Via Transportation (VIA) shares are too cheap to ignore, and the firm has the ability to exceed $1 billion in total revenue in four years, Oppenheimer said in a Monday note.
The report pointed among others to durability of core transit software modernization, faster growth optionality in several adjacent markets, and strong gross retention.
The company also has good gross and operating margin drivers with AI Labs, the note added.
"Via Transportation is one of the most defensible SMiD-Cap software business in the AI transition," Oppenheimer said, keeping its outperform rating and a $25 price target.
Price: $16.10, Change: $+0.86, Percent Change: +5.68%