Atlassian: Eine Aktie mit Potenzial

Da es zu dieser aus meiner Sicht hochinteressanten Aktie noch keinen Thread gibt habe ich hiermit einen solchen gestartet. Warum hochinteressant?

Ich hatte in den letzten Jahren die Gelegenheit die wichtigsten Produkte dieses Unternehmens (Confluence und JIRA) intensiv kennenzulernen. Wir haben Confluence (das ist im Kern ein Enterprise Wiki) im Rahmen eines MItarbeiterportalprojekts eingeführt. Dabei habe ich auch den Vergleich zu einem der größten Konkurenzprodukte (Microsoft Sharepoint). Erkentnis: Gerade beim aus meiner Sicht wichtigsten Erfolgsfaktor "Usability" schlägt Confluence Sharepoint um Längen. Man kann out of the box einfach viel mehr erreichen, weitere Funktionalitäten können sehr einfach über Add-Ons (Atlassian Marketplace) nachgerüstet werden. Hinzu kommt dass das Produkt (noch) sehr deutlich günstiger ist Microsoft.

Warum sehe ich ein hohes Kurspotenzial?
- Tolle Produkte die von den Anwendern meiner Erfahrung nach gerne genutzt werden
- Unternehmen ist inzwischen weltweit etabliert, aber noch um 1-2 Größenordnungen kleiner als die großen Player. Die Kundenbasis wächst seit vielen Jahren rasant.
- Gut funktionierender Marketplace. Atlassian verdient an kommerziellen Add-Ons mit
- Großes Potenzial für künftige Lizenz-Preissteigerungen.

Ich bin auf Eure Meinungen gespannt!  

Ich stimme dir zu! Denkst du nicht dass die Aktie zu stark gestiegen ist die letzten Tag?
Es wird denke ich zu einem Rückgang kommen und dann kann man sehr gut einsteigen!  

Ich habe diese hoch interessante Aktie auch seit etwa einem Jahr auf dem Schirm und ärgere mich aus heutiger Sicht natürlich etwas,  nicht schon etwas eher eingestiegen zu sein. Hatte dann vor etwa 1 Monat in einer ersten Tranche gekauft und nach den jüngsten Ereignissen mit noch überschaubarem Verlust erstmal verkauft.

Wie Tekoshin denke auch ich, dass die Aktie aufgrund der aktuellen Unsicherheit der Anleger noch weiter konsolidieren könnte und bessere (Wieder-) Einstiegskurse ermöglicht. Ich warte also noch...
 

So wie das aktuell knallt.  

@chris  

Was macht dich da so sicher? 68USD sind die Unterstützung, meinst du, man durchbricht diese noch nach unten? Vom Hoch ist sie nun doch schon einiges gefallen...  

 

finde das unternehmen interessant, bin hier mal eingestiegen.  

Hat jemand von euch eine Terminübersicht?  

 

Nachdem am Freitag bei 88 nach den Zahlen Gewinnmitnahmen einsetzten, bin ich bei 80 rein. Arbeite sowohl mit Confluence als auch Jira. Da geht kursmässig noch einiges!  

Zacks mit Buy
https://www.zacks.com/stock/news/351593/...t-pick?cid=CS-ZC-FT-351593

....So, if you are looking for a decent pick in a strong industry, consider Atlassian Corporation. Not only is its industry currently in the top third, but it is seeing solid estimate revisions as of late, suggesting it could be a very interesting choice for investors seeking a name in this great industry segment
It could become the mother of all technological revolutions...

chart https://staticx-tuner.zacks.com/images/charts/06/1549029369.png  

"Atlassian, responsible for the likes of Jira and Trello, hopped into bed with Teams arch-rival Slack back in July 2018. The Australian outfit pumped equity investment into Slack and, in return, the hipster chat platform took on Atlassian's own communication tools, Stride and Hipchat.
Microsoft, however, is more than happy to overlook Atlassian's dalliances with the competition and enjoys integration with Jira Cloud, Bitbucket Cloud and Confluence Cloud in its collaboration and communication product. Jira Server has now been added to the list......
The Atlassian love doesn't stop there, however. Microsoft has also updated the Confluence Cloud integration for Teams...."

https://www.theregister.co.uk/2019/01/30/jira_confluence_skype_teams/

und das dürfte der Grund für den Anstieg sein  

erstmalig Gewinn

https://www.sec.gov/Archives/edgar/data/1650372/...uarterlyreport.htm  

https://www.ariva.de/chart/images/...940x420~Uquarter~VCandleStick~W1  

https://www.ariva.de/chart/images/...940x420~Uquarter~VCandleStick~W1  

https://www.fool.com/investing/2019/02/16/...tock-and-never-sell.aspx

.....Atlassian makes a number of tools that companies quickly come to rely on. The most recent annual report identifies five core services:

Jira: where teams can plan and monitor project management
Confluence: allows teams to create and share documents and data
Trello: adds a visual component to help keep track of who is working on what and how far along they are
Bitbucket: helps teams create and share coding work
Jira Service Desk: a self-service portal that allows teams to quickly respond to customer issues
The important thing to know about these tools is this: They become pillars of how employees at technology companies communicate. Once employees at these companies get comfortable on these platforms, the switching costs become sky high.....

The important thing to know about these tools is this: They become pillars of how employees at technology companies communicate. Once employees at these companies get comfortable on these platforms, the switching costs become sky high.
Revenue is growing at a compounded rate of 36% per year; gross profit (38% per year) and free cash flow (67% per year) fare even better! And let's not forget that those 2019 figures only include the additional six months through the company's fiscal 2019 so far. By mid-2019, the figures will be even more impressive...."  

https://www.fool.com/investing/2019/01/31/...-to-buy-in-february.aspx

"...That company is Atlassian (NASDAQ:TEAM) -- an Australian business that's built a suite of tools that IT, business, and software teams use to communicate and manage workflows. These tools are invaluable to the companies that use them, and the company is building an enormous moat around its free-cash-flow-positive business.
If you aren't familiar with Atlassian -- and few probably are -- here's the overview of the company's main products:

Jira Core: This allows any team (HR, Ops, etc.) to plan and track projects from cubicles just down the hall...or on the other side of the world.
Jira Service Desk: Allows customers to get in touch with agents to fix problems quickly.
Confluence: A searchable and open workspace for documents to be shared.
Bitbucket: A site to collaborate on and build code solutions.
It's worth noting that this isn't an exhaustive list of tools. ..."
Here's what growth in those segments have looked like over the past three years.
https://g.foolcdn.com/image/...-atlassian.png&w=700&op=resize  

https://www.fool.com/investing/2019/03/03/...with-1-killer-advan.aspx

....Atlassian opened the Atlassian Marketplace in 2012 for third-parties developers to offer their wares. There are over 4,000 such apps available, and the company takes a 25% cut of the sales.
Most impressive, momentum seems to be building: It took five years for total app sales to cross $250 million. But in only six more quarters, they doubled to $500 million. And in 2018 alone, Atlassian Marketplace recorded $200 million in sales....  

https://finance.yahoo.com/m/...113ae/software-stocks-slide-ahead.html  

..Atlassian (TEAM 111.77, -0.65, -0.58%), is a cloud software developer focused on creating collaboration platforms for organizing, discussing, and completing shared work. Hence the ticker symbol TEAM. TEAM has been gaining new customers at a fast clip and it has been active on the M&A front, recently acquiring OpsGenie, which has developed a platform that enables companies to better plan for and respond to IT service disruptions.

A key initiative is that TEAM is doubling down on supporting the needs of IT teams. Serving IT departments is an adjacent market TEAM has been serving for years yet the company feels it has barely scratched the surface of this significant opportunity. Also, just this past Monday, Atlassian announced it will acquire AgileCraft,y a provider of enterprise agile planning software. AgileCraft helps companies build and manage a ‘master plan' of their most strategic projects and workstreams.On the new product front, TEAM recently introduced Jira Ops, a unified incident command center for IT teams to coordinate response and resolution. Alongside other offerings, these two products (Jira Ops and OpsGenie) support TEAM's efforts to deepen its focus on IT teams.
Where it is similar to SMAR is its lofty valuation. It has a current P/E above 130x and a price/sales above 20x.
https://www.briefing.com/investor/popuppages/...0320113747StoryStocks  

"The purchase expands Atlassian's capabilities by helping connect the work that engineering teams do in Jira to broader IT-focused business teams," Raymond James analyst Michael Turits said in a report to clients."...
Derrick Wood, analyst at Cowen & Co., also has an upbeat view of the deal.
"AgileCraft gives Atlassian a compelling complementary technology to its project management software portfolio," Wood said. "First, it helps Atlassian expand beyond team-based project management. AgileCraft acts as a layer above this to help business leaders and application teams manage a portfolio of software projects."

https://www.investors.com/news/technology/...k-team-stock-agilecraft/  

https://www.smh.com.au/business/small-business/...0190327-p517zk.html
Atlassian co-founder Scott Farquhar has slammed the controversial anti-encryption laws, saying they are "dangerous",  while Labor has vowed to fix the policy to minimise the impact on local firms.

The "assistance and access" policy was passed by the parliament in December 2018 and outline a range of orders that law enforcement can issue to technology companies, compelling them to help decrypt information in order to uncover communications about serious crimes.

They have been widely unpopular in the technology community because of concerns they will compromise system safety and could lead to developers facing penalties for not complying with the laws..."

habe gesucht warum Atlassian fällt
 

https://www.smh.com.au/business/small-business/...190327-p517zk.html?  

https://investorplace.com/2019/03/...en-after-its-double-digit-climb/

"....When you get right down to the details, you find that, frankly, its cash flow and return on equity could be better. It does have decent growth for both operating margin and earnings, excellent sales growth, and has been enjoying both positive earnings surprises and upward revisions in its ratings by Wall Street analysts.

Now, when you look at Atlassian’s Quantitative Grade, you see that it earned a solid “A.” This tells us that TEAM is experiencing strong buying pressure.

In my experience, buying pressure is the single most important variable when determining a stock’s health (even more so than the fundamentals).

Think of this as “following the money.” The more money that floods into a stock, the more momentum a stock has to rise. ..."