Published

18 Dec 25

Updated

03 Sep 26

Views

171

Not Invested

NavanNAVN

Fair Value

US$30.8

Share price03 Sep

US$21.0231.8% undervalued

1Yn/a

7D-24.33%

AI-Powered Travel Platforms Will Gain Share From Legacy Providers Over The Long Term

AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

18 Dec 25

Updated

03 Sep 26

Views

171

Not Invested

Shared on 03 Sep 26

Fair value Increased 4.76%

NAVN: Expanded Travel Partnerships And AI Tools Will Support Future Upside

Navan adds new partners and tools that aim to make business travel planning smoother, safer, and more personalized—from booking flights to picking restaurants on the road. The company also opens up its travel-and-expense data for use with other AI tools, a move that could deepen how customers rely on the platform over time.

1 view

Shared on 26 Jun 26

Fair value Increased 17%

NAVN: Earnings Beat And Latin America Expansion Will Support Future Upside

Navan posts a better-than-expected quarter, and the company is guiding for stronger growth ahead. It also makes its first deal since going public to push deeper into Latin America, while adding new customers and rolling out new tools that aim to make business travel and spending easier to manage.

6 views

Fair Value vs Share Price

US$30.8

vs US$21.0231.8% undervalued

23.1%

Revenue growth

Profit margin

Recent News & Updates

No updates

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Company analysis

Excellent balance sheet and fair value.

Market capUS$5.5b

PB4.2x

Estimated Growth18.4%

Dividend YieldN/A

Full analysis

CEO & management

Ariel Cohen

CEO

2.6yrs

CEO Tenure

Operates an AI-powered software platform to simplify the travel and expense experience, benefiting users, customers, and suppliers.