Added to YB: 2025-12-11
Pitch date: 2025-10-14
ASAN [bullish]
Asana, Inc.
+0.49%
current return
Author Info
No bio for this author
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
$3.5B
Pitch Price
$14.28
Price Target
21.20 (+48%)
Dividend
N/A
EV/EBITDA
-20.26
P/E
-15.66
EV/Sales
4.20
Sector
Software
Category
turnaround
Asana, Inc. - $ASAN
ASAN: Meta co-founder Moskovitz (58% owner) buying more stock; bloated $320M R&D & $160M G&A ripe for $200M+ cuts without impacting growth; AI headwind overblown, product becoming more collaborative; 16% short interest vulnerable to narrative shift; EBITDA could reach $250-300M in few years at 15-20x = 40-50% upside; takeover potential
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