Via Transportation, Inc. · Brief

Next report

12 days

Nov 12 · before openest.Q3 FY26

Expected move

±11.1%implied · report alone

32.4440.54

straddle ±13.2%

spot 36.49exp Nov 20ATM strike 35ATM straddle 5.67IV 81%

Oct 30 closereport share · term structurethin chain

Expected move

4 reportsHistory

—≥ implied

Q3 FY25—▼−14.57%—

Q1 FY26—▼−7.53%—

May 12 '26±11.4%▼−16.60%×1.45

Q2 FY26—▲+0.94%—

quarterimplied−20%0+20%realized×

Q2 FY26—▲+0.94%—

May '26±11.4%▼−16.60%×1.45

Q1 FY26—▼−7.53%—

Q3 FY25—▼−14.57%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 12 report · est.

Bull2 of 3

14disclosed supplier and customer ties in SEC filingsSEC filings

127managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

3tracked funds holding VIAN-PORT · Aug 31 '26

13managers whose positions together make up four fifths of the reported value13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

VIA report session

Suppliers 1

× = co-movement · max 263dSource: SEC filings · market data

Oct 29impliedImplied move: ±13.8% into Nov 12 earnings (Oct 29 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.