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...

Comparison Snapshot

Key Financial Metrics

UI

Metric

TEAM

$34.06B

Market Cap

$31.06B

7.79%

Potential Profit

96.05%

Hold

Analyst Rating

Buy

Why It's Moving

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

Q1 revenues rocketed to $733.8 million, highlighting explosive growth in enterprise wireless and Wi-Fi solutions.
GAAP diluted EPS of $3.43 crushed expectations, boosting investor confidence in profitability amid tech sector tailwinds.
Stock gained 2.28% Tuesday in a 10.27% two-week surge, with analysts eyeing 17% upside in the next three months.

Sentiment:

🐃Bullish

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

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

Q1 revenues rocketed to $733.8 million, highlighting explosive growth in enterprise wireless and Wi-Fi solutions.
GAAP diluted EPS of $3.43 crushed expectations, boosting investor confidence in profitability amid tech sector tailwinds.
Stock gained 2.28% Tuesday in a 10.27% two-week surge, with analysts eyeing 17% upside in the next three months.

Sentiment:

🐃Bullish

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

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.

About The Companies

Ubiquiti (UI)

Ubiquiti Inc (UI) designs and sells networking hardware and management software — including wireless access points, switches, routers and cloud-managed platforms such as UniFi — for homes, small businesses and larger enterprises. The company’s direct-to-channel distribution and low-marketing approach have historically supported robust gross margins and cash generation; the market capitalisation is roughly $43.6bn. Key growth drivers include upgrades to Wi‑Fi infrastructure, cloud-managed networking and demand for scalable, lower-cost enterprise solutions. Investors should be aware of risks: revenue can be cyclical, results are sensitive to supply‑chain disruptions and competition from larger vendors and cloud providers is intense. Product security, firmware issues or governance concerns can also affect customer trust. This summary is general educational information and not personalised investment advice — values can fall as well as rise and past performance is not a reliable guide.

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.

Ubiquiti (UI) Next Earnings Date

Ubiquiti Inc. (UI) is scheduled to report its next earnings on February 6, 2026, before the market opens. This release will cover the Q1 fiscal 2026 quarter, ending approximately December 31, 2025. The date aligns with the company's historical pattern of early February reporting following prior quarters.

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.

Ubiquiti (UI) Next Earnings Date

Ubiquiti Inc. (UI) is scheduled to report its next earnings on February 6, 2026, before the market opens. This release will cover the Q1 fiscal 2026 quarter, ending approximately December 31, 2025. The date aligns with the company's historical pattern of early February reporting following prior quarters.

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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Published: August 28, 2025

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Published: June 17, 2025

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Which 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.

Published: August 28, 2025

Explore Basket

Power & Control Portfolio

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.

Published: June 17, 2025

Explore Basket

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Comparison Snapshot

Why It's Moving

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

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

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

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