NAVAN ($NAVN) posted quarterly earnings results for Q4 2026 on Wednesday, March 25th. The company reported earnings of $0.02 per share, beating estimates of -$0.12 by $0.14. The company also reported revenue of $177,920,000, beating estimates of $165,240,469 by $12,679,531.
Stock price change since market close: +19.93%
You can see Quiver Quantitative's $NAVN stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
NAVAN Insider Trading Activity
NAVAN insiders have traded $NAVN stock on the open market 63 times in the past 6 months. Of those trades, 49 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $NAVN stock by insiders over the last 6 months:
- BENJAMIN A HOROWITZ has made 12 purchases buying 2,772,241 shares for an estimated $42,853,973 and 0 sales.
- HOROWITZ FUND V, L.P. ANDREESSEN has made 12 purchases buying 2,772,241 shares for an estimated $42,853,973 and 0 sales.
- HOROWITZ LSV FUND I, L.P. ANDREESSEN has made 12 purchases buying 2,772,241 shares for an estimated $42,853,973 and 0 sales.
- HOROWITZ LSV FUND III, L.P. ANDREESSEN has made 12 purchases buying 2,772,241 shares for an estimated $42,853,973 and 0 sales.
- ILAN EZRA TWIG (Chief Technology Officer) has made 0 purchases and 2 sales selling 1,049,210 shares for an estimated $25,424,293.
- ARIEL M. COHEN (Chairperson and CEO) has made 0 purchases and 5 sales selling 1,075,339 shares for an estimated $24,410,342.
- MICHAEL ERIC SINDICICH (President) has made 0 purchases and 4 sales selling 243,397 shares for an estimated $5,944,592.
- ANRE D WILLIAMS purchased 100,000 shares for an estimated $1,272,480
- ANNE MARY GIVISKOS (See Remarks) has made 0 purchases and 3 sales selling 33,825 shares for an estimated $333,645.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NAVAN Hedge Fund Activity
We have seen 110 institutional investors add shares of NAVAN stock to their portfolio, and 0 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LIGHTSPEED MANAGEMENT COMPANY, L.L.C. added 49,921,454 shares (+inf%) to their portfolio in Q4 2025, for an estimated $852,658,434
- A16Z CAPITAL MANAGEMENT, L.L.C. added 27,195,364 shares (+inf%) to their portfolio in Q4 2025, for an estimated $464,496,817
- GREENOAKS CAPITAL PARTNERS LLC added 16,047,328 shares (+inf%) to their portfolio in Q4 2025, for an estimated $274,088,362
- NAPEAN TRADING & INVESTMENT CO (SINGAPORE) PTE LTD added 5,874,257 shares (+inf%) to their portfolio in Q4 2025, for an estimated $100,332,309
- WELLINGTON MANAGEMENT GROUP LLP added 5,556,071 shares (+inf%) to their portfolio in Q4 2025, for an estimated $94,897,692
- BLACKROCK, INC. added 4,778,992 shares (+inf%) to their portfolio in Q4 2025, for an estimated $81,625,183
- VANGUARD GROUP INC added 3,328,317 shares (+inf%) to their portfolio in Q4 2025, for an estimated $56,847,654
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NAVAN Analyst Ratings
Wall Street analysts have issued reports on $NAVN in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 12/16/2025
- Needham issued a "Buy" rating on 11/24/2025
- Citizens issued a "Market Outperform" rating on 11/24/2025
- Mizuho issued a "Outperform" rating on 11/24/2025
- Oppenheimer issued a "Outperform" rating on 11/24/2025
- Morgan Stanley issued a "Overweight" rating on 11/24/2025
- BTIG issued a "Buy" rating on 11/24/2025
To track analyst ratings and price targets for NAVAN, check out Quiver Quantitative's $NAVN forecast page.
NAVAN Price Targets
Multiple analysts have issued price targets for $NAVN recently. We have seen 11 analysts offer price targets for $NAVN in the last 6 months, with a median target of $25.0.
Here are some recent targets:
- Blair Abernethy from Rosenblatt set a target price of $20.0 on 03/23/2026
- Daniel Jester from BMO Capital set a target price of $13.0 on 03/17/2026
- Kash Rangan from Goldman Sachs set a target price of $22.0 on 01/28/2026
- Patrick Walravens from Citizens set a target price of $25.0 on 12/23/2025
- Scott Berg from Needham set a target price of $25.0 on 11/24/2025
- Siti Panigrahi from Mizuho set a target price of $25.0 on 11/24/2025
- Jed Kelly from Oppenheimer set a target price of $25.0 on 11/24/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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