Asana (ASAN) 주식 개요
는 자회사와 함께 미국 및 전 세계에서 개인, 팀 리더, 경영진을 위한 업무 관리 소프트웨어 플랫폼을 운영하고 있습니다. 자세히 보기
ASAN Community Fair Values
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Analyst Price Targets
Asana, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$8.25 |
| 52주 최고가 | US$15.48 |
| 52주 최저가 | US$5.38 |
| 베타 | 0.95 |
| 1개월 변동 | -10.62% |
| 3개월 변동 | 10.59% |
| 1년 변동 | -37.88% |
| 3년 변동 | -56.23% |
| 5년 변동 | -92.45% |
| IPO 이후 변동 | -71.35% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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 AlphaRecent updates
내러티브 업데이트 • 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
내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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 Alpha분석 기사 • 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 Alpha주주 수익률
| ASAN | US Software | US 시장 | |
|---|---|---|---|
| 7D | -15.8% | -0.7% | -0.2% |
| 1Y | -37.9% | -9.0% | 14.8% |
수익률 대 산업: ASAN은 지난 1년 동안 -9%의 수익을 기록한 US Software 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: ASAN은 지난 1년 동안 14.8%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| ASAN volatility | |
|---|---|
| ASAN Average Weekly Movement | 9.8% |
| Software Industry Average Movement | 9.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: ASAN는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ASAN의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2008 | 1,767 | Dan Rogers | asana.com |
는 자회사와 함께 미국 및 전 세계에서 개인, 팀 리더, 경영진을 위한 업무 관리 소프트웨어 플랫폼을 운영하고 있습니다. 이 회사는 업무 관리 제품, 매핑하는 독점 데이터 모델인 아사나 워크 그래프, 실제 팀원처럼 협업하여 성과를 가속화하는 협업 AI 에이전트인 AI 팀메이트, 일상적이고 구조적이며 반복 가능한 프로세스를 자동화하기 위해 AI 워크플로를 설계하는 보완 제품인 아사나 AI 스튜디오, 정부 기관 및 규제 산업에 미션 크리티컬 프로그램을 제공하기 위해 설계된 보안 플랫폼인 아사나 거브 등을 제공하고 있습니다. 또한 프로젝트 및 프로세스 관리, 목표 및 비즈니스 보고, 리소스 관리, 전략 계획 및 포트폴리오 관리를 지원하는 플랫폼도 제공합니다.
Asana, Inc. 기초 지표 요약
| ASAN 기초 통계 | |
|---|---|
| 시가총액 | US$2.01b |
| 순이익 (TTM) | -US$154.24m |
| 매출 (TTM) | US$828.13m |
2.3x
주가매출비율(P/S)-12.2x
주가수익비율(P/E)ASAN는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ASAN 손익계산서 (TTM) | |
|---|---|
| 매출 | US$828.13m |
| 매출원가 | US$102.76m |
| 총이익 | US$725.37m |
| 기타 비용 | US$879.61m |
| 순이익 | -US$154.24m |
최근 보고된 실적
Jul 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -0.67 |
| 총이익률 | 87.59% |
| 순이익률 | -18.63% |
| 부채/자본 비율 | 35.5% |
ASAN의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/09 21:56 |
| 종가 | 2026/09/09 00:00 |
| 수익 | 2026/07/31 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Asana, Inc.는 21명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Robert Oliver | Baird |
| Zane Chrane | Bernstein |
| Matthew Bullock | BofA Global Research |