Atlassian vs FICO
This page compares Atlassian Corporation Plc and Fair Isaac Corp. It explains each company’s business model, tracks high‑level financial performance, and situates them within their market context, using plain language for accessibility. The aim is educational content that supports understanding, not financial advice. Educational content, not financial advice.
This page compares Atlassian Corporation Plc and Fair Isaac Corp. It explains each company’s business model, tracks high‑level financial performance, and situates them within their market context, usi...
Why It's Moving
Atlassian insiders cash out amid steady trading, spotlighting cloud momentum in a volatile tech landscape.
- CEO Michael Cannon-Brookes and director Farquhar Scott offloaded 7,665-7,667 shares each at around $161-163, signaling routine profit-taking after recent quarterly beats.
- Cloud apps including Jira and Confluence now live on AWS Marketplace since December 2, easing enterprise cloud shifts and expanding reach to 150+ countries.
- DX acquisition completed November 10 enhances AI-driven developer insights, while analysts like Mizuho lift targets to $245 amid 'Moderate Buy' consensus.
Shares climb after fresh insider vesting and ongoing upbeat demand signals lift momentum for FICO
- Executive vesting: An FICO executive reported the vesting of 1,857 performance-based market share units after the company disclosed that 2025 performance criteria were met, a signal management’s targets and operational metrics aligned with incentive plans and may reduce near-term dilution uncertainty.
- Earnings carryover: Traders cited the firm’s recent quarter where non‑GAAP EPS topped estimates and revenue trends remained healthy, reinforcing the view that demand for FICO’s analytics, scoring and decisioning products is holding up—an implication that recurring revenue and margin durability are intact.
- Sector momentum: With continued investor appetite for high-quality data/AI-enabled software, FICO is benefiting from sector rotation into profitable analytics platforms; that backdrop amplifies positive read-throughs from company-specific wins and insider confirmations.
Atlassian insiders cash out amid steady trading, spotlighting cloud momentum in a volatile tech landscape.
- CEO Michael Cannon-Brookes and director Farquhar Scott offloaded 7,665-7,667 shares each at around $161-163, signaling routine profit-taking after recent quarterly beats.
- Cloud apps including Jira and Confluence now live on AWS Marketplace since December 2, easing enterprise cloud shifts and expanding reach to 150+ countries.
- DX acquisition completed November 10 enhances AI-driven developer insights, while analysts like Mizuho lift targets to $245 amid 'Moderate Buy' consensus.
Shares climb after fresh insider vesting and ongoing upbeat demand signals lift momentum for FICO
- Executive vesting: An FICO executive reported the vesting of 1,857 performance-based market share units after the company disclosed that 2025 performance criteria were met, a signal management’s targets and operational metrics aligned with incentive plans and may reduce near-term dilution uncertainty.
- Earnings carryover: Traders cited the firm’s recent quarter where non‑GAAP EPS topped estimates and revenue trends remained healthy, reinforcing the view that demand for FICO’s analytics, scoring and decisioning products is holding up—an implication that recurring revenue and margin durability are intact.
- Sector momentum: With continued investor appetite for high-quality data/AI-enabled software, FICO is benefiting from sector rotation into profitable analytics platforms; that backdrop amplifies positive read-throughs from company-specific wins and insider confirmations.
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Explore BasketInvestment Analysis
Atlassian
TEAM
Pros
- Atlassian is a leader in cloud-based team collaboration and project management software, with globally recognised products like Jira and Confluence that benefit from strong network effects.
- The company is experiencing robust cloud revenue growth, up 30% year-over-year, and is executing a cloud-first strategy that is driving new customer adoption and migration from data centres.
- Recent strategic acquisitions and investments in AI capabilities, such as Rovo and Atlassian Intelligence, offer potential for new revenue streams in data analytics and workflow automation.
Considerations
- Atlassian remains unprofitable, with persistent net losses and a negative price-to-earnings ratio, which may concern investors focusing on bottom-line growth and cash flow.
- The transition from Data Centre to Cloud involves execution risk and could temporarily disrupt customer relationships, especially among large enterprises with complex deployments.
- Valuation multiples appear elevated compared to sector peers, with high price-to-sales and price-to-book ratios, potentially limiting near-term upside if growth decelerates.
FICO
FICO
Pros
- Fair Isaac’s FICO Score is the industry-standard credit risk benchmark in the US, underpinning most consumer lending decisions and providing a deep, defensible moat.
- The company has strong intellectual property in analytics and decision management software, with recurring revenue streams from both financial institutions and enterprise clients.
- FICO’s business model benefits from regulatory tailwinds as financial institutions increasingly rely on objective, data-driven scoring in compliance with lending and fairness requirements.
Considerations
- Over-reliance on the US market for the majority of revenue limits geographical diversification and exposes the business to domestic credit cycles and regulatory shifts.
- Emerging competitors leveraging alternative data sources and AI-driven scoring models could disrupt FICO’s dominant position in credit risk assessment over the long term.
- The business is subject to regulatory scrutiny and public debate over fairness and transparency in credit scoring, which could increase compliance costs or prompt disruptive changes.
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