所处板块很热，一直在观察list中

11月 10号，最新的评级是Asana Initiated at Buy by Berenberg

下面三周前的评级综述：

Asana Stock Just Got a Bunch of New Ratings. What Wall Street Is Saying. -- Barrons.com

4:33 pm ET October 26, 2020 (Dow Jones) Print

 

By Eric J. Savitz

Asana shares traded higher Monday amid a broad market selloff after multiple analysts picked up coverage of the newly public -- and recently discounted -- cloud-based work management software company.

Asana (ticker: ASAN) came public Sept. 30 in a direct listing on the New York Stock Exchange. The stock closed the first day of trading at $29.96 a share, and then drifted lower, recently dropping below the $24 level. On Monday, the stock inched up 0.5% to $23.63.

As a whole, analysts covering the stock see a substantial opportunity to grow the business. Still, they are wary about valuation, note that competition is considerable, and point out that Asana's heavy spending to grow the business will weigh on financial performance in the near-term.

Here's a brief rundown of some of the analyst comments from Monday.

-- Stan Zlotsky, Morgan Stanley: Equal Weight rating, $27 target. "We see

plenty of growth ahead ... however, with a crowded competitive landscape,

we prefer other assets in software."

 

-- Mark Murphy, J.P. Morgan: Neutral rating, $25 target. "As it leverages

marketing investments to drive self-service adoption, and invests in

direct sales reps to expand growth among its base of users to capture

this large opportunity, Asana is generating substantial operating

losses."

 

-- Brent Bracelin, Piper Sandler: Neutral rating, $25 target. "Investor

optimism in the growth prospects over the next year is appropriately

factored in."

 

-- Alan Kurtz, KeyBanc: Sector Weight rating, $26 target. "Asana is

investing heavily in the longer-term opportunity ... potentially capping

multiple expansion in the near term, in our view."

 

-- Brad Zelnick, Credit Suisse: Neutral rating, $23 target. "We view Asana

as a leading SaaS work management platform that helps teams orchestrate

and coordinate work effectively," he writes. "However, against this

opportunity is an evolving and crowded competitive landscape with 'land

grab' type competitive mechanics. Given our views on the large but

immature market, competitive dynamics, and Asana's current unit economics

and margin profile, we initiate at Neutral."

 

-- Ittai Kidron, Oppenheimer: Outperform rating, $30 target. "We believe

Asana is poised to benefit as enterprises look for ways to improve work

flow and worker productivity,and could see material revenue upside ahead,

这类新上市的股票我一般不介入。一个重要的个人原因是技术参照太少，不好判断。比如20.50这个价位是不是底，不好说。

有一种情况，当一家烧钱很厉害的公司上市近半年，多会融资。如果ASAN 下次融资信息和价位出来后，我会考虑在它的融资价位左右买入，就像我今早买入BIGC 一样。