Atlassian Corporation PLC（TEAM）今日盘前股价大涨31.26%，引发市场广泛关注。
消息面上，公司于盘后发布了2026财年第四季度财报，业绩全面超出市场预期。调整后每股收益达到1.87美元，大幅高于分析师普遍预期的1.50美元，同比增长90.82%；总营收同比猛增28%至17.66亿美元，显著超过市场预期的16.60亿美元。此外，公司给出的第一季度营收指引为17.05亿至17.15亿美元，高于市场共识的16.7亿美元；2027财年全年营收增速预期约为13%。
值得关注的是，公司此前股价曾因OpenAI上线Presence服务引发市场对AI颠覆软件商商业模式的担忧而大幅回调。本次财报用强劲的增长数据表明，Atlassian非但没有被AI边缘化，反而正借助AI能力构建起更深的竞争护城河。公司旗下AI工具月活跃用户数已突破100万大关，环比增长超过一倍；云业务收入同比增速加快至31%，成为拉动整体收入增长的核心动力。此外，公司本季度还签署了史上最大一笔企业级交易，CEO更宣布计划在公开市场购买高达2.5亿美元的公司股票，进一步提振了市场信心。
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