Navan's Strong Quarter Meets an AI Spending Reality Check

Navan Inc. NASDAQ: NAVN wouldn't be the first company investors would think of as a target of the recent sell-off of artificial intelligence names. But that may be part of the trouble facing NAVN after the company's Q2 earnings report for its 2027 fiscal year.

MarketBeat • Sep 15, 2026

Navan, Inc. (NAVN) Q2 2027 Earnings Call Transcript

Navan, Inc. (NAVN) Q2 2027 Earnings Call Transcript

Seeking Alpha • Sep 11, 2026

These Analysts Revise Their Forecasts On Navan After Q2 Results

Navan Inc. (NASDAQ:NAVN) reported upbeat second-quarter fiscal 2027 results, raised its full-year outlook, and announced the acquisition of BoomPop.

Benzinga • Sep 10, 2026

Why Navan Stock Is Plummeting Today

Navan beat sales and earnings expectations for fiscal Q2. The company also raised its guidance for full-year sales and adjusted operating income.

The Motley Fool • Sep 10, 2026

Navan: Priced For Perfection With M&A A Potential Distraction

Navan remains a 'sell' as its valuation demands flawless execution amid slowing margin expansion and competitive pressures. Q2 revenue grew 35% to $233M with non-GAAP EPS of $0.05, but margins stalled sequentially and GAAP profitability remains elusive. Gross booking volumes rose 45%, yet NAVN is earning less per transaction and its payments platform is losing wallet share.

Seeking Alpha • Sep 10, 2026

Navan, Inc. (NAVN) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Navan, Inc. (NAVN) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Seeking Alpha • Sep 10, 2026

Navan Q2 Earnings Call Highlights

Navan NASDAQ: NAVN reported second-quarter revenue of $233 million, up 35% from a year earlier, as travel bookings on its platform continued to expand and the company cited growing adoption of its travel, payments and expense-management products.

MarketBeat • Sep 9, 2026

Navan Announces Strong Second Quarter Fiscal Year 2027 Results

PALO ALTO, Calif.--(BUSINESS WIRE)--Navan, Inc. (NASDAQ: NAVN), the global AI-powered business travel and expense platform, today reported financial results for its second quarter ended July 31, 2026. Management Commentary “Q2 was another quarter of exceptional execution, with results exceeding expectations and new business momentum reaching the highest level in Navan's history. We delivered strong growth with new signed GBV in our SLG business growing 60% year-over-year on a trailing-twelve-mo.

Business Wire • Sep 9, 2026

Navan Acquires Leading AI-Powered Events Platform BoomPop, Expanding Offerings for Meetings and Events

PALO ALTO, Calif.--(BUSINESS WIRE)--Navan (NASDAQ: NAVN), the global AI-powered business travel and expense platform, today announced it has acquired BoomPop, an AI-powered platform for meetings and events that has been recognized by Inc. as one of the fastest-growing private companies in America. Started in 2023, BoomPop leverages AI to help companies plan and manage events end-to-end, from venue and vendor sourcing to room blocks, contracts, and payments. BoomPop has supported events for appr.

Business Wire • Sep 9, 2026

Compared to Estimates, Navan (NAVN) Q2 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Navan (NAVN) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Sep 9, 2026