KeyBanc upgrades $ASAN to Overweight $18 PT on AI growth:
“A multiplicity of growth sources gives us some confidence in the top line AI has taken up a lot of the oxygen in Asana discussions of late. We believe it could provide a tailwind to revenue growth if it becomes material”
I was a couple weeks early to this. Still long and haven’t sold any.
Beanie
@beaniemaxi
12-03
Asana $ASAN a name nobody has been talking about for years, has been quietly positoning itself as as the agentic control plane for knowledge-work orchestration.
The founder @moskov has bought almost $2 Billion worth of shares open market. And is tight with Sam Altman and OpenAI.
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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