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Posted by
Two Blokes Jul 7 -
Filed in
Stock
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5 views
Despite disappointing Q1 guidance and a stock plunge, I maintain my buy rating as Asana's fundamentals remain intact and valuation is now more attractive. Asana's multi-year enterprise deals, including a $100M contract, demonstrate unique value and long-term revenue visibility, even as near-term growth lags competitors like Monday. Operational improvements, positive non-GAAP margins, and a new CEO with a strong SaaS track record position Asana for future profitability and strategic execution.
