Via Transportation Management
Management criteria checks 1/4
We currently do not have sufficient information about the CEO.
Key information
Daniel Ramot
Chief executive officer
US$58.9m
Total compensation
| CEO salary percentage | 0.81% |
| CEO tenure | no data |
| CEO ownership | 7.7% |
| Management average tenure | less than a year |
| Board average tenure | 6.7yrs |
Recent management updates
Recent updates
VIA: 2026 Revenue Guidance Will Drive Repricing Potential Forward
Analysts have adjusted their price target for Via Transportation to $34.00 from $31.67. This reflects updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E.Via Transportation: Lock In Gains On This Massive Rebound (Downgrade)
Summary Via Transportation has rebounded over 80% from YTD lows, erasing earlier losses but now appears overextended. I downgrade VIA to a "Sell," citing decelerating growth, slowing net new customer additions, and reliance on local municipality budgets. VIA's adjusted gross margin (~40%) lags software peers, reflecting its custom, non-horizontal model and justifying a valuation discount. Profitability remains elusive, with negative adjusted EBITDA and breakeven not expected until late FY26, relying on significant dilution. Read the full article on Seeking Alpha
VIA: AI Planning Tools And Revenue Guidance Will Support Balanced Outlook
Analysts have raised their fair value estimate for Via Transportation from $19.00 to $24.00 as they now apply a slightly lower discount rate and a higher future P/E multiple, while assuming somewhat lower revenue growth and profit margins. What’s in the News for Via Transportation Via Transportation issued earnings guidance for the second quarter of 2026, expecting Platform Revenue of $132.5 million to $134.0 million.VIA: AI Scheduling Platform And 2026 Outlook Will Drive Repricing
Analysts have reset their price target framework for Via Transportation to align with updated fair value estimates of about $31.67 per share, down from $54.40, citing revised assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. What’s in the News for Via Transportation Via Transportation announced the launch of its new Scheduling and Supply Studio platform, described as an AI driven toolset to help transit agencies create more efficient supply plans across fixed route and demand response services.VIA: Transit Modernization Partnerships And AI Tools Will Support Measured Outlook
Analysts have revised their price target on Via Transportation to $19.00 from $40.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E, which collectively point to a more conservative outlook for the stock. What’s in the News for Via Transportation The U.S. Conference of Mayors adopted a resolution sponsored by West Sacramento Mayor Martha Guerrero that calls for modernization of public transit systems, highlighting multi year partnerships with Via Transportation as an example of technology integrated service success, source: U.S. Conference of Mayors.
VIA: Director Buying And AI Platform Expansion Will Support Future Upside
Analysts have reduced their price target on Via Transportation to roughly $54.64 from $60.00, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E that point to a lower fair value estimate. What’s in the News for Via Transportation Prosper Stars & Stripes, a long/short equity fund, reported that its short position in Via Transportation after the September 2025 IPO was profitable, citing concerns around the company being viewed as a high margin software business while operating a labor intensive model that relies on government contracts and associated budget and contracting risks.Slow Government Procurement And AV Uncertainty Will Shape Transit Digitization Yet Ultimately Reward Patience
Catalysts About Via Transportation Via Transportation provides software and tech-enabled services that help governments digitize and manage public transit networks. What are the underlying business or industry changes driving this perspective?CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$99m |
| Mar 31 2026 | n/a | n/a | -US$100m |
| Dec 31 2025 | US$59m | US$475k | -US$96m |
| Sep 30 2025 | n/a | n/a | -US$93m |
| Jun 30 2025 | n/a | n/a | -US$78m |
| Mar 31 2025 | n/a | n/a | -US$82m |
| Dec 31 2024 | US$9m | US$475k | -US$90m |
Compensation vs Market: Daniel's total compensation ($USD58.85M) is above average for companies of similar size in the US market ($USD5.22M).
Compensation vs Earnings: Daniel's compensation has increased whilst the company is unprofitable.
CEO
Daniel Ramot (51 yo)
Mr. Daniel Ramot is Non-Executive Director of Stellantis N.V. from April 15, 2025. He is Co-Founder of Via Transportation, Inc. and serves as its Chairman, President and Chief Executive Officer. He holds a...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | no data | US$58.85m | 7.69% $ 161.4m | |
| Chief Financial Officer | 9.7yrs | US$18.35m | 0.80% $ 16.8m | |
| Senior Advisor | less than a year | US$4.48m | 0.050% $ 1.0m | |
| Chief Corporate Communications Officer & Head of Investor Relations | no data | no data | no data | |
| Chief Legal Officer | less than a year | no data | no data |
Experienced Management: VIA's management team is not considered experienced ( 0.2 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | no data | US$58.85m | 7.69% $ 161.4m | |
| Independent Non-Employee Director | 11.7yrs | US$263.66k | 0.043% $ 903.7k | |
| Lead Independent Director | 7.7yrs | US$272.79k | 0.028% $ 579.1k | |
| Independent Non-Employee Director | 5.2yrs | US$266.70k | no data | |
| Independent Non-Employee Director | 13yrs | US$262.90k | 0.055% $ 1.2m | |
| Independent Non-Employee Director | 1yr | US$265.18k | no data | |
| Independent Non-Employee Director | 5.7yrs | US$265.94k | 0.93% $ 19.6m |
Experienced Board: VIA's board of directors are considered experienced (6.7 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/14 21:38 |
| End of Day Share Price | 2026/09/14 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Via Transportation, Inc. is covered by 12 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Patrick Walravens | Citizens JMP Securities, LLC |
| Brad Zelnick | Deutsche Bank |
| Adam Hotchkiss | Goldman Sachs |