Atlassian Corporation PLC vs Twilio Inc — how do they compare? Atlassian Corporation PLC trades at $204 (market cap $49.56B), while Twilio Inc trades at $276.61 (market cap $41.93B). The key difference: Atlassian Corporation PLC is the larger of the two by market cap, and Atlassian Corporation PLC is trading nearer its 52-week high, Twilio Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Atlassian Corporation PLC for 64 Days and Twilio Inc for 56 Days on average.
| TEAM | TWLO | |
|---|---|---|
Market Cap | $49.56B | $41.93B |
Volume | 1,747,462 | 3,480,421 |
Sector | Technology | Technology |
52-Week High | $203.57 | $301.27 |
52-Week Low | $57.15 | $106.23 |
Typical Hold Time | 64 Days | 56 Days |
Enterprise Value | $49.56B | $40.34B |
Signals from Pluang's Aura AI — not financial advice
Atlassian (TEAM) trades at $203.57, up 4.94% with strong technical momentum and bullish moving averages. The stock shows improving fundamentals with revenue growth from $5.22B in 2025 to projected $6.6B in 2026, though it remains unprofitable with a -0.82% net margin. Recent earnings beats and accelerating cloud/AI adoption drive positive sentiment, with analyst consensus strongly bullish at 70% buy ratings.
Outlook remains positive due to cloud migration progress and AI product adoption, but investors face valuation concerns with elevated P/S of 7.75 and EV/EBITDA of 233.57. Key risks include persistent profitability challenges and competitive pressures in enterprise software. Current price exceeds consensus target of $191.16, suggesting near-term consolidation potential.
Twilio (TWLO) trades at $275.77, down 1.65% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company has beaten earnings estimates for three consecutive quarters, with Q3 2026 results pending. Revenue growth accelerated to $5.07 billion in 2025, and net income turned positive at $33.83 million, marking a significant improvement from prior losses. Recent inclusion in the S&P 500 index highlights its market recognition and stability.
The outlook remains positive with strong analyst support (76.92% buy ratings) and a consensus price target of $254.65, though current price exceeds this. Key risks include high valuation multiples (P/E 37.71, EV/EBITDA 80.78) and competitive pressures in the customer engagement space. Upside potential hinges on sustained earnings beats and Voice AI adoption, but investors should monitor margin trends and execution risks.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Atlassian produces software that helps teams work together more efficiently and effectively. The company provides project planning and management software, collaboration tools, and IT help desk solutions. The company operates in four segments: subscriptions (term licenses and cloud agreements), maintenance (annual maintenance contracts that provide support and periodic updates and are generally attached to perpetual license sales), perpetual license (upfront sale for indefinite usage of the software), and other (training, strategic consulting, and revenue from the Atlassian Marketplace app store). Atlassian was founded in 2002 and is headquartered in Sydney.
Read more on TEAM →Twilio Inc. is a cloud-based communication platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces, or APIs, and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
Read more on TWLO →