William Blair notes Via Transportation has announced the acquisition of Downtowner, a specialized transit technology company focused on efficient public mobility solutions tailored to destination cities. Blair believes this acquisition broadens Via's product portfolio and complements its broader suite of software tools for planning, scheduling, operations, and real-time routing. Further, it reinforces Via's strategy of assembling a comprehensive suite for public transit and microtransit, enhances Via's product scope, deepens its data assets, and positions the company to capture more diversified demand across urban, suburban, and destination markets as transportation systems continue to modernize. The firm views the acquisition positively, improving Via's strategic positioning and go-to-market strategy. With that said however, it does not anticipate a significant near-term financial impact. Blair has an Outperform rating on Via.
Wall Street analysts forecast VIA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VIA is 56.40 USD with a low forecast of 50.00 USD and a high forecast of 60.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast VIA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VIA is 56.40 USD with a low forecast of 50.00 USD and a high forecast of 60.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
2 Hold
0 Sell
Strong Buy
Current: 23.650
Low
50.00
Averages
56.40
High
60.00
Current: 23.650
Low
50.00
Averages
56.40
High
60.00
Wells Fargo
Michael Turrin
Overweight
downgrade
$60 -> $40
Al Analysis
2026-01-08
Reason
Wells Fargo
Michael Turrin
Price Target
$60 -> $40
Al Analysis
2026-01-08
downgrade
Overweight
Reason
Wells Fargo analyst Michael Turrin lowered the firm's price target on Via Transportation to $40 from $60 and keeps an Overweight rating on the shares. The firm believes that AI is still "the name of the 2026 game." Wells sees three key ways to play, namely infrastructure, incumbents, and innovation. While adoption will likely be uneven, secular trend will ultimately drive 2026 performance, it adds.
Bleecker Street Research
initiated
2025-12-16
Reason
Bleecker Street Research
Price Target
2025-12-16
initiated
Reason
Bleecker Street Research announced a short position in Via Transportation, saying the company is a "labor-intensive transit contractor masquerading as a software platform." The firm's research indicates Via is "more like a low-margin transportation services vendor than the high-margin, software-driven platform it claims to be."
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About VIA
Via Renewables, Inc. is an independent retail energy services company. The Company provides residential and commercial customers in competitive markets across the United States with an alternative choice for their natural gas and electricity under its brands, including Spark Energy, Major Energy, Provider Power, and Verde Energy. The Company operates through two segments: Retail Electricity and Retail Natural Gas. In the Retail Electricity segment, it purchases electricity supply through physical and financial transactions with market counterparties and independent system operators (ISOs) and supplies electricity to residential and commercial consumers pursuant to fixed-price and variable-price contracts. In the Retail Natural Gas segment, it purchases natural gas supply through physical and financial transactions with market counterparties and supplies natural gas to residential and commercial consumers pursuant to fixed-price and variable-price contracts.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
