智通财经APP获悉，在经历上月9.231亿美元IPO后的急速下跌后，企业差旅与费用管理平台Navan Inc. (NAVN.US)周一获得了华尔街迫切需要的支持，分析师们认为该公司当前估值偏低。 十二家机构首次覆盖该股，均给予"买入"评级，平均12个月目标价为每股25.33美元，这意味着较上周 五收盘价有69%的上涨空间。花旗集团分析师Steven Enders带领的团队称Navan是企业差旅领域的"创新 者与颠覆者"，并指出其云原生架构和以人工智能为核心的方法，使其相较于依赖重度服务的现有竞争 对手拥有明显优势。 但市场并未完全信服，该股周一仅反弹4.3%至15.61美元(截至下午3:29)，仍比其首次公开发行价格低逾 三分之一。尽管如此，数据显示，分析师们的这一信任票为Navan提供了一个救赎的机会。在本季度 IPO回报整体平淡的背景下，Navan是募资额超过5000万美元的美国新股中表现最差的。 对于Mizuho Securities的Siti Panigrahi而言，Navan处于有利地位，有望颠覆这个由Amex GBT、BCD Travel和SAP Concur等公司主导的碎片化、过时的企业差旅生态 ...

Group 1 - Navan plans to raise up to $960 million through an IPO in the U.S., with a proposed share price range of $24 to $26 [1] - The IPO will consist of 30 million newly issued shares and 6.9 million shares sold by existing shareholders, including CEO Ariel Cohen and CTO Ilan Twig [1] - The company intends to list on NASDAQ under the ticker symbol "NAVN" [1] Group 2 - Navan, formerly known as TripActions, offers a business travel and expense management platform with proprietary systems like Navan Cloud and Navan Cognition [2] - As of January 31, 2025, Navan has over 10,000 active customers [2] - For the six months ending July 31, the company reported revenue of $329.4 million and a net loss of $99.9 million, compared to $253.7 million in revenue and a net loss of $92.5 million in the same period the previous year [2]

Core Viewpoint - Navan, a company providing business travel and expense management software, has filed for an IPO with the potential to raise up to $800 million [1] Company Overview - Navan, formerly known as TripActions, offers a platform for business travel and expense management [1] - The company's proprietary systems include Navan Cloud for global travel inventory, Navan Cognition for AI-supported booking and expense processing, and a virtual agent named Ava for customer interactions [1] - As of January 31, 2025, Navan has over 10,000 active customers [1] Financial Performance - For the 12 months ending July 31, 2025, the company reported revenue of $613 million [1] IPO Details - Navan plans to list on NASDAQ under the ticker symbol NAVN [1] - The company submitted its IPO application confidentially on June 20, 2025 [1] - A group of underwriters including Goldman Sachs, Citigroup, Jefferies, Mizuho Securities, Morgan Stanley, and others are involved in the transaction [1] - Pricing terms for the IPO have not been disclosed [1]