Asana 過去の業績
過去 基準チェック /06
Asanaは8.9%の年平均成長率で業績を伸ばしているが、Software業界はgrowingで24.9%毎年増加している。売上は成長しており、年平均18.4%の割合である。
主要情報
8.89%
収益成長率
17.56%
EPS成長率
| Software 業界の成長 | 17.33% |
| 収益成長率 | 18.37% |
| 株主資本利益率 | -119.29% |
| ネット・マージン | -20.21% |
| 前回の決算情報 | 30 Apr 2026 |
最近の業績更新
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
ナラティブの更新 • 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.分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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分析記事 • 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分析記事 • 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分析記事 • 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収支内訳
収支内訳
Asana の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Apr 26 | 809 | -163 | 560 | 292 |
| 31 Jan 26 | 791 | -189 | 567 | 300 |
| 31 Oct 25 | 774 | -219 | 597 | 309 |
| 31 Jul 25 | 756 | -208 | 563 | 319 |
| 30 Apr 25 | 739 | -232 | 561 | 330 |
| 31 Jan 25 | 724 | -256 | 563 | 339 |
| 31 Oct 24 | 707 | -256 | 563 | 340 |
| 31 Jul 24 | 689 | -260 | 554 | 338 |
| 30 Apr 24 | 673 | -259 | 540 | 331 |
| 31 Jan 24 | 653 | -257 | 528 | 325 |
| 31 Oct 23 | 632 | -290 | 534 | 323 |
| 31 Jul 23 | 607 | -329 | 553 | 317 |
| 30 Apr 23 | 579 | -370 | 580 | 308 |
| 31 Jan 23 | 547 | -408 | 593 | 297 |
| 31 Oct 22 | 509 | -403 | 575 | 277 |
| 31 Jul 22 | 468 | -371 | 528 | 255 |
| 30 Apr 22 | 422 | -327 | 462 | 228 |
| 31 Jan 22 | 378 | -288 | 402 | 203 |
| 31 Oct 21 | 335 | -260 | 328 | 182 |
| 31 Jul 21 | 293 | -264 | 304 | 161 |
| 30 Apr 21 | 256 | -237 | 265 | 139 |
| 31 Jan 21 | 227 | -212 | 253 | 121 |
| 31 Oct 20 | 202 | -175 | 224 | 101 |
| 31 Jul 20 | 181 | -165 | 200 | 108 |
| 30 Apr 20 | 162 | -139 | 175 | 99 |
| 31 Jan 20 | 143 | -119 | 153 | 90 |
| 31 Jan 19 | 77 | -51 | 72 | 43 |
質の高い収益: ASANは現在利益が出ていません。
利益率の向上: ASANは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: ASANは利益を出していないが、過去 5 年間で年間8.9%の割合で損失を削減してきた。
成長の加速: ASANの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: ASANは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 14.4% ) と比較することは困難です。
株主資本利益率
高いROE: ASANは現在利益が出ていないため、自己資本利益率 ( -119.29% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/09 04:56 |
| 終値 | 2026/07/09 00:00 |
| 収益 | 2026/04/30 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Asana, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| Robert Oliver | Baird |
| Zane Chrane | Bernstein |
| Matthew Bullock | BofA Global Research |