Atlassian: Capturing The Enterprise Market With Robust Product Innovation Roadmap
TEAMAtlassian (TEAM) Seeking Alpha·2024-09-09 22:35
Sundry Photography Introduction & Investment Thesis I last wrote on Atlassian (NASDAQ:TEAM) in June, where I upgraded the stock from a “hold” to a “buy” rating. While I thought that the stock was trading at “fair” value after declining 17% from my initial coverage back in April, I thought it was an acceptable point to initiate a position given that the management was demonstrating success in driving meaningful product innovation to progress upmarket along with opportunities for customers to migrate from ...