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ASASAN

Asana, Inc.

$ASAN·$2.3B·Software - Application·Technology
$9.86-5.4%YTD-24.3%1Y-29.5%
Price updated 7h ago·X counts updated 5d ago
ASASAN
$ASANAsana, Inc.
$9.86-5.37%56 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ASAN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

56X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ASAN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 70% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-11

Asana is bullish on X — RBC raised PT to $9.50 (from $8), Piper raised to $9 (from $7), first double-digit US revenue growth in 2 years with enterprise/upmarket business showing conviction. CEO on model-routing becoming a margin lever adds AI-margin thesis; testing 200DMA to the penny.

Read what X is saying about $ASAN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ASAN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Asana down 37% YTD but ARR is re-accelerating and RBC + Piper both raised PTs — CEO Rogers' $450K share sales are the counter.

Asana is the public work-management SaaS platform — competing with Monday.com, ClickUp, Smartsheet, and increasingly Notion plus AI-native tools. The stock has lost 37% YTD on growth deceleration concerns, with recent signs of ARR re-acceleration.

  • Growth has stabilized: Q1 fiscal 2027 revenue of $205M at +9.5% YoY after +9.2% in Q4 and +9.3% in Q3 — the first signs of enterprise/upmarket conviction, with the first double-digit US revenue growth in 2 years cited by analysts.
  • EPS beats are consistent: last four prints at +14%, +25%, +14%, +13% — the operating-margin trajectory is improving (currently -7% but trending less negative), with 2027 consensus EPS at $0.08+ confirming the inflection path.
  • CEO Daniel Rogers sold 450,112 shares across Sep 23-24 totaling roughly $4-5M — this is a visible C-suite distribution, with the board transition on Sep 25 (Rogers becoming Board Chair after co-founder Moskovitz) adding operational-governance churn.

A Dec 1 fiscal Q3 print with ARR growth above 10% plus operating-margin trend positive restarts the move; a growth deceleration below 9% or further Rogers-level insider selling and the stock cools further.

Agrees with X sentimentX correctly flags RBC's $9.50 PT (from $8), Piper's $9 PT (from $7), the first double-digit US revenue growth in 2 years, and the CEO's model-routing-as-margin-lever AI thesis — real analyst and operational signals. The 200DMA test is the technical frame. The $450K+ CEO selling is the under-weighted counter.

What to watch: Dec 1 fiscal Q3 2027 earnings — ARR growth above 10%, enterprise/upmarket mix of new bookings, operating margin trending positive, and FY27 guide. A clean beat with ARR re-acceleration re-rates it; another growth deceleration or further CEO Rogers selling and the stock stalls.

On the calendar: 2026-12-01 — fiscal Q3 2027 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $ASAN

Partial — Cloud work-management platform helping enterprise teams plan, track, and coordinate cross-functional projects.; AI feature integration is the primary renewal variable in enterprise SaaS; execution on AI roadmap determines re-rating potential.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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
Q2 2026Sep 3, 2026$0.10$0.09+14.3%
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%
Next earningsTue, Dec 1·consensus EPS $0.08

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

6-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$790.4M$782.6M – $797.9M$0.26$0.25 – $0.268
FY27$861.6M$861.2M – $861.9M$0.37$0.37 – $0.3911
FY28$929.4M$926.2M – $931.7M$0.45$0.43 – $0.5011
FY29$1.0B$994.1M – $1.0B$0.56$0.33 – $0.808
FY30$1.1B$1.1B – $1.1B$0.61$0.60 – $0.624
FY31$1.2B$1.2B – $1.2B$0.66$0.65 – $0.673

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.51%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.+11.2%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.+27.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 91.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.0% 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.β0.955-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

SellOct 9Rogers Daniel MarkCEO18.0K sh$181KSellSep 30Colendich Katie MarieGC, Corporate Secretary6.3K sh$55KSellSep 23Aziz MegjiCFO3.2K sh$30KSellSep 22Colendich Katie MarieGC, Corporate Secretary8.5K sh$83KSellSep 22Rogers Daniel MarkCEO150.2K sh$1.4MSellSep 21Aziz MegjiCFO35.4K sh$338KSellSep 21Colendich Katie MarieGC, Corporate Secretary7.4K sh$71KSellSep 21Rogers Daniel MarkCEO300.9K sh$2.9MSellAug 27Rogers Daniel MarkCEO1.7K sh$17KSellJun 30Rogers Daniel MarkCEO13.8K sh$95K
1–10 of 17
+ 18 other (17 awards · 1 gift) 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

3New insider — initial holdingsSep 283
AI summary

An additional Asana director filed an initial Form 3 ownership report disclosing no beneficial ownership of Asana securities, filed September 25, 2026. This is one of multiple Form 3 filings associated with Asana's board expansion disclosed in its concurrent 8-K, and is a routine administrative disclosure.

3New insider — initial holdingsSep 283
AI summary

A new director of Asana, Inc. filed an initial Form 3 ownership report disclosing no beneficial ownership of Asana securities as of the filing date. The filing is executed via power of attorney. This is a routine administrative initial ownership disclosure with no material information.

3New insider — initial holdingsSep 283
AI summary

Asana's new Chief Accounting Officer filed an initial Form 3 ownership report disclosing no current beneficial ownership of Asana securities. The report was executed via power of attorney by Katie Colendich. This is a routine SEC initial ownership filing for a newly appointed officer.

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

Asana's Board of Directors made three changes on September 25, 2026: CEO Dan Rogers was appointed Board Chair, succeeding co-founder Dustin Moskovitz (who remains a director); Tom Berquist (Audit, Compensation) and Jerry Ting (Audit, Nominating/Governance) were added as independent directors, expanding the board from 7 to 9 members. Moskovitz waived any director compensation. This is a significant governance transition shifting Asana toward more independent board oversight under its CEO-led chair structure.

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.

+ 10 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Keel Infrastructure (NASDAQ:KEEL) vs. Asana (NYSE:ASAN) Head to Head Reviewdefenseworld.net·11d agoAsana Announces Board Appointmentsbusinesswire.com·19d agoAsana (NYSE:ASAN) CEO Daniel Mark Rogers Sells 300,937 Shares of Stockdefenseworld.net·23d agoAsana (NYSE:ASAN) CEO Daniel Mark Rogers Sells 150,175 Sharesdefenseworld.net·23d agoAsana Unveils Agentic Work Management as AI Fuels Retention and ARR Growthdefenseworld.net·26d ago

In themes

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Agentic AI & Enterprise Software

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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