Accelerating revenue growth, GBV surge, and raised guidance confirm strong enterprise demand. Watch for continued margin expansion and positive free cash flow trajectory; the stock is likely to react positively in the near term.
Price Chart
Executive Summary
Navan reported a strong Q1 FY2027 with revenue of $220M (+40% YoY), beating consensus of $205.3M, and non-GAAP diluted EPS of $0.08 vs $0.01 consensus. GBV surged 50% to $3.1B. The company raised its FY2027 revenue guidance to $907-913M (from prior $866-874M), implying 30% YoY growth. Non-GAAP operating margin expanded to 11% from 2% last year.
Key Financial Metrics
Key Facts
- Revenue $220M, +40% YoY, beat consensus of $205.3M
- GAAP gross margin 74%, up from 71%
- Non-GAAP operating margin 11%, up from 2%
- GBV growth 50% YoY to $3.1B
- FY2027 revenue guidance raised to $907-913M (30% growth at midpoint)
Financial Impact
Revenue beat of ~$15M; FY guidance raised by ~$40M at midpoint
Risk Factors
- GAAP net loss of $21M and negative free cash flow
- Execution risk on scaling and maintaining growth rates
- Potential macroeconomic headwinds impacting business travel
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-042206 |
| Document: navn-20260610.htm | 0001628280-26-042206 |
| Document: 0001628280-26-042206-index-headers.html | 0001628280-26-042206 |
| Document: 0001628280-26-042206-index.html | 0001628280-26-042206 |
| Document: 0001628280-26-042206.txt | 0001628280-26-042206 |
| 8-K Data (Synthetic) | 0001628280-26-042206 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 3, 2026 13w ago | Insider Cluster | $25.67 $26.71 | ▲ +4.05% | ▲ +4.47% | $21.39 (−16.67%) |
Jul 3, 2026 13w ago | Insider Cluster | $25.67 $26.71 | ▲ +4.05% | ▲ +4.47% | $21.39 (−16.67%) |
Jun 23, 2026 14w ago | Insider Cluster | $21.78 $23.54 | ▲ +8.08% | ▲ +6.15% | $21.39 (−1.79%) |
Jun 23, 2026 14w ago | Insider Cluster | $21.78 $23.54 | ▼ −8.08% | ▼ −6.15% | $21.39 (+1.79%) |
Jun 23, 2026 14w ago | Insider Cluster | $21.78 $23.54 | ▲ +8.08% | ▲ +6.15% | $21.39 (−1.79%) |
Jun 16, 2026 15w ago | Insider Cluster | $19.03 $25.80 | ▲ +35.58% | ▲ +35.38% | $21.39 (+12.40%) |
Jun 10, 2026 16w ago | 8-K | $22.63 $25.63 | ▲ +13.26% | ▲ +11.37% | $21.39 (−5.48%) |
May 6, 2026 21w ago | 144 | $18.01 $22.16 | ▲ +23.04% | ▲ +19.91% | $21.39 (+18.77%) |
Apr 17, 2026 23w ago | 8-K | $15.35 $18.40 | ▲ +19.87% | ▲ +15.67% | $21.39 (+39.35%) |
Mar 20, 2026 28w ago | Insider Cluster | $8.87 $15.35 | ▼ −73.06% | ▼ −63.74% | $21.39 (−141.15%) |
US Market Status
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