<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/11/atlassian.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/11/atlassian.jpeg"/></p>
<p>Atlassian 股票价格在本月继续强劲下跌，目前徘徊在自去年八月以来的最低点。TEAM 跌至 149.40 美元，较今年最高点下跌了 55%。这一崩盘使其市值从超过 850 亿美元降至 400 亿美元。</p>
<h2>为什么 Atlassian 股票价格暴跌</h2>
<p>在过去几个月中，Atlassian 的股价一直处于强劲下跌趋势，因为对其增长的担忧持续存在。在公司以 6.1 亿美元收购浏览器公司（The Browser Company）——Arc 和 Dia 浏览器的创造者后，其下跌趋势加速。</p>
<p>它最近还以 10 亿美元收购了 DX。DX 提供工程智能和 AI 驱动的生产力解决方案。Atlassian 希望这些产品能够补充其现有的解决方案，如 Jira、Trello、Confluence、Loom、Compass 和 Bamboo。</p>
<p>最近的财报显示，Atlassian 的收入在第四季度增长了 22%，达到了 11.3 亿美元。这一增长使其年收入达到了 52 亿美元，比 2024 年增长了 20%。</p>
<p>分析师预计，该公司的增长将在未来几个季度继续放缓。28 位分析师的平均预期是，其收入将增长约 18%，达到 14 亿美元。</p>
<p>第二季度的收入增长预计为 17%，达到 15.1 亿美元。分析师认为，年收入将为 61.7 亿美元，比上一个财年增长 18%，这表明公司正在失去动力。</p>
<p>Atlassian 股票价格的暴跌还与内部人士的持续抛售有关。在过去 3 个月中，其内部人士执行了 135 次卖出，共计 989,384 股。在当前价格下，他们已售出价值超过 1.48 亿美元的股票。这些内部人士，包括首席执行官，在过去 12 个月中已售出超过 400 万股，价值超过 6 亿美元。</p>
<p>这种看似协调的抛售可能是遗产管理的一部分。然而，推荐购买一家管理层积极抛售股票的公司的股票总是很困难。</p>
<h2>TEAM 股票估值分析</h2>
<p>拖累 TEAM 股票价格持续下跌的另一个常见问题是其估值过高。未来市盈率为 34，高于行业中位数 24。PEG 比率已跃升至 1.70，远高于其他公司。</p>
<p>评估公司的最佳方法之一是使用其 40 规则，该规则关注其增长和利润率。净利润率为 -4.9%，而收入增长约为 22%。因此，估值担忧仍然存在。</p>
<h2>Atlassian 股价技术分析</h2>
<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/10/Atlassian-stock-1024x584.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/10/Atlassian-stock-1024x584.png"/></p>
<p>TEAM 股票价格图表 | 来源：TradingView</p>
<p>日线图显示，TEAM 股票在过去几个月中一直处于强劲下跌趋势。它从三月的 326 美元高点跌至当前的 150 美元。</p>
<p>该股票形成了一个下降通道。它已跌破 50 日和 100 日指数移动平均线（EMA），这表明空头占据了主导地位。</p>
<p>该股票形成了一个下降通道。此外，相对强弱指数（RSI）和随机振荡器（Stochastic Oscillator）持续下跌。</p>
<p>因此，最可能的情况是它继续下跌，空头目标是 100 美元的关键支撑位。若突破 160 美元的阻力位，将会否定看空观点。</p>
<p>本文的标题为《Atlassian 股票在 400 亿美元的抹去后接下来会怎样？》，首次发布于 Invezz。</p>

TEAM

<p>Atlassian 的股票今年暴跌了 55%，降至 149.40 美元，市值从超过 850 亿美元减少到 400 亿美元。对增长的担忧、近期的收购以及内部人士的抛售都导致了这一下滑。分析师预测收入增长将放缓，预计下个季度的收入为 14 亿美元。该股票的估值较高，前瞻市盈率为 34。技术分析显示出强烈的下行趋势，空头目标支撑位在 100 美元</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/11/atlassian.jpeg" alt="" original-src="https://invezz.com/wp-content/uploads/2023/11/atlassian.jpeg"/></p>
<p>Atlassian stock price continued its strong downtrend this month and is now hovering at its lowest point since August last year. TEAM plunged to a low of $149.40, down by 55% from its highest point this year. This crash has brought its market cap from over $85 billion to $40 billion.</p>
<div class="lb-trans"><p>Atlassian 股票价格在本月继续强劲下跌，目前徘徊在自去年八月以来的最低点。TEAM 跌至 149.40 美元，较今年最高点下跌了 55%。这一崩盘使其市值从超过 850 亿美元降至 400 亿美元。</p>
</div><h2>Why Atlassian stock price has plunged</h2>
<div class="lb-trans"><h2>为什么 Atlassian 股票价格暴跌</h2>
</div><p>Atlassian share price has been in a strong downtrend in the past few months as concerns about its growth have continued. Its downtrend has accelerated after the company launched its acquisition of The Browser Company, the creator of Arc and Dia browsers in a $610 million deal.</p>
<div class="lb-trans"><p>在过去几个月中，Atlassian 的股价一直处于强劲下跌趋势，因为对其增长的担忧持续存在。在公司以 6.1 亿美元收购浏览器公司（The Browser Company）——Arc 和 Dia 浏览器的创造者后，其下跌趋势加速。</p>
</div><p>It also recently acquired DX in a $1 billion deal. DX offers engineering intelligence and AI-driven productivity solutions. Atlassian hopes that these products will help to complement its existing solutions like Jira, Trello, Confluence, Loom, Compass, and Bamboo.</p>
<div class="lb-trans"><p>它最近还以 10 亿美元收购了 DX。DX 提供工程智能和 AI 驱动的生产力解决方案。Atlassian 希望这些产品能够补充其现有的解决方案，如 Jira、Trello、Confluence、Loom、Compass 和 Bamboo。</p>
</div><p>The most recent results showed that Atlassian’s revenue rose by 22% in the fourth quarter to $1.13 billion. This increase brought its annual revenue to $5.2 billion, up by 20% from 2024.</p>
<div class="lb-trans"><p>最近的财报显示，Atlassian 的收入在第四季度增长了 22%，达到了 11.3 亿美元。这一增长使其年收入达到了 52 亿美元，比 2024 年增长了 20%。</p>
</div><p>Analysts expect that the company’s growth will continue to decelerate in the coming quarters. The average estimate among 28 analysts is that its revenue will grow by about 18% to $1.4 billion.</p>
<div class="lb-trans"><p>分析师预计，该公司的增长将在未来几个季度继续放缓。28 位分析师的平均预期是，其收入将增长约 18%，达到 14 亿美元。</p>
</div><p>The second-quarter revenue growth is expected to be 17% to $1.51 billion. Analysts believe that the annual revenue will be $6.17 billion, up by 18% from the last fiscal year, which is a sign that the company is losing momentum.</p>
<div class="lb-trans"><p>第二季度的收入增长预计为 17%，达到 15.1 亿美元。分析师认为，年收入将为 61.7 亿美元，比上一个财年增长 18%，这表明公司正在失去动力。</p>
</div><p>The Atlassian stock price has also plunged because of the ongoing selling by insiders. Its insiders have executed 135 sells of 989,384 shares in the last 3 months. At the current price, they have sold shares worth over $148 million. These insiders, who include the CEO, have sold over 4 million shares worth over $600 million in the last 12 months.</p>
<div class="lb-trans"><p>Atlassian 股票价格的暴跌还与内部人士的持续抛售有关。在过去 3 个月中，其内部人士执行了 135 次卖出，共计 989,384 股。在当前价格下，他们已售出价值超过 1.48 亿美元的股票。这些内部人士，包括首席执行官，在过去 12 个月中已售出超过 400 万股，价值超过 6 亿美元。</p>
</div><p>This selling, which seems coordinated, could be part of estate management. However, it is always hard to recommend buying shares of a company whose management is actively selling.</p>
<div class="lb-trans"><p>这种看似协调的抛售可能是遗产管理的一部分。然而，推荐购买一家管理层积极抛售股票的公司的股票总是很困难。</p>
</div><h2>TEAM stock valuation analysis</h2>
<div class="lb-trans"><h2>TEAM 股票估值分析</h2>
</div><p>Another common issue that has dragged the TEAM stock price has been in a strong downtrend is that it is highly valued. The forward price-to-earnings ratio stands at 34, which is higher than the sector median of 24. The PEG ratio has jumped to 1.70, much higher than other companies.</p>
<div class="lb-trans"><p>拖累 TEAM 股票价格持续下跌的另一个常见问题是其估值过高。未来市盈率为 34，高于行业中位数 24。PEG 比率已跃升至 1.70，远高于其他公司。</p>
</div><p>One of the best ways to value the company is using its rule-of-40, which looks at its growth and margins. The net income margin is minus 4.9%, while its revenue growth of about 22%. Therefore, there are signs that valuation concerns remain.</p>
<div class="lb-trans"><p>评估公司的最佳方法之一是使用其 40 规则，该规则关注其增长和利润率。净利润率为 -4.9%，而收入增长约为 22%。因此，估值担忧仍然存在。</p>
</div><h2>Atlassian share price technical analysis</h2>
<div class="lb-trans"><h2>Atlassian 股价技术分析</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/10/Atlassian-stock-1024x584.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/10/Atlassian-stock-1024x584.png"/></p>
<p>TEAM stock price chart | Source: TradingView</p>
<div class="lb-trans"><p>TEAM 股票价格图表 | 来源：TradingView</p>
</div><p>The daily timeframe chart shows that the TEAM stock has been in a strong downtrend in the past few months. It has dropped from a high of $326 in March to the current $150.</p>
<div class="lb-trans"><p>日线图显示，TEAM 股票在过去几个月中一直处于强劲下跌趋势。它从三月的 326 美元高点跌至当前的 150 美元。</p>
</div><p>The stock has formed a descending channel. It has moved below the 50-day and 100-day Exponential Moving Averages (EMA), a sign that bears are in control.</p>
<div class="lb-trans"><p>该股票形成了一个下降通道。它已跌破 50 日和 100 日指数移动平均线（EMA），这表明空头占据了主导地位。</p>
</div><p>The stock has formed a descending channel. Also, the Relative Strength Index (RSI) and the Stochastic Oscillator have continued falling.</p>
<div class="lb-trans"><p>该股票形成了一个下降通道。此外，相对强弱指数（RSI）和随机振荡器（Stochastic Oscillator）持续下跌。</p>
</div><p>Therefore, the most likely scenario is where it continues falling as bears target the key support at $100. A move above the resistance at $160 will invalidate the bearish view.</p>
<div class="lb-trans"><p>因此，最可能的情况是它继续下跌，空头目标是 100 美元的关键支撑位。若突破 160 美元的阻力位，将会否定看空观点。</p>
</div><p>The post What next for the Atlassian stock after the $40 billion wipeout? appeared first on Invezz</p>
<div class="lb-trans"><p>本文的标题为《Atlassian 股票在 400 亿美元的抹去后接下来会怎样？》，首次发布于 Invezz。</p>
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Atlassian 股票在市值蒸发 400 亿美元后将何去何从？