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VIVIA

Via Transportation, Inc.

$VIA·$2.3B·Software - Application·Technology
$31.93-4.9%YTD+3.4%1Y-35.0%
Price updated 1d ago·X counts updated 6d ago
VIVIA
$VIAVia Transportation, Inc.
$31.93-4.91%24 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VIA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

24X posts · last 7 days
Sep 29Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VIA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Via Transportation has 27% revenue growth and a securities class action — a mixed-signal setup into Nov 13.

Via Transportation is a public-and-private transit-platform-technology company whose 2026 story is a tug-of-war between operational growth and specific securities class-action risk.

  • The P&L is growing but with margin issues: Q2 revenue grew 27% YoY to $136M at a -16% operating margin and EPS of -$0.24, with trailing EPS prints beating by 49.6% and 16.7% on small estimates — the business is growing, but losses are widening on a per-share basis.
  • The specific overhang is the Bronstein, Gewirtz & Grossman class action for alleged investor harm, which combined with the Agilysys head-to-head framing suggests the Street is treating VIA as the uncertain play in that pair.

At 39% of its 52-week range and 42% above the 200-day going into Nov 13 earnings, the setup is coiled on both operational-growth validation and legal-overhang resolution. A clean operating-margin print plus any specific class-action-settlement commentary is the trigger for a reversal; another revenue-growth-plus-margin-decline print is the invalidation.

What to watch: Nov 13 Q3 earnings — revenue growth, operating margin direction, class-action-settlement commentary, and FY27 guide. Margin improvement plus settlement clarity is the trigger; another margin decline is the invalidation.

On the calendar: 2026-11-13 — Q3 earnings

event ahead 30dlitigation overhang

Read the AI verdict on $VIA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $VIA

Partial — SaaS platform powering demand-responsive and fixed-route public transit operations for agencies across the US, Europe, and Israel.; AI feature integration is the primary renewal variable in enterprise SaaS; execution on AI roadmap determines re-rating potential.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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 earningsMon, Nov 9·consensus EPS $-0.03

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$667.7M – $681.2M$0.43$0.35 – $0.548
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.0.8×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.45%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.+13.5%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.+55.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 9.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 11Peres Nechemia JacobDirector10.1K sh$249KBuyAug 10Arnon DinurDirector44.8K sh$999K
+ 1 other (1 award) in window

See when $VIA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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
+ 5 other (2 earnings 8-Ks · 2 10-Qs · 1 S-8) in window

Recent news

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

Head to Head Survey: Via Transportation (NYSE:VIA) and Nutanix (NASDAQ:NTNX)defenseworld.net·7d agoVia to Announce Third Quarter 2026 Financial Results on November 9, 2026businesswire.com·12d agoVia Transportation (NYSE:VIA) versus Exzeo Group (NYSE:XZO) Critical Surveydefenseworld.net·13d agoTop 3 Tech Stocks You May Want To Dump This Monthbenzinga.com·24d agoAgilysys (NASDAQ:AGYS) and Via Transportation (NYSE:VIA) Head to Head Reviewdefenseworld.net·24d ago

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Voices on X · last 7 days

No standout posts about $VIA on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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