VIA Classe A Via Transportation, Inc. Class A Common Stock
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Informazioni su Via Transportation, Inc. Class A Common Stock Panoramica della società da Wikipedia
Via Transportation, Inc. (operating as Via) is an American technology company that develops transit management software as a service (SaaS) and provides operational support for cities, transit agencies, schools and universities, healthcare providers, and corporations around the world. Founded in 2012, the company's software supports fully managed transit services, including planning, scheduling, daily operations, driver and fleet management, rider tools, consulting, and data analytics.
Founded in 2012, Via is headquartered in New York City with additional offices globally. As of 2025, Via served more than 800 global partners such as King County Metro in Seattle, Transport for London, Transport for New South Wales in Australia, and Berliner Verkehrsbetriebe in Germany.
History
Founding and early years
Daniel Ramot and Oren Shoval co-founded Via in 2012. The company began as a ridesharing service on New York's Upper East Side before expanding citywide. Via used dynamic routing to group riders more efficiently, matching each rider with passengers heading in the same direction, and directing riders to virtual bus stops to meet their ride. Eventually the consumer business expanded to Washington D.C., Chicago, London, and Amsterdam.
Shift to public transit software
In 2017, the company began offering its software and operational support to municipalities and transit agencies. Partners could buy Via’s software to use as their own white labeled transportation service, or they could have Via handle operations as well, including vehicle fleets, drivers, and on-the-ground management and support staff.
In April 2019, Via worked with King County Metro and Sound Transit to provide last mile transportation to five Sound Transit Link light rail stations in Seattle. In 2023, Via took over operations and software for all of the agency’s on-demand transit services.
In May 2020, Via and Transport for Wales launched fflecsi, a demand-responsive service operating across urban, rural, an suburban areas in Wales.
In October 2020, Via acquired Fleetonomy, an Israeli startup and logistics company. That same year, Via also grew through organic product development by providing software for operating paratransit, and later for fixed-route bus scheduling.
Growth and public listing
After its expansion into a broader transit-tech company, Via continued to grow through acquisitions. In 2021, through its Remix acquisition, Via expanded into city mapping and transportation planning.
In 2023, Via acquired Citymapper, a journey-planning app with more than 50 million users in more than 400 cities. Via and Citymapper have worked with municipal governments and transit agencies to adapt the app to fit local needs, with city branding, disruption messaging, and in the case of the 2024 Paris Olympics, specialized routing for event management.
In August 2025, Via introduced Via Intelligence, its vertical AI platform, which includes real-time dynamic rerouting, predictive runtimes, and ridership modeling. It is used by cities to pre-test changes to physical bus routes.
Via transitioned to a public company in September 2025, listing on the New York Stock Exchange under the symbol VIA with an initial public offering of $493 million. The company was valued at $3.65 billion. At the end of 2025, the company had 832 customers in more than 30 countries.
In December 2025, Via acquired Downtowner, a transportation technology company that provides demand-responsive transit software for seasonal and geographically complex communities.
Transportation services
Demand-responsive transit (DRT)
Demand-responsive transit is a form of shared public transport for groups traveling where vehicles alter their routes each journey based on particular transport demand, without using a fixed route or timetabled journeys.
Microtransit
Microtransit is tech-enabled shared transportation where routing algorithms use real-time, on-the-ground information to group passengers into shared rides. Routes are dynamic; “schedules” shift based on rider demand; and vehicles range in size from vans to shuttles, or buses, depending on what’s needed for the system.
Paratransit
Paratransit is accessible, door-to-door transportation for people with disabilities, typically delivered by vans or minibuses. In the United States, the ADA mandates that paratransit is offered within ¾ miles of any fixed-route bus line or train station. Via’s paratransit software can improve paratransit for both riders and operators by increasing on-time performance, reducing reliance on manual scheduling, and lowering overall cost-per-trip.
Transit consulting
Via has an in-house consulting practice, Via Strategies, that specializes in transit planning for tech-enabled and multimodal transit networks. Via Strategies works with city governments, transit agencies, state departments of transportation, and other transit clients on bus network redesigns, feasibility studies, and microtransit planning.
Corporate, health, and student transportation
Using microtransit technology, Via operates student and employee shuttles at universities and on corporate campuses around the world. Clients include Harvard University, Northwestern University, LinkedIn, Google, and BASF.
Via created a fully integrated and customizable software suite for student transportation, with route planning, a central operations console for administrators, and applications for caregivers, drivers, and educators. The software includes features like real-time bus tracking, continuously updated ETAs, and configurable alerts to help track users.
Via’s software supports non-emergency medical transportation, often with the same fleet of vehicles already in use for paratransit or microtransit services. Clients are transit agencies, city governments, and hospital systems.
Vehicles
Via operates a vehicle-agnostic platform so its technology can work with any type of vehicle fleet, from cars and minivans to shuttle buses, cutaways, large city buses, and school buses. Via services frequently include wheelchair accessible vehicles, electric vehicles, and autonomous vehicles. In partnership with May Mobility, Via has operated AV public transit services in cities such as Arlington, Texas, Ann Arbor, Michigan, Grand Rapids, Minnesota, and Miami, Florida.
Financing
In May 2016, the company raised $100 million in Series C financing.
In November 2021, Via raised $130 million in a Series G round of financing at a $3.3 billion valuation. Investors included Janus Henderson, BlackRock, ION, and Koch Disruptive Technologies.
In February 2023, the company raised $110 million at a $3.5 billion valuation. Investors included 83North, Exor N.V., Pitango, Janus Henderson, CF Private Equity, Planven Entrepreneur Ventures, Riverpark Ventures, and ION Crossover Partners.
== References ==
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | VIA | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | -62.4 | · | · | · | |
| P/S (TTM) | 4.9 | · | 3.1 | Valore equo | |
| P/B (MRQ) | 3.9 | · | 5.5 | Sottovalutato | |
| Prezzo / FCF (TTM) | -56.6 | · | · | · | |
| Prezzo / Flusso di cassa (TTM) | -58.5 | · | · | · | |
| Prezzo / Valore contabile tangibile (MRQ) | 4.1 | · | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | VIA | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 39.8% | · | 66.6% | Debole | |
| Margine Operativo (TTM) | -18.0% | · | -6.9% | Sotto la media | |
| Margine EBITDA (TTM) | -17.2% | · | -3.9% | Sotto la media | |
| Margine ante imposte (TTM) | -19.7% | · | -6.4% | Sotto la media | |
| Margine di Profitto Netto (TTM) | -20.0% | · | -7.1% | Sotto la media | |
| ROA | -17.3% | · | 0.32% | Debole | |
| ROE | 53.6% | · | 5.6% | Di prim'ordine | |
| ROIC | -12.5% | · | 0.51% | Debole |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | VIA | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 5.0 | · | 4.1 | Liquidità elevata | |
| Quick Ratio | 4.8 | · | 2.9 | Liquidità elevata |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | VIA | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 28.6% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | VIA | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.8 | · | 0.6 | Di prim'ordine | |
| Receivables Turnover (Rotazione dei crediti) | 5.6 | · | 6.0 | Debole | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$417.6K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | $-0.01 | $-0.02 | 50.5% | |
| 31 Marzo 2026 | Mag 12, 2026 | $-0.05 | $-0.06 | 13.2% |
| 31 Dicembre 2025 | $-0.06 | $-0.07 | 14.4% | |
| 30 Settembre 2025 | $-0.39 | $-0.49 | 20.0% | |
| 31 Marzo 2024 | $1.81 | — | — | |
| 31 Dicembre 2023 | $-0.93 | — | — |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue | $434M | $338M | $249M | |
| Cost of Revenue | $263M | $207M | $149M | |
| Gross Profit | $172M | $131M | $99M | |
| R&D Expense | $92M | $89M | $96M | |
| SG&A Expense | $89M | $70M | $64M | |
| Operating Expenses | $248M | $215M | $214M | |
| Operating Income | $-77M | $-84M | $-114M | |
| Interest Income | $5M | $2M | $4M | |
| Other Non-op | $-4M | $-3M | $-4M | |
| Pretax Income | $-94M | $-89M | $-115M | |
| Income Tax | $3M | $2M | $2M | |
| Net Income | $-96M | $-90M | $-117M | |
| EPS (Basic) | $-2.92 | $-7.21 | $-9.60 | |
| EPS (Diluted) | $-2.92 | $-7.21 | $-9.60 | |
| Shares (Basic) | 32,949,511 | 12,525,706 | 12,155,670 | |
| Shares (Diluted) | 32,949,511 | 12,525,706 | 12,155,670 | |
| EBITDA | $-73M | · | · |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Cash & Equivalents | $371M | $78M | · | |
| Receivables | $82M | $74M | · | |
| Prepaid Expense | $17M | $12M | · | |
| Current Assets | $470M | $163M | · | |
| PP&E (Net) | $13M | $11M | · | |
| PP&E (Gross) | $30M | $24M | · | |
| Accum. Depreciation | $16M | $13M | · | |
| Goodwill | $192M | $160M | $162M | |
| Intangibles | $36M | $26M | · | |
| Other Non-current Assets | $2M | $1M | · | |
| Total Assets | $733M | $379M | · | |
| Accounts Payable | $4M | $4M | · | |
| Accrued Liabilities | $23M | $18M | · | |
| Current Liabilities | $94M | $77M | · | |
| Capital Leases | $9M | $7M | · | |
| Total Liabilities | $105M | $172M | · | |
| Common Stock | · | $0 | · | |
| Paid-in Capital | $1.81B | $109M | · | |
| Retained Earnings | $-1.19B | $-1.09B | · | |
| AOCI | $8M | $-2M | · | |
| Stockholders' Equity | $628M | $-987M | · | |
| Liabilities + Equity | $733M | $379M | · | |
| Shares Outstanding | 81,122,858 | 12,711,902 | 12,418,131 |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| D&A | $4M | $4M | $3M | |
| Stock-based Comp | $30M | $21M | $13M | |
| Deferred Tax | $593.0K | $222.0K | $167.0K | |
| Amort. of Intangibles | $5M | $6M | $5M | |
| Other Non-cash | $31M | · | · | |
| Operating Cash Flow | $-31M | $-70M | $-93M | |
| CapEx | $2M | $1M | $3M | |
| Investing Cash Flow | $-46M | $-4M | $-43M | |
| Financing Cash Flow | $368M | $80M | $114M | |
| Net Change in Cash | $293M | $5M | $-20M | |
| Taxes Paid | $3M | $2M | $1M | |
| Free Cash Flow | $-33M | · | · |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Gross Margin | 39.6% | · | · | |
| Operating Margin | -17.6% | · | · | |
| Net Margin | -22.2% | · | · | |
| Pretax Margin | -21.6% | · | · | |
| EBITDA Margin | -16.7% | · | · | |
| ROA | -17.3% | · | · | |
| ROE | 53.6% | · | · | |
| ROIC | -12.5% | · | · |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Current Ratio | 5.0 | · | · | |
| Quick Ratio | 4.8 | · | · |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.8 | · | · | |
| Receivables Turnover | 5.6 | · | · |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue / Share | $13.18 | · | · | |
| Cash Flow / Share | $-0.94 | · | · | |
| EPS (TTM) | $-2.92 | · | · |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 28.6% | 35.7% | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $434M | · | · | |
| Net Income TTM | $-96M | · | · | |
| Market Cap | $0 | · | · | |
| P/E | -9.9 | · | · | |
| P/S | 0.0 | · | · | |
| P / Tangible Book | 0.0 | · | · | |
| P / Cash Flow | 0.0 | · | · | |
| P / FCF | 0.0 | · | · | |
| Earnings Yield | -10.1% | · | · |
Conto Economico
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $136M | $127M | $119M | $110M | $107M | $99M | $92M | $83M | |
| Cost of Revenue | $80M | $77M | $72M | $67M | $65M | $59M | $55M | $51M | |
| Gross Profit | $56M | $50M | $47M | $43M | $42M | $40M | $37M | $32M | |
| R&D Expense | $26M | $25M | $25M | $23M | $23M | $21M | $21M | $22M | |
| SG&A Expense | $30M | $29M | $28M | $21M | $19M | $20M | $18M | $17M | |
| Operating Expenses | $77M | $74M | $71M | $62M | $58M | $57M | $54M | $53M | |
| Operating Income | $-22M | $-24M | $-24M | $-19M | $-16M | $-17M | $-17M | $-21M | |
| Interest Income | $3M | $3M | $3M | $883.0K | $487.0K | $567.0K | $435.0K | $438.0K | |
| Other Non-op | $-154.0K | $1M | $-122.0K | $-5M | $-2M | $4M | $-298.0K | $323.0K | |
| Pretax Income | $-19M | $-20M | $-22M | $-36M | $-20M | $-16M | $-19M | $-21M | |
| Income Tax | $165.0K | $557.0K | $387.0K | $490.0K | $872.0K | $772.0K | $309.0K | $399.0K | |
| Net Income | $-20M | $-20M | $-22M | $-37M | $-21M | $-16M | $-19M | $-21M | |
| EPS (Basic) | $-0.24 | $-0.25 | $1.51 | $-1.49 | $-1.65 | $-1.28 | $-1.49 | $-1.70 | |
| EPS (Diluted) | $-0.24 | $-0.25 | $1.51 | $-1.49 | $-1.65 | $-1.28 | $-1.49 | $-1.70 | |
| Shares (Basic) | 81,337,205 | 81,177,074 | · | 24,730,353 | 12,833,306 | 12,753,056 | · | 12,530,825 | |
| Shares (Diluted) | 81,337,205 | 81,177,074 | · | 24,730,353 | 12,833,306 | 12,753,056 | · | 12,530,825 | |
| EBITDA | $-21M | $-23M | · | $-18M | · | · | · | · |
Stato Patrimoniale
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $336M | $348M | $371M | $378M | · | · | $78M | · | |
| Receivables | $105M | $95M | $82M | $84M | · | · | $74M | · | |
| Prepaid Expense | $18M | $18M | $17M | $16M | · | · | $12M | · | |
| Current Assets | $458M | $461M | $470M | $479M | · | · | $163M | · | |
| PP&E (Net) | $16M | $15M | $13M | $13M | · | · | $11M | · | |
| PP&E (Gross) | $34M | $32M | $30M | $28M | · | · | $24M | · | |
| Accum. Depreciation | $18M | $17M | $16M | $15M | · | · | $13M | · | |
| Goodwill | $191M | $191M | $192M | $166M | · | · | $160M | · | |
| Intangibles | $33M | $34M | $36M | $24M | · | · | $26M | · | |
| Other Non-current Assets | $2M | $2M | $2M | $1M | · | · | $1M | · | |
| Total Assets | $718M | $723M | $733M | $702M | · | · | $379M | · | |
| Accounts Payable | $6M | $7M | $4M | $6M | · | · | $4M | · | |
| Accrued Liabilities | $23M | $19M | $23M | $21M | · | · | $18M | · | |
| Current Liabilities | $91M | $91M | $94M | $93M | · | · | $77M | · | |
| Capital Leases | $8M | $9M | $9M | $8M | · | · | $7M | · | |
| Total Liabilities | $100M | $101M | $105M | $127M | · | · | $172M | · | |
| Common Stock | · | · | · | · | · | · | $0 | · | |
| Paid-in Capital | $1.84B | $1.83B | $1.81B | $1.74B | · | · | $109M | · | |
| Retained Earnings | $-1.23B | $-1.21B | $-1.19B | $-1.17B | · | · | $-1.09B | · | |
| AOCI | $5M | $6M | $8M | $8M | · | · | $-2M | · | |
| Stockholders' Equity | $618M | $622M | $628M | $575M | · | · | $-987M | · | |
| Liabilities + Equity | $718M | $723M | $733M | $702M | · | · | $379M | · | |
| Shares Outstanding | 81,444,356 | 81,261,165 | 0 | 0 | · | · | 12,711,902 | · |
Flusso di cassa
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $1M | $1M | $1M | $1M | $900.0K | $1M | $800.0K | $800.0K | |
| Stock-based Comp | $16M | $16M | $14M | $7M | $5M | $5M | $5M | · | |
| Deferred Tax | $36.0K | $92.0K | $1M | $-825.0K | $15.0K | $35.0K | $32.0K | · | |
| Amort. of Intangibles | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Other Non-cash | · | $-18M | · | · | · | · | · | · | |
| Operating Cash Flow | $-11M | $-21M | $-455.0K | $-9M | $-16M | $-6M | $-18M | · | |
| CapEx | $389.0K | $289.0K | $326.0K | $354.0K | $595.0K | $388.0K | $217.0K | · | |
| Investing Cash Flow | $-2M | $-2M | $-41M | $-1M | $-2M | $-1M | $-1M | · | |
| Financing Cash Flow | $695.0K | $996.0K | $34M | $310M | $1M | $23M | $39M | · | |
| Net Change in Cash | $-12M | $-23M | $-7M | $300M | $-16M | $16M | $20M | · | |
| Taxes Paid | $483.0K | $311.0K | $260.0K | $2M | $590.0K | $328.0K | $319.0K | · | |
| Free Cash Flow | · | $-21M | · | · | · | · | · | · |
Redditività
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 41.0% | 39.3% | · | 39.3% | · | · | · | · | |
| Operating Margin | -16.0% | -18.5% | · | -17.2% | · | · | · | · | |
| Net Margin | -14.4% | -15.8% | · | -33.6% | · | · | · | · | |
| Pretax Margin | -14.3% | -15.4% | · | -33.2% | · | · | · | · | |
| EBITDA Margin | -15.3% | -17.7% | · | -16.3% | · | · | · | · | |
| ROA | -5.4% | -5.6% | · | -10.5% | · | · | · | · | |
| ROE | -6.3% | -6.5% | · | -12.8% | · | · | · | · | |
| ROIC | -3.5% | -3.9% | · | -3.3% | · | · | · | · |
Liquidità e Solvibilità
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 5.0 | 5.1 | · | 5.2 | · | · | · | · | |
| Quick Ratio | 4.9 | 4.9 | · | 5.0 | · | · | · | · |
Efficienza
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | · | 0.3 | · | · | · | · | |
| Receivables Turnover | 2.6 | 2.7 | · | 2.6 | · | · | · | · |
Per Azione
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $7.59 | $7.66 | · | · | · | · | · | · | |
| Revenue / Share | $1.67 | $1.57 | · | $4.43 | · | · | · | · | |
| Cash Flow / Share | · | $-0.26 | · | · | · | · | · | · | |
| Cash / Share | $4.12 | $4.28 | · | · | · | · | · | · | |
| EPS (TTM) | $-0.47 | $-1.88 | · | $-5.91 | $-6.12 | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $492M | $463M | · | $407M | $381M | · | · | · | |
| Net Income TTM | $-99M | $-100M | · | $-93M | $-78M | · | · | · | |
| Market Cap | $1.48B | $1.22B | · | $0 | · | · | · | · | |
| P/E | -38.6 | -8.0 | · | -8.1 | · | · | · | · | |
| P/S | 3.0 | 2.6 | · | 0.0 | · | · | · | · | |
| P/B | 2.4 | 2.0 | · | · | · | · | · | · | |
| P / Tangible Book | 3.7 | 3.1 | · | 0.0 | · | · | · | · | |
| P / Cash Flow | · | -57.5 | · | · | · | · | · | · | |
| Earnings Yield | -2.6% | -12.5% | · | -12.3% | · | · | · | · |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Ricavi | $434M | $338M | $249M |
| Margine Lordo % | 39.6% | · | · |
| Margine Operativo % | -17.6% | · | · |
| Utile netto | $-96M | $-90M | $-117M |
| EPS Diluito | $-2.92 | $-7.21 | $-9.60 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Rapporto corrente | 5.0 | · | · |
| Quick Ratio | 4.8 | · | · |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Flusso di cassa libero | $-33M | · | · |
Proprietari istituzionali (13F) 137 filer · $868.2M totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 30 (-28 vs trimestre precedente) | 29 (+4 vs trimestre precedente) | 56 (+21 vs trimestre precedente) | 21 (+4 vs trimestre precedente) | +6.9M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| Exor N.V. | $256.157.316 | 14.121.131 | 29,50% | Azioni |
| BlackRock, Inc. | $57.010.229 | 3.142.791 | 6,57% | Azioni |
| ION Crossover Partners Ltd | $51.593.407 | 2.844.179 | 5,94% | Azioni |
| GILDER GAGNON HOWE & CO LLC | $46.676.342 | 2.573.117 | 5,38% | Azioni |
| WELLINGTON MANAGEMENT GROUP LLP | $45.106.942 | 2.486.601 | 5,20% | Azioni |
| FMR LLC | $36.168.022 | 1.993.827 | 4,17% | Azioni |
| Capital World Investors | $33.114.915 | 1.825.519 | 3,81% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $32.678.394 | 1.801.455 | 3,76% | Azioni |
| Koch, Inc. | $30.842.190 | 1.700.231 | 3,55% | Azioni |
| VANGUARD GROUP INC | $29.978.237 | 1.033.376 | 3,45% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $25.425.877 | 1.401.647 | 2,93% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $19.345.602 | 1.066.461 | 2,23% | Azioni |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $18.323.232 | 1.010.101 | 2,11% | Azioni |
| STATE STREET CORP | $18.112.246 | 998.470 | 2,09% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $15.272.707 | 841.863 | 1,76% | Azioni |
| MORGAN STANLEY | $12.929.575 | 712.766 | 1,49% | Azioni |
| JANUS HENDERSON GROUP PLC | $12.818.835 | 854.589 | 1,48% | Azioni |
| ArrowMark Colorado Holdings LLC | $8.760.133 | 482.918 | 1,01% | Azioni |
| Robert Bosch GmbH | $8.163.018 | 450.001 | 0,94% | Azioni |
| NORTHERN TRUST CORP | $6.931.222 | 382.096 | 0,80% | Azioni |
| MYDA Advisors LLC | $5.442.000 | 300.000 | 0,63% | Azioni |
| Nuveen, LLC | $5.315.346 | 293.018 | 0,61% | Azioni |
| Ion Asset Management Ltd. | $4.808.000 | 100.000 | 0,55% | Azioni |
| SCOGGIN MANAGEMENT LP | $4.535.000 | 250.000 | 0,52% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $4.152.482 | 228.913 | 0,48% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $4.062.163 | 223.934 | 0,47% | Azioni |
| UBS Group AG | $3.748.014 | 206.616 | 0,43% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $3.394.702 | 187.139 | 0,39% | Azioni |
| Claar Advisors LLC | $3.266.669 | 180.081 | 0,38% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.194.091 | 176.080 | 0,37% | Azioni |
| Divisadero Street Capital Management, LP | $3.133.776 | 172.755 | 0,36% | Azioni |
| MACQUARIE GROUP LTD | $2.982.234 | 164.401 | 0,34% | Azioni |
| Burkehill Global Management, LP | $2.721.000 | 150.000 | 0,31% | Azioni |
| OPPENHEIMER & CO INC | $2.655.696 | 146.400 | 0,31% | Azioni |
| NORGES BANK | $2.535.482 | 139.773 | 0,29% | Azioni |
| Bank of New York Mellon Corp | $2.436.528 | 134.318 | 0,28% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $2.339.316 | 128.959 | 0,27% | Azioni |
| GOLDMAN SACHS GROUP INC | $2.265.577 | 124.894 | 0,26% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $2.140.955 | 118.024 | 0,25% | Azioni |
| BANK OF AMERICA CORP /DE/ | $1.911.902 | 105.397 | 0,22% | Azioni |
| CITADEL ADVISORS LLC | $1.656.799 | 91.334 | 0,19% | Azioni |
| XTX Topco Ltd | $1.623.875 | 89.519 | 0,19% | Azioni |
| Compound Planning, Inc. | $1.589.427 | 87.620 | 0,18% | Azioni |
| Ethos Financial Group, LLC | $1.491.175 | 72.142 | 0,17% | Azioni |
| Swiss National Bank | $1.338.732 | 73.800 | 0,15% | Azioni |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | $1.195.825 | 65.922 | 0,14% | Azioni |
| RHUMBLINE ADVISERS | $1.095.067 | 60.368 | 0,13% | Azioni |
| IEQ CAPITAL, LLC | $990.680 | 54.613 | 0,11% | Azioni |
| WELLS FARGO & COMPANY/MN | $986.290 | 54.371 | 0,11% | Azioni |
| DEUTSCHE BANK AG\ | $973.157 | 53.647 | 0,11% | Azioni |
Insider aziendali 10 insider · 4 dirigenti · 6 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Daniel Ramot | Chief Executive Officer | 16 Giugno 2026 P | 2.420.957 | 2 | 0 | $99.789 |
| Clara Fain | Chief Financial Officer | 16 Giugno 2026 P | 654.073 | 2 | 0 | $19.986 |
| Matthew Levine | Chief Legal Officer | 18 Agosto 2026 A | 159.872 | 0 | 0 | $0 |
| Erin Abrams | Chief Legal Officer | 31 Dicembre 2025 M | 127.369 | 0 | 0 | $0 |
| Nechemia Jacob Peres | Direttore | 11 Agosto 2026 P | 40.514 | 2 | 0 | $616.879 |
| Arnon Dinur | Direttore | 10 Agosto 2026 P | 50.214 | 2 | 0 | $998.984 |
| Guido De Boer | Direttore | 15 Settembre 2025 J | 5.434 | 0 | 0 | $0 |
| William Peter Nix | Direttore | 15 Settembre 2025 C | 625.124 | 0 | 0 | $0 |
| Sarah G Smith | Direttore | 15 Settembre 2025 J | 5.434 | 0 | 0 | $0 |
| Charles H Rivkin | · | 15 Settembre 2025 C | 27.915 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 24 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| CCSO · Tidal Trust II | 0,17% | 3.928 NS | 31 Luglio 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 35.383 SH | 19 Agosto 2026 | Giornaliero |
| IWM · iShares Trust | 0,05% | 1.349.015 SH | 11 Settembre 2026 | Giornaliero |
| FBCG · FIDELITY COVINGTON TRUST | 0,04% | 146.922 NS | 31 Luglio 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 13.849 NS | 31 Luglio 2026 | N-PORT |
| RSSL · Global X Funds | 0,03% | 25.300 NS | 31 Luglio 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 304.111 SH | 19 Agosto 2026 | Giornaliero |
| ISCG · iShares Trust | 0,02% | 8.716 SH | 11 Settembre 2026 | Giornaliero |
| IWO · iShares Trust | 0,02% | 114.147 SH | 11 Settembre 2026 | Giornaliero |
| TILT · FlexShares Trust | 0,01% | 14.694 NS | 31 Luglio 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,01% | 892.254 SH | 19 Agosto 2026 | Giornaliero |
| VBK · VANGUARD INDEX FUNDS | 0,01% | 254.645 SH | 19 Agosto 2026 | Giornaliero |
| VBR · VANGUARD INDEX FUNDS | 0,01% | 283.324 SH | 19 Agosto 2026 | Giornaliero |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 12.898 SH | 19 Agosto 2026 | Giornaliero |
| WSML · iShares Trust | 0,01% | 2.279 SH | 11 Settembre 2026 | Giornaliero |
| FTEC · FIDELITY COVINGTON TRUST | 0,00% | 25.791 NS | 31 Luglio 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 14.158 SH | 09 Settembre 2026 | Giornaliero |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 121.723 SH | 19 Agosto 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1.236.731 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 4.431 SH | 19 Agosto 2026 | Giornaliero |
| VGT · VANGUARD WORLD FUND | 0,00% | 14.409 SH | 19 Agosto 2026 | Giornaliero |
| IWN · iShares Trust | · | 383.637 SH | 11 Settembre 2026 | Giornaliero |
| ISCB · iShares Trust | · | 2.256 SH | 11 Settembre 2026 | Giornaliero |
| ISCV · iShares Trust | · | 5.300 SH | 11 Settembre 2026 | Giornaliero |
VIA Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
9 analisti · 2026-10-02Target medio $35.78 +22,0%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| VIA | $0 | -9.9 | 28.6% | -22.2% | 53.6% | 39.6% |
| AGYS | $2.00B | 51.9 | 15.8% | 12.2% | 12.4% | 62.6% |
| INTA | $1.93B | -48.5 | 14.6% | -7.1% | -11.3% | 75.8% |
| ALRM | $2.53B | 20.7 | 7.6% | 13.0% | 16.0% | · |
| SOUN | · | · | · | · | · | · |
| FIVN | $1.55B | 44.6 | 10.3% | 3.4% | 5.6% | 55.1% |
| NN | · | · | · | · | · | · |
| RAMP | · | 11.8 | 9.0% | 17.9% | 15.2% | 70.7% |
| KEEL | · | · | 72.0% | -124.1% | -48.6% | -8.2% |
| NCNO | $2.43B | 427.2 | 10.0% | 0.87% | 0.49% | 60.6% |
| ASAN | $2.44B | -12.8 | 9.2% | -23.9% | -99.8% | 89.0% |
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