Atlassian To Benefit From The 'Next Wave Of Cloud Growth', Says Bullish Analyst
Atlassian To Benefit From The 'Next Wave Of Cloud Growth', Says Bullish Analyst
Shares of Atlassian Corp (NASDAQ:TEAM) were climbing in early trading on Tuesday.
週二早盤，Atlassian Corp的股票（納斯達克：TEAM）上漲。
Enterprise customers are likely to drive "the next wave of cloud migrations," triggering accelerated cloud growth, according to Piper Sandler.
根據Piper Sandler的報告，企業客戶有可能推動“下一波雲遷移”，引發加速的雲增長。
The Analyst: Rob Owens upgraded the rating for Atlassian from Neutral to Overweight, while raising the price target from $200 to $225.
分析師Rob Owens將Atlassian的評級從中立升級至超配，同時將價格目標從200美元上調至225美元。
The Thesis: While currently only 30% of the company's cloud revenues are from enterprise customers, 82% of the remaining data center seats are enterprise, Owens said in the upgrade note.
Owens在升級報告中表示，目前公司雲收入僅有30％來源於企業客戶，而其餘數據中心座位的82％爲企業級別。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
"As these customers migrate to cloud, we think this will drive durable growth given the large uplifts seen for these customers, alongside more attractive NRR (net recurring revenue) dynamics," he added.
他補充說道：“隨着這些客戶遷移到雲端，我們認爲這將會帶動持久的增長，因爲這些客戶所見到的增長很大，再加上更具有吸引力的淨回流收入動態。”
With new cloud products like Atlassian Intelligence and more improvements in the pipeline, "we believe enterprise migrations will pick up steam going forward," the analyst wrote.
隨着Atlassian Intelligence等新的雲產品推出和更多改進的推出，“我們相信企業級遷移將會在未來加速，”分析師寫道。
Product innovation creates an enterprise cross-sell opportunity of more than $14 billion, which is so far underappreciated, he further stated.
他進一步指出，產品創新創造了超過140億美元的企業交叉銷售機會，這迄今爲止還不爲人所重視。
TEAM Price Action: Shares of Atlassian had risen by 1.62% to $181.14 at the time of publication on Tuesday.
週二發表時，Atlassian股票上漲1.62％至181.14美元。
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譯文內容由第三人軟體翻譯。