Análisis Argos
TEAM
TEAMCara1 señal de riesgo
Atlassian Corporation · Technology
US$ 83.84
precio al 2026-07-04
Valor justo Argos*
US$ 62–68
vs. su valor justo
24% por encima
Score Argos
62/100
LA RESPUESTA
El mercado le pide crezca 11.9% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 30% por debajo de su valor justo.
Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (-1.36)
VALOR2/6FUTURO6/6PASADO2/6SALUD1/6DIVIDENDO4/6
El Iris de calidad
VALOR2/6FUTURO6/6PASADO2/6SALUD1/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos62de 100Cara
Ingresos20%
US$ 5.2 B
Margen operativo7%
-2.5%
Flujo de caja libre0%
US$ 1.4 B
Deuda neta
US$ -1.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 22.0B
P/E
EV/EBITDA
FCF yield6.4%
ROIC-180.8%
Margen operativo-2.5%
Crecim. ingresos+19.7%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 3 jul
Atlassian Stock Plunges 46% in 6 Months: Time to Hold Steady or Exit?
TEAM's steep six-month slide reflects AI disruption fears and margin pressure, but enterprise demand and valuation support a hold case.
fool.com · 1 jul
GitLab vs. MongoDB: Which Technology Stock Is a Better Buy in 2026?
Both GitLab and MongoDB saw robust revenue growth in 2026, but their paths to profitability and risk profiles reveal key differences for investors.
zacks.com · 1 jul
Can Atlassian's Enterprise Adoption Drive Higher Revenue Growth?
TEAM's rising enterprise adoption, $4B RPO and cloud momentum may support higher recurring revenue growth despite AI-led competition.
gurufocus.com · 25 jun
Atlassian (DX) Named a Leader in the 2026 Gartner® Magic Quadrant™ for Developer Productivity Insight Platforms
Atlassian Corporation (Nasdaq: TEAM), a leading provider of team collaboration and productivity software, has been named a Leader in the inaugural Gartner Ma
businesswire.com · 25 jun
Atlassian (DX) Named a Leader in the 2026 Gartner® Magic Quadrant™ for Developer Productivity Insight Platforms
SAN FRANCISCO--(BUSINESS WIRE)--Atlassian Corporation (Nasdaq: TEAM), a leading provider of team collaboration and productivity software, has been named a Leader in the inaugural Gartner® Magic Quadrant™ for Developer Productivity Insight Platforms (DPIP). Notably, Atlassian (DX) was recognized for its Ability to Execute and Completeness of Vision among 12 evaluated vendors. According to the report, the "primary catalyst for the market's recent acceleration is the widespread adoption of AI codi.
zacks.com · 24 jun
Atlassian's Service Collection Momentum Builds: More Growth Ahead?
TEAM's Service Collection tops $1B in ARR as AI adoption, enterprise demand and non-IT deployments support its role as a growth driver.
prnewswire.com · 23 jun
OMNICOM AND DISNEY ADVERTISING TEAM UP TO ENABLE SMARTER SEQUENTIAL ADVERTISING IN STREAMING
Innovative Solution Reduces Ad Repetition, Improves Personalization  Across Both VOD and Live Sports & Entertainment Announcement continues Omnicom Media's Cannes News Blitz Revealing First-Mover Collaborations That Connect Brand Content to Platform Programming, Viewing Experiences and Consumer Expectations CANNES, France, June 23, 2026 /PRNewswire/ -- Omnicom Media, an Omnicom (NYSE: OMC) Connected Capability, and Disney Advertising are collaborating on a new CTV advertising solution - powered by Innovid, and enabled by Omnicom -  that can trigger dynamic delivery of new advertising content in both video on demand and live sports & entertainment experiences that both reduces ad repetition and improves personalization. Through this collaboration, Omnicom Media and Disney Advertising are meeting consumer expectations by enabling smarter frequency management and sequential storytelling that delivers the right message at the right moment and stronger outcomes for marketers.
zacks.com · 23 jun
TEAM vs. MSFT: Which Collaboration Software Stock Is the Better Bet?
Atlassian looks more compelling than Microsoft as faster growth, cloud momentum, estimate revisions, stock gains and valuation support upside potential.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.