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.
周二早盘，Atlassian Corp的股票（纳斯达克：TEAM）上涨。
Enterprise customers are likely to drive "the next wave of cloud migrations," triggering accelerated cloud growth, according to Piper Sandler.
根据Piper Sandler的报告，企业客户有可能推动“下一波云迁移”，引发加速的云增长。
The Analyst: Rob Owens upgraded the rating for Atlassian from Neutral to Overweight, while raising the price target from $200 to $225.
分析师Rob Owens将Atlassian的评级从中立升级至超配，同时将价格目标从200美元上调至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在升级报告中表示，目前公司云收入仅有30％来源于企业客户，而其余数据中心座位的82％为企业级别。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
"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.
他补充说道：“随着这些客户迁移到云端，我们认为这将会带动持久的增长，因为这些客户所见到的增长很大，再加上更具有吸引力的净回流收入动态。”
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.
随着Atlassian Intelligence等新的云产品推出和更多改进的推出，“我们相信企业级迁移将会在未来加速，”分析师写道。
Product innovation creates an enterprise cross-sell opportunity of more than $14 billion, which is so far underappreciated, he further stated.
他进一步指出，产品创新创造了超过140亿美元的企业交叉销售机会，这迄今为止还不为人所重视。
TEAM Price Action: Shares of Atlassian had risen by 1.62% to $181.14 at the time of publication on Tuesday.
周二发表时，Atlassian股票上涨1.62％至181.14美元。
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