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VIA

Via Transportation Inc. Class A Common Stock (VIA) fair value

Technology · Software - Application · NYSE · United States
$36.75+2.91%
Market cap $2.9BNext earnings 2026-11-09Updated Oct 18, 2026
Add earnings to calendarGoogle
Our verdict
Trades 33% above our fair value
Price
$36.75
Model fair valueConfidence: low
about $27.70
Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
Not used by alerts or posts.
Valued as a loss-making company: Sales comps and Analyst consensus.
ACCE opinionVia Transportation Inc. Class A Common Stock (VIA)
Fair value
Not available
ACCE price target
$30.00
Rating
Not rated
Horizon
12 months
ACCE price target published on 11 Oct 2026, 00:00 CEST.
Price used: $36.75 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus and Sales comps.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
42
out of 100
Analysts
100% buy
10 covering
P/E
0.0x
forward 67.1x
1-year return
-24.7%
Dividend yield
0.00%

Via Transportation Inc. Class A Common Stock in four questions

Plain answers, details below
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OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

Via Transportation runs a software platform for public and private transit operators, with its Via Go and Via Ride products handling on-demand shuttles and microtransit routing for cities and employers. The moat is the operating software itself, which sits between agencies and their vehicles and gets more valuable with every route and dataset it accumulates. Revenue grew 26.7% over the trailing period, and at a 39.8% gross margin the business is still losing money at the operating line, with an operating margin of -16.0%. The forward P/E of 67.1 means the market is pricing in a large step-up in profitability, which makes this a name to examine closely for evidence of operating leverage rather than one to accept on growth alone. With a $2.9B market cap, a 44/100 score and no index membership, it sits outside most screens, so the question for the desk is whether margin progress is visible in the filings.

AI-assisted·How I use AIWritten Oct 18, 2026
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
  • high
    Heavy insider selling
    Insiders sold $57.21M across the last 10 disclosed transactions and bought $0.00M, while insiders hold 29.7% of the stock.
  • high
    Cash burn despite growth
    Free cash flow was -$36.78M and operating margin is -16.0%, so revenue growth of 26.7% is not yet producing cash.
  • moderate
    Short interest elevated
    21.0% of shares are sold short, a large share that can amplify volatility in either direction.
  • moderate
    Price above ACCE target
    The stock trades at $36.75, 22.5% above the ACCE price target of $30.00 (last updated 2026-10-10).

AI research notes

AI-assisted·How I use AIWritten Oct 21, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
  • Revenue grew 26.7% year over year, well ahead of its five-year trend.
  • Every one of the 10 analysts covering the stock rates it Buy or Strong Buy.
  • Analysts' mean price target of $36.89 sits 8.4% above the current $36.75 share price.
Why it could disappoint
  • Free cash flow over the last twelve months was negative at -$37M, so the business is burning cash.
  • Net margin of -20.0% and return on equity of -23.6% show the company is losing money on its sales and equity.
  • At 88.3x forward earnings, the shares trade at a steep premium, and the share count grew 11.8% last year.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Next results

Nov 9, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Valuation

INVESTOR
Where VIA's valuation models land
Price
$36.75
Model fair valueConfidence: low
about $27.70
Model
Fair value
Upside
Analyst consensus
Sales comps
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Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bullish100% buy · 10 covering analysts
● Strong buy 6● Buy 4● Hold 0● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
No trades filed
Last 180 days
Average delay
No trades filed
From trade to public filing
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Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
+15.1%
1 month
+24.4%
3 months
+107.7%
6 months
+135.1%
YTD
+26.7%
1 year
-24.7%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
11 Oct 2026, 00:00 CESTACCE price target$30.00first publication$32.37

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth52Value11Quality39Momentum67Total42
Valuation
Trailing P/E
0.0x
Forward P/E
67.1x
PEG
no data
P/B
3.89x
EV / Revenue
4.3x
Book value/sh
$7.59
Enterprise value
$2.1B
Profitability
ROE
-23.6%
FCF yield
-1.26%
ROIC
-12.0%
Health and risk
Debt / equity
0.05
Dividend yield
0.00%
Beta
no data

Price

-27.7% · 1Y

Ask anything about VIA

Answered from Via Transportation Inc. Class A Common Stock fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 100% of peers
low 0.0x0.0xhigh 116.0x
ROEbetter than 17% of peers
low -109%-24%high 96%
Div yieldbetter than 67% of peers
low 0.0%0.0%high 0.9%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
VIA Via Transportation Inc. Class A Common Stock$36.75----23.6%3942
3697.T SHIFT Inc.¥1156.00--40.0x17.8%5673
WTC.AX WiseTech Global LimitedA$40.12--52.1x9.8%7359
FIG Figma Inc. Class A Common Stock$24.64$2212% above--108.6%4748
HUBS HubSpot Inc. Common Stock$270.88$20731% above96.7x7.9%6467
MANH Manhattan Associates Inc. Common Stock$238.19$100138% above67.8x96.4%8960
GWRE Guidewire Software Inc. Common Stock$189.00$82131% above116.0x10.5%7153

Sector report card

Where VIA ranks against its sector peers on each metric.

Computing percentiles…
  • Business Wire•Oct 6, 2026
    Via to Announce Third Quarter 2026 Financial Results on November 9, 2026
  • Business Wire•Aug 6, 2026
    Via Announces Second Quarter 2026 Results
  • Business Wire•Jul 9, 2026
    Via to Announce Second Quarter 2026 Financial Results on August 6, 2026
4 more press releases · full archive on Investor+.INVESTOR
22 filings of 33
August 2026
Aug 20
Form 4Insider transactionPeriod 2026-08-18
View on SEC →
Aug 12
Form 4Insider transactionPeriod 2026-08-11
View on SEC →
Aug 12
Form 4Insider transactionPeriod 2026-08-10
View on SEC →
19 more filings + AI summaries on Investor+.INVESTOR