Navan (NASDAQ:NAVN) Sets New 12-Month Low on Insider Selling

Navan, Inc. (NASDAQ:NAVN) reached a new 52-week low on Friday after an insider sold shares in the company. The company traded as low as $11.56 and last traded at $11.70, with a volume of 1065995 shares. The stock had previously closed at $12.66.

Specifically, CFO Anne Mary Giviskos sold 2,675 shares of the firm’s stock in a transaction that occurred on Wednesday, January 28th. The shares were sold at an average price of $13.85, for a total value of $37,048.75. Following the completion of the transaction, the chief financial officer owned 106,090 shares of the company’s stock, valued at approximately $1,469,346.50. This trade represents a 2.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, President Michael Eric Sindicich sold 9,349 shares of Navan stock in a transaction that occurred on Wednesday, January 28th. The stock was sold at an average price of $13.86, for a total value of $129,577.14. Following the transaction, the president directly owned 310,514 shares in the company, valued at approximately $4,303,724.04. This trade represents a 2.92% decrease in their position. The disclosure for this sale is available in the SEC filing.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on NAVN. Mizuho started coverage on Navan in a report on Monday, November 24th. They issued an “outperform” rating and a $25.00 price target on the stock. BTIG Research assumed coverage on shares of Navan in a research note on Monday, November 24th. They set a “buy” rating and a $26.00 target price for the company. Oppenheimer assumed coverage on Navan in a research report on Monday, November 24th. They issued an “outperform” rating and a $25.00 price target for the company. Rosenblatt Securities reiterated a “buy” rating and issued a $30.00 target price on shares of Navan in a research note on Friday, December 12th. Finally, Wall Street Zen upgraded shares of Navan to a “hold” rating in a research note on Friday, November 21st. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $24.42.

Navan News Summary

Here are the key news stories impacting Navan this week:

• Positive Sentiment: Navan’s research shows business travel rebounded strongly in Q4 2025, suggesting demand tailwinds for its travel-management and expense products — supportive for revenue and bookings. Navan Index Shows Business Travel Strength in Q4 2025
• Positive Sentiment: Navan is moving Reed & Mackay customers onto a unified Navan brand and platform, which could drive cross-sell, scale efficiencies and higher wallet share over time. Navan to Move Reed & Mackay Under ‘Unified’ Brand, Platform
• Positive Sentiment: Navan added Shai Weiss to its board and audit committee, a governance move that can be viewed favorably by investors focused on oversight and credibility. Navan appoints Shai Weiss to board and audit committee
• Neutral Sentiment: An industry comparison piece examines Navan versus competitors; useful for context but unlikely to move the stock by itself. Navan (NAVN) versus Its Competitors Critical Comparison
• Negative Sentiment: Navan CFO Anne Mary Giviskos sold 2,675 shares at roughly $13.85 (filed on Jan. 28). Insider sales can pressure sentiment even if they’re routine. SEC Form 4 – CFO sale
• Negative Sentiment: Navan President Michael Eric Sindicich sold 9,349 shares at about $13.86 (filed on Jan. 28), a larger reduction that may amplify negative investor reaction to insider selling. SEC Form 4 – President sale

Navan Trading Down 9.3%

The firm has a market capitalization of $2.85 billion and a P/E ratio of -5.86. The company has a quick ratio of 4.49, a current ratio of 4.49 and a debt-to-equity ratio of 0.14. The company has a 50 day moving average of $15.31.

Institutional Trading of Navan

Large investors have recently modified their holdings of the stock. Jennison Associates LLC acquired a new stake in Navan in the fourth quarter valued at approximately $31,195,000. UBS Group AG bought a new stake in Navan during the fourth quarter worth $9,125,000. Teachers Retirement System of The State of Kentucky bought a new stake in Navan during the fourth quarter worth $223,000. Vanguard Group Inc. bought a new stake in shares of Navan in the 4th quarter worth approximately $56,848,000. Finally, Teacher Retirement System of Texas purchased a new position in shares of Navan in the fourth quarter worth about $8,540,000.

About Navan

Navan (NASDAQ: NAVN) is a technology company that provides an integrated platform for corporate travel, expense management and business payments. The company combines online travel booking and itinerary management with expense reporting, corporate card services and payment processing to help organizations consolidate travel and T&E (travel and expense) workflows into a single system. Navan emphasizes a mobile-first user experience, automated reconciliation and policy controls to simplify administrative processes for finance and travel teams while improving the experience for travelers.

Navan’s offerings typically include online and mobile travel booking, real-time traveler support and duty-of-care features, automated expense capture and reporting, corporate card and virtual card issuance, and tools for payments and invoice management.