异动解读|Atlassian盘前上涨30.71%,Q4业绩大幅超预期叠加指引远高于市场共识

行情直击
Aug 07

8月7日,Atlassian盘前上涨30.71%,报143.10美元/股,成交额1.53万美元。

消息面上,公司盘后发布2026财年Q4财报,业绩全面超预期:调整后每股收益1.87美元,大幅高于市场预期的1.50美元,同比增长90.82%;营收17.66亿美元,超出预期的16.60亿美元,同比增长约28%。此外,公司Q1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财年营收增速预期约13%。

值得关注的是,公司股价此前曾因OpenAI上线Presence服务引发AI颠覆担忧而大幅回调,本次业绩全面超预期有效缓解了市场对其基本面的疑虑,云业务成为主要增长动力,资金大幅回补推动股价强势反弹。公司此前已在Jira中推出AI原生开发能力,整合Claude Code、Cursor等编码智能体,AI非但未构成威胁,反而成为业务催化剂。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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