NAVNNavan, Inc.
The schedule
- Mon16Nov
Anticipated court ruling or settlement update regarding pending IPO-related class action claims.
- Thu1Apr
First quarter results of the new fiscal year, demanding concrete execution on the path to profitability.
- Thu1Jul
Past
- Tue6Oct
Key product showcase outlining the integration of AI features and next-generation expense management tools.
- Thu1Oct
Q3 2026 earnings announcement, testing whether the recent +39.8% top-line momentum can sustain the stock's premium valuation.
- Thu2Jul
Actual outcome: Bull · $25.63 at outcome
Navan reported in-line EPS of -$0.16 alongside the launch of its Model Context Protocol (MCP) for Travel & Expense Management. The stock significantly exceeded the bull target, closing at $25.67, as investors rewarded the new AI product launch and a string of recent major enterprise customer wins including Cummins and Enbridge.
- Wed1Jul
Actual outcome: Bull · $24.83 at outcome
Navan met Q2 EPS expectations at -$0.16, but the stock rallied well past the bull target due to a flurry of positive business developments. The launch of its Model Context Protocol (MCP) and a new Unified Events Platform, alongside major enterprise customer wins like Cummins and Enbridge, reinforced investor confidence in the company's AI-driven product expansion and sustained growth trajectory.
Q2 FY26 earnings on 2026-06-18 will be the market’s first check on whether Navan can sustain the 30%+ growth and improving profitability it showed in the last quarter while continuing to invest in AI-driven travel and expense automation. A clean beat-and-raise with continued margin progress could push NAVN toward $16.00, while a deceleration in growth or a step back in operating leverage would likely drive the stock down toward $16.00 as investors reassess the premium multiple.
- Tue17Mar
Actual outcome: Bear · $8.51 at outcome
NAVN reported Q1 FY26 EPS of -$0.16, coming in exactly in line with consensus estimates. However, the lack of an earnings beat or stronger forward guidance failed to inspire investor confidence. As a result, the stock sold off 7.5% following the report, breaking well below the $9.20 bear floor.
NAVN reported Q1 FY26 EPS of -$0.16, coming in exactly in line with consensus estimates. However, the lack of an earnings beat or stronger forward guidance failed to inspire investor confidence. As a result, the stock sold off 7.5% following the report, breaking well below the $9.20 bear floor.
