Via (VIA)
Connects transit planning, operations, rider tools, and support services for public mobility networks.
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Sells a unified TransitTech platform for cities, transit agencies, schools, universities, corporations, and operators, combining planning, operating software, passenger tools, data, and optional services. Revenue is concentrated in government customers and the United States, with local procurement, payment, accessibility, and reporting requirements shaping deployments.
Provides a unified TransitTech platform for cities, transit agencies, transport operators, school districts, universities, corporations, and related transportation customers. The Platform segment combines planning and scheduling, operating software, technology-enabled services, passenger tools, and data and insights.
Built from a shift away from app-based shared rides, the portfolio now includes Remix planning capabilities, Citymapper journey planning, and Downtowner destination-city tools. Most revenue comes from government customers, and the United States is the largest disclosed geography.
Execution depends on local public-sector procurement and configuration: payment, ticketing, accessibility, regulatory, and reporting requirements vary by market. The company is founder-led by Daniel Ramot, and ongoing patent litigation with RideCo remains a disclosed legal thread.
Company facts
Categories
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 7, 2026 | Oppenheimer | Reiterate | Outperform | $25 | $30 |
| Jun 17, 2026 | Guggenheim | Target | $58 | $50 | |
| Jun 1, 2026 | Oppenheimer | Target | $40 | $25 | |
| May 13, 2026 | Deutsche Bank | Target | $55 | $25 | |
| May 13, 2026 | Goldman Sachs | Target | $28 | $24 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $335.9M · Total debt $18.0M · Total assets $718.3M · Shareholders' equity $618.3M
- Revenue
- $135.7M
- Operating income
- −$21.8M
- Net income
- −$19.6M
No dividends on record.
| Institutions128 holders · as of Mar 31, 2026 · largest filers plus last quarter's tail | ≥ 523.84% | 38.36M shares | |
| Adds to | 523.84% |
7.32M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Two share counts disagree (7.32M in the company's Sep 3, 2026 report, 77.45M elsewhere); stakes use the report.
Institutional filings for VIASP (52% of the company) are not on file here, so the institutional figure is a floor.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 523.84%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Exor N.V.Institution | 192.82% | 14.12M A | 13Fas of Mar 31, 2026 |
Wellington Management Group LLPInstitution | 33.87% | 2.48M A | 13Fas of Mar 31, 2026 |
Capital Research Global InvestorsInstitution | 29.22% | 2.14M A | 13Fas of Mar 31, 2026 |
Capital World InvestorsInstitution | 24.02% | 1.76M A | 13Fas of Mar 31, 2026 |
Ion Crossover Partners LtdInstitution | 23.82% | 1.74M A | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings
Insider tradesForm 4
Nothing filed in the last 12 months.
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| Samsara | $37.45 | +1.79% | $21.23B | 362.8 | 45.3 | 12.3 | +30.5% |
| Median | 206.3 | 35.7 | 6.3 | −6.1% |