Via Transportation (NYSE:VIA) Releases Earnings Results

Via Transportation (NYSE:VIA) released its quarterly earnings data on Friday. The company reported $999.00 earnings per share for the quarter, Zacks reports.

Here are the key takeaways from Via Transportation’s conference call:

• Via reported Q4 platform revenue up 30% year‑over‑year to $119M, marking its eighth consecutive quarter of ≥30% growth and the strongest quarter for net new platform revenue.
• Profitability improved — Q4 adjusted EBITDA was a company best at -6%, and the company guides to full‑year 2026 adjusted EBITDA margin of -2.3% to -1.4% with its first profitable quarter expected in Q4 2026.
• Product and AI momentum accelerated (over 50 new products/features in 2025), Via is embedding AI across the platform and says its pipeline grew more than 50% YoY, positioning for operational and margin leverage (including potential AV cost benefits).
• Strategic inorganic growth — Via acquired Downtowner adding 94 customers, bringing total customers to 821, and reported 97% of revenue is recurring with growing larger accounts (94 customers with ARR > $1M).
• Strong customer economics and runway — Via reported 119% net revenue retention and a record 98% gross retention, while citing an $82B serviceable addressable market with just ~1% current penetration.

Via Transportation Stock Performance

Shares of VIA stock opened at $17.16 on Friday. The company has a market capitalization of $1.39 billion and a P/E ratio of -24.88. The business has a 50 day simple moving average of $23.52. The company has a debt-to-equity ratio of 0.04, a quick ratio of 5.17 and a current ratio of 5.17. Via Transportation has a fifty-two week low of $15.48 and a fifty-two week high of $56.31.

Institutional Trading of Via Transportation

Hedge funds have recently modified their holdings of the stock. XTX Topco Ltd bought a new position in Via Transportation during the fourth quarter worth $1,139,000. Bamco Inc. NY raised its holdings in shares of Via Transportation by 55.8% during the fourth quarter. Bamco Inc. NY now owns 519,380 shares of the company’s stock valued at $15,067,000 after purchasing an additional 185,996 shares during the period. Freestone Grove Partners LP raised its holdings in shares of Via Transportation by 86.0% during the fourth quarter. Freestone Grove Partners LP now owns 400,000 shares of the company’s stock valued at $11,604,000 after purchasing an additional 185,000 shares during the period. ArrowMark Colorado Holdings LLC boosted its position in shares of Via Transportation by 41.2% during the 4th quarter. ArrowMark Colorado Holdings LLC now owns 599,909 shares of the company’s stock worth $17,403,000 after purchasing an additional 174,909 shares in the last quarter. Finally, Adage Capital Partners GP L.L.C. increased its position in Via Transportation by 133.3% in the 4th quarter. Adage Capital Partners GP L.L.C. now owns 350,000 shares of the company’s stock valued at $10,154,000 after buying an additional 200,000 shares in the last quarter. Institutional investors own 74.40% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. Oppenheimer lowered their price objective on Via Transportation from $59.00 to $40.00 and set an “outperform” rating for the company in a research note on Thursday, January 22nd. Morgan Stanley raised shares of Via Transportation from an “equal weight” rating to an “overweight” rating in a research note on Tuesday, January 20th. Needham & Company LLC restated a “buy” rating on shares of Via Transportation in a report on Tuesday, December 16th. Noble Financial lowered Via Transportation to a “buy” rating in a research report on Tuesday, December 16th. Finally, The Goldman Sachs Group raised Via Transportation from a “neutral” rating to a “buy” rating in a research note on Tuesday, January 13th. Twelve equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Via Transportation currently has a consensus rating of “Moderate Buy” and a consensus target price of $54.50.

About Via Transportation

Via transforms antiquated and siloed public transportation systems into smart, data-driven, and efficient digital networks. We are addressing a striking gap in the $545 billion global public transportation market. While billions of people across the globe rely on public transportation, this critical form of mobility has yet to meaningfully benefit from recent advances in technology. Buses still follow fixed routes and schedules planned years, if not decades ago, regardless of actual demand for their service.