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VIVIA

Via Transportation, Inc.

$VIA·$2.2B·Software - Application·Technology
$27.47-0.1%1Y-44.5%
Mentions · last 7 days
2026-08-26: 0 posts2026-08-27: 1 posts2026-08-28: 0 posts2026-08-29: 0 posts2026-08-30: 0 posts2026-08-31: 4 posts2026-09-01: 4 posts9
Price updated 1h ago·X counts updated 4h ago
VIVIA
$VIAVia Transportation, Inc.
$27.47-0.11%9 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

SaaS platform powering demand-responsive and fixed-route public transit operations for agencies across the US, Europe, and Israel.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $VIA.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $VIA

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Via Transportation, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-1.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-23.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-13.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-17.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-16.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.01$-0.02+49.6%
Q1 2026May 12, 2026$-0.05$-0.06+16.7%
Q4 2025Feb 27, 2026$-0.06$-0.07+14.3%
Q3 2025Nov 13, 2025$-0.39$-0.40+2.8%
Next earningsFri, Nov 13·consensus EPS $-0.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$135.7M+26.7%41.0%-16.0%$-0.24$-13.0M
Q1 FY26$127.4M+23.9%38.6%-18.2%$-0.25$-23.5M
Q4 FY25$118.9M+29.7%39.5%-20.5%$-0.24$-1.8M
Q3 FY25$109.7M+31.6%39.3%-17.2%$-0.46$-10.0M

Forward consensus

3-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$551.7M$551.6M – $551.9M-$0.03-$0.04 – -$0.028
FY27$674.0M$663.1M – $696.3M$0.43$0.34 – $0.518
FY28$814.0M$800.3M – $834.3M$0.80-$0.28 – $2.496

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.34%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+28.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+28.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.005-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 63
AI summary

Matt Levine, the new Chief Legal Officer of Via Transportation, Inc., filed a Form 3 reporting no beneficial ownership of Via securities as of approximately August 6, 2026. This is a routine initial officer ownership report.

8-KOfficer or director changeJul 108-K — Item 5.02: Officer or director change
AI summary

Via Transportation, Inc. announced the appointment of Matt Levine as Chief Legal Officer effective July 27, 2026; Levine previously served as General Counsel at Clear Secure (NYSE: YOU) and most recently as CLO at Success Academy Charter Schools. Outgoing CLO Erin Abrams (with Via since 2014) will transition to a senior advisory role through January 1, 2027. This is a routine CLO succession with an orderly handover.

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
+ 9 other (2 earnings 8-Ks · 2 10-Qs · 2 proxys · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bronstein, Gewirtz & Grossman LLC Urges Via Transportation, Inc. Investors to Act: Class Action Filed Alleging Investor Harmfeeds.newsfilecorp.com·23d agoVIA Investors Have Opportunity to Lead Via Transportation, Inc. Securities Fraud Lawsuit with SBS Lawbusinesswire.com·24d agoCLASS ACTION DEADLINE TONIGHT: Faruqi & Faruqi, LLP Reminds Via Transportation (VIA) Investors of Securities Class Action Lawsuit Deadline on August 10, 2026businesswire.com·24d agoVia Transportation, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - VIAprnewswire.com·24d agoVIA Investors Have Opportunity to Lead Via Transportation, Inc. Securities Fraud Lawsuit with SBS Lawprnewswire.com·24d ago

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