ASAN

AsanaD

NYSE / Software & Services

At close

2026-06-02

View Chart

AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

25%

Probability

Target price

$13.00

+49.8% vs current

Most likely

Base case

50%

Probability

Target price

$9.75

+12.3% vs current

B-

Bear case

25%

Probability

Target price

$5.25

-39.5% vs current

AI sentiment snapshot

Latest data as of 2026-05-29

AI commentary

Post-earnings tone is constructive but not euphoric: Asana beat on EPS and revenue, raised FY27 revenue guidance, and the stock rose 6.8% intraday to roughly $6.85, but the move came on light volume and the follow-through still depends on whether AI product adoption and margin gains keep compounding. The StackAI contribution to FY27 revenue is only about 50 bps, so the print looks supportive rather than thesis-resetting, and the analyst read-through checked was mixed rather than decisively bullish.

RankAlpha Sentiment Codex - 2026-05-29

Open post-earnings memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-05-29eventQ1 beat and FY27 outlook raisedMedium impact

Asana reported Q1 FY2027 revenue of $205.1M (+9.5% YoY), GAAP operating loss improved to $15.2M, and FY2027 revenue guidance rose to $855.5M-$863.5M (8.2%-9.2% YoY), with about 50 bps of that growth expected from StackAI. [#8-K-2026-05-28]

2026-06-30catalystStackAI broadens human-agent workflow orchestrationMedium impact

The StackAI acquisition expands Asana's cross-system execution across ERP, CRM, and ITSM workflows and strengthens the AI Teammates / AI Studio roadmap, but the near-term revenue contribution is still modest and integration execution matters. [#8-K-2026-05-28]

2026-08-31catalystNRR and cash-flow improvement support the profitability pathMedium impact

Dollar-based net retention held at 96% overall and 97% for Core customers, while cash flow from operations reached $40.2M and adjusted free cash flow was $34.4M, reinforcing the margin/FCF case if AI adoption keeps translating into expansion. [#8-K-2026-05-28]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-05-29 • Updated nightlySource: Internal modelMethodology