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Form 10-Q Navan, Inc. For: Jul 31

Thu, 10 Sep 2026 17:12:00 -0400

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Navan Inc (NAVN) PT Lowered to $31, but TD Cowen Reiterates Buy On 'Top Pick'

Thu, 10 Sep 2026 09:34:38 -0400

(Updated - September 10, 2026 9:34 AM EDT)

TD Cowen analyst Jared Levine lowered the price target on Navan Inc (NASDAQ: NAVN) to $31.00 (from $34.00) while maintaining a Buy rating.

The analyst commented: "2H Organic Growth Raise Not Well Understood; Reiterate Buy On Top Pick; FY27 revenue guide increased 280 bps, meeting the 2-point raise bogey, but shares indicating down as investors have questioned if this implied an organic reduction for 2H. However, only ~50 bps of the 100 bps 2H raise was inorganic. As investors better understand these dynamics, we expect share pressure to reverse given continued robust underlying trends.

Investors

Navan Inc (NAVN) PT Lowered to $31, but TD Cowen Reiterates Buy On 'Top Pick'

Thu, 10 Sep 2026 09:34:38 -0400

(Updated - September 10, 2026 9:34 AM EDT)

TD Cowen analyst Jared Levine lowered the price target on Navan Inc (NASDAQ: NAVN) to $31.00 (from $34.00) while maintaining a Buy rating.

Investors

Needham Reiterates Buy Rating on Navan Inc (NAVN)

Thu, 10 Sep 2026 06:41:40 -0400

Needham analyst Scott Berg reiterated a Buy rating and $30.00 price target on Navan Inc (NASDAQ: NAVN).

The analyst commented: "Navan reported solid 2Q results with strong upside to revenue, but we believe expectations were too high following last quarter's World Cup tailwind and early public company beats. GTM appears to be gaining momentum with TTM GBV bookings up 60-65% Y/Y, which we think sets up sustainable 30%+ growth even excluding recent strength in Payments and Expense. We believe Navan is investing heavily in S&M to handle the demand which is weighing on profitability, although the company continues to outperform consensus.

Navan Inc (NAVN) PT Raised to $29 at Rosenblatt, 'We would be Buyers on near term stock weakness'

Thu, 10 Sep 2026 06:39:36 -0400

Rosenblatt analyst Blair Abernethy raised the price target on Navan Inc (NASDAQ: NAVN) to $29.00 (from $27.00) while maintaining a Buy rating.

The analyst comments "Navan reported Q2 revenue growth of 35% Y/Y to $233m, 5.6% above our estimate. Q2 outperformance was aided by large enterprise customer roll-outs, now 50 of the S&P500 using Navan (45 in Q1), and strong growth in RFP activity (up 200% Y/Y in 1H) with healthy win rates. New GBV signings of $4b+ TTM (60% growth Y/Y) provides 2H+ visibility (customers ramp in ~7 months). Platform usage revenue grew 35% Y/Y, representing ~90% of total revenue.

Navan Inc (NAVN) PT Raised to $29 at Rosenblatt, 'We would be Buyers on near term stock weakness'

Thu, 10 Sep 2026 06:39:36 -0400

Rosenblatt analyst Blair Abernethy raised the price target on Navan Inc (NASDAQ: NAVN) to $29.00 (from $27.00) while maintaining a Buy rating.

Navan (NAVN) Reiterated at Market Outperform by Citizens

Thu, 10 Sep 2026 04:31:06 -0400

Citizens analyst Patrick Walravens reiterated a Market Outperform rating and $38.00 price target on Navan Inc (NASDAQ: NAVN).

The analyst commented, "We maintain our Market Outperform rating and $38 price target on Navan, Inc. after it reported strong F2Q27 results, with non-GAAP EPS of $0.05 (consensus $0.04) and operating margins of 7.4% (consensus 6.3%) on revenue of $233M, up 35% y/y (consensus $220M) versus 40% y/y growth last quarter, and GBV of $3.00B (consensus $2.85B), up 45% y/y versus 50% last quarter – all of which left the stock down 15% in the aftermarket, after having risen 59% year to date

After-Hours Movers: COO, AEO, NAVN, AVAV, TORO

Wed, 09 Sep 2026 16:33:59 -0400

After-Hours Movers:

Cooper Cos. (NASDAQ: COO)

Cooper Companies stock dropped 18% after hours following an official announcement that its board unanimously voted to retain its CooperSurgical unit rather than sell it, concluding a strategic review process active since December 2025. The decision was accompanied by downbeat Q4 and full-year guidance, with Q4 EPS projected at $1.05–$1.09 (vs. $1.19 consensus) and full-year revenue expected at $4.229–$4.252 billion (vs. $4.31 billion expected), overshadowing a minor Q3 earnings beat ($1.15 EPS on $1.07 billion in revenue).

American Eagle Outfitters (NYSE: AEO)