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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擁有強大的定價權和關鍵產品創新能力。分析師認為這一競爭優勢帶來了50%以上的上行空間
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.
  • 瑞穗分析師格雷格·莫斯科維茨重申買入Atlassian公司(納斯達克：團隊)360美元的目標價。
  • Moskowitz承認Atlassian“再次”宣佈對其旗艦產品Jira Software、Confluence和Jira Service Management的雲版本進行一系列價格調整。
  • 新的價格將在一個月後生效，看起來與一年前實施的雲價格上漲類似，相當於中位數的漲幅。
  • 他的觀點仍然是，在可預見的未來，團隊的增長應該仍然至關重要，因為其關鍵的產品創新和獨特的GTM方法，我們認為幾乎不可能複製。
  • 此外，他相信Team將繼續在市場上發揮定價權，正如其最近的戰略行動所反映的那樣，這些行動應該會在23財年及以後推動更好的貨幣化。
  • 價格行動：在週一的最後一次檢查中，Team的股價下跌了0.45%，至241.80美元。
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