Jefferies raises Asana stock price target amid AI studio momentum

Published 04/06/2025, 11:24
Jefferies raises Asana stock price target amid AI studio momentum

On Wednesday, Jefferies analysts raised the price target for Asana stock to $17 from $15, while maintaining a Hold rating. The adjustment comes after Asana’s first quarter results exceeded the high-end of guidance and the company secured a record $100 million three-year deal. The stock has shown strong momentum, delivering a 39.71% return over the past year, with current analyst targets ranging from $10 to $23. However, the renewal was at a lower annual contract value after being delayed beyond the first quarter.

The analysts noted that Asana is experiencing longer sales cycles with increased scrutiny. According to InvestingPro data, the company maintains impressive gross profit margins of 89.34% and holds more cash than debt on its balance sheet, despite current market challenges. The company also lowered the low end of its fiscal year 2026 revenue guidance by $7 million to account for potential macroeconomic challenges.

Despite these challenges, Asana’s AI Studio is gaining momentum, although significant revenue contributions from this initiative are not expected until fiscal year 2027. In terms of valuation, Asana trades at a growth-adjusted calendar year 2026 enterprise value-to-sales ratio of 0.58x, compared to Monday.com’s 0.42x.

Jefferies analysts emphasized the need to maintain a Hold rating on Asana, while adjusting the price target to reflect current market conditions and emerging trends within the company.

In other recent news, Asana reported its first quarter financial results for fiscal year 2026, exceeding both earnings and revenue expectations. The company achieved non-GAAP profitability for the first time, with an earnings per share of $0.05, surpassing the projected $0.02. Revenue reached $187 million, slightly above the consensus estimate of $186 million, reflecting a 9% year-over-year increase. The company also reported its first positive operating margin of 4.3%, a significant improvement from the previous quarter’s negative margin. However, billings fell short of expectations at $175 million, attributed to a major deal slipping into the second quarter. Despite this, Asana’s remaining performance obligations grew by 11%. Analysts at Citizens JMP reiterated their Market Outperform rating for Asana, maintaining a price target of $22, expressing optimism for the company’s future performance. Additionally, Asana launched AI Studio, which has shown early success in increasing annual recurring revenue.

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