Via Transportation price target lowered to $28 from $41 at Morgan Stanley

Morgan Stanley lowered the firm’s price target on Via Transportation (VIA) to $28 from $41 and keeps an Overweight rating on the shares. Stronger Q4 upside against a lower bar and detailing clear data, AI/ML, and go-to-market moats were “the right start to a re-rating.” However, a lack of transparency on contribution from M&A in 2026 revenue and EBITDA guidance “make it harder to assess whether guidance is good or bad,” the analyst tells investors in a post-earnings note.