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ASASAN

Asana, Inc.

Hot onWhy it's trendingX mentions rising faster than the marketMoving on elevated volumeBullish-leaning chatter
$ASAN·$2.3B·Software - Application·Technology
$9.51-5.7%YTD-30.9%1Y-33.8%
Price updated 13h ago·X counts updated 5d ago
ASASAN
$ASANAsana, Inc.
$9.51-5.70%89 posts1.4×
AI analysisFundamentalsVoices on X
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On X

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.

89X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.4×
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 94% 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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-19

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Asana at first double-digit US revenue growth in 2 years — sell-side is catching up, AI-margin thesis emerging.

Asana, Inc. is the work-management platform — a competitor to Monday.com and Notion in the mid-market and enterprise team-productivity space. The equity has been in a two-year drawdown after the SaaS-crash reset, and the recent print is a genuine inflection signal.

  • The Q2 print showed the turn: EPS $0.10 beat consensus by 14.3%, revenue growing 9.5% YoY at $205M with 89% gross margin — importantly, this was the first double-digit US revenue growth in two years and the enterprise-and-upmarket segment showed real acceleration.
  • The sell-side is catching up: RBC raised PT to $9.50 (from $8), Piper raised to $9 (from $7) — those are small individual moves but a coordinated positive-revision pattern from bulge bracket coverage suggests the analyst community is validating the operational turn.
  • The AI-margin-lever framing is genuinely differentiated: CEO Rosenstein's commentary on model-routing becoming a margin lever is exactly the kind of specific AI-monetization angle that the market has been waiting to hear on productivity SaaS — this is the story that could sustain a rerating.

Dec 1 Q3 earnings is the tell. A confirming beat plus continued enterprise-segment growth extends the coil upward; a soft US Federal-vertical comment or a specific customer-churn callout resets. Watch $8.50 as trend support and $12 as the level that starts the rerating. The 200DMA test the crowd is calling is the near-term technical inflection point.

Agrees with X sentimentThe bull framing on the double-digit US revenue growth, the enterprise-upmarket conviction, and the AI-model-routing margin thesis is right. The 200DMA test is a real technical inflection — Asana broke through and needs to hold above to confirm the turnaround.

What to watch: Dec 1 Q3 earnings — enterprise revenue growth, gross-margin trajectory, and any AI-model-routing monetization commentary. Watch $8.50 as trend support and 200DMA as the technical confirmation level.

On the calendar: 2026-12-01 — Q3 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

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 while pure-play SaaS without clear AI differentiation faces flat NDR and rate-compressed multiples. IGV -9.7% T12M reflects the laggard drag on the index.

What this means for $ASAN

Partial — Asana's AI Work Graph features for project automation are an active upsell; faces intense competition from monday.com and Atlassian in a crowded work management market with persistent NDR headwinds.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-0.7%YTD
-9.6%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$860.2M – $862.5M$0.37$0.37 – $0.3811
FY28$929.4M$924.3M – $932.7M$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.2.3×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.41%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.+8.3%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.+9.7%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 today15.4% 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

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 22Aziz MegjiCFO31.7K sh$211KSellJun 22Rogers Daniel MarkCEO27.0K sh$180KSellJun 22Veronica SosaChief Accounting Officer11.4K sh$76KSellMar 27Aziz MegjiCFO30.6K sh$187K
1–10 of 13
+ 17 other (14 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
+ 11 other (4 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.

Asana, Inc. (ASAN) Presents at Citi's 2026 Global TMT Conference Transcriptseekingalpha.com·10d agoWhy Asana Stock Flailed on Fridayfool.com·15d agoAsana to Present at Upcoming Investor Eventsbusinesswire.com·15d agoAsana CEO on solving the AI agent coordination problemyoutube.com·15d agoMajor Indexes Pull Back as Rate-Hike Fears Mountschaeffersresearch.com·15d ago

In themes

Explore the broader themes this ticker is being talked about under.

Agentic AI & Enterprise Software

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Voices on X · last 7 days

No standout posts about $ASAN on X in the 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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