VIA Klasa A Via Transportation, Inc. Class A Common Stock
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O Via Transportation, Inc. Class A Common Stock Przegląd firmy z Wikipedii
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 ==
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | VIA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | -62.4 | · | · | · | |
| P/S (TTM) | 4.9 | · | 3.1 | Wartość godziwa | |
| P/B (MRQ) | 3.9 | · | 5.5 | Niedowartościowany | |
| Cena / FCF (TTM) | -56.6 | · | · | · | |
| Cena / Przepływy pieniężne (TTM) | -58.5 | · | · | · | |
| Cena / Wartość księgowa materialna (MRQ) | 4.1 | · | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | VIA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 39.8% | · | 66.6% | Słaby | |
| Marża Operacyjna (TTM) | -18.0% | · | -6.9% | Poniżej średniej | |
| Marża EBITDA (TTM) | -17.2% | · | -3.9% | Poniżej średniej | |
| Marża przed opodatkowaniem (TTM) | -19.7% | · | -6.4% | Poniżej średniej | |
| Marża Zysku Netto (TTM) | -20.0% | · | -7.1% | Poniżej średniej | |
| ROA | -17.3% | · | 0.32% | Słaby | |
| ROE | 53.6% | · | 5.6% | Najwyższa półka | |
| ROIC | -12.5% | · | 0.51% | Słaby |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | VIA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Wskaźnik bieżący (MRQ) | 5.0 | · | 4.1 | Silna płynność | |
| Quick Ratio (Wskaźnik Szybkości) | 4.8 | · | 2.9 | Silna płynność |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | VIA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 28.6% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | VIA | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.8 | · | 0.6 | Najwyższa półka | |
| Receivables Turnover (Rotacja należności) | 5.6 | · | 6.0 | Słaby | |
| Revenue / Employee (Przychody / pracownika) | ≈$417.6K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | $-0.01 | $-0.02 | 50.5% | |
| 31 marca 2026 | Maj 12, 2026 | $-0.05 | $-0.06 | 13.2% |
| 31 grudnia 2025 | $-0.06 | $-0.07 | 14.4% | |
| 30 września 2025 | $-0.39 | $-0.49 | 20.0% | |
| 31 marca 2024 | $1.81 | — | — | |
| 31 grudnia 2023 | $-0.93 | — | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 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 | · | · |
Bilans
| Wskaźnik | Trend | 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 |
Przepływy pieniężne
| Wskaźnik | Trend | 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 | · | · |
Rentowność
| Wskaźnik | Trend | 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% | · | · |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Current Ratio | 5.0 | · | · | |
| Quick Ratio | 4.8 | · | · |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.8 | · | · | |
| Receivables Turnover | 5.6 | · | · |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue / Share | $13.18 | · | · | |
| Cash Flow / Share | $-0.94 | · | · | |
| EPS (TTM) | $-2.92 | · | · |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 28.6% | 35.7% | · |
Wycena (TTM)
| Wskaźnik | Trend | 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% | · | · |
Rachunek zysków i strat
| Wskaźnik | Trend | 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 | · | · | · | · |
Bilans
| Wskaźnik | Trend | 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 | · |
Przepływy pieniężne
| Wskaźnik | Trend | 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 | · | · | · | · | · | · |
Rentowność
| Wskaźnik | Trend | 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% | · | · | · | · |
Płynność i wypłacalność
| Wskaźnik | Trend | 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 | · | · | · | · |
Efektywność
| Wskaźnik | Trend | 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 | · | · | · | · |
Na akcję
| Wskaźnik | Trend | 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 | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 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% | · | · | · | · |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Przychody | $434M | $338M | $249M |
| Marża Brutto % | 39.6% | · | · |
| Marża Operacyjna % | -17.6% | · | · |
| Zysk netto | $-96M | $-90M | $-117M |
| Rozwodniony EPS | $-2.92 | $-7.21 | $-9.60 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Wskaźnik bieżący | 5.0 | · | · |
| Wskaźnik Szybkości | 4.8 | · | · |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Wolny przepływ pieniężny | $-33M | · | · |
Właściciele instytucjonalni (13F) 137 emitentów · $868.2M łącznie · Na dzień 30 września 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 30 (-28 vs poprzedni kw.) | 29 (+4 vs poprzedni kw.) | 56 (+21 vs poprzedni kw.) | 21 (+4 vs poprzedni kw.) | +6.9M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| Exor N.V. | $256 157 316 | 14 121 131 | 29,50% | Akcje |
| BlackRock, Inc. | $57 010 229 | 3 142 791 | 6,57% | Akcje |
| ION Crossover Partners Ltd | $51 593 407 | 2 844 179 | 5,94% | Akcje |
| GILDER GAGNON HOWE & CO LLC | $46 676 342 | 2 573 117 | 5,38% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $45 106 942 | 2 486 601 | 5,20% | Akcje |
| FMR LLC | $36 168 022 | 1 993 827 | 4,17% | Akcje |
| Capital World Investors | $33 114 915 | 1 825 519 | 3,81% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $32 678 394 | 1 801 455 | 3,76% | Akcje |
| Koch, Inc. | $30 842 190 | 1 700 231 | 3,55% | Akcje |
| VANGUARD GROUP INC | $29 978 237 | 1 033 376 | 3,45% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $25 425 877 | 1 401 647 | 2,93% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $19 345 602 | 1 066 461 | 2,23% | Akcje |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $18 323 232 | 1 010 101 | 2,11% | Akcje |
| STATE STREET CORP | $18 112 246 | 998 470 | 2,09% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $15 272 707 | 841 863 | 1,76% | Akcje |
| MORGAN STANLEY | $12 929 575 | 712 766 | 1,49% | Akcje |
| JANUS HENDERSON GROUP PLC | $12 818 835 | 854 589 | 1,48% | Akcje |
| ArrowMark Colorado Holdings LLC | $8 760 133 | 482 918 | 1,01% | Akcje |
| Robert Bosch GmbH | $8 163 018 | 450 001 | 0,94% | Akcje |
| NORTHERN TRUST CORP | $6 931 222 | 382 096 | 0,80% | Akcje |
| MYDA Advisors LLC | $5 442 000 | 300 000 | 0,63% | Akcje |
| Nuveen, LLC | $5 315 346 | 293 018 | 0,61% | Akcje |
| Ion Asset Management Ltd. | $4 808 000 | 100 000 | 0,55% | Akcje |
| SCOGGIN MANAGEMENT LP | $4 535 000 | 250 000 | 0,52% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $4 152 482 | 228 913 | 0,48% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $4 062 163 | 223 934 | 0,47% | Akcje |
| UBS Group AG | $3 748 014 | 206 616 | 0,43% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $3 394 702 | 187 139 | 0,39% | Akcje |
| Claar Advisors LLC | $3 266 669 | 180 081 | 0,38% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3 194 091 | 176 080 | 0,37% | Akcje |
| Divisadero Street Capital Management, LP | $3 133 776 | 172 755 | 0,36% | Akcje |
| MACQUARIE GROUP LTD | $2 982 234 | 164 401 | 0,34% | Akcje |
| Burkehill Global Management, LP | $2 721 000 | 150 000 | 0,31% | Akcje |
| OPPENHEIMER & CO INC | $2 655 696 | 146 400 | 0,31% | Akcje |
| NORGES BANK | $2 535 482 | 139 773 | 0,29% | Akcje |
| Bank of New York Mellon Corp | $2 436 528 | 134 318 | 0,28% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $2 339 316 | 128 959 | 0,27% | Akcje |
| GOLDMAN SACHS GROUP INC | $2 265 577 | 124 894 | 0,26% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $2 140 955 | 118 024 | 0,25% | Akcje |
| BANK OF AMERICA CORP /DE/ | $1 911 902 | 105 397 | 0,22% | Akcje |
| CITADEL ADVISORS LLC | $1 656 799 | 91 334 | 0,19% | Akcje |
| XTX Topco Ltd | $1 623 875 | 89 519 | 0,19% | Akcje |
| Compound Planning, Inc. | $1 589 427 | 87 620 | 0,18% | Akcje |
| Ethos Financial Group, LLC | $1 491 175 | 72 142 | 0,17% | Akcje |
| Swiss National Bank | $1 338 732 | 73 800 | 0,15% | Akcje |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | $1 195 825 | 65 922 | 0,14% | Akcje |
| RHUMBLINE ADVISERS | $1 095 067 | 60 368 | 0,13% | Akcje |
| IEQ CAPITAL, LLC | $990 680 | 54 613 | 0,11% | Akcje |
| WELLS FARGO & COMPANY/MN | $986 290 | 54 371 | 0,11% | Akcje |
| DEUTSCHE BANK AG\ | $973 157 | 53 647 | 0,11% | Akcje |
Insiderzy spółki 10 insiderów · 4 dyrektorzy generalni · 6 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Daniel Ramot | Chief Executive Officer | 16 czerwca 2026 P | 2 420 957 | 2 | 0 | $99 789 |
| Clara Fain | Chief Financial Officer | 16 czerwca 2026 P | 654 073 | 2 | 0 | $19 986 |
| Matthew Levine | Chief Legal Officer | 18 sierpnia 2026 A | 159 872 | 0 | 0 | $0 |
| Erin Abrams | Chief Legal Officer | 31 grudnia 2025 M | 127 369 | 0 | 0 | $0 |
| Nechemia Jacob Peres | Dyrektor | 11 sierpnia 2026 P | 40 514 | 2 | 0 | $616 879 |
| Arnon Dinur | Dyrektor | 10 sierpnia 2026 P | 50 214 | 2 | 0 | $998 984 |
| Guido De Boer | Dyrektor | 15 września 2025 J | 5 434 | 0 | 0 | $0 |
| William Peter Nix | Dyrektor | 15 września 2025 C | 625 124 | 0 | 0 | $0 |
| Sarah G Smith | Dyrektor | 15 września 2025 J | 5 434 | 0 | 0 | $0 |
| Charles H Rivkin | · | 15 września 2025 C | 27 915 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 25 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,41% | 55 224 SH | 2 października 2026 | Dziennie |
| CCSO · Tidal Trust II | 0,17% | 3 928 NS | 31 lipca 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 35 383 SH | 19 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | 0,05% | 1 349 015 SH | 11 września 2026 | Dziennie |
| FBCG · FIDELITY COVINGTON TRUST | 0,04% | 146 922 NS | 31 lipca 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 13 849 NS | 31 lipca 2026 | N-PORT |
| RSSL · Global X Funds | 0,03% | 25 300 NS | 31 lipca 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 304 111 SH | 19 sierpnia 2026 | Dziennie |
| ISCG · iShares Trust | 0,02% | 8 716 SH | 11 września 2026 | Dziennie |
| IWO · iShares Trust | 0,02% | 114 147 SH | 11 września 2026 | Dziennie |
| TILT · FlexShares Trust | 0,01% | 14 694 NS | 31 lipca 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,01% | 892 254 SH | 19 sierpnia 2026 | Dziennie |
| VBK · VANGUARD INDEX FUNDS | 0,01% | 254 645 SH | 19 sierpnia 2026 | Dziennie |
| VBR · VANGUARD INDEX FUNDS | 0,01% | 283 324 SH | 19 sierpnia 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 12 898 SH | 19 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | 0,01% | 2 279 SH | 11 września 2026 | Dziennie |
| FTEC · FIDELITY COVINGTON TRUST | 0,00% | 25 791 NS | 31 lipca 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 14 158 SH | 9 września 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 121 723 SH | 19 sierpnia 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 236 731 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 4 431 SH | 19 sierpnia 2026 | Dziennie |
| VGT · VANGUARD WORLD FUND | 0,00% | 14 409 SH | 19 sierpnia 2026 | Dziennie |
| IWN · iShares Trust | · | 383 637 SH | 11 września 2026 | Dziennie |
| ISCB · iShares Trust | · | 2 256 SH | 11 września 2026 | Dziennie |
| ISCV · iShares Trust | · | 5 300 SH | 11 września 2026 | Dziennie |
VIA Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
9 analityków · 2026-10-02Średnia cel $35.78 +22,0%
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| 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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