Salud financiera de hoja de balance de Asana
Salud financiera controles de criterios 4/6
Asana tiene un patrimonio de los accionistas total de $104.3M y una deuda total de $37.1M, lo que sitúa su ratio deuda-patrimonio en 35.5%. Sus activos y pasivos totales son $816.1M y $711.8M respectivamente.
Información clave
35.52%
Ratio deuda-patrimonio
US$37.06m
Deuda
| Ratio de cobertura de intereses | n/a |
| Efectivo | US$339.85m |
| Patrimonio | US$104.32m |
| Total pasivo | US$711.83m |
| Activos totales | US$816.15m |
Actualizaciones recientes sobre salud financiera
No hay actualizaciones
Recent updates
Actualización de narrativa • Sep 04
ASAN: AI Adoption And Q2 Execution Will Support Future Premium P/E Multiple
Analysts have nudged their average price targets on Asana higher into a roughly $9 to $11 range, citing Q2 revenue and margin results that came in ahead of expectations, growing contribution from AI products to new annualized recurring revenue, and updated models that factor in both recent execution and softer guidance with go to market and pricing changes. Analyst Commentary Recent research takes a mixed but constructive view on Asana, with most firms lifting price targets while keeping ratings largely in the middle of the scale.Seeking Alpha • Sep 04
Asana: Churn Issues Are Impossible To Ignore (Rating Downgrade)
Summary Asana is downgraded to a sell, as recent stock gains are unjustified by weak fundamentals and ongoing churn issues. ASAN's core seat-based pricing faces structural headwinds from AI-driven workforce reductions, with net revenue retention at a concerning 97%. Stock-based compensation severely dilutes shareholder value, offsetting buybacks and creating a persistent gap between GAAP and non-GAAP margins. Despite a low 2.0x EV/FY27 revenue multiple, ASAN's tepid growth, limited margin expansion, and intense competition make it a value trap. 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...
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 AlphaArtículo 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 AlphaAnálisis de la situación financiera
Pasivos a corto plazo: Los activos a corto plazo ($471.8M) de ASAN no cubren sus pasivos a corto plazo ($512.9M).
Pasivo a largo plazo: Los activos a corto plazo de ASAN ($471.8M) superan a sus pasivos a largo plazo ($199.0M).
Historial y análisis de deuda-patrimonio
Nivel de deuda: ASAN tiene más efectivo que su deuda total.
Reducción de la deuda: El ratio deuda-patrimonio de ASAN ha crecido de 14.1% a 35.5% en los últimos 5 años.
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 47.2% al año.
Descubre empresas con salud financiera
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/09 19:53 |
| Precio de las acciones al final del día | 2026/09/09 00:00 |
| Beneficios | 2026/07/31 |
| Ingresos anuales | 2026/01/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al 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 21 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.
| Analista | Institución |
|---|---|
| Robert Oliver | Baird |
| Zane Chrane | Bernstein |
| Matthew Bullock | BofA Global Research |