KeyBanc lifts Atlassian stock target to $365 on cloud growth

Published 31/01/2025, 14:52
KeyBanc lifts Atlassian stock target to $365 on cloud growth

Celino’s commentary underscored his belief that Atlassian (NASDAQ:TEAM)’s Cloud momentum is in its early stages and that the company is well-positioned for continued growth. This confidence in Atlassian’s trajectory is reflected in the decision to maintain an Overweight rating and to raise the price target to $365. InvestingPro data supports this optimistic outlook, showing a strong financial health score and a 51.19% price return over the past six months. Access the full Pro Research Report for detailed valuation metrics and growth analysis. InvestingPro data supports this optimistic outlook, showing a strong financial health score and a 51.19% price return over the past six months. Access the full Pro Research Report for detailed valuation metrics and growth analysis.

Celino’s commentary underscored his belief that Atlassian’s Cloud momentum is in its early stages and that the company is well-positioned for continued growth. This confidence in Atlassian’s trajectory is reflected in the decision to maintain an Overweight rating and to raise the price target to $365. InvestingPro data supports this optimistic outlook, showing a strong financial health score and a 51.19% price return over the past six months. Access the full Pro Research Report for detailed valuation metrics and growth analysis.

The analyst pointed to several factors that could further propel Atlassian’s Cloud momentum. These include the anticipated clearance of FedRAMP—a government-wide program that provides a standardized approach to security assessment, authorization, and continuous monitoring for cloud products and services—which could remove some existing barriers to adoption. Furthermore, the narrowing gap in features and pricing between DC and Cloud offerings, along with an improving enterprise motion, were cited as reasons for the positive outlook.

Celino’s commentary underscored his belief that Atlassian’s Cloud momentum is in its early stages and that the company is well-positioned for continued growth. This confidence in Atlassian’s trajectory is reflected in the decision to maintain an Overweight rating and to raise the price target to $365.

Atlassian’s strategic moves and the raised guidance appear to align with KeyBanc’s positive assessment, suggesting a strong future for the company’s Cloud services. The raised price target offers a signal to investors of KeyBanc’s confidence in Atlassian’s market position and growth potential.

In other recent news, Atlassian Corporation has seen a series of positive financial developments. Following an impressive performance in the second fiscal quarter of 2025, Bernstein raised their stock target for Atlassian to $325, maintaining an Outperform rating. The company’s revenue growth of 23.19% over the last twelve months was noted as a significant achievement. Cantor Fitzgerald, Scotiabank (TSX:BNS), and Mizuho (NYSE:MFG) also raised their stock targets to $304, $330, and $355 respectively, citing Atlassian’s robust enterprise growth, revenue increases, and potential for multi-year growth.

Canaccord Genuity increased their stock target to $375, maintaining a Buy rating, and highlighted Atlassian’s robust business strategy, innovation track record, and opportunities in the AI and enterprise sectors. JMP Securities reiterated a Market Outperform rating on Atlassian, following adjustments to the company’s future earnings projections, raising their non-GAAP earnings per share estimates for fiscal years 2025, 2026, and 2027. These recent developments indicate a positive financial trajectory for the company.

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