Asana, Inc.

Report azionario NYSE:ASAN

Capitalizzazione di mercato: US$1.9b

Asana Crescita futura

Criteri Future verificati 1/6

Asana prevede che gli utili e i ricavi cresceranno rispettivamente di 37.3% e 7.7% all'anno. Si prevede che l'EPS crescerà di 25% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 98.3% in 3 anni.

Informazioni chiave

37.3%

Tasso di crescita degli utili

25.00%

Tasso di crescita dell'EPS

Software crescita degli utili20.4%
Tasso di crescita dei ricavi7.7%
Rendimento futuro del capitale proprio98.26%
Copertura analitica

Good

Ultimo aggiornamento08 Sep 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento 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
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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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Nuova 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
Articolo di analisi • 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

Previsioni di crescita degli utili e dei ricavi

NYSE:ASAN - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
1/31/20291,011-462042018
1/31/2028929-9715116315
1/31/2027862-11411913915
7/31/2026828-154112130N/A
4/30/2026809-163107124N/A
1/31/2026791-1897790N/A
10/31/2025774-2196579N/A
7/31/2025756-2083448N/A
4/30/2025739-2321124N/A
1/31/2025724-256315N/A
10/31/2024707-256-27-16N/A
7/31/2024689-260-20-10N/A
4/30/2024673-259-18-5N/A
1/31/2024653-257-31-18N/A
10/31/2023632-290-48-34N/A
7/31/2023607-329-85-72N/A
4/30/2023579-370-142-134N/A
1/31/2023547-408-167-160N/A
10/31/2022509-403-174-168N/A
7/31/2022468-371-165-151N/A
4/30/2022422-327-144-117N/A
1/31/2022378-288-127-84N/A
10/31/2021335-260-126-63N/A
7/31/2021293-264-143-69N/A
4/30/2021256-237-155-82N/A
1/31/2021227-212-151-93N/A
10/31/2020202-175-132-91N/A
7/31/2020181-165-87-67N/A
4/30/2020162-139N/A-51N/A
1/31/2020143-119N/A-40N/A
1/31/201977-51N/A-30N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che ASAN rimarrà non redditizia nei prossimi 3 anni.

Guadagni vs Mercato: Si prevede che ASAN rimarrà non redditizia nei prossimi 3 anni.

Guadagni ad alta crescita: Si prevede che ASAN rimarrà non redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di ASAN ( 7.7% all'anno) crescerà più lentamente rispetto al mercato US ( 13.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di ASAN ( 7.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di ASAN sarà molto alto tra 3 anni ( 98.3 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/10 10:41
Prezzo dell'azione a fine giornata2026/09/10 00:00
Utili2026/07/31
Utili annuali2026/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Asana, Inc. è coperta da 21 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Robert OliverBaird
Zane ChraneBernstein
Matthew BullockBofA Global Research