Via Transportation (NYSE:VIA) Issues Quarterly Earnings Results

Via Transportation (NYSE:VIA) posted its quarterly earnings data 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 Stock Performance

Shares of NYSE VIA traded down $1.42 during mid-day trading on Friday, hitting $17.16. The stock had a trading volume of 1,434,817 shares, compared to its average volume of 574,784. The business’s 50 day moving average price is $23.84. Via Transportation has a 1 year low of $15.48 and a 1 year high of $56.31. The company has a current ratio of 5.17, a quick ratio of 5.17 and a debt-to-equity ratio of 0.04. The stock has a market capitalization of $1.39 billion and a price-to-earnings ratio of -24.88.

Hedge Funds Weigh In On Via Transportation

Several hedge funds and other institutional investors have recently modified their holdings of VIA. XTX Topco Ltd purchased a new stake in shares of Via Transportation during the fourth quarter worth about $1,139,000. Bamco Inc. NY increased its holdings in Via Transportation by 55.8% during the 4th 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 position in Via Transportation by 86.0% during the 4th 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 last quarter. ArrowMark Colorado Holdings LLC lifted its holdings in Via Transportation by 41.2% in the 4th quarter. ArrowMark Colorado Holdings LLC now owns 599,909 shares of the company’s stock worth $17,403,000 after buying an additional 174,909 shares during the period. Finally, Adage Capital Partners GP L.L.C. grew its position in shares of 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 worth $10,154,000 after buying an additional 200,000 shares during the last quarter. 74.40% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

VIA has been the subject of a number of recent research reports. Weiss Ratings restated a “sell (d)” rating on shares of Via Transportation in a research report on Monday, December 29th. Oppenheimer lowered their price objective on shares of Via Transportation from $59.00 to $40.00 and set an “outperform” rating for the company in a report 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 reiterated a “buy” rating on shares of Via Transportation in a research report on Tuesday, December 16th. Finally, Noble Financial lowered shares of Via Transportation to a “buy” rating 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 issued a Sell rating to the stock. According to MarketBeat, Via Transportation presently has an average rating of “Moderate Buy” and an average price target 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.