Added to YB: 2026-03-12
Pitch date: 2026-03-10
VIA [bearish]
Via Transportation, Inc.
+1.59%
current return
Author Info
Bleecker Street Research is an activist short-seller exposing overvalued stocks. Sign up for the newsletter.
Company Info
Via Transportation, Inc. provides a platform that transforms global transportation systems into digital networks in the United States, Germany, and internationally.
Market Cap
$1.5B
Pitch Price
$18.23
Price Target
N/A
Dividend
N/A
EV/EBITDA
-21.00
P/E
-6.50
EV/Sales
2.74
Sector
Software
Category
N/A
Bleecker Street is Short Via Transportation, Inc.
VIA (short): Organic growth turned negative for first time in 5yrs, masked by $41M Downtowner acquisition ($20.8M rev from 16 customers). After adjusting for deal, Q1'26 standalone rev -0.5% to -4.5% vs +3.9% guided. FY26 organic growth 16-20% (down from prior). $1.2B lockup expires soon. Industry RFPs declining per expert Foljanty. Low-margin biz posing as software co.
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