异动解读 | Atlassian盘中大涨5.12%,获分析师上调目标价及AI前景提振

异动解读
May 19

Atlassian Corporation PLC(TEAM)今日盘中大涨5.12%,引起了市场的广泛关注。

消息面上,Oppenheimer近日发布研报,维持Atlassian“跑赢大盘”评级,并将其目标价从100美元上调至110美元。该行指出,公司将受益于企业对AI驱动工作流工具的采纳,客户支出意向偏积极,且公司具备关键合作伙伴地位。尽管数据中心收入增速在2027财年面临压力,但预计随后将重新加速。

此前,该股因AI转型裁员约1,600人引发市场担忧,股价连续回调。在前期大幅下跌后,分析师的正面观点对市场情绪形成有力支撑,推动了股价的技术性反弹。

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