Added to YB: 2025-11-24
Pitch date: 2025-09-23
NAVI [bullish]
Navient Corporation
-33.23%
current return
Author Info
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Company Info
Navient Corporation provides technology-enabled education finance for education in the United States.
Market Cap
$775.4M
Pitch Price
$12.51
Price Target
20.00 (+140%)
Dividend
7.76%
EV/EBITDA
N/A
P/E
-12.98
EV/Sales
N/A
Sector
Consumer Finance
Category
value
Show full summary:
Navient Corporation - $NAVI
NAVI: $20 target (+55% upside). BBB ends federal grad lending 2026, creating $10B+ private opportunity; NAVI could gain 10% share, boosting EPS 50%+. Mix-shift to 750+ FICO refi/grad borrowers from seasoned legacy loans. $400M expense cuts underway. $5.6B portfolio cash flows cover $5B debt. Risk: macro credit deterioration.
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