Key Highlights

  • Four mid-cap software names rebounded 35.10% to 43.30% over one month in published market data as of October 28, 2026: ServiceTitan at 43.30%, Navan at 41.72%, Box at 38.35% and Asana at 35.10%.
  • ServiceTitan (NASDAQ:TTAN) fell about 30.2% on September 9, 2026 on third quarter guidance of USD 285 million to USD 287 million, and Navan fell about 17% after hours that day despite a raised outlook, so both gains are rebounds.
  • Asana (NYSE:ASAN) fell 12.7% after its September 3 results and has since rebounded with software shares, while Box rose 21.3% in a 12-session streak to October 22, and no company release was found for either.
  • The average analyst target near USD 37.80 for Box (NYSE:BOX) sits about 11% below its price, while the average target near USD 30.50 for Navan sits above its USD 27.14 price, which separates stretched from supported valuations.

ServiceTitan (NASDAQ:TTAN): Up 43.30% After a Guidance Selloff

ServiceTitan (NASDAQ:TTAN) rose 43.30% in a month to USD 81.88, a rebound from a 30.2% drop on September 9, 2026, while still down 22.82% year to date. ServiceTitan reported fiscal second quarter results after the close on September 8, 2026. Revenue of USD 292.8 million rose about 21% and adjusted earnings were USD 0.40 per share against USD 0.35 expected, with adjusted free cash flow above USD 50 million. The company raised full-year sales guidance to USD 1.139 billion to USD 1.144 billion and its operating income target to USD 152 million to USD 154 million. After the drop, analysts largely stayed positive. Truist kept a Buy with a target of USD 100, cut from USD 110, and Piper Sandler kept Overweight with USD 110, cut from USD 115, both on September 9. Published coverage counts 14 Buy ratings, two Hold and one Sell, with an average target near USD 96.38. The rebound recovers only part of the loss, and ServiceTitan (NASDAQ:TTAN) is flat over three months at down 0.26%. Slower transaction volume growth, thin guidance for the third quarter, executive selling and law-firm notices are the main risks.

Navan (NASDAQ:NAVN): Up 41.72% After a Post-Earnings Drop

Navan (NASDAQ:NAVN) rose 41.72% in a month to USD 27.14, a rebound from a 17% post-earnings drop on September 9, 2026 despite a revenue beat and raised guidance. Navan reported fiscal second quarter 2027 results on September 9, 2026. Revenue rose 35% to USD 232.8 million against a USD 220.5 million estimate, gross booking volume rose 45% to USD 3.0 billion and payment volume rose 34% to USD 1.3 billion. Operating expenses rose 46% to USD 200.2 million and the GAAP operating loss widened to USD 25.6 million. The shares have recovered since, and the implied price a month ago was about USD 19.15, simple arithmetic. No company release was found for the rebound, and a 4.8% rise on October 7 came on light volume. Navan (NASDAQ:NAVN) is up 60.40% year to date. Insiders sold about 489,042 shares worth about USD 13.9 million over 90 days, including sales on September 21 made to cover tax withholding. Losses remain large, with a net margin near negative 42%, and a securities class action notice from a law firm is pending, which is an allegation and not a finding.

Asana (NYSE:ASAN): Up 35.10% in a Software Rebound

Asana (NYSE:ASAN) rose 35.10% in a month to USD 11.84 with no company news found, rebounding with software shares after a 12.7% post-results selloff on September 3, 2026. The implied price a month ago was about USD 8.76, simple arithmetic, so the shares were close to their low after results on September 3, 2026. Revenue rose 10% to USD 216.4 million, adjusted free cash flow was USD 42.3 million and the company bought back USD 51.5 million of stock, yet the stock fell 12.7%. Full-year revenue guidance is USD 858.5 million to USD 863.5 million. On October 5 Asana (NYSE:ASAN) rose about 4.1% as softer labor data reduced expectations of an interest rate increase, a macro driver shared by Atlassian, Shopify and Appian. A further 3.07% gain on October 21 to about USD 11.07 came with no Asana-specific news, according to published market data. The company launched agentic work management on June 4, 2026 and says larger customers are growing, with accounts above USD 100,000 up 16% to 890. Net retention of 97% means existing customers are spending slightly less in total, and revenue growth near 10% is slow for software. Concentrating the chair and chief executive roles with one person reduces separation between management and oversight, although a lead independent director remains.

Box (NYSE:BOX): Up 38.35% on a 12-Session Streak

Box (NYSE:BOX) rose 38.35% in a month to USD 42.57 on a 12-session winning streak with no company release found, trading above analyst targets and a sector valuation median. Published market data show Box closed at USD 42.78 on October 22, 2026 after a 12-session winning streak that lifted the stock 21.3% and added about USD 1.0 billion of market value, bringing it to about USD 5.9 billion. The S&P 500 fell 2.0% over the same 12 sessions. The August 25 report showed revenue of USD 321.15 million against a USD 319.33 million consensus, and the company guided to earnings of USD 0.39 for the third quarter and USD 1.54 for the fiscal year. After the report Citigroup raised its target from USD 37 to USD 40 with a Buy, and DA Davidson raised its target from USD 45 to USD 50 with a Buy, both on August 26. Box (NYSE:BOX) has gained 33.28% over three months and 42.33% year to date. Trailing revenue growth of 9.6% compares with a sector median near 17.9%, and operating margin of 9.4% compares with a median near 21.6%, yet the shares trade near 45 times trailing earnings against a median near 33.7.

Where Things Stand

The answer is that these four are rebounds, not discoveries: three recovered from earnings-related selloffs and one is a streak with no news. ServiceTitan (NASDAQ:TTAN) is still down 22.82% year to date. Navan (NASDAQ:NAVN) faces insider selling and class action notices. Asana (NYSE:ASAN) has slow growth and net retention of 97%. Box (NYSE:BOX) trades above its target and grows slower than peers. The next quarterly reports will show whether the rebounds hold.