Atlassian

最近在美股股指的强势之下，默默有一个板块几乎short一个，一个准，就是悲催的SaaS，曾经2012年以后牛股频出并让PS估值成为主流的板块。对SaaS的情绪也是经历了一个波折的过程，AI开始的时候，有些悲观的看法是AI减少了码农人数那让按照Seat卖产品的SaaS公司就少了TAM空间。之后SaaS公司纷纷推出自...

$Atlassian(TEAM)$ Jefferies: TEAM本季度业绩表现稳健，云业务收入同比增长26%，超出指引和市场预期约3个百分点，但投资者对AI对软件开发者影响的担忧掩盖了业绩亮点。股价年初至今下跌约30%，我们认为这反而带来了机会：更低的代码门槛有望激发非技术用户（占TEAM用户基数约50%）的需求增长，企...

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005910  Size: 14 KB 网页链接

$Atlassian(TEAM)$ 能不能开到彩头

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005502  Size: 20 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005575  Size: 16 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005621  Size: 18 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005609  Size: 16 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005535  Size: 12 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005558  Size: 14 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005657  Size: 7 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005958  Size: 10 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005933  Size: 12 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005916  Size: 13 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005913  Size: 13 KB 网页链接

$Atlassian(TEAM)$ 8-K Current report, items 7.01 and 9.01 Accession Number: 0001650372-25-000040  Act: 34  Size: 217 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001666120-25-000022  Size: 9 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001666120-25-000028  Size: 16 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001666121-25-000031  Size: 16 KB 网页链接

$Atlassian(TEAM)$ 8-K Current report, items 7.01 and 9.01 Accession Number: 0001650372-25-000050  Act: 34  Size: 219 KB 网页链接