Atlassian vs Celestica

This page compares Atlassian and Celestica, exploring how their business models differ, how their financial performance is presented, and how each operates within its market context. The tone remains neutral and accessible, focusing on structure, strategy, and industry positioning to aid understanding. Educational content, not financial advice.

This page compares Atlassian and Celestica, exploring how their business models differ, how their financial performance is presented, and how each operates within its market context. The tone remains ...

Comparison Snapshot

Key Financial Metrics

TEAM

Metric

CLS

$31.06B

Market Cap

$35.63B

96.05%

Potential Profit

13.20%

Buy

Analyst Rating

Buy

Why It's Moving

Atlassian Hits 52-Week Low Amid AI Worries, Sparking Debate on Buying Opportunity

TD Cowen cut price target from $205 to $175 on Hold rating due to weak AI product uptake, pressuring medium-term growth outlook ahead of Q2 earnings on Feb 5.
Stock tumbled 14% in the past week on heavy volume, yet DCF models suggest 50% upside to intrinsic value of $238, drawing value investor interest.
Rovo initiative surges to 3.5M monthly users with 50% QoQ growth, poised for $400-600M Cloud ARR by 2027, bolstering enterprise teamwork momentum.

Sentiment:

🌋Volatile

Atlassian Hits 52-Week Low Amid AI Worries, Sparking Debate on Buying Opportunity

TD Cowen cut price target from $205 to $175 on Hold rating due to weak AI product uptake, pressuring medium-term growth outlook ahead of Q2 earnings on Feb 5.
Stock tumbled 14% in the past week on heavy volume, yet DCF models suggest 50% upside to intrinsic value of $238, drawing value investor interest.
Rovo initiative surges to 3.5M monthly users with 50% QoQ growth, poised for $400-600M Cloud ARR by 2027, bolstering enterprise teamwork momentum.

Sentiment:

🌋Volatile

Investment Analysis

Atlassian

TEAM

Pros

Atlassian has a strong cloud revenue growth of 30% year-over-year, supporting its cloud-first strategy and accelerating growth.
The company has high returns with a normalized return on equity of 76.78% and return on invested capital of 34.40%, indicating effective capital use.
Atlassian is expanding AI initiatives such as Rovo and Atlassian Intelligence, which could generate $400-$600 million in revenue by 2027.

Considerations

Atlassian trades at a very high price-to-earnings ratio (over 60x normalized P/E) and high valuation multiples, which may imply overvaluation risks.
The company faces competitive pressures from other team collaboration software providers like GitLab and Smartsheet, increasing market challenges.
Atlassian reported a negative interest coverage ratio (-7.26), signaling potential issues with interest expense management.

Celestica

CLS

Pros

Celestica recently beat earnings estimates with Q3 2025 EPS of $1.58 versus estimated $1.43, reflecting improved profitability.
The company has a solid market capitalization around $39.2 billion, supporting liquidity and financial strength.
Celestica shows a positive earnings growth trajectory with EPS increases from $1.04 to $1.58 year-over-year.

Considerations

Celestica trades at a high price-to-earnings ratio of 57.12, indicating it may be valued expensively relative to earnings.
The stock price has shown volatility, which can imply higher investment risk in terms of price stability.
Celestica operates in a cyclical electronics manufacturing environment, which exposes it to fluctuations in global demand and supply chain risks.

About The Companies

Atlassian (TEAM)

Atlassian Corporation Plc (TEAM) is a software company best known for team collaboration and developer tools such as Jira, Confluence, Bitbucket and Trello. It sells cloud and self-managed solutions to organisations of all sizes, with revenue largely from subscriptions and support services. Investors often watch Atlassian for its cloud migration progress, recurring-revenue profile and product-led growth model, which can support predictable cash flows but also exposes the business to competition and execution risk. With a market capitalisation around $44.4bn, the company competes with large technology firms and specialist SaaS vendors. Key considerations include customer retention, new-product adoption, and the pace of enterprise cloud uptake. As with any equity, share prices can be volatile and past performance is not a guide to the future. This summary is educational only and not personal financial advice — investors should assess suitability, consider their objectives and seek independent advice before investing.

Celestica (CLS)

Celestica Inc. is a global company that plays a crucial role behind the scenes for many well-known technology brands. It provides comprehensive hardware platform and supply chain solutions, helping original equipment manufacturers (OEMs) design, build, and deliver their products. The company operates through two main segments. The first, Advanced Technology Solutions (ATS), serves sophisticated markets like aerospace and defence, industrial automation, and HealthTech. The second, Connectivity & Cloud Solutions (CCS), focuses on the backbone of the digital world, including communications equipment, servers, and data storage. By offering everything from initial design and engineering to manufacturing and systems integration, Celestica positions itself as a key partner in the lifecycle of complex electronic products. As with any investment, the value can go down as well as up and your capital is at risk.

Atlassian (TEAM) Next Earnings Date

Atlassian (TEAM) is scheduled to report its next earnings on February 5, 2026 after market close, covering the second quarter of fiscal year 2026. The company's investor relations page confirms this date with a conference call scheduled for 5:00 PM ET. Analysts currently expect the company to report earnings per share of $1.12 for the quarter, with revenue estimated around $1.54 billion.

Atlassian (TEAM) Next Earnings Date

Atlassian (TEAM) is scheduled to report its next earnings on February 5, 2026 after market close, covering the second quarter of fiscal year 2026. The company's investor relations page confirms this date with a conference call scheduled for 5:00 PM ET. Analysts currently expect the company to report earnings per share of $1.12 for the quarter, with revenue estimated around $1.54 billion.

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AI-Powered Productivity Platforms

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Published: August 23, 2025

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Published: August 1, 2025

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Which Baskets Do They Appear In?

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A major outage at Google Meet underscored the risks of relying on a single digital communication platform. This event creates an investment opportunity focused on competing services and the essential infrastructure companies that ensure digital resilience and uptime.

Published: September 9, 2025

Explore Basket

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Zoom's better-than-expected earnings, driven by its AI-powered features, highlight a significant market trend. This suggests a growing investment opportunity in companies that enhance business collaboration and productivity through artificial intelligence.

Published: August 23, 2025

Explore Basket

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Figma's blockbuster IPO has shattered a multi-year drought in major tech listings, signaling renewed investor appetite for high-growth software companies. This event may trigger a wave of public offerings from other venture-backed "unicorns," creating opportunities across the tech ecosystem.

Published: August 1, 2025

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Creative Tech's Next Wave

Design software leader Figma has increased its IPO price range, signaling strong investor confidence in the creative tech space. This successful public offering could create positive momentum for other companies specializing in collaborative and digital creation tools.

Published: July 29, 2025

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Comparison Snapshot

Why It's Moving

Atlassian Hits 52-Week Low Amid AI Worries, Sparking Debate on Buying Opportunity

Atlassian Hits 52-Week Low Amid AI Worries, Sparking Debate on Buying Opportunity