NI

Navan, Inc.

NAVN·NASDAQ

$22.16

-1.1%
TechnologySoftware - Application

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. The company was formerly known as TripActions, Inc. and changed its name to Navan, Inc. in February 2023. Navan, Inc. was incorporated in 2015 and is based in Palo Alto, California.

At a Glance

Live Snapshot
Market Cap$5.26B
EPS-4.0700
P/E Ratio-5.44
Earnings Date06/10/2026
n

Navan, Inc. Street Expectations Map

NAVN · NASDAQ

Wall Street analysts project that NAVN stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 21.00, with estimates ranging from a low of 20.00 to a high of 23.00.

Lowest Target
20.00
-9.75%
Consensus Target
21.00
-5.23%
Highest Target
23.00
3.79%

The consensus 1-year price target stands at 21.00, with estimates ranging from a low of 20.00 to a high of 23.00.

Analyst Consensus Analysis

Upside Potential

-5.2%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

14.3% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

0.39x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

n

Navan, Inc. Forward Estimates of Revenue

NAVN · NASDAQ
Latest Revenue
702.26M
FY 2025
Avg Estimate
686.51M
FY 2026
Estimate Range
686.09M - 686.90M
Analyst Spread

Forward Growth Analysis

Projected Growth-2.2%

Declining expectations indicate headwinds—investigate whether temporary or structural issues.

Analyst Coverage9 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

n

Navan, Inc. Forward Estimates of Net Income

NAVN · NASDAQ
Latest Net Income
-398.03M
FY 2025
Avg Estimate
-22.30M
FY 2026
Estimate Range
-30.18M - -14.43M
Analyst Spread

Forward Growth Analysis

Projected Growth+94.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread71%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.

n

Navan, Inc. Forward Estimates of EPS

NAVN · NASDAQ
Latest EPS
-4.07
FY 2025
Avg Estimate
$-0.23
FY 2026
Estimate Range
$-0.31 - $-0.15
Analyst Spread

Forward Growth Analysis

Projected Growth+94.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread71%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.

n

Navan, Inc. Forward Estimates of EBIT

NAVN · NASDAQ
Latest EBIT
-344.62M
FY 2025
Avg Estimate
-302.54M
FY 2026
Estimate Range
-302.71M - -302.35M
Analyst Spread

Forward Growth Analysis

Projected Growth+12.2%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage9 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

n

Navan, Inc. Forward Estimates of EBITDA

NAVN · NASDAQ
Latest EBITDA
-284.38M
FY 2025
Avg Estimate
-257.01M
FY 2026
Estimate Range
-257.16M - -256.86M
Analyst Spread

Forward Growth Analysis

Projected Growth+9.6%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage9 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

n

Navan, Inc. Forward Estimates of SG&A Expense

NAVN · NASDAQ
Latest SG&A Expense
546.11M
FY 2025
Avg Estimate
524.37M
FY 2026
Estimate Range
524.05M - 524.67M
Analyst Spread

Forward Growth Analysis

Projected Growth-4.0%

Declining expectations indicate headwinds—investigate whether temporary or structural issues.

Analyst Coverage9 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

n

Navan, Inc. Insider Positioning

NAVN · NASDAQ

During the last 12 months, there has been no insider trading activity reported for NAVN.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.