Asana, Inc.

NYSE:ASAN 주식 리포트

시가총액: US$1.7b

Asana 경영진

경영진 기준 점검 1/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Dan Rogers

최고경영자

US$39.8m

총 보수

CEO 급여 비율0.87%
CEO 재임 기간less than a year
CEO 지분 보유율n/a
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간6.8yrs

최근 경영진 업데이트

Recent updates

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.

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.

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.

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.

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.

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.

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.

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

Jan 21
Investors Don't See Light At End Of Asana, Inc.'s (NYSE:ASAN) Tunnel And Push Stock Down 26%

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.

Asana: Weak Product And Persistent Churn (Downgrade)

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.

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

Dec 05
Earnings Update: Asana, Inc. (NYSE:ASAN) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

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.

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

Aug 25
Is There An Opportunity With Asana, Inc.'s (NYSE:ASAN) 28% Undervaluation?

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

Jul 21
What Is Asana, Inc.'s (NYSE:ASAN) Share Price Doing?

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

Jun 24
More Unpleasant Surprises Could Be In Store For Asana, Inc.'s (NYSE:ASAN) Shares After Tumbling 25%

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

May 04
Is Asana, Inc. (NYSE:ASAN) Expensive For A Reason? A Look At Its Intrinsic Value

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

Apr 05
Risks Still Elevated At These Prices As Asana, Inc. (NYSE:ASAN) Shares Dive 25%
User avatar

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.

Asana Q4 2024 Plunge Reaction, Despite Future Revenue Potential

Mar 17

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

Feb 25
Is Now The Time To Look At Buying Asana, Inc. (NYSE:ASAN)?

Asana: Still No Reason To Own

Feb 13

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

Jan 15
Asana, Inc. (NYSE:ASAN) May Have Run Too Fast Too Soon With Recent 32% Price Plummet

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

Jan 09

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

Dec 31
Is Asana, Inc. (NYSE:ASAN) Worth US$20.6 Based On Its Intrinsic Value?

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

Dec 26

Asana: Wait For Growth To Accelerate Before Investing

Dec 06

Optimistic Investors Push Asana, Inc. (NYSE:ASAN) Shares Up 25% But Growth Is Lacking

Nov 30
Optimistic Investors Push Asana, Inc. (NYSE:ASAN) Shares Up 25% But Growth Is Lacking

Asana (NYSE:ASAN) Has Debt But No Earnings; Should You Worry?

Nov 14
Asana (NYSE:ASAN) Has Debt But No Earnings; Should You Worry?

Asana, Inc.'s (NYSE:ASAN) Business Is Yet to Catch Up With Its Share Price

Oct 10
Asana, Inc.'s (NYSE:ASAN) Business Is Yet to Catch Up With Its Share Price

Asana: Challenges Reflected In Bargain Share Price, But Sales Momentum Is Slowing (Rating Downgrade)

Sep 25

CEO 보수 분석

Dan Rogers의 보수는 Asana의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jan 31 2026US$40mUS$345k

-US$189m

보상 대 시장: Dan의 총 보수(USD39.79M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.48M)보다 높습니다.

보상과 수익: Dan의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.

CEO

Dan Rogers (48 yo)

less than a year
재임 기간
US$39,788,309
보수

Mr. Daniel Mark Rogers, also known as Dan, is CEO & Director of Asana, Inc. from July 21, 2025. Mr. Rogers served as Chief Executive Officer at Catamorphic Co. since February 2023 until July 2025. He serve...

리더십 팀

이름직위재임 기간보수지분
Dustin Moskovitz
Co-Founder & Chair17.4yrsUS$1.0055.1%
$ 944.4m
Daniel Rogers
CEO & Directorless than a yearUS$39.79m데이터 없음
Justin Rosenstein
Co-Founderno dataUS$205.00k2%
$ 34.3m
Katie Colendich
General Counsel & Corporate Secretaryless than a yearUS$5.73m데이터 없음
Krista Anderson-Copperman
Advisor & Directorno dataUS$227.00k0.022%
$ 380.5k
Aziz Megji
Chief Financial Officerless than a year데이터 없음0.095%
$ 1.6m
Veronica Sosa
Chief Accounting Officer & Principal Accounting Officerless than a year데이터 없음0.0086%
$ 147.7k
Amritansh Raghav
Chief Technology Officerless than a year데이터 없음데이터 없음
Saket Srivastava
Chief Information Officerless than a year데이터 없음데이터 없음
Eva Leung
Head of Investor Relationsno data데이터 없음데이터 없음
Prachi Gore
Chief Marketing Officerno data데이터 없음데이터 없음
Josh Abdulla
Head of Global Customer Experience1.7yrs데이터 없음데이터 없음
0.3yrs
평균 재임 기간
43yo
평균 나이

경험이 풍부한 관리: ASAN의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.3 년) — 신규 팀일 수 있습니다.

이사회 구성원

이름직위재임 기간보수지분
Dustin Moskovitz
Co-Founder & Chair17.4yrsUS$1.0055.1%
$ 944.4m
Daniel Rogers
CEO & Directorless than a yearUS$39.79m데이터 없음
Justin Rosenstein
Co-Founder17.4yrsUS$205.00k2%
$ 34.3m
Krista Anderson-Copperman
Advisor & Director3.8yrsUS$227.00k0.022%
$ 380.5k
Marc Boroditsky
Independent Director1.1yrsUS$378.98k데이터 없음
Lorrie Norrington
Lead Independent Director6.8yrsUS$233.75k0.040%
$ 679.7k
Sydney Carey
Independent Director6.8yrsUS$231.00k0.047%
$ 800.2k
Matthew Cohler
Independent Director16.5yrsUS$208.75k0.24%
$ 4.2m
Adam D'Angelo
Independent Director17.4yrsUS$205.00k0.49%
$ 8.5m
Andrew Lindsay
Independent Director4.8yrsUS$222.50k0.016%
$ 269.2k
6.8yrs
평균 재임 기간
47.5yo
평균 나이

경험이 풍부한 이사회: ASAN의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 15:27
종가2026/05/05 00:00
수익2026/01/31
연간 수익2026/01/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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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 20명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert OliverBaird
Zane ChraneBernstein
Matthew BullockBofA Global Research