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VRVRRM

Verra Mobility Corporation

$VRRM·$626M·Information Technology Services·Technology
$4.12-3.3%YTD-81.5%1Y-83.4%
Mentions · last 7 days
2026-07-10: 4 posts2026-07-11: 1 posts2026-07-12: 2 posts2026-07-13: 27 posts2026-07-14: 7 posts2026-07-15: 6 posts2026-07-16: 6 posts53-2%
Price updated 7h ago·X counts updated 1d ago
VRVRRM
$VRRMVerra Mobility Corporation
$4.12-3.29%53 posts-2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $VRRM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-07-16

Falling on heavy selling — points lower unless it turns around.

Verra Mobility down 83% in a year at 4% of 52w — CEO resigned, $1.4B decline, securities class actions.

Verra Mobility is a smart-mobility solutions provider — camera-based traffic-enforcement services, tolling technology, and connected-vehicle data. The stock is down 83% over the past year after a $1.4B market cap decline and CEO resignation.

  • Revenue growth was essentially flat YoY last quarter with a 24% operating margin — the fundamental business is stable but the sudden collapse reflects specific management/governance-driven concerns.
  • The May 31 CEO resignation triggering securities class actions plus the June 8 Board Transformation Committee formation captures the specific crisis dynamic; multiple Rosen and Faruqi & Faruqi law-firm notices signal real allegations.
  • Trades at 5x TTM earnings, 0.67x sales, and a striking 15.9% free cash flow yield — deep-value multiples that only make sense if the transformation plan delivers.
  • Interim CEO Jonathan Keyser (EVP/Chief Transformation Officer and CLO since 2022) provides continuity — real Board-appointed leadership through the crisis.
  • 52-week position 4th percentile with position vs 200-day MA -74% — the tape has been decimated; the setup depends on either specific transformation-plan-delivery signals or a strategic-transaction resolution.

August 5 Q2 earnings is where the transformation-and-crisis story either extends the drawdown or restarts: specific commentary on the Transformation Committee progress plus continued FCF-yield support is what turns breaking-down into coiling; another quarter of governance-related concerns or fresh strategic-plan uncertainty is where the tape breaks new lows below $4. Deeply distressed smart-mobility franchise with real transformation optionality — the setup is binary and depends on execution.

Agrees with X sentimentThe thin bullish X take on 'the way VRRM trades does not match the way the business performs' with $5.50+ upside framing is analytically fair on the fundamental case — the FCF yield is genuinely high. But the multiple securities class actions and CEO resignation are real fundamental concerns that need to be addressed.

What to watch: Aug 5 Q2 earnings — need specific commentary on the Transformation Committee progress and continued FCF-yield support. Another quarter of governance-related concerns or fresh strategic-plan uncertainty is where the tape breaks new lows below $4.

On the calendar: 2026-08-05 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment14 posts analyzed · as of 2026-06-05

Verra Mobility conversation is thin but uniformly constructive: posters argue the way VRRM trades does not match the way the business performs, with the stock at $4.10 framed as too pessimistic and $5.50+ a credible upside as execution continues. Bulls are calling the recent dip another chance to load and noting that the prior bashing has faded. Signal is light given low post count, but directionally clean bullish.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — SAIC, CACI, and LDOS benefit from multi-year DoD AI production contracts converting from pilots to deployed systems.

What this means for $VRRM

Neutral — Smart mobility tech company automating tolling, traffic enforcement, and parking for governments and rental car fleets; this business's revenue is largely decoupled from the DoD AI production contract conversions driving multi-year IT backlog.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.9%YTD
-16.6%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
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%
Q2 2025Aug 6, 2025$0.34$0.33+3.0%
Next earningsWed, Aug 5·consensus EPS $0.33

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$988.7M$974.6M – $1.0B$1.23$1.21 – $1.267
FY27$947.5M$909.6M – $1.1B$1.03$0.91 – $1.157
FY28$959.0M$959.0M – $959.1M$1.14$0.95 – $1.334
FY29$975.3M$955.9M – $1.0B$0.93$0.91 – $1.003
FY30$1.0B$989.0M – $1.1B$0.99$0.96 – $1.063

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.3%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.-40.8%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.-75.1%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 today2.4% 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.β0.435-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.

+ 40 other (18 awards · 12 exempts · 10 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-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.

8-KPress release / Reg FDMay 268-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Verra Mobility Corporation disclosed on May 26, 2026 that it received a termination notice from Avis Budget Group, Inc. regarding Avis Budget's contract with the company for tolling and other services. Simultaneously, Verra Mobility provided revised full-year 2026 guidance reflecting the impact of the contract loss. The Avis Budget contract is a significant revenue source for Verra Mobility's commercial services segment; losing this customer is a material negative catalyst that will reduce revenue and free cash flow, with the revised guidance quantifying the expected impact.

8-KShareholder voteMay 208-K — Item 5.07: Shareholder vote
AI summary

Verra Mobility Corporation held its 2026 annual meeting on May 19, 2026 with stockholders voting on four proposals including director elections and other matters. Final vote results for all proposals are reported. Routine annual meeting governance disclosure for the automated tolling and violation management company.

8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Verra Mobility (VRRM) reported Q1 2026 financial results and announced an earnings conference call webcast for May 6, 2026 at 5:00 pm ET. Items 2.02 and 7.01 cover the earnings release and Regulation FD disclosure of the webcast details, respectively. Verra Mobility provides smart transportation technology including automated tolling, photo enforcement, and commercial vehicle compliance services.

8-KPress release / Reg FDFeb 248-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 10 other (4 13Gs · 2 proxys · 1 routine 8-K · 1 10-Q) in window

Recent news

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

ROSEN, SKILLED INVESTOR COUNSEL, Encourages Verra Mobility Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action - VRRMnewsfilecorp.com·9h agoKaplan Fox Urges Investors of Verra Mobility (VRRM) with Significant Losses to Seek a Leadership Role Before August 4, 2026newsfilecorp.com·11h agoVRRM DEADLINE ALERT: Faruqi & Faruqi, LLP Reminds Verra (VRRM) Investors of Securities Class Action Lawsuit Deadline on August 4, 2026newsfilecorp.com·13h agoBronstein, Gewirtz & Grossman LLC Urges Verra Mobility Corporation Investors to Act: Class Action Filed Alleging Investor Harmfeeds.newsfilecorp.com·17h agoVerra Mobility Corporation (NASDAQ: VRRM) Faces Securities Class Action Following CEO Resignation and $1.4 Billion Shareholder Loss — HBSSglobenewswire.com·18h ago

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Voices on X · last 7 days

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

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