Atlassian's 30% Surge, Hiring Spike Flip the Script On Software Bears, Analyst Says

Benzinga_recent_news05-05

BNP Paribas analyst Stefan Slowinski highlighted improving fundamentals for software stocks, pointing to rising hiring demand and upcoming industry events as key catalysts shaping investor sentiment. ...

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Read why BNP Paribas believes the market is too negative on SaaS ahead of major May investor events.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4587":"ChatGPT概念","BK4613":"AI应用软件","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4566":"资本集团","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4528":"SaaS概念","BK4588":"碎股","AGIX":"通用人工智能 ETF-AGIX","ARTY":"ISHARES FUTURE AI & TECH ETF","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","AI":"C3.ai, Inc.","VGT":"信息技术ETF-Vanguard","BK4607":"DeepSeek概念股","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","TEAM":"Atlassian Corporation PLC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4023":"应用软件","BK4585":"ETF&股票定投概念","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","BK4532":"文艺复兴科技持仓","BK4543":"AI","AIPO":"Defiance AI and Power Infrastructure ETF"},"translate_title":"分析师表示，Atlassian股价飙升30%，招聘激增扭转了软件空头的局面","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":0.81,"CHAT":0.81,"AIYY":0.6,"ARTY":0.81,"TEAM":1,"VGT":0.78,"AIPO":0.81,"AGIX":0.81},"content_text":"BNP Paribas analyst Stefan Slowinski highlighted improving fundamentals for software stocks, pointing to rising hiring demand and upcoming industry events as key catalysts shaping investor sentiment.\nSlowinski emphasized that demand for software engineers continues to rise, with hiring up 18% year over year.\nHe noted that Atlassian Corp.’s (NASDAQ:TEAM) shares surged 30% after strong results driven by seat growth, reinforcing the view that AI could expand both seat-based and consumption-based opportunities.\nHe added that broader adoption of software across enterprises may require more engineers and tools, while AI-driven customer engagement could also boost Sales and Marketing functions.\nDespite this backdrop, he believes the market has become overly negative on some software vendors.\nHowever, he does not anticipate major AI monetization milestones. Instead, he believes companies will focus on outlining AI strategies following recent developments in agentic coding tools.\nHe added that investors are unlikely to find clear evidence that challenges bearish Software-as-a-Service (SaaS) narratives, though hiring data offers some support.\nSlowinski expects companies to use these events to detail product pipelines and highlight customer use cases that could signal future growth catalysts.\nHe noted that investors will pay close attention to updates on pricing, packaging, and adoption trends, particularly for AI offerings.\nHe also plans to assess enterprise AI adoption trends through discussions with customers and sales teams, as companies position themselves for potential revenue acceleration in the coming years.\nPrice Action: IBM shares were down 0.70% at $230.57, ServiceNow shares were up 2.57% at $93.50, and Atlassian shares were up 6.84% at $94.95 at the time of publication on Monday, according to Benzinga Pro data.\nPhoto via Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2633957268","isCrawlerRequest":true}