Asana (ASAN) Hisse Özeti
Asana, Inc. iştirakleriyle birlikte, Amerika Birleşik Devletleri'nde ve uluslararası alanda bireyler, ekip liderleri ve yöneticiler için bir iş yönetimi yazılım platformu işletmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
ASAN Community Fair Values
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Analyst Price Targets
Asana, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$8.25 |
| 52 Haftanın En Yüksek Seviyesi | US$15.48 |
| 52 Haftanın En Düşük Seviyesi | US$5.38 |
| Beta | 0.95 |
| 1 Aylık Değişim | -10.62% |
| 3 Aylık Değişim | 10.59% |
| 1 Yıllık Değişim | -37.88% |
| 3 Yıllık Değişim | -56.23% |
| 5 Yıllık Değişim | -92.45% |
| Halka arzdan bu yana değişim | -71.35% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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 AlphaAnaliz Makalesi • 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 AlphaHissedar Getirileri
| ASAN | US Software | US Pazar | |
|---|---|---|---|
| 7D | -15.8% | -0.7% | -0.2% |
| 1Y | -37.9% | -9.0% | 14.8% |
Getiri vs. Endüstri: ASAN geçen yıl % -9 oranında getiri sağlayan US Software sektörünün gerisinde kaldı.
Getiri vs Piyasa: ASAN geçen yıl % 14.8 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| 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% |
İstikrarlı Hisse Senedi Fiyatı: ASAN son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: ASAN 'nin haftalık oynaklığı ( 10% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2008 | 1,767 | Dan Rogers | asana.com |
Asana, Inc. iştirakleriyle birlikte, Amerika Birleşik Devletleri'nde ve uluslararası alanda bireyler, ekip liderleri ve yöneticiler için bir iş yönetimi yazılım platformu işletmektedir. Şirket iş yönetimi ürünleri sunmaktadır; Asana Work Graph, eşleştiren tescilli bir veri modeli; AI Teammates, sonuçları hızlandırmak için gerçek takım arkadaşları gibi çalışan işbirlikçi AI ajanları; Asana AI Studio, rutin, yapılandırılmış ve tekrarlanabilir süreçleri otomatikleştirmek için AI iş akışları tasarlamaya yönelik tamamlayıcı bir üründür; ve Asana Gov, devlet kurumları ve düzenlenmiş endüstriler için görev açısından kritik programlar sunmak üzere tasarlanmış güvenli bir platformdur. Şirket ayrıca proje ve süreç yönetimini, hedefleri ve iş raporlamasını, kaynak yönetimini ve stratejik planlama ve portföy yönetimini destekleyen bir platform sunuyor.
Asana, Inc. Temel Bilgiler Özeti
| ASAN temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$2.01b |
| Kazançlar(TTM) | -US$154.24m |
| Gelir(TTM) | US$828.13m |
2.3x
P/S Oranı-12.2x
F/K OranıASAN aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| ASAN gelir tablosu (TTM) | |
|---|---|
| Gelir | US$828.13m |
| Gelir Maliyeti | US$102.76m |
| Brüt Kâr | US$725.37m |
| Diğer Giderler | US$879.61m |
| Kazançlar | -US$154.24m |
Son Raporlanan Kazançlar
Jul 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -0.67 |
| Brüt Marj | 87.59% |
| Net Kâr Marjı | -18.63% |
| Borç/Özkaynak Oranı | 35.5% |
ASAN uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/09 18:24 |
| Gün Sonu Hisse Fiyatı | 2026/09/09 00:00 |
| Kazançlar | 2026/07/31 |
| Yıllık Kazançlar | 2026/01/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Asana, Inc. 21 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Robert Oliver | Baird |
| Zane Chrane | Bernstein |
| Matthew Bullock | BofA Global Research |