Via Transportation, Inc. (VIA)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$39.20+7.54%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
Research Workspace
Put VIA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — No material legal setbacks from federal lawsuit: Lawsuit filed alleging concealed growth metrics.
View ThesisRanks in the weakest quality tier of its industry — roughly the bottom 26%, softest on share dilution.
View QualityManagement screens weak on capital allocation, earnings delivery.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 75% in its worst 12-month stretch.
View RiskVIA's 27% revenue growth must keep compounding to justify the price. The company is unprofitable over the past year. Revenue grew 27% year over year in Q2 FY2026. The latest quarter beat consensus estimates. VIA trades at 6x sales versus a 3.8x peer median. This is a premium to its peers. The price reflects less growth than we forecast. A federal lawsuit alleges concealed growth metrics. The next-quarter miss probability is near 35%. Peer multiples imply a price about 13% above where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. VIA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering VIA (as of Nov 2026).
Based on 3 Wall Street analysts offering 12-month price targets for VIA in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| VIA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 3 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put VIA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Increase revenue to $550M in FY 2026
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $39.20
The last 12 months of price, then the range of analyst 12-month targets from today’s $39.20.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Lawsuit reveals concealed growth issues impacting revenue goals.
Investigation could lead to legal issues affecting operations.