Navan (NAVN) Stock Overview
Operates an AI-powered software platform to simplify the travel and expense experience, benefiting users, customers, and suppliers. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 1/6 |
| Past Performance | 0/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
NAVN Community Fair Values
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Analyst Price Targets
Navan, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$25.96 |
| 52 Week High | US$28.22 |
| 52 Week Low | US$8.11 |
| Beta | 0 |
| 1 Month Change | 23.68% |
| 3 Month Change | 72.38% |
| 1 Year Change | n/a |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 29.80% |
Recent News & Updates
Navan: Customer Ramps And AI Leverage
Summary Navan earns a buy rating due to its deeply embedded, all-in-one business travel and expense platform, driving strong customer retention. NAVN's long growth runway is supported by multi-year customer ramping, expanding product adoption, and increasing enterprise wins, evidenced by 45 S&P 500 customers in Q1 2027. AI-driven automation, especially the Ava assistant, is significantly reducing support costs and expanding gross margins, reaching 75% in Q1 2027. With reliable FY2027 revenue guidance of $910M and potential 25% growth in FY2028, NAVN's premium ~6x NTM revenue multiple appears justified if growth persists. Read the full article on Seeking Alpha
NAVN: AI Integration And Enterprise Wins Will Shape Balanced Outlook
Analysts have adjusted their price target for Navan from $15.00 to $25.00 as they reassess fair value, discount rate, revenue growth, profit margin, and future P/E assumptions in their models. What’s in the News for Navan Navan launched its Model Context Protocol (MCP), a universal adapter that lets customers connect existing AI tools to Navan’s travel and expense data for natural language queries, with an initial read-only setup and plans for future functions such as expense approvals and policy updates.Recent updates
Navan: Customer Ramps And AI Leverage
Summary Navan earns a buy rating due to its deeply embedded, all-in-one business travel and expense platform, driving strong customer retention. NAVN's long growth runway is supported by multi-year customer ramping, expanding product adoption, and increasing enterprise wins, evidenced by 45 S&P 500 customers in Q1 2027. AI-driven automation, especially the Ava assistant, is significantly reducing support costs and expanding gross margins, reaching 75% in Q1 2027. With reliable FY2027 revenue guidance of $910M and potential 25% growth in FY2028, NAVN's premium ~6x NTM revenue multiple appears justified if growth persists. Read the full article on Seeking AlphaNAVN: AI Integration And Enterprise Wins Will Shape Balanced Outlook
Analysts have adjusted their price target for Navan from $15.00 to $25.00 as they reassess fair value, discount rate, revenue growth, profit margin, and future P/E assumptions in their models. What’s in the News for Navan Navan launched its Model Context Protocol (MCP), a universal adapter that lets customers connect existing AI tools to Navan’s travel and expense data for natural language queries, with an initial read-only setup and plans for future functions such as expense approvals and policy updates.
NAVN: Earnings Beat And Latin America Expansion Will Support Future Upside
Analysts have adjusted their price target for Navan to $29.40 from $25.08, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Navan reported Q1 fiscal 2027 gross booking volume above $3b, revenue of $220.23 million that was flat year over year but above consensus, non GAAP operating margin of 11%, and earnings per share of $0.08, with shares rising nearly 20% after the release as analysts lifted price targets.AI Travel Orchestration Risks Will Challenge Margins Yet Eventually Support A Stronger Platform
Catalysts About Navan Navan provides an AI driven corporate travel, payments and expense management platform for businesses. What are the underlying business or industry changes driving this perspective?
AI Automation And Enterprise Wins Will Drive Long Term Corporate Travel Upside
Catalysts About Navan Navan provides an end to end, AI led corporate travel, payments and expense management platform for businesses of all sizes. What are the underlying business or industry changes driving this perspective?Shareholder Returns
| NAVN | US Hospitality | US Market | |
|---|---|---|---|
| 7D | 0.2% | -1.5% | -2.0% |
| 1Y | n/a | -11.4% | 17.2% |
Return vs Industry: Insufficient data to determine how NAVN performed against the US Hospitality industry.
Return vs Market: Insufficient data to determine how NAVN performed against the US Market.
Price Volatility
| NAVN volatility | |
|---|---|
| NAVN Average Weekly Movement | 8.4% |
| Hospitality Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: NAVN has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: NAVN's weekly volatility (8%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2015 | 3,700 | Ariel Cohen | navan.com |
Navan, Inc. operates an AI-powered software platform to simplify the travel and expense experience, benefiting users, customers, and suppliers. The company offers AI-powered travel, payments, and expense management solutions to streamline the travel lifecycle, from booking and policy enforcement to payment processing, expense reconciliation, and reporting. It serves finance, human resources, travel managers, inventory, and other markets.
Navan, Inc. Fundamentals Summary
| NAVN fundamental statistics | |
|---|---|
| Market cap | US$6.56b |
| Earnings (TTM) | -US$357.28m |
| Revenue (TTM) | US$765.04m |
Is NAVN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| NAVN income statement (TTM) | |
|---|---|
| Revenue | US$765.04m |
| Cost of Revenue | US$213.08m |
| Gross Profit | US$551.96m |
| Other Expenses | US$909.24m |
| Earnings | -US$357.28m |
Last Reported Earnings
Apr 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -1.40 |
| Gross Margin | 72.15% |
| Net Profit Margin | -46.70% |
| Debt/Equity Ratio | 10.1% |
How did NAVN perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/17 09:38 |
| End of Day Share Price | 2026/07/17 00:00 |
| Earnings | 2026/04/30 |
| Annual Earnings | 2026/01/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Navan, Inc. is covered by 16 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Daniel Jester | BMO Capital Markets Equity Research |
| Andrew DeGasperi | BNP Paribas |
| Nafeesa Gupta | BofA Global Research |