Home Tech  Summary Atlassian (TEAM) delivered a strong Q3 FY26, with 31.7% revenue growth, accelerating Cloud adoption, and expanding margins, sparking a sector-wide software rerating. TEAM’s AI-enabled Service Collection surpassed $1B ARR, with Rovo usage driving higher ARR growth among adopters across Collections. Despite the beat, a significant portion of Data Center growth was due to EOL-related pull-forward, raising concerns about the durability of revenue acceleration. Despite the beat, a significant portion of Data Center growth was due to EOL-related pull-forward, raising concerns about the durability of revenue acceleration. Looking for a portfolio of ideas like this one? Members of The REIT Forum get exclusive access to our subscriber-only portfolios.…