share_log

Atlassian Has Strong Pricing Power And Critical Product Innovation. Analyst Sees More Than 50% Upside Due To This Competitive Advantage

Atlassian Has Strong Pricing Power And Critical Product Innovation. Analyst Sees More Than 50% Upside Due To This Competitive Advantage

Atlassian拥有强大的定价权和关键产品创新能力。分析师认为这一竞争优势带来了50%以上的上行空间
Benzinga Real-time News ·  2022/09/19 15:16
  • Mizuho analyst Gregg Moskowitz reiterated a Buy on Atlassian Corp Plc (NASDAQ:TEAM) with a $360 price target.
  • Moskowitz acknowledged that Atlassian "has once again" announced a series of price changes to its Cloud versions of flagship products Jira Software, Confluence, and Jira Service Management.
  • The new pricing will be effective one month from now and appear similar to the cloud price increases implemented one year ago and equate to a mid-single-digit raise.
  • His view remains that TEAM's growth should remain vital for the foreseeable future due to its critical product innovation and unique GTM approach that we believe is almost impossible to replicate.
  • In addition, he believes TEAM will continue to exert pricing power in the marketplace, as reflected by its recent strategic actions that should drive much better monetization in FY23 and beyond.
  • Price Action: TEAM shares traded lower by 0.45% at $241.80 on the last check Monday.
  • 瑞穗分析师格雷格·莫斯科维茨重申买入Atlassian公司(纳斯达克：团队)360美元的目标价。
  • Moskowitz承认Atlassian“再次”宣布对其旗舰产品Jira Software、Confluence和Jira Service Management的云版本进行一系列价格调整。
  • 新的价格将在一个月后生效，看起来与一年前实施的云价格上涨类似，相当于中位数的涨幅。
  • 他的观点仍然是，在可预见的未来，团队的增长应该仍然至关重要，因为其关键的产品创新和独特的GTM方法，我们认为几乎不可能复制。
  • 此外，他相信Team将继续在市场上发挥定价权，正如其最近的战略行动所反映的那样，这些行动应该会在23财年及以后推动更好的货币化。
  • 价格行动：在周一的最后一次检查中，Team的股价下跌了0.45%，至241.80美元。
声明：本内容仅用作提供资讯及教育之目的，不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发