Added to YB: 2025-03-13
Pitch date: 2025-03-11
ASAN [neutral]
Asana, Inc.
-42.2%
current return
Author Info
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Company Info
Asana, Inc., together with its subsidiaries, operates a work management software platform for individuals, team leads, and executives in the United States and internationally.
Market Cap
$1.8B
Pitch Price
$12.89
Price Target
N/A
Dividend
N/A
EV/EBITDA
-9.85
P/E
-8.11
EV/Sales
2.04
Sector
Software
Category
N/A
Show full summary:
TRADE ALERT: Sell Asana; Thesis Broke Down
ASAN sell: CEO exit & weak guidance signal thesis breakdown. 10% FY26 growth, 74x fwd FCF multiple too high. AI potential unclear, 15% mkt cap in cash. Turnaround hopes dashed by leadership vacuum & market skepticism. Preserve capital, exit position despite market weakness.
Read full article (4 min)