint.
Non-IFRS gross margin of 86%, and non-IFRS operating margin of 21%.
Non-IFRS earnings per share of $0.24, compared with $0.20 in the prior-year period.
For the full year, Atlassian expects:

Revenue between $1.540 billion and $1.556 billion, up 27.9% from fiscal 2019 at the midpoint.
Non-IFRS gross margin between 85% and 86%, and non-IFRS operating margin of 20%.
Non-IFRS earnings per share of $1.00, compared with $0.86 in fiscal 2019.
With Atlassian expecting to surpass $1.5 billion of revenue in fiscal 2020, it's inevitable that the company's growth rate will slow. But there are still plenty of opportunities for it to win new customers and to move existing customers to the cloud.

https://www.fool.com/investing/2019/07/26/...s-out-a-record-year.aspx  

07.08.19 21:15

58204 Postings, 7293 Tage KickyAtlassian Closes Out a Record Year +5% NYSE

"Productivity software provider Atlassian (NASDAQ:TEAM) reported its fiscal fourth-quarter results after the market closed on Thursday. Just as they did in the third quarter, non-cash charges hit its bottom line. But for the period, which ended June 30, both revenue and adjusted earnings grew at strong double-digit percentage rates. Here's what investors need to know.
What happened this quarter?
Atlassian's net income on an IFRS basis was diminished by a $156.3 million non-cash charge resulting from marking to fair value the exchange feature of the company's exchangeable senior notes and the related capped calls. An additional non-cash charge of $54.7 million was due to the writedown of Atlassian's deferred tax assets.
The company ended the quarter with 152,727 customers on either an active subscription or a maintenance agreement. The company added 8,689 net new customers during the quarter.
Subscription revenue was $180.9 million, up 50.4% year over year.
Maintenance revenue was $105.8 million, up 20.8% year over year.
Perpetual license revenue was $22.8 million, up 5.2% year over year.
Other revenue was $25.1 million, up 47.5% year over year.
Atlassian had cash, cash equivalents, and short-term investments of $1.7 billion at the end of the quarter.
Operating cash flow was $117.7 million, and free cash flow was $98.2 million. Free cash flow was up 52% year over year.

https://www.fool.com/investing/2019/07/26/...s-out-a-record-year.aspx  

10.08.19 11:06

58204 Postings, 7293 Tage KickyAtlassian schließt ein Rekordjahr ab

12.08.19 12:04

45 Postings, 1812 Tage investresearchLöschung


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16.08.19 13:52

58204 Postings, 7293 Tage KickyTEAM Projektmanagementtool für Agile Developing

Mit der Software von Atlassian wie Jira und Trello können sich IT Entwickler abstimmen, was vor allem beim agilen Entwickeln genutzt wird. Da die Produktqualität sehr gut ist konnte sich Atlassian in der Community wie ein Lauffeuer verbreiten. Auch von den Preisen hat Atlassian sicher noch Potential den moantlichen Beitrag für die Cloudsoftware zu erhöhen. Derzeit konzentriert man sich aber auf den Entwicklermarkt und es bleibt abzuwarten wie groß hier der Markt für Kommunikationssoftware wirklich ist, da es hier auch viel Konkurrenz gibt. Dank des schlauen Tausches mit Slack, ist Atlassian auch Anteilseigner an Slack, das einen noch größeren Markt angeht

https://www.investresearch.net/...nagementtool-fuer-agile-developing/  

27.08.19 12:39

58204 Postings, 7293 Tage KickySoaring Stock Price Atlassian TEAM

Motley Fool : https://new.nasdaq.com/articles/...ans-soaring-stock-price-2019-08-19
One stock that has been on fire over the past 12 months is Atlassian (NASDAQ: TEAM). The productivity software specialist's stock has surged more than 80% during this period, crushing the S&P 500's paltry 3% rise during this same time frame. The rise reflects impressive momentum during the company's fiscal 2019, for which Atlassian reported its final results late last month.

Here's a look back at some of the key metrics in Atlassian's fiscal 2019, capturing its strong growth during this period.
1. Revenue increased 37%...
2. Non-IFRS operating income popped 44%....
3. Free cash flow skyrocketed 50%....
4. Non-IFRS earnings per share soared 69%
5. More than 150,000 customers
6. Expect fiscal 2020 revenue of at least $1.54 billion
In its fiscal fourth-quarter and full-year earnings release last month, management initiated strong guidance for fiscal 2020, guiding for revenue during the period to be between $1.540 billion and $1.556 billion. The midpoint of this guidance range represents 28% year-over-year growth. Though this would mark a meaningful deceleration, management's guidance typically proves to be conservative.......  

30.08.19 22:37

58204 Postings, 7293 Tage KickyAtlassian worth the Premium

https://seekingalpha.com/article/4276182-atlassian-worth-premium

Summary
Within our universe of comparable cloud software companies in the SME/mass market segment, Atlassian typically ranks in the top 3 when it comes to valuation metrics like EV/Sales and P/FCF.

We found how Atlassian's robust growth, due to its unique user acquisition strategy, reflects its premium valuation. To date, Atlassian's customers account for 60% of all Fortune 500 companies.
As solid as its fundamentals and key metrics such as FCF per share and OCF per share are, its price/share has increased by more than 56% YTD.

There are two key things we look at before we invest in any technology company in the cloud software market: solid vision and robust growth. For any company having both, we are ready to pay a premium and to hold the stock forever. Atlassian (NASDAQ:TEAM) is one of such companies available in the market today. When we look at the fundamentals of Atlassian and add in all the intangible values, the premium valuation makes sense to us.
First of all, we like the fact that Atlassian is a founder-led company.....

 

12.09.19 16:57

58204 Postings, 7293 Tage KickyAtlassian mit kosenlosem JIRA u.Confluence

01.10.19 12:55

58204 Postings, 7293 Tage KickyWarten?

https://seekingalpha.com/article/...tlassian-high-quality-comes-price

Atlassian has fallen by roughly 10% since its 52-week highs.

The company has grown to become a top collaboration platform among software developers.

However, Atlassian is overvalued by roughly 30% based on my estimates.
Despite the drop in share price, I believe that Atlassian is a leader in its space with growing switching costs and network effects. At $136, however, the stock is very expensive based on my estimates, and investors can wait for a better time to build a position.  

09.10.19 20:14

58204 Postings, 7293 Tage KickyOctober 17, 1.Quartal 2020

https://investors.atlassian.com/...cal-Year-2020-Results/default.aspx
" it will release financial results for the first quarter of fiscal year 2020 ended September 30, 2019 after market close on Thursday, October 17, 2019. Atlassian will host a webcast and conference call to discuss the financial results at 2:00 P.M. Pacific Time. "  

15.10.19 13:29

58204 Postings, 7293 Tage KickySunTrust bullish on Atlassian KZ $162

SunTrust starts Atlassian (NASDAQ:TEAM) at Buy and a $162 price target, a 32% upside.

Atlassian is expected to report earnings on October 17.
https://seekingalpha.com/news/3503590-suntrust-bullish-atlassian  

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