Via Transportation, Inc. (VIA) Stock Price & Analysis
Via Transportation, Inc. (VIA) closed at USD 36.01 on Thursday, October 29, 2026, down 1.04% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 36.39; the Oct 29, 2026 session ranged USD 34.42–36.21 on volume of 454,307 shares. Market capitalization is $3.07B, with a 52-week range of USD 12.95–55.2 (NYQ). Source: Nexqual, retrieved October 29, 2026 at 23:41 UTC.
Also available as compact Markdown for AI agents: nexqual.com/VIA.md
Key facts (VIA)
- Last four reported quarters (through Jun 30, 2026): revenue $492M, net income -$98.5M (-20.0% margin), free cash flow -$42.2M (SEC filings).
- Insider open-market purchases, last ~7 months: 5 Form 4 filings, $1.7M; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 1.60 on a 1–5 scale) (10 analysts), mean target USD 37.67 (range 26–55).
- Total return with dividends: 1Y -32.4% vs S&P 500 +14.4%; 5Y -27.3% vs S&P 500 +79.1%.
- Next earnings: 2026-11-09, EPS estimate USD -0.03, revenue estimate $138M. All companies reporting that day: https://nexqual.com/earnings/2026-11-09
- Dividend: VIA paid no cash dividend in the last five years.
- Short interest: 17.69% of float (as of 2026-10-15), 7.4 days to cover.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (VIA)
| USD | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|
| Revenue | $249M | $338M | $434M | $492M |
| Gross profit | $99.4M | $131M | $172M | — |
| Operating income | -$114M | -$83.9M | -$76.6M | -$88.6M |
| Net income | -$117M | -$90.3M | -$96.4M | -$98.5M |
| EPS (diluted) | -$9.60 | -$7.21 | -$2.92 | — |
| Free cash flow | -$95.1M | -$71.0M | -$32.5M | -$42.2M |
| Gross margin | 39.9% | 38.8% | 39.6% | — |
| Operating margin | -46.0% | -24.8% | -17.6% | -18.0% |
| Net margin | -46.9% | -26.7% | -22.2% | -20.0% |
| Revenue growth | — | +35.7% | +28.6% | — |
| Cash + short-term investments | $73.6M | $77.9M | $371M | — |
| Total debt | — | $32.0M | $0K | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (VIA)
P/S 6.2x · P/B 5.0x · FCF yield -1.38% · Earnings yield -3.21%
Insider purchases (SEC Form 4, open-market, last ~7 months) (VIA)
5 purchases, $1.7M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-08-11 | Peres Nechemia Jacob | Director | 10,080 | $249K | 24.74 | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-10 | Dinur Arnon | Director | 44,780 | $999K | 22.31 | Too little history (no open-market trades in 2023–2025) |
| 2026-06-12…2026-06-16 | Fain Clara | Chief Financial Officer | 1,380 | $20K | 14.48 | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-12…2026-06-16 | Ramot Daniel | Chief Executive Officer | 6,904 | $100K | 14.46 | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-09 | Peres Nechemia Jacob | Director | 25,000 | $368K | 14.7 | Too little history (no open-market trades in 2023 or 2024) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (VIA)
Consensus Buy (mean 1.60 on a 1–5 scale), 10 analysts; mean target USD 37.67 (low 26, high 55).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-21 | Morgan Stanley | Target raised | Overweight | $24 → $33 |
| 2026-08-07 | Oppenheimer | Target raised | Outperform | $25 → $30 |
| 2026-08-07 | Wells Fargo | Target raised | Overweight | $30 → $32 |
Total return (dividends reinvested) (VIA)
| 1Y (from 2025-10-30) | 5Y (from 2025-09-08) | |
|---|---|---|
| Total return | -32.4% | -27.3% |
| S&P 500 (SPY) | +14.4% | +79.1% |
| Per year | -32.5% | -24.4% |
| Volatility (annualized) | 70.5% | 67.3% |
| Max drawdown | -75.3% (Nov 2025→May 2026) | -74.5% (Oct 2025→Mar 2026) |
Dividends (VIA)
VIA paid no cash dividend in the last five years.
Short interest (VIA)
6,673,835 shares sold short, 17.69% of the float, as of Oct 15, 2026 (exchange short-interest report, published about twice a month). Prior report (Sep 15, 2026): 6,252,519 shares (+6.7%). Days to cover: 7.4 (short shares ÷ average daily volume).
VIA earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 6, 2026 | Quarter ended Jun 30, 2026 | −$0.01 | −$0.02 | Beat +$0.01 | +4.0% |
| May 12, 2026 | Quarter ended Mar 31, 2026 | −$0.05 | −$0.06 | Beat +16.7% | -21.4% |
| Feb 27, 2026 | Quarter ended Dec 31, 2025 | — | — | — | -2.3% |
| Nov 13, 2025 | Quarter ended Sep 30, 2025 | −$0.39 | −$0.46 | Beat +15.2% | -13.1% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
VIA recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Aug 6, 2026 | 8-K | Quarterly results |
| Aug 6, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Jul 10, 2026 | 8-K | Director or executive officer change, or pay arrangement “Via Transportation, Inc. ("Via") is appointing Matt Levine as Chief Legal Officer, effective July 27, 2026. Matt previously served as General Counsel and Chief Privacy Officer at Clear Secure, Inc. (NYSE:YOU) from 2012 to 2024 and has most recently served as Chief Legal Officer at Success Academy Charter Schools. Also effective July 27, 2026, Erin Abrams will step down as Chief Legal Officer and transition into a senior advisory role. Ms. Abrams will serve in this advisory capacity until January 1, 2027, ensuring…” |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
VIA revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $103.3M | 76.2% | +34.6% |
| Germany | $18.3M | 13.5% | -11.8% |
| All other countries | $14.1M | 10.4% | +46.1% |
| Total revenue | $135.7M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
VIA suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Citymapper | “Since our acquisition, we have integrated Citymapper's powerful back-end data infrastructure into Via's platform and developed data and insight solutions for our customers, as well as the option to co-brand in the Citymapper app and generate in-app advertising revenue.” |
| Customer | Apple (AAPL) | “For example, substantially all of our customers deploy our software using mobile applications distributed through the Apple App Store and Google Play.” |
| Customer | Alphabet (Google) (GOOGL) | “For example, substantially all of our customers deploy our software using mobile applications distributed through the Apple App Store and Google Play.” |
| Partner | Wells Fargo Securities | “Although we currently anticipate that our existing cash and cash equivalents, together with our cash flow from operations and amounts available under our amended and restated credit agreement with Wells Fargo Bank, National Association, Wells Fargo Securities, LLC, HSBC Ventures USA Inc. and the other lenders party thereto, as amended (our "Credit Agreement"), will be sufficient to meet our working capital and cap…” |
| Partner | HSBC Ventures USA | “Although we currently anticipate that our existing cash and cash equivalents, together with our cash flow from operations and amounts available under our amended and restated credit agreement with Wells Fargo Bank, National Association, Wells Fargo Securities, LLC, HSBC Ventures USA Inc. and the other lenders party thereto, as amended (our "Credit Agreement"), will be sufficient to meet our working capital and cap…” |
Quoted from the company's 10-K filed Mar 6, 2026.
VIA analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.03 | $-0.00 | −$0.03 | $137.9M | 9 |
| Next quarter (ends Dec 2026) | $0.05 | $0.03 | +38.7% | $150.7M | 9 |
| Current fiscal year (ends Dec 2026) | $-0.04 | $-0.03 | $0.00 | $551.7M | 10 |
| Next fiscal year (ends Dec 2027) | $0.39 | $0.56 | -31.4% | $674.6M | 10 |
VIA options: expected move
Options price a move of about ±15.5% (±$5.63) by Nov 20, 2026, which includes earnings on Nov 9, 2026. Over the last 4 reports the stock moved ±10.2% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 22 | 77.6% | ±15.5% |
| Dec 18, 2026 | 50 | 64.3% | ±19.0% |
| Jan 15, 2027 | 78 | 64.1% | ±23.2% |
| Apr 16, 2027 | 169 | 64.4% | ±33.9% |
30-day implied volatility 67.4% vs 44.5% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 23:41 UTC)
| Price | USD 36.01 |
|---|---|
| Change | ▼ 1.04% (down) |
| Previous Close | USD 36.39 |
| Open | USD 35.42 |
| Day Range | USD 34.42 – 36.21 |
| 52-Week Range | USD 12.95 – 55.2 |
| Volume | 454,307 shares |
| Market Cap | $3.07B |
| Exchange | NYQ |
Technical Analysis (VIA)
Nexqual's technical model rates VIA "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 29, 2026 at 23:41 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 67.61 (neutral) |
| vs SMA50 | Above (USD 29.99) |
| MACD | 1.98 (positive) |
Analyst Ratings (VIA)
Wall Street analysts rate VIA "Buy" based on 10 analysts, with a mean price target of USD 37.67 (range USD 26–55), per Nexqual as of October 29, 2026 at 23:41 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 10 |
| Mean Target | USD 37.67 |
| High Target | USD 55 |
| Low Target | USD 26 |
| Buy / Hold / Sell | 10 / 0 / 0 |
Earnings (VIA)
| Next Earnings Date | 2026-11-09 |
|---|---|
| EPS Estimate | USD -0.03 |
| Revenue Estimate | $137.94M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.01 vs est -0.02 ▲ beat |
| 2026-03-31 | USD -0.05 vs est -0.06 ▲ beat |
| 2025-09-30 | USD -0.39 vs est -0.46 ▲ beat |
Source: Nexqual, October 29, 2026 at 23:41 UTC.
Financials & Fundamentals (VIA)
| Total Revenue | $491.70M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +26.70% |
| Gross Margin | +39.80% |
| Operating Margin | -16.03% |
| Profit Margin | -20.04% |
| ROE | -23.61% |
| Debt / Equity | 0.03 |
| Current Ratio | 5.05 |
| Total Cash | $335.92M |
| Total Debt | $18.02M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | -$42.19M (-8.6% of revenue) |
Source: Nexqual, October 29, 2026 at 23:41 UTC.
Financial Health Score (VIA)
Nexqual rates Via Transportation, Inc.'s overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 23:41 UTC.
| Growth | Strong — Revenue +27% YoY (latest Q) |
|---|---|
| Profitability | Weak — Gross margin 40%, operating -18% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Strong — $371M cash and investments, no debt (Dec 2025, SEC) |
| Cash Flow | Weak — FCF negative: -$42M (last 4 quarters to Jun 2026, SEC), burning cash |
| Efficiency | Critical — ROE -16%, ROA -13.7% (last 4 quarters, SEC) |
Ownership (VIA)
| Insider Ownership | +29.70% |
|---|---|
| Institutional Ownership | +45.92% |
| Shares Outstanding | 77.45M |
| Float | 57.90M |
| Short % of Float | +17.69% |
Source: Nexqual, October 29, 2026 at 23:41 UTC.
Leadership (VIA)
Via Transportation, Inc. is led by Daniel Ramot, Co-Founder, Chairman, President & CEO, per Nexqual as of October 29, 2026 at 23:41 UTC.
| Co-Founder, Chairman, President & CEO | Daniel Ramot |
|---|---|
| Chief Financial Officer | Clara L. Fain |
Major Backers & Investors (VIA)
Notable institutional backers of Via Transportation, Inc. include Exor N.V., ION Crossover Partners Ltd., Gilder Gagnon Howe & Co LLC, according to Nexqual as of October 29, 2026 at 23:41 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Exor N.V. | 18.18% |
| ION Crossover Partners Ltd. | 3.66% |
| Gilder Gagnon Howe & Co LLC | 3.31% |
| Wellington Management | 3.2% |
| FMR, LLC | 2.57% |
| Capital Group | 2.35% |
| Koch, Inc. | 2.19% |
| Fidelity | 1.95% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 4.12% |
| BlackRock | 4.05% |
Source: Nexqual, October 29, 2026 at 23:41 UTC.
From Via Transportation, Inc.'s Latest SEC 10-K Filing (filed 2026-03-06)
Key Strengths & Strategy (as disclosed to the SEC)
- Via is the only provider in the market globally that offers an end-to-end platform with fully integrated vertical software solutions, a complementary suite of technology-enabled services, and real-time data to drive actionable insights for cities.
- Our direct salesforce builds local relationships with customers and manages the sale process end-to-end.
- Our vertically integrated platform is designed to comprehensively address key workflows for the end-to-end management of transit networks.
- As a critical part of our go-to-market strategy, we have embedded into our platform a suite of vertically integrated services that complements our powerful software.
Partnerships
- Because of this, acquisition or strategic partnership opportunities may arise.
- We will continue to actively evaluate acquisition and strategic partnership opportunities.
Legal & Regulatory Risks (Item 1A, quoted)
- Our compliance systems and controls cannot guarantee that we comply fully with all applicable laws and regulations, and actions by regulatory authorities or changes in applicable laws and regulations in the jurisdictions in which we operate could have a material adverse effect on our business, results of operations, and financial condition.
- We are subject to laws and regulations related to compliance with trade and economic sanctions that could impair our ability to compete in international markets in which our products and services may not be sold or subject us to liability if we violate these laws and regulations.
- Our business may be affected by sanctions and export controls targeting Russia.
- We could be subject to claims from passengers, drivers or third parties that are harmed while our software is in use, which could adversely affect our business, reputation, brand, financial condition, and results of operations.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CVLT | Commvault Systems, Inc. | USD 171.61 | ▲ 3.09% |
| APPF | AppFolio, Inc. | USD 207.05 | ▲ 1% |
| TTAN | ServiceTitan, Inc. | USD 80.73 | ▼ 0.16% |
| DSGX | The Descartes Systems Group Inc | USD 92.03 | ▼ 0.36% |
| YMM | Full Truck Alliance Co. Ltd. | USD 8.09 | ▲ 0.12% |
| IDCC | InterDigital, Inc. | USD 334.27 | ▲ 4.28% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 23:41 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt