Asana, Inc.

Informe acción NYSE:ASAN

Capitalización de mercado: US$1.7b

Salud financiera de hoja de balance de Asana

Salud financiera controles de criterios 6/6

Asana tiene un patrimonio de los accionistas total de $137.0M y una deuda total de $38.3M, lo que sitúa su ratio deuda-patrimonio en 28%. Sus activos y pasivos totales son $805.5M y $668.5M respectivamente.

Información clave

27.96%

Ratio deuda-patrimonio

US$38.30m

Deuda

Ratio de cobertura de interesesn/a
EfectivoUS$424.64m
PatrimonioUS$136.98m
Total pasivoUS$668.53m
Activos totalesUS$805.51m

Actualizaciones recientes sobre salud financiera

No hay actualizaciones

Recent updates

Seeking Alpha Jul 04

Asana: Growth Reacceleration Remains The Missing Piece

Summary Asana is re-rated to neutral, with an FY 2027 price target implying only 9% upside, reflecting a lackluster risk-reward profile. Growth has decelerated to 8–10% YoY, despite robust non-GAAP margin expansion and healthy liquidity, with AI platform adoption emerging as a key catalyst. AI product bookings reached 17% of net-new ARR in Q1, exceeding management’s 15% full-year target, but sustained growth acceleration remains unproven. Management guides for 8.2–9.2% FY 2027 growth; a re-rating thesis hinges on a surprise beat and evidence of AI-driven top-line reacceleration. Read the full article on Seeking Alpha
Actualización de narrativa Jun 27

ASAN: AI Work Management And Net Retention Will Support Reassessment

Analysts have modestly reduced the Asana fair value estimate to about $14.08 from $15.00, citing adjusted expectations for revenue growth and future P/E, along with slightly higher discount rates, even as margin assumptions improve. Analyst Commentary Recent Street research on Asana reflects a mixed but constructive setup, with several bullish analysts highlighting solid execution on results, improving margins, and product additions that could matter for valuation over time.
Artículo de análisis Jun 18

Asana (ASAN) Stock Could Be 22.3% Undervalued After Its AI Work Platform Launch

Asana (ASAN) stock is in focus after the company introduced an operating system for human and AI agent collaboration, centered on its Agentic Work Management suite and the recently acquired StackAI platform. See our latest analysis for Asana. Despite the product launch and StackAI acquisition, Asana’s share price return has been mixed. Short term gains, including a 30 day share price return of 8.23%, are set against weaker long term total shareholder returns, including a 3 year total...
Actualización de narrativa Jun 13

ASAN: SaaS Multiple Pressure Will Cap Benefits From AI Adoption

Asana's updated fair value estimate and P/E assumptions now align with a blended analyst price target range of about $7 to $13 as analysts weigh solid Q1 results, stable retention metrics, and improved margins against pressure on SaaS multiples and ongoing questions around product led growth and AI driven acceleration. Analyst Commentary Recent Street research around Asana reflects a mixed setup, with solid Q1 execution and stable retention sitting alongside more cautious signals on growth durability, valuation support, and the pace of any AI related uplift.
Actualización de narrativa May 29

ASAN: AI Adoption And Retention Stabilization Will Support Future Premium P/E Multiple

Asana's updated analyst price target has shifted modestly, with a lower fair value estimate of about $9.13 per share compared with the prior $10.12. Analysts attribute this adjustment to slightly different assumptions on revenue growth, profit margins, discount rates, and future P/E multiples following recent research that cites solid Q1 results, stable net retention, AI product contributions, and sector wide SaaS multiple compression.
Actualización de narrativa Apr 23

ASAN: AI Contribution And Slowing Retention Will Limit Future Earnings Power

Narrative Update on Asana The updated analyst price work on Asana points to a lower implied fair value, with the target estimate moving from about $10.33 to roughly $5.75. Analysts are factoring in reduced future P/E assumptions alongside mixed recent results, cautious FY27 guidance, and still early AI contribution signals, despite some encouraging retention and funnel trends.
Actualización de narrativa Apr 09

ASAN: AI Roadmap And Net Retention Trends Will Drive Reassessment

Analysts cut the Asana fair value estimate to $15 from $22 as they recalibrated expectations for revenue growth, profit margins, and future P/E following mixed Q4 results, tempered fiscal 2027 guidance, and a broad reset of price targets across the Street. Analyst Commentary Street research following Asana's mixed Q4 print points to a broad reset in expectations, with many firms trimming price targets to reflect updated FY27 guidance, revenue growth assumptions, and sector wide multiple compression.
Actualización de narrativa Mar 26

ASAN: AI Adoption And Retention Stabilization Will Support Future Premium P/E Multiple

Narrative Update The analyst price target for Asana has been reduced by multiple firms, with cuts ranging from about $2 to $8 per share, as analysts respond to mixed Q4 results, tempered FY27 guidance, and the view that AI contributions and net retention improvements, while encouraging, are not yet sufficient to change the growth outlook. Analyst Commentary Recent research updates show a wide range of views on Asana, with price targets shifting materially but opinions split on how much the current execution and AI roadmap can influence long term growth and valuation.
Actualización de narrativa Mar 10

ASAN: AI Adoption And Retention Stabilization Will Support Premium Future P/E Multiple

Our updated analyst price target for Asana has been cut by about $5 to roughly $10. This reflects a reset in long term growth and valuation assumptions as analysts weigh mixed Q4 results, softer FY27 guidance, and early but uncertain AI contribution against signs of improving retention and AI driven add on demand.
Actualización de narrativa Feb 24

ASAN: Government Security And AI Risk Reset Will Support Premium Future P/E Multiple

Asana's analyst price target has moved lower toward about $15 as analysts factor in reduced profit margin expectations, a slightly higher discount rate, and recent target cuts from firms applying new AI-related risk frameworks to the apps software group. Analyst Commentary Recent research on Asana has focused on how new AI related risk frameworks and changing expectations for the apps software group feed into valuation, price targets, and perceived execution risk.
Actualización de narrativa Feb 09

ASAN: Government Security Expansion Will Support Premium Future P/E Multiple

Analysts have trimmed their price target on Asana by about $0.40, pointing to slightly lower fair value and profit margin assumptions, even as they maintain a higher future P/E outlook. Analyst Commentary Bullish Takeaways Bullish analysts still see room for a relatively higher future P/E, suggesting they view Asana as capable of supporting a premium multiple if execution on growth and margins improves over time.
Actualización de narrativa Jan 26

ASAN: Government Security Expansion And Buybacks Will Support Future Upside

Narrative Update Analysts have modestly reduced their price target on Asana to about US$15.92, citing updated assumptions around the discount rate, a profit margin near 12.75%, and a forward P/E of roughly 39.49x. What's in the News Asana reported repurchasing 2,183,000 shares between August 1, 2025 and October 31, 2025 for US$30.78 million, bringing total buybacks under the June 20, 2024 program to 11,388,000 shares for US$152.53 million, equivalent to 4.94% of shares.
Artículo de análisis Jan 21

Investors Don't See Light At End Of Asana, Inc.'s (NYSE:ASAN) Tunnel And Push Stock Down 26%

Asana, Inc. ( NYSE:ASAN ) shareholders that were waiting for something to happen have been dealt a blow with a 26...
Actualización de narrativa Jan 12

ASAN: Government Security Push And AI Features Will Support Future Upside

Analysts have inched their fair value estimate for Asana higher to about US$15.92 per share from roughly US$15.76. This reflects updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they see as better aligned with the company’s current risk and earnings profile.
Actualización de narrativa Dec 18

ASAN Will Face Slower Revenue And Margin Progress Despite New AI Initiatives

Analysts have nudged their price target on Asana modestly higher to reflect a slightly richer long term earnings multiple and incremental improvement in fair value estimates, even as they temper assumptions for revenue growth and profit margins. What's in the News Issued fourth quarter revenue guidance of 204 million dollars to 206 million dollars, implying 8 percent to 9 percent year over year growth, and fiscal 2026 revenue guidance of 789 million dollars to 791 million dollars, implying 9 percent growth (company guidance) Launched Asana Gov, a FedRAMP in process workspace tailored for government agencies and regulated industries.
Artículo de análisis Dec 05

Earnings Update: Asana, Inc. (NYSE:ASAN) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Shareholders of Asana, Inc. ( NYSE:ASAN ) will be pleased this week, given that the stock price is up 14% to US$14.16...
Actualización de narrativa Dec 04

ASAN: AI Adoption And Guidance Will Shape Balanced Risk Reward Outlook

Analysts have nudged their price target on Asana slightly lower, trimming fair value by about $0.61 per share to reflect lingering uncertainty around consistent revenue upside, even as they view recent AI driven product adoption and Q2 performance as a step in the right direction. Analyst Commentary Analysts see Asana's latest quarter as incremental progress toward a more durable growth profile, but they remain cautious on the company’s ability to consistently exceed revenue expectations and fully justify premium valuation multiples.
Artículo de análisis Aug 25

Is There An Opportunity With Asana, Inc.'s (NYSE:ASAN) 28% Undervaluation?

Key Insights Asana's estimated fair value is US$20.08 based on 2 Stage Free Cash Flow to Equity Asana is estimated to...
Artículo de análisis Jul 21

What Is Asana, Inc.'s (NYSE:ASAN) Share Price Doing?

While Asana, Inc. ( NYSE:ASAN ) might not have the largest market cap around , it saw a double-digit share price rise...
Artículo de análisis Jun 24

More Unpleasant Surprises Could Be In Store For Asana, Inc.'s (NYSE:ASAN) Shares After Tumbling 25%

Asana, Inc. ( NYSE:ASAN ) shares have had a horrible month, losing 25% after a relatively good period beforehand. The...
Artículo de análisis May 04

Is Asana, Inc. (NYSE:ASAN) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights Asana's estimated fair value is US$12.80 based on 2 Stage Free Cash Flow to Equity Asana's US$16.27 share...
Artículo de análisis Apr 05

Risks Still Elevated At These Prices As Asana, Inc. (NYSE:ASAN) Shares Dive 25%

To the annoyance of some shareholders, Asana, Inc. ( NYSE:ASAN ) shares are down a considerable 25% in the last month...
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Nueva narrativa Mar 20

The Launch Of AI Studio Will Accelerate Multiproduct Transformation And Market Reach

AI Studio's anticipated adoption is expected to drive revenue growth and support Asana's transformation into a multiproduct company amidst macroeconomic challenges.
Seeking Alpha Mar 17

Asana Q4 2024 Plunge Reaction, Despite Future Revenue Potential

Summary Asana's 2024 results showed mixed performance, with 11% sales growth and positive free cash flow, but a soft net retention rate at 96%. CEO Dustin Moskovitz's retirement announcement triggered negative sentiment, but he remains board chair, focusing on AI strategy, which could benefit long term. Asana's 2025 growth projection of 10% is disappointing compared to competitors like monday.com, highlighting ongoing struggles in top and bottom-line competition. Despite challenges, Asana's durable SaaS platform and increasing multi-year deals indicate strong future revenue potential, evidenced by a 23% growth in remaining performance obligations. Read the full article on Seeking Alpha
Artículo de análisis Feb 25

Is Now The Time To Look At Buying Asana, Inc. (NYSE:ASAN)?

While Asana, Inc. ( NYSE:ASAN ) might not have the largest market cap around , it saw a significant share price rise of...
Seeking Alpha Feb 13

Asana: Still No Reason To Own

Summary Asana's stock has declined 85% from its peak, with slowing revenue growth, declining retention rates, and no profitability, making it a Hold. Competitors like Atlassian and monday.com are outperforming Asana in revenue growth, highlighting Asana's struggles in a competitive SaaS market. Despite a strong balance sheet and potential AI-driven growth, Asana's fundamentals show no signs of immediate improvement. Key metrics to watch include retention rates, profitability, cash flow, and developments in Asana's AI Studio for future investment decisions. Read the full article on Seeking Alpha
Artículo de análisis Jan 15

Asana, Inc. (NYSE:ASAN) May Have Run Too Fast Too Soon With Recent 32% Price Plummet

The Asana, Inc. ( NYSE:ASAN ) share price has softened a substantial 32% over the previous 30 days, handing back much...
Seeking Alpha Jan 09

Asana: Don't Believe The AI Studio Hype (Rating Downgrade)

Summary Asana's stock has surged nearly 2x from 2024 lows due to its new AI Studio product, but growth remains underwhelming. The company expects AI Studio to expand its TAM, though in my view, the new features don't materially add any new functionality to Asana beyond automating workflow setup. Asana is touting potential revenue acceleration from charging consumption-based price on AI Studio. We should be careful, however, as consumption-based software has seen a pullback in spending this year, such as MongoDB and Snowflake. Trading at ~5x forward revenue, Asana is already fairly valued for its relatively meager ~10% top line growth. Read the full article on Seeking Alpha
Artículo de análisis Dec 31

Is Asana, Inc. (NYSE:ASAN) Worth US$20.6 Based On Its Intrinsic Value?

Key Insights Asana's estimated fair value is US$15.77 based on 2 Stage Free Cash Flow to Equity Current share price of...
Seeking Alpha Dec 26

Asana: AI Studio Could Be The Start To Re-Accelerated Growth

Summary Asana's stock rally is driven by optimism around its new AI tool, despite unimpressive quarterly results and slowing revenue growth. The company reported better-than-expected earnings but continues to face negative cash flow and declining net revenue retention rates. Asana's AI Studio could be a turning point, potentially accelerating revenue growth by expanding the company's addressable market. Read the full article on Seeking Alpha

Análisis de la situación financiera

Pasivos a corto plazo: Los activos a corto plazo ($550.5M) de ASAN superan a sus pasivos a corto plazo ($479.6M).

Pasivo a largo plazo: Los activos a corto plazo de ASAN ($550.5M) superan a sus pasivos a largo plazo ($188.9M).


Historial y análisis de deuda-patrimonio

Nivel de deuda: ASAN tiene más efectivo que su deuda total.

Reducción de la deuda: ASAN tenía patrimonio neto negativo hace 5 años, pero ahora es positivo y, por lo tanto, ha mejorado.


Hoja de balance


Análisis de cash runway

En el caso de las empresas que de media han sido deficitarias en el pasado, evaluamos si tienen al menos 1 año de cash runway.

Cash runway estable: Aunque no es rentable ASAN tiene suficiente cash runway para más de 3 años si mantiene su actual nivel positivo de flujo de caja libre.

Pronóstico de cash runway: ASAN no es rentable pero tiene suficiente cash runway para más de 3 años, debido a que el flujo de caja libre es positivo y crece un 40.7% al año.


Descubre empresas con salud financiera

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/06 02:48
Precio de las acciones al final del día2026/07/06 00:00
Beneficios2026/04/30
Ingresos anuales2026/01/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Asana, Inc. está cubierta por 20 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Robert OliverBaird
Zane ChraneBernstein
Matthew BullockBofA Global Research