US · Technology · Software - Application
EPS came in at -0.12 against a street estimate of -0.12 — a beat of 0.0%.
Analysts rate Navan, Inc. Class A Common Stock a strong buy (15 buy, 0 hold, 0 sell out of 15) with an average price target of $30.80.
CONFIDENT Navan delivered 35% revenue growth to $233M and 45% GBV growth to $3B+, beating expectations. Company raised FY27 guidance to 32% growth. AI platform (Ava, Edge, Anywhere) scaling efficiently; acquired BoomPop for meetings/events. Strong enterprise momentum with 50 S&P 500 customers. Q2 FY27 Call emphasized global platform execution across all geographies with no regional breakdown provided. Analysts focused on RFP-to-revenue conversion timing, payments/expense acceleration drivers, and BoomPop savings thesis. Management detailed 6–9 month deal cycle, post-IPO capital availability enabling sales focus shift, and supplier leverage mechanics. 2026-09-09…
Full summary in the app.
| Fund | Stake |
|---|---|
| Lightspeed Management Co LLC | 16.01% |
| Cosmic Management, LLC | 2.74% |
| BlackRock Inc | 2.57% |
| NAPEAN TRADING AND INVESTMENT CO (SINGAPORE) PTE Ltd. | 2.26% |
| Millennium Management LLC | 1.65% |
| Vanguard Portfolio Management, LLC | 1.53% |
| Capital Research & Mgmt Co - Division 3 | 1.38% |
| Wellington Management Company LLP | 1.26% |
| Document | Date |
|---|---|
| Material agreement · Q3 FY2027 HEADLINE NUMBERS • Navan established a new revolving warehouse credit facility with a commitment of up to $225,000,000. • The facility is intended t | 2026-10-09 |
| Quarterly report · Q2 FY2027 NAVAN, INC. - Q2 2026 (ENDED JULY 31, 2026) SUMMARY HEADLINE NUMBERS • Revenue (Q2 2026): $232.8 million, up 35% vs. Q2 2025 ($171.95 million) • Rev | 2026-09-10 |
| Results announced · Q3 FY2027 NAVAN, INC. — Q2 FISCAL 2027 EARNINGS SUMMARY --- HEADLINE NUMBERS • Total Revenue: $233 million in Q2 FY2027, up 35% year-over-year • Gross Bookin | 2026-09-09 |
| Shareholder vote results · Q2 FY2027 NAVAN, INC. (NAVN) - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held on June 25, 2026 • Three Class I directors elected to s | 2026-06-26 |
| Quarterly report · Q1 FY2027 NAVAN, INC. - Q1 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q1 2026: $220.2 million (vs. $157.5 million in Q1 2025) – 40% increase year-over- | 2026-06-11 |
| Results announced · Q2 FY2027 NAVAN, INC. — Q1 FISCAL 2027 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenue: $220 million, up 40% year-over-year • Gross Booking Volume (GBV): $3 | 2026-06-10 |
| Proxy statement · Q4 FY2026 NAVAN, INC. – 2026 PROXY STATEMENT SUMMARY --- CEO COMPENSATION • Ariel Cohen (CEO and Chairperson) total compensation: Not disclosed in this excer | 2026-05-12 |
| Board / officer change · Q1 FY2027 NAVAN, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: April 13, 2026 (filed April 17, 2026) • Company: Navan, Inc., Delaware corporation • | 2026-04-17 |
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Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Navan, Inc. Class A Common Stock — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.