Investment case
Smartsheet Inc.
SMAR · 3 developments mapped · last assessed 2026-09-15
Market Ontology has mapped 3 macro, policy, and market developments to Smartsheet Inc. since 2026-09-05. Each one is traced from the driver to the valuation assumption it moves, and the valuation below is run on the same engine the subscription uses.
Valuation
No validated run has been published for SMAR yet, so no modelled value is shown. The SMAR valuation is in the public catch-up queue.
Subscribers do not wait for the weekly cycle: they run SMAR on demand, against live prices and the latest filings, and change any assumption the developments below move.
Filed financials
Current case
- Strongest support
Atlassian Posts 28% Q4 Revenue Growth and 98% EPS Surge on Workplace AI
Positive sentiment spillover for project management and work collaboration software, especially those integrating AI.
· Moves subscriber growth, arpu
- Open question
Docusign Posts Q2 FY27 Revenue of $875.7M on Intelligent Agreement Management
Competitive landscape in workflow automation
· Moves market share growth, competitive positioning
What changed, by assumption
- 2026-09-05Atlassian Posts 28% Q4 Revenue Growth and 98% EPS Surge on Workplace AI
- 2026-09-15Docusign Posts Q2 FY27 Revenue of $875.7M on Intelligent Agreement Management
- 2026-09-05Atlassian Posts 28% Revenue Growth to $1.77B as Q4 EPS Expands 98% to $1.87
Event impact log
Full ledger →| Date | Mechanism | Direction | Horizon | Impact |
|---|---|---|---|---|
| 2026-09-15 | Docusign Posts Q2 FY27 Revenue of $875.7M on Intelligent Agreement Management | mixed | 3-12m | 0.40 |
| 2026-09-05 | Atlassian Posts 28% Q4 Revenue Growth and 98% EPS Surge on Workplace AI | Bullish | 1-3m | 0.50 |
| 2026-09-05 | Atlassian Posts 28% Revenue Growth to $1.77B as Q4 EPS Expands 98% to $1.87 | Bullish | 1-3m | 0.40 |