NAVNTechnology · Software - ApplicationThe 15 Wall Street analysts covering Navan, Inc. hold a median 12-month price target of $30 — +42.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 28 of 100 as at 12 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Navan, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (85): The share count has been shrinking and the company is not leaning on new borrowing.
Volatility (2): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on NAVN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +42.7% from it.
Of the 20 most recent actions, 4 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Sept 2026 | B of A Securities | Maintains | Buy | $26 → $34 |
| 27 Aug 2026 | Oppenheimer | Maintains | Outperform | $30 → $35 |
| 13 Aug 2026 | TD Cowen | Maintains | Buy | — |
| 13 Aug 2026 | TD Cowen | Maintains | Buy | $29 → $34 |
| 13 July 2026 | BNP Paribas | Maintains | Outperform | — |
| 13 July 2026 | BNP Paribas | Maintains | Outperform | $27 → $30 |
| 22 June 2026 | Needham | Maintains | Buy | — |
| 11 June 2026 | B of A Securities | Maintains | Buy | — |
| 11 June 2026 | BMO Capital | Maintains | Outperform | — |
| 11 June 2026 | BTIG | Maintains | Buy | — |
| 11 June 2026 | Citigroup | Maintains | Buy | — |
| 11 June 2026 | Citizens | Maintains | Market Outperform | — |
| 11 June 2026 | Jefferies | Maintains | Buy | — |
| 11 June 2026 | Mizuho | Maintains | Outperform | — |
| 11 June 2026 | Morgan Stanley | Maintains | Overweight | — |
| 11 June 2026 | Needham | Maintains | Buy | — |
| 11 June 2026 | Rosenblatt | Maintains | Buy | — |
| 11 June 2026 | TD Cowen | Maintains | Buy | — |
| 8 June 2026 | Rosenblatt | Maintains | Buy | — |
| 5 June 2026 | Oppenheimer | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. NAVN appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 90% of US stocks
Cheaper than 19% of US stocks
Cheaper than 25% of US stocks
Cheaper than 91% of US stocks
Higher than 81% of US stocks
Higher than 69% of US stocks
Higher than 86% of US stocks
Higher than 24% of US stocks
Higher than 11% of US stocks
Higher than 21% of US stocks
Higher than 28% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Navan, Inc. has a market value of $5.3B and an enterprise value of $4.7B.
Revenue in the twelve months to 31 July 2026: $825.9M. The latest quarter grew 35.4% year on year.
Net income over the same four quarters: −$347.8M, a −42.1% net margin.
Diluted earnings per share, trailing twelve months: $−5.06.
Free cash flow in the twelve months to 31 July 2026: $25.7M, after $19.8M of capital spending.
Trailing P/E: −5.2×; forward P/E: 52.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Navan, Inc. employs 3,700 people — $223K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Navan, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Navan, Inc. held its Q2 2027 earnings call, and a transcript of the call has been published by Seeking Alpha. The transcript covers the company's quarterly results and management commentary.
Why it matters — A NAVN watcher would care because the earnings call transcript provides direct insight into the company's latest quarterly performance and management's own perspective.
Navan reported fiscal Q2 results that beat sales and earnings expectations, and the company raised its full-year guidance for sales and adjusted operating income. Despite these results, the stock is plummeting today.
Why it matters — NAVN watchers would note the contrast between strong quarterly results and raised guidance versus the sharp decline in the stock price.
Navan, Inc. (NAVN) presented at the Goldman Sachs Communacopia + Technology Conference 2026, with a transcript of the session published by Seeking Alpha. The item reports on the company's participation in the conference.
Why it matters — A NAVN watcher would care because the conference transcript may contain executive commentary on the company's strategy, business outlook, and competitive position.
Navan reported stronger-than-expected second-quarter fiscal 2027 results, raised its full-year outlook, and announced the acquisition of BoomPop. Following these developments, analysts revised their forecasts on the company.
Why it matters — Navan watchers would care because the company's upbeat quarterly performance, raised guidance, and planned acquisition prompted analysts to update their projections for the stock.
Seeking Alpha reiterates a "sell" rating on Navan, arguing its valuation demands flawless execution amid slowing margin expansion and competitive pressures. Q2 revenue rose 35% to $233M with non-GAAP EPS of $0.05, but margins stalled sequentially, GAAP profitability remains elusive, and the payments platform is losing wallet share despite higher gross booking volumes.
Why it matters — NAVN watchers would care because the analysis highlights slowing margin expansion, stalling profitability, and competitive pressure on its payments platform against a high valuation.
The 15 Wall Street analysts covering Navan, Inc. have a median 12-month price target of $30, with estimates ranging from $26 to $38. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 15 analysts covering Navan, Inc., 15 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Navan, Inc. 28 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Sept 2026, Navan, Inc. ranks 28 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (85 of 100).
No one can know that. What the data says: the median 12-month target from 15 analysts implies +42.7% from the last close, and Ticker Nerd's factor model ranks Navan, Inc. 28 out of 100 as at 12 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Navan, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for NAVN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $26 to $38 over the next 12 months.
Navan, Inc. Class A Common Stock is the equity security of Navan, a software company that provides an AI-powered platform for business travel, payments, and expense management.
The most recent item we track (Seeking Alpha, 11 Sept 2026): "Navan, Inc. (NAVN) Q2 2027 Earnings Call Transcript". Navan, Inc. held its Q2 2027 earnings call, and a transcript of the call has been published by Seeking Alpha. The transcript covers the company's quarterly results and management commentary.
Navan, Inc. Class A Common Stock is the equity security of Navan, a software company that provides an AI-powered platform for business travel, payments, and expense management. Navan’s platform is designed to streamline the corporate travel lifecycle, combining booking, itinerary management, policy enforcement, payment processing, expense reconciliation, and reporting in a single system. The company serves finance teams, human resources departments, travel managers, and other business users, while also supporting suppliers involved in the travel ecosystem. Navan’s products are used by organizations seeking to centralize travel and expense workflows, improve visibility into spending, and manage day-to-day business travel operations more efficiently. Headquartered in Palo Alto, California, Navan operates in the broader enterprise software market with a focus on modernizing travel and expense administration for companies of different sizes.
CEO Mr. Ariel M. Cohen · 3,700 employees · United States · https://navan.com
