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ASASAN

Asana, Inc.

$ASAN·$2.2B·Software - Application·Technology
$10.29+1.0%YTD-36.4%1Y-30.0%
Mentions · last 7 days
2026-08-21: 2 posts2026-08-22: 3 posts2026-08-23: 4 posts46+2%
Price updated 4m ago·X counts updated 8d ago
ASASAN
$ASANAsana, Inc.
$10.29+0.98%46 posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ASAN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-08-30

The move is getting stronger, with heavier trading behind it.

Asana up ~40% off $7.37, Workday $51B M&A tape puts ASAN on takeover-target list — CFO now also Principal Accounting Officer after resignation.

Asana is a $2.2B work-management platform. Turnaround setup: OpenAI Codex-migration success citation plus Workday $51B M&A tape puts Asana on the takeover-target list.

How it reads:

  • Growth is decelerating: Q1 revenue +9.5% YoY to $205M, Q4 was +9.9% — sub-10% is the tell that competitive dynamics have tightened.
  • Margins reflect turnaround investment: -24.6% operating margin (TTM), but 6.3% FCF yield — the FCF yield is the specific floor the setup rests on.
  • Valuation is compressed but earned: -11.4x PE (unprofitable), 2.3x sales, -14.6x EV/EBITDA — priced for either the turnaround delivering or the takeout.
  • Position is coiling upward: 47th percentile 52w, 25.6% above 50-day, 14.7% above 200-day on 80% baseline volume — real bid off the bottom.
  • Aug 28 CFO Megji additionally designated Principal Accounting Officer — the July 17 CAO Sosa resignation left the role open, now consolidated into the CFO.
  • OpenAI publicly cited Asana as a Codex-migration success ('5 years of engineering work in 2 weeks') — the specific AI-adoption tell.
  • Zacks upgrade to Buy (July 21) plus Atlassian/Doximity 30% earnings gap comps put the setup on the radar.
  • Insider signal is neutral: $17K S-Sale (Rogers small) plus A-Awards — no distribution cluster.

The Sep 3 print is the test — a specific AI-monetization disclosure plus reiterated FY27 revenue guide extends the run; another sub-10% growth quarter plus continued CAO-role consolidation questions drops to $8 support.

Agrees with X sentimentAgree — the bullish anchors (member alert at $7.37 already +33% in 25 bars, $10.50 light resistance and $14-15 next major level, Workday $51B M&A talks putting Asana on takeover-target list, OpenAI publicly cited Asana as Codex-migration success '5 years of engineering work in 2 weeks') map to real signals; the honest add is the July 17 CAO resignation plus Aug 28 CFO now-also-Principal-Accounting-Officer role consolidation is worth watching.

What to watch: Sep 3 earnings — a specific AI-monetization disclosure plus reiterated FY27 revenue guide extends the run; another sub-10% growth quarter plus continued CAO-role consolidation questions drops to $8 support.

On the calendar: 2026-09-03 — Q2 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-08-21

Sentiment is quietly bullish. A member alert fired at $7.37 has already run to +33% in 25 bars, chartists flag $10.50 as light resistance and $14–$15 as the next major level, and Asana lands on the analyst list of potential takeover targets following Workday's $51B M&A talks. OpenAI publicly cited Asana as a Codex-migration success ('5 years of engineering work in 2 weeks'). One skeptic warns nobody is starting new companies on Asana or Monday, but that lone bear voice is drowned out.

Read the AI verdict + X sentiment for $ASAN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cloud work-management platform helping enterprise teams plan, track, and coordinate cross-functional projects.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $ASAN.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $ASAN

Partial — consumer discretionary / retail performance tracks consumer spending trends; Asana, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-11.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-56.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-24.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-92.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
88.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 28, 2026$0.10$0.08+25.0%
Q4 2025Mar 2, 2026$0.08$0.07+14.3%
Q3 2025Dec 2, 2025$0.07$0.06+12.9%
Q2 2025Sep 3, 2025$0.06$0.05+20.0%
Next earningsThu, Sep 3·consensus EPS $0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$205.1M+9.5%87.6%-7.2%$-0.06$37.4M
Q4 FY26$205.6M+9.2%87.8%-31.5%$-0.14$26.4M
Q3 FY26$201.0M+9.3%88.9%-34.8%$-0.29$15.5M
Q2 FY26$196.9M+9.9%89.7%-25.1%$-0.20$38.5M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$790.4M$782.6M – $797.9M$0.26$0.25 – $0.268
FY27$860.8M$859.4M – $863.1M$0.37$0.36 – $0.3811
FY28$929.2M$924.1M – $935.4M$0.47$0.44 – $0.5011
FY29$1.0B$981.8M – $1.0B$0.58$0.54 – $0.618
FY30$1.1B$1.1B – $1.1B$0.63$0.62 – $0.644

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.47%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+25.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+14.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 92.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.925-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 27Rogers Daniel MarkCEO1.7K sh$17KSellJun 30Rogers Daniel MarkCEO13.8K sh$95KSellJun 26Colendich Katie MarieGC, Corporate Secretary5.2K sh$35KSellJun 24Aziz MegjiCFO13.2K sh$89KSellJun 24Colendich Katie MarieGC, Corporate Secretary8.3K sh$56KSellJun 22Colendich Katie MarieGC, Corporate Secretary7.6K sh$51KSellJun 22Veronica SosaChief Accounting Officer11.4K sh$76KSellJun 22Aziz MegjiCFO31.7K sh$211KSellJun 22Rogers Daniel MarkCEO27.0K sh$180KSellMar 27Aziz MegjiCFO30.6K sh$187K
1–10 of 17
+ 18 other (15 awards · 2 gifts · 1 conversion) in window

See when $ASAN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 288-K — Item 5.02: Officer or director change
AI summary

Asana announced that its Chief Financial Officer, Aziz Megji, has been additionally designated as the company’s Principal Accounting Officer, effective August 27, 2026. Megji previously served as CFO without the PAO designation, which was held separately. No new compensation arrangements were entered into in connection with this change. The consolidation of the CFO and PAO roles into a single officer is an administrative change that simplifies Asana’s SEC reporting structure.

8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change
AI summary

Asana, Inc. disclosed that Chief Accounting Officer and Principal Accounting Officer Veronica Sosa tendered her resignation effective August 7, 2026, on July 13, 2026. No replacement or interim appointment was named in this filing. The company stated there were no disagreements between Ms. Sosa and the company on operations, policies, or accounting practices. A routine administrative leadership departure with no apparent financial or operational impact.

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

Asana, Inc. held its 2026 Annual Meeting on June 8, 2026. Shareholders elected Class III directors Krista Anderson-Copperman (747M for), Sydney Carey (753M for), and Dan Rogers (785M for) to serve until 2029; ratified PricewaterhouseCoopers LLP as auditor (830.6M for); and approved Say-on-Pay (745M for). All proposals passed with strong support — routine annual governance filing for the work-management SaaS platform.

8-KOfficer or director changeApr 208-K — Item 5.02: Officer or director change
AI summary

Asana, Inc. (ASAN) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in CTO. Individuals named in the filing include Its Charter, Other Jurisdiction. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

3New insider — initial holdingsMar 313
3New insider — initial holdingsMar 133
8-KOfficer or director changeMar 138-K — Item 5.02: Officer or director change
+ 11 other (4 13Gs · 2 proxys · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Atlassian and Doximity Just Surged 30% After Earnings: 3 Software Stocks with the Same Setupfool.com·20d agoAsana's AI agents share memory across your company — but not your secretsventurebeat.com·28d agoAsana to Announce Second Quarter Fiscal Year 2027 Financial Results on Thursday, September 3, 2026businesswire.com·28d agoBest Growth Stocks to Buy for July 28thzacks.com·34d agoAsana (ASAN) Upgraded to Buy: Here's What You Should Knowzacks.com·41d ago

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Voices on X · top 3 · last 7 days

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