Ubiquiti vs Atlassian
This page compares Ubiquiti and Atlassian, outlining their business models, financial performance, and market context to help readers understand how each company operates and competes. The analysis covers revenue drivers, cost structures, governance considerations, and strategic positioning within their sectors, presented in a clear, neutral manner for educational purposes. Educational content, not financial advice.
This page compares Ubiquiti and Atlassian, outlining their business models, financial performance, and market context to help readers understand how each company operates and competes. The analysis co...
Why It's Moving
Ubiquiti Stock Climbs 2% in Latest Session Amid Strong Short-Term Momentum.
- Five-day performance up 2.23%, building on a 12.77% monthly surge that underscores sustained buying momentum.
- Year-to-date return stands at 121.35%, reflecting powerful long-term growth in Ubiquiti's networking ecosystem amid tech sector tailwinds.
- Recent trading closed around $735 with elevated volume, signaling investor confidence despite mixed analyst valuations.
Atlassian Stock Surges 28% on Stellar Earnings, Signaling Robust Enterprise Momentum
- Revenue hit $1.29 billion, topping estimates by $50 million, while adjusted EPS of $0.96 crushed forecasts by 27%, underscoring resilient demand for collaboration tools.
- Enterprise and Premium offerings each surged 40%—double overall growth—driven by a record number of $1 million+ contract wins that attract bigger clients.
- Cloud revenues expanded 30%, bolstering long-term positioning in a $67 billion market, with analysts lifting targets to signal 13% upside potential.
Ubiquiti Stock Climbs 2% in Latest Session Amid Strong Short-Term Momentum.
- Five-day performance up 2.23%, building on a 12.77% monthly surge that underscores sustained buying momentum.
- Year-to-date return stands at 121.35%, reflecting powerful long-term growth in Ubiquiti's networking ecosystem amid tech sector tailwinds.
- Recent trading closed around $735 with elevated volume, signaling investor confidence despite mixed analyst valuations.
Atlassian Stock Surges 28% on Stellar Earnings, Signaling Robust Enterprise Momentum
- Revenue hit $1.29 billion, topping estimates by $50 million, while adjusted EPS of $0.96 crushed forecasts by 27%, underscoring resilient demand for collaboration tools.
- Enterprise and Premium offerings each surged 40%—double overall growth—driven by a record number of $1 million+ contract wins that attract bigger clients.
- Cloud revenues expanded 30%, bolstering long-term positioning in a $67 billion market, with analysts lifting targets to signal 13% upside potential.
Investment Analysis
Ubiquiti
UI
Pros
- Ubiquiti delivers robust year-on-year revenue and earnings growth, with 2025 revenue up 33% and net income more than doubling versus the prior year.
- The company operates with a capital-light model, enabling high operating leverage and strong free cash flow conversion relative to industry peers.
- Ubiquiti has built a loyal global customer base in networking hardware, supported by its focus on high-performance, cost-effective products for both service providers and enterprises.
Considerations
- The stock trades at a high earnings multiple, with valuation well above sector norms, which may heighten downside risk if growth momentum slows.
- Analyst price targets for the coming year imply significant potential downside from current levels, reflecting concerns about sustainability of recent gains.
- Ubiquiti faces execution risks from supply chain concentration, competitive disruption, and limited transparency relative to larger, more diversified technology firms.
Atlassian
TEAM
Pros
- Atlassian benefits from a recurring revenue model driven by cloud subscriptions, providing visibility and resilience amid broader macroeconomic uncertainty.
- The company has a leading position in collaboration and software development tools, with strong brand recognition among developers and IT teams globally.
- Atlassian continues to invest in product innovation and ecosystem expansion, supporting long-term growth in the rapidly evolving enterprise software market.
Considerations
- Revenue growth has moderated as the company transitions to a cloud-based model, with near-term profitability impacted by higher sales and marketing spend.
- Intensifying competition from both established software giants and emerging SaaS rivals could pressure Atlassian’s market share and pricing power.
- Elevated stock-based compensation and acquisition-related costs weigh on margins, limiting the pace of bottom-line improvement despite top-line gains.
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Ubiquiti (UI) Next Earnings Date
Ubiquiti Inc. (UI) is scheduled to report its next earnings on February 6, 2026, before markets open. This release will cover the first fiscal quarter of 2026, ending December 31, 2025. The date aligns with the company's historical pattern of early February announcements for Q1 results.
Atlassian (TEAM) Next Earnings Date
Atlassian (TEAM) is scheduled to report earnings on February 5, 2026 after market close, with a conference call at 5:00 PM ET. This earnings announcement will cover the company's second quarter of fiscal year 2026. Analysts are forecasting revenue of approximately $1.54 billion, representing 20% year-over-year growth, with an EPS of $1.12 per share.
Ubiquiti (UI) Next Earnings Date
Ubiquiti Inc. (UI) is scheduled to report its next earnings on February 6, 2026, before markets open. This release will cover the first fiscal quarter of 2026, ending December 31, 2025. The date aligns with the company's historical pattern of early February announcements for Q1 results.
Atlassian (TEAM) Next Earnings Date
Atlassian (TEAM) is scheduled to report earnings on February 5, 2026 after market close, with a conference call at 5:00 PM ET. This earnings announcement will cover the company's second quarter of fiscal year 2026. Analysts are forecasting revenue of approximately $1.54 billion, representing 20% year-over-year growth, with an EPS of $1.12 per share.
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Explore BasketWhich Baskets Do They Appear In?
Powering AT&T's 5G Expansion
AT&T's $23 billion acquisition of EchoStar's spectrum licenses is set to significantly enhance its 5G network capabilities nationwide. This creates a ripple effect, boosting opportunities for companies that provide the essential infrastructure and technology needed for a large-scale 5G network build-out.
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These carefully selected stocks represent companies putting unprecedented control directly in users' hands. Professional analysts have assembled this collection of innovators in fintech, smart home automation, and personal technology that are revolutionizing how people manage their daily lives.
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Explore BasketBuy UI or TEAM in Nemo
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