Added to YB: 2025-10-17
Pitch date: 2025-08-27
ASAN [bearish]
Asana, Inc.
+28.04%
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
$2.1B
Pitch Price
$14.48
Price Target
7.20 (-31%)
Dividend
N/A
EV/EBITDA
-31.47
P/E
-13.91
EV/Sales
2.41
Sector
Software
Category
N/A
Show full summary:
Asana, Inc. - $ASAN (short)
ASAN short: 4.3x EV/sales overvalued as work mgmt disrupted by AI. CAC $36K vs $4K ARPU unsustainable; retention fell 120%→95%. Losing share to Monday.com. AI pivot needed but tech giants offer superior end-to-end solutions. 2.5yr cash runway, negative margins. Target 2x EV/sales = ~50% downside.
Read full article (6 min)