Via Transportation (NYSE:VIA) Issues Quarterly Earnings Results

Via Transportation (NYSE:VIA) issued its earnings results 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 NYSE VIA opened at $17.16 on Friday. The company has a 50 day simple moving average of $23.52. The firm has a market cap of $1.39 billion and a PE ratio of -24.88. Via Transportation has a 52-week low of $15.48 and a 52-week high of $56.31. The company has a debt-to-equity ratio of 0.04, a quick ratio of 5.17 and a current ratio of 5.17.

Wall Street Analysts Forecast Growth

VIA has been the topic of several research analyst reports. Morgan Stanley raised Via Transportation from an “equal weight” rating to an “overweight” rating in a research note on Tuesday, January 20th. Oppenheimer reduced their price target on shares of Via Transportation from $59.00 to $40.00 and set an “outperform” rating on the stock in a research note on Thursday, January 22nd. The Goldman Sachs Group raised shares of Via Transportation from a “neutral” rating to a “buy” rating in a report on Tuesday, January 13th. Weiss Ratings restated a “sell (d)” rating on shares of Via Transportation in a research report on Monday, December 29th. Finally, Noble Financial downgraded shares of Via Transportation to a “buy” rating in a report on Tuesday, December 16th. Twelve research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $54.50.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of VIA. Bank of America Corp DE bought a new stake in shares of Via Transportation in the 3rd quarter valued at about $29,000. PNC Financial Services Group Inc. lifted its stake in shares of Via Transportation by 75.5% in the fourth quarter. PNC Financial Services Group Inc. now owns 2,194 shares of the company’s stock worth $64,000 after acquiring an additional 944 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in Via Transportation in the fourth quarter valued at approximately $34,000. Squarepoint Ops LLC increased its position in Via Transportation by 9.0% during the 4th quarter. Squarepoint Ops LLC now owns 16,343 shares of the company’s stock valued at $474,000 after purchasing an additional 1,343 shares during the period. Finally, Police & Firemen s Retirement System of New Jersey bought a new position in Via Transportation during the 4th quarter worth approximately $77,000. 74.40% of the stock is owned by institutional investors.

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.