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VRVRRM

Verra Mobility Corporation

$VRRM·$427M·Information Technology Services·Technology
$3.01+3.1%YTD-84.9%1Y-87.5%
Price updated 7h ago·X counts updated 2d ago
VRVRRM
$VRRMVerra Mobility Corporation
$3.01+3.08%10 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VRRM 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.

10X posts · last 7 days
Sep 28Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-05

Verra Mobility chatter is technically bullish with a gap-up mentioned as +26.5% in a broader gainers list, and traders describing the daily as bullish with Sniper MA green and higher lows building. The main analytical take says the stock is a win at current valuation even if new rental-car contract margins have to fall 60%. Chatter is thin but consistently constructive; the sole caution is 'level has to prove itself' before adding more. No bearish voice.

Read what X is saying about $VRRM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

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

Broken storyWinding up for a moveAI verdict · as of 2026-10-02

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

Verra Mobility is down 85% YTD at the absolute floor — gap +26.5% says sellers may be exhausted.

Verra Mobility provides toll-and-violations management plus commercial-fleet traffic-safety technology. The business is profitable but the stock has lost nearly 90% in 12 months.

  • The business is still profitable: Q1 revenue flat YoY at a 23.8% operating margin and ROIC of 11% — top-decile services metrics, with PE 5.0x reflecting cycle-and-contract-renewal fear.
  • The technical signal is specific: gap +26.5% mentioned in a gainers list, daily chart described as bullish with Sniper MA green and higher lows building — tangible chart reversal signals after absolute capitulation.
  • 52-week range position is 0.6% at $2.99 — near-absolute floor, with the main bull thesis being 'win at current valuation even if new rental-car contract margins have to fall 60%.'

Oct 28 Q3 is the gate — any confirmed rental-car contract renewal plus continued commercial-fleet growth extends the stock off the floor. Another contract-renewal setback and the stock stays range-bound.

Agrees with X sentimentThe thread has substantive drivers — the gap +26.5%, Sniper MA green, higher lows building, bullish daily chart, 60%-margin-cut-still-a-win framing — all grounded with the honest 'level' caution.

What to watch: Oct 28 Q3 — rental-car contract renewal commentary, commercial-fleet revenue, operating-margin trajectory, and FY27 guide. A contract-renewal setback is the clear invalidator.

On the calendar: 2026-10-28 — Q3 earnings

Read the AI verdict on $VRRM

  • 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.

Smart mobility tech company automating tolling, traffic enforcement, and parking for governments and rental car fleets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $VRRM.

Information Technology Services · Technology

No material change from last week — AI infrastructure build-out continues to split the sector: GPU-compute/data-center operators (IREN, KEEL, APLD, SHAZ) accelerate on AI workload demand and power-deal momentum, while legacy IT outsourc.

What this means for $VRRM

Neutral — Smart mobility tech company automating tolling, traffic enforcement, and parking for governments and rental car fleets.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
5.0How 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
11.0%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
23.8%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
15.9%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
0.7Same 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
39.7%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
97.5%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
0.3Total 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 5, 2026$0.38$0.33+15.0%
Q1 2026May 6, 2026$0.25$0.250.0%
Q4 2025Feb 24, 2026$0.30$0.32-6.3%
Q3 2025Oct 29, 2025$0.37$0.34+8.8%
Next earningsWed, Oct 28·consensus EPS $0.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$223.6M+0.1%96.7%23.2%$0.18$9.1M
Q4 FY25$257.9M+16.4%102%16.7%$0.12$5.7M
Q3 FY25$261.9M+16.1%96.5%28.6%$0.29$48.8M
Q2 FY25$236.0M+6.1%94.2%26.8%$0.24$40.3M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$963.4M$955.4M – $971.3M$1.14$1.13 – $1.177
FY27$932.4M$912.4M – $958.5M$0.95$0.82 – $1.137
FY28$969.0M$931.3M – $1.0B$1.10$0.94 – $1.285
FY29$963.5M$941.7M – $990.1M$0.97$0.94 – $1.002
FY30$997.1M$974.5M – $1.0B$1.05$1.02 – $1.082

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.0.4×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.1%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.-26.4%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.-73.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 150.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% 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.β0.425-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

No open-market buys or sells in the last 180 days.

+ 27 other (11 exempts · 11 awards · 5 inkinds) in window

See when $VRRM 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
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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

8-K/AOfficer or director change (amended)Oct 58-K/A — Item 5.02: Officer or director change
8-KOfficer or director changeOct 28-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Verra Mobility (VRRM) filed an 8-K reporting its Q2 2026 financial results via a press release furnished as Exhibit 99.1, and also disclosed under Item 7.01 that supplemental investor materials were posted to its investor relations website on the same date. The company uses its IR website for Regulation FD compliance. No financial figures appear in the 8-K body; the information is furnished rather than filed.

8-KPress release / Reg FDJul 298-K — Item 7.01: Press release / Reg FD
AI summary

Verra Mobility Corporation (VRRM) disclosed via Regulation FD press release that it has agreed with an unnamed transportation group on key commercial terms for a new 7-year tolling and violations services contract, with parties working to finalize remaining operational terms. The press release is furnished as Exhibit 99.1. No contract value is specified in the excerpt. Securing a 7-year tolling contract is materially positive for Verra Mobility's revenue visibility, though the deal is not yet fully executed and financial terms are undisclosed.

8-K/AShareholder vote (amended)Jul 238-K/A — Item 5.07: Shareholder vote
AI summary

Verra Mobility Corporation filed an amendment (8-K/A) to its May 20, 2026 8-K to disclose the Board's say-on-pay frequency decision following the May 19, 2026 Annual Meeting. Stockholders voted to hold say-on-pay advisory votes annually (consistent with the Board's recommendation), and the Board has confirmed annual frequency going forward until the next required say-on-frequency vote. This amendment satisfies the Item 5.07(d) disclosure obligation and carries no operational or financial significance.

8-KOfficer or director changeJun 178-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Verra Mobility Corporation (Nasdaq: VRRM) filed an 8-K on June 13, 2026 covering an officer or director change (Item 5.02) alongside a Reg FD presentation (Item 7.01). The executive transition details and presentation topic are in the exhibits not included in the excerpt. Pairing an Item 5.02 with a Reg FD filing often signals the company made an investor presentation around the leadership announcement — modestly market-moving depending on the seniority of the transition.

8-KOfficer or director changeJun 158-K — Item 5.02: Officer or director change
AI summary

Verra Mobility Corporation (VRRM) filed an 8-K Item 5.02 on June 15, 2026 reporting a departure, election, or appointment of a director or officer. Body unavailable — excerpt cuts off before the specific personnel change details are disclosed.

8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Verra Mobility appointed Jonathan Keyser (44, EVP/Chief Transformation Officer and CLO since December 2022) as Interim President and CEO effective May 31, 2026 following a prior CEO departure. Interim appointment pending permanent search; Keyser has prior operational background at Honeywell PMT.

+ 12 other (6 13Gs · 3 8-Ks · 2 10-Qs · 1 routine 8-K) in window

Recent news

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

Verra Mobility Appoints Jon Newhard as Chief Executive Officerprnewswire.com·12d agoVerra Mobility Teams with U.S. Bank to Deliver Toll Management Solutionprnewswire.com·15d agoThese beaten-down stocks could bounce back in January, if history is any guidemarketwatch.com·22d agoVerra Mobility launches AI-driven Title & Registration solution, cutting fleet vehicle activation time up to 80%prnewswire.com·42d agoVerra Mobility and Hertz Expand Technology Partnership Under Renewed Contractprnewswire.com·48d ago

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Voices on X · last 7 days

No standout posts about $VRRM 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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