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Navan’s Yahoo Win And Qantas Link Highlight Growth And Valuation Gap

Simply Wall St·02/09/2026 19:16:56
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  • Navan (NasdaqGS:NAVN) has been selected by Yahoo as its unified travel and expense platform, highlighting a new enterprise customer win.
  • The company has also strengthened its NDC integration with Qantas, expanding access to airline content and exclusive traveler benefits.
  • These updates underline Navan’s focus on AI driven automation, cost control and next generation airline distribution technology in corporate travel.

For you as an investor, this places Navan in a clearer spot within the business travel and expense segment, where software platforms aim to link booking, policy control and payments in one place. Large corporates like Yahoo tend to look for scale, reliability and measurable cost oversight, which aligns with how Navan presents its AI powered tools. At the same time, tighter airline integrations such as NDC with Qantas indicate a push for richer content and more direct relationships with carriers.

Looking ahead, the combination of high profile enterprise clients and deeper airline distribution rails may influence how Navan competes against other global travel management and expense platforms. You might want to monitor how widely these capabilities roll out across Navan’s customer base and whether similar partnerships develop with other airlines and large corporates.

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NasdaqGS:NAVN Earnings & Revenue Growth as at Feb 2026
NasdaqGS:NAVN Earnings & Revenue Growth as at Feb 2026

How Navan stacks up against its biggest competitors

Quick Assessment

  • ✅ Price vs Analyst Target: At US$10.85, Navan trades about 55% below the US$24.17 analyst target range midpoint.
  • ✅ Simply Wall St Valuation: Shares are described as trading roughly 26.8% below estimated fair value.
  • ❌ Recent Momentum: The 30 day return of about 37.2% decline flags weak short term sentiment.

Check out Simply Wall St's in depth valuation analysis for Navan.

Key Considerations

  • 📊 The Yahoo partnership and stronger Qantas NDC link reinforce Navan’s positioning in corporate travel, where integrated T&E and airline content can be a differentiator.
  • 📊 It may be useful to monitor how much of the US$656.3m revenue and any future forecasts are tied to large enterprise wins and airline distribution deals like this.
  • ⚠️ The company is currently loss making, so execution risk around scaling new partnerships without widening the US$371.9m net loss remains important.

Dig Deeper

For the full picture, including more risks and rewards, check out the complete Navan analysis.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.