Atlassian Corporation PLC (TEAM) 今日盘中大涨5.04%，引起了市场的广泛关注。
消息面上，瑞穗证券近日发布研究报告，将Atlassian列为第一季度财报季中最值得持有的软件股票之一，维持“跑赢大盘”评级，并给予145美元的目标价，预期公司订阅收入有望连续第二个季度显著加速增长。与此同时，Canaccord Genuity同样维持“买入”评级，并给出了150美元的目标价。多家投行的集中看好为股价提供了强劲的支撑。
此外，尽管市场此前担忧人工智能(AI)可能冲击传统的SaaS商业模式，但Atlassian凭借高强度的研发投入，积极布局AI工具与功能开发，被市场视为构建长期竞争力的关键举措，有效缓解了相关忧虑，进一步增强了投资者的信心。
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