Temasek Holdings Private Ltd Purchases New Holdings in Atlassian Corporation PLC $TEAM

Temasek Holdings Private Ltd acquired a new position in Atlassian Corporation PLC (NASDAQ:TEAM) in the 3rd quarter, Holdings Channel reports. The institutional investor acquired 433,165 shares of the technology company’s stock, valued at approximately $69,176,000.

Other large investors have also recently bought and sold shares of the company. Physician Wealth Advisors Inc. boosted its position in Atlassian by 60.4% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 162 shares of the technology company’s stock valued at $26,000 after buying an additional 61 shares during the last quarter. Snowden Capital Advisors LLC raised its position in shares of Atlassian by 1.6% during the second quarter. Snowden Capital Advisors LLC now owns 4,464 shares of the technology company’s stock worth $907,000 after acquiring an additional 71 shares during the last quarter. Cetera Investment Advisers raised its position in shares of Atlassian by 0.3% during the second quarter. Cetera Investment Advisers now owns 24,808 shares of the technology company’s stock worth $5,038,000 after acquiring an additional 79 shares during the last quarter. ABN Amro Investment Solutions lifted its stake in shares of Atlassian by 3.4% during the third quarter. ABN Amro Investment Solutions now owns 2,452 shares of the technology company’s stock valued at $392,000 after acquiring an additional 80 shares during the period. Finally, Allegiance Financial Group Advisory Services LLC lifted its stake in shares of Atlassian by 6.6% during the third quarter. Allegiance Financial Group Advisory Services LLC now owns 1,307 shares of the technology company’s stock valued at $209,000 after acquiring an additional 81 shares during the period. Institutional investors and hedge funds own 94.45% of the company’s stock.

Atlassian Trading Up 2.5%

NASDAQ TEAM opened at $75.21 on Friday. Atlassian Corporation PLC has a 12 month low of $67.85 and a 12 month high of $242.00. The stock has a 50-day simple moving average of $104.18 and a 200 day simple moving average of $141.12. The company has a current ratio of 0.89, a quick ratio of 0.89 and a debt-to-equity ratio of 0.62. The company has a market capitalization of $19.84 billion, a PE ratio of -104.46, a P/E/G ratio of 290.51 and a beta of 0.94.

Atlassian (NASDAQ:TEAM) last issued its earnings results on Thursday, February 5th. The technology company reported $1.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.12 by $0.10. The firm had revenue of $1.59 billion for the quarter, compared to analysts’ expectations of $1.54 billion. Atlassian had a negative return on equity of 6.33% and a negative net margin of 3.29%.The company’s revenue was up 23.3% compared to the same quarter last year. During the same quarter last year, the business earned $0.96 earnings per share. Research analysts forecast that Atlassian Corporation PLC will post -0.34 EPS for the current year.

Insiders Place Their Bets

In other Atlassian news, CFO Joseph Leo Binz sold 1,653 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $81.35, for a total value of $134,471.55. Following the completion of the sale, the chief financial officer owned 208,639 shares of the company’s stock, valued at approximately $16,972,782.65. This represents a 0.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Scott Farquhar sold 7,665 shares of the stock in a transaction on Friday, February 6th. The stock was sold at an average price of $94.81, for a total transaction of $726,718.65. Following the completion of the sale, the director owned 275,940 shares in the company, valued at approximately $26,161,871.40. This trade represents a 2.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 343,273 shares of company stock worth $48,101,379 over the last ninety days. Company insiders own 36.66% of the company’s stock.

Atlassian News Summary

Here are the key news stories impacting Atlassian this week:

• Positive Sentiment: Workforce cut framed as a productivity and margin play — several outlets reported the market initially viewed the ~1,600-job reduction as a disciplined step to reallocate resources toward higher-return AI and enterprise sales initiatives, which can support faster path to profitability. Atlassian shares rise after workforce reduction announcement
• Positive Sentiment: Analyst stance not uniformly bearish — the Street consensus remains constructive (a “Moderate Buy” in recent coverage) and Mizuho retains an outperform view despite lowering its price target to $185, signaling some analysts see material upside if the AI/enterprise pivot delivers. Atlassian Receives Consensus Recommendation of “Moderate Buy” Mizuho PT lowered to $185
• Neutral Sentiment: Short-interest reporting in recent data is unreliable/zero and doesn’t provide a meaningful signal for current positioning (tells us little about forced selling risk). (Data entry)
• Negative Sentiment: Significant one-time charges and leadership change — Atlassian disclosed an estimated $225M–$236M in restructuring charges and said longtime CTO Rajeev Rajan is stepping down; those details amplified downside as investors priced the near-term hit to earnings and execution risk around the AI pivot. Atlassian (TEAM) Is Down 11.1% After Restructuring To Fund AI And Enterprise Sales Pivot
• Negative Sentiment: Layoffs concentrated in R&D raise execution and product-cycle questions — reports note >900 R&D roles affected, which could slow product development even as the company shifts priorities; this feeds short-term uncertainty about roadmap delivery. Atlassian to reduce headcount by 10% as it restructures around AI
• Negative Sentiment: Reputational/strategic risk: critics warn of “AI-washing” — coverage and commentary question whether layoffs are genuine productivity moves or cosmetic AI repositioning, which can weigh on investor confidence if the strategy lacks clear near-term revenue pathways. Atlassian Layoffs Reignite Conversations Around The Rise Of AI Washing in 2026
• Negative Sentiment: Valuation and sentiment already under pressure — bearish price forecasts and a steep YTD/1‑yr decline have left the stock vulnerable to downside momentum if execution doubts persist. Atlassian Price Prediction: Down 66%, TEAM Could Hit $185 Next

Wall Street Analysts Forecast Growth

A number of analysts recently commented on TEAM shares. BMO Capital Markets set a $130.00 price objective on Atlassian and gave the stock an “outperform” rating in a research report on Friday, February 6th. Piper Sandler restated an “overweight” rating and set a $200.00 target price (down from $280.00) on shares of Atlassian in a research report on Friday, February 6th. Barclays reduced their target price on shares of Atlassian from $215.00 to $165.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. Oppenheimer lowered their price target on shares of Atlassian from $275.00 to $150.00 and set an “outperform” rating for the company in a research report on Friday, February 6th. Finally, Robert W. Baird set a $140.00 price target on shares of Atlassian in a research note on Friday, February 6th. Twenty-one research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Atlassian has an average rating of “Moderate Buy” and a consensus price target of $185.12.

Atlassian Profile

Atlassian Corporation Plc is a software company headquartered in Sydney, Australia, best known for developing collaboration, project management and software development tools. Founded in 2002 by Mike Cannon-Brookes and Scott Farquhar, Atlassian grew from a small engineering-focused team into a publicly traded company after its initial public offering in 2015. The company serves a global customer base that spans small teams to large enterprises across technology, financial services, government and other sectors.

Atlassian’s product portfolio centers on tools designed to help teams plan, build and support software and business processes.