Via Transportation, Inc. (VIA)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$28.13+1.99%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · VIA
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks VIA against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue progress towards profitability with a target of positive Adjusted EBITDA in the fourth quarter of 2026.
Stated as a priority in 2 of last 2 quarters. Adjusted EBITDA improved from negative $5.8 million in 2026-Q1 to negative $3.4 million in 2026-Q2, showing progress towards profitability. Management targets positive Adjusted EBITDA in Q4 2026, indicating delivering trajectory.
“Continued progress towards profitability with Adjusted EBITDA of negative $3.4 million and Profitability Q4 2026 Adj. EBITDA > $0”
“Continued progress towards profitability with Adjusted EBITDA of negative $5.8 million and Profitability Q4 2026 Adj. EBITDA > $0”
Grow full-year 2026 revenue to a range of $547 million to $553 million, reflecting continued platform adoption and market expansion.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $127.4 million in 2026-Q1 to $135.7 million in 2026-Q2, a 6.5% increase quarter-over-quarter. FY 2026 revenue guidance increased from $542.9M-$545.1M in 2025-Q4 to $550.0-$553.0M in 2026-Q2, showing delivering growth trajectory.
“Q2 revenue of $136 million and FY 2026 revenue guidance $550.0 - $553.0 million”
Sustain and improve adjusted gross profit margins around 40-41% through operational efficiencies and platform scale.
Stated as a priority in 2 of last 2 quarters. Adjusted Gross Margin improved from 40% in 2026-Q1 to 41% in 2026-Q2, reflecting operational efficiencies. The trajectory is delivering modest margin improvement consistent with management's stated focus.
“Adjusted Gross Margin of 41%, up 1 point year-over-year”
Drive revenue growth to reach approximately $550 million in full year 2026.
Focus on increasing gross profit margins through operational efficiencies and revenue growth.
Not enough signal yet.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
2 material management or governance events in the past 24 months, led by M&A activity. Historically, Information Technology names rated stable grew net income 54% of the time over the next year (vs 60% for the rest of the cohort, n=2709).
Not investment advice. As of 2026-09-04.
“Q1 revenue of $127 million and FY 2026 revenue guidance $547.0 - $550.0 million”
“FY 2026 revenue guidance $542.9M - $545.1M”
“Adjusted Gross Margin of 40%, consistent with prior year”