Via Transportation (NYSE:VIA) Releases Earnings Results

Via Transportation (NYSE:VIA) announced its earnings results on Friday. The company reported $999.00 earnings per share (EPS) 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 Price Performance

NYSE:VIA traded down $1.42 during trading hours on Friday, hitting $17.16. The company’s stock had a trading volume of 1,434,814 shares, compared to its average volume of 574,784. Via Transportation has a twelve month low of $15.48 and a twelve month high of $56.31. The company has a debt-to-equity ratio of 0.04, a current ratio of 5.17 and a quick ratio of 5.17. The stock has a fifty day simple moving average of $23.84. The stock has a market capitalization of $1.39 billion and a P/E ratio of -24.88.

Analyst Ratings Changes

VIA has been the topic of a number of analyst reports. The Goldman Sachs Group upgraded shares of Via Transportation from a “neutral” rating to a “buy” rating in a research report on Tuesday, January 13th. Noble Financial downgraded Via Transportation to a “buy” rating in a research report on Tuesday, December 16th. Morgan Stanley upgraded Via Transportation from an “equal weight” rating to an “overweight” rating in a research note on Tuesday, January 20th. Oppenheimer cut their target price on Via Transportation from $59.00 to $40.00 and set an “outperform” rating for the company in a research report on Thursday, January 22nd. Finally, Needham & Company LLC restated a “buy” rating on shares of Via Transportation in a research report on Tuesday, December 16th. Twelve equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Via Transportation currently has a consensus rating of “Moderate Buy” and an average price target of $54.50.

Institutional Investors Weigh In On Via Transportation

A number of hedge funds have recently made changes to their positions in the stock. Bank of America Corp DE acquired a new position in Via Transportation during the 3rd quarter worth approximately $29,000. Caitong International Asset Management Co. Ltd bought a new stake in Via Transportation during the 4th quarter worth $34,000. PNC Financial Services Group Inc. increased its holdings in Via Transportation by 75.5% in the 4th quarter. PNC Financial Services Group Inc. now owns 2,194 shares of the company’s stock worth $64,000 after purchasing an additional 944 shares in the last quarter. Police & Firemen s Retirement System of New Jersey bought a new position in Via Transportation in the fourth quarter valued at about $77,000. Finally, Deutsche Bank AG acquired a new stake in shares of Via Transportation during the fourth quarter valued at about $168,000. 74.40% of the stock is currently owned by institutional investors and hedge funds.

Via Transportation Company Profile

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.