We recently published 10 Stocks Left Behind in a Roaring Market. Verra Mobility Corp. (NASDAQ:VRRM) was one of the worst performers on Wednesday. Verra Mobility fell to a new three-year low on Wednesday, as investor sentiment was dampened after missing analyst earnings expectations last year. At intra-day trading, the stock dropped to its lowest price of $15.58 before paring losses to finish the session just down by 13.52 percent at $16.18 apiece. In an updated report, Verra Mobility Corp. (NASDAQ:VRRM ...

Verra Mobility to Present at the Morgan Stanley Technology, Media & Telecom Conference [Accessibility Statement] Skip NavigationMESA, Ariz., Feb. 25, 2026 /PRNewswire/ -- Verra Mobility Corporation (NASDAQ: VRRM), a leading provider of smart mobility technology solutions, announced today that David Roberts, President and Chief Executive Officer, and Craig Conti, Chief Financial Officer, are scheduled to participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on Tuesday, M ...

Core Insights - Rimini Street (RMNI) reported quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.09 per share, and down from $0.12 per share a year ago, representing an earnings surprise of -17.65% [1] - The company posted revenues of $109.79 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.88%, but down from $114.21 million year-over-year [2] - Rimini Street shares have declined approximately 21.7% since the beginning of the year, contrasting with the S&P 500's gain of 0.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $107.33 million, and for the current fiscal year, it is $0.45 on revenues of $445.57 million [7] - The estimate revisions trend for Rimini Street was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which Rimini Street belongs, is currently in the top 36% of over 250 Zacks industries, suggesting that companies in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8] - VERRA MOBILITY CORP (VRRM), another company in the same industry, is expected to report quarterly earnings of $0.32 per share, reflecting a year-over-year change of -3%, with revenues anticipated to be $240.99 million, up 8.8% from the previous year [9][10]

Core Insights - Verra Mobility has finalized a five-year contract worth $998 million with the New York City Department of Transportation to manage the city's automated traffic enforcement programs, marking a 34% increase from the previous contract period [1] - The new contract will expand the red-light safety camera program to 600 intersections, significantly increasing from 150, and will also enhance bus lane enforcement [1] - The contract includes commitments to utilize 33% minority- and women-owned business enterprises and emphasizes community partnerships and public education [1] Contract Details - The contract will be effective from January 1, 2026, following the expiration of the previous contract in December 2025 [1] - Verra Mobility has managed NYC's automated enforcement programs for over 30 years, making it the largest network of its kind in the nation [1] - The expansion of the red-light camera program is supported by legislation signed by New York State Governor Kathy Hochul in 2025 [1] Community Impact - The partnership aims to create local employment opportunities, having already connected over 100 New Yorkers from underserved communities with jobs related to the program [1] - The collaboration with local businesses, such as Windsor Electrical Contracting Inc., highlights the commitment to improving roadway safety and supporting local economies [1] - The initiative is expected to enhance public safety and reduce pedestrian deaths, contributing to the city's lowest number of pedestrian fatalities in history [1]

分组1 - Klaviyo, Inc. reported quarterly earnings of $0.19 per share, exceeding the Zacks Consensus Estimate of $0.17 per share, and showing an increase from $0.07 per share a year ago, resulting in an earnings surprise of +13.98% [1] - The company achieved revenues of $350.2 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 5.06%, and up from $270.16 million year-over-year [2] - Klaviyo, Inc. has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 39.4% since the beginning of the year, while the S&P 500 has gained 1.7% [3] - The current consensus EPS estimate for the upcoming quarter is $0.18 on revenues of $342.63 million, and for the current fiscal year, it is $0.80 on revenues of $1.48 billion [7] - The Internet - Software industry, to which Klaviyo belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Thesis - Verra Mobility Corporation (VRRM) is positioned as a compelling investment opportunity due to its strong market presence, growth potential, and underappreciated contracts, particularly with New York City [1][4]. Company Overview - Verra Mobility Corporation operates in smart mobility technology solutions across the United States, Australia, Europe, and Canada, focusing on two main segments: Commercial Services (CS) and Government Solutions (GS) [2]. - The company holds a market share of over 90% in CS and 70% in GS, indicating strong competitive positioning [3]. Segment Performance - CS is experiencing high-single-digit growth driven by the rise of cashless tolling and increased toll-road usage, while GS growth is accelerating due to new legislation and the expansion of automated traffic enforcement programs [3]. - The largest customer, New York City, contributes $139 million in annual service revenue, with a recently secured five-year contract valued at $963 million, which includes a 25% increase in recurring service revenue compared to 2024 [3]. Financial Outlook - The consolidated business is projected to generate significant free cash flow, with an estimated $266 million by 2028, and the stock is currently trading at a forward free cash flow yield of approximately 5% [4]. - The anticipated growth in both CS and GS segments is expected to exceed consensus estimates for FY26 and FY27, supported by stronger-than-expected throughput and travel demand [4]. Investment Catalysts - Near-term catalysts include the official announcement of the NYC contract and potential upgrades from analysts, which could further enhance the stock's appeal [4].

Core Insights - Verra Mobility Corporation has launched AutoKinex, an OEM-ready in-vehicle commerce platform that integrates payment technology for various mobility services [1][2][4] Group 1: Product Overview - AutoKinex allows drivers to pay for services such as tolling, road usage charging, parking, fueling, and EV charging directly from their vehicles [2][4] - The platform is designed to work with 2021 model year and newer Chrysler, Dodge, Jeep, and Ram vehicles in the U.S. through a partnership with Stellantis [2][7] - AutoKinex processes payments instantly and securely, providing real-time charges displayed in the vehicle's infotainment system if enabled [4][6] Group 2: User Experience - Drivers can pass through most toll plazas without stopping, and if a transponder is needed for gated tolling locations, Verra Mobility will provide one at no charge [5][6] - The service simplifies the payment process by verifying the vehicle's location in relation to toll sites and automatically paying the toll on behalf of the driver [6][8] - Enrollment for the service is free, and new users receive their first 30 days at no cost [7] Group 3: Strategic Importance - AutoKinex provides automakers with a scalable revenue channel by embedding essential services and payments in vehicles, enhancing the connected mobility experience [7][8] - The platform consolidates multiple mobility services into a single, intuitive solution, reducing complexity for drivers and manufacturers alike [8]

Core Insights - The new automated photo enforcement contract with the New York City Department of Transportation is expected to have a five-year term with a potential five-year renewal, valued at approximately $963 million [35][36][37] - Annual service revenue is projected to grow from about $135 million in 2024 to between $165 million and $185 million by 2027, with additional product revenue from the city’s equipment purchases expected to add $20 million to $30 million in both 2026 and 2027 [1][36] - The red light camera expansion program is anticipated to generate $30 million in revenue in 2025, with $10 million from product revenue and $20 million from installation services [5][30] Financial Performance - Total revenue for Q3 2025 increased by 16% year-over-year to $262 million, with all business segments meeting or exceeding internal plans [8][20] - Adjusted EPS for Q3 2025 rose by 16% compared to the prior year, driven by operating performance and reduced interest expenses [22][30] - Government Solutions revenue grew by 28% year-over-year, with a 46% increase in revenue from New York City, primarily due to new red light camera installations [10][26] Segment Insights - Government Solutions service revenue increased by 19% year-over-year, while Commercial Services revenue rose by 7% [21][26] - T2 Systems, the Parking Solutions business, saw a 7% revenue increase, driven by a 3% rise in SaaS and services revenue and a 30% increase in product revenue [15][27] - The company anticipates Government Solutions to grow in the low to mid-teens for total revenue in 2025, driven by new camera installations [32][36] Legislative Impact - Recent legislation in California is expected to add an incremental $140 million to the total addressable market, increasing the potential market to approximately $365 million, with the possibility of expanding to $500 million with further legislation [11][12] - The company is actively pursuing contracts in California, including a school bus stop arm program and a speed program in various cities [13][76] Future Outlook - The company expects total consolidated revenue growth to moderate to mid-single digits in 2026, with adjusted EBITDA margins anticipated to decline by 250 to 300 basis points due to the New York City renewal contract [16][39] - The company plans to invest in a new smart mobility platform, Mosaic, which is expected to drive margin expansion and productivity improvements starting in 2027 [41][42] - A $150 million increase in the stock repurchase program has been authorized, bringing the total to $250 million, reflecting confidence in long-term growth [19][44]

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Financial Performance - Verra Mobility's total revenue grew by $10.5 million, reaching $98.5 million in Q1 2019, compared to $88.0 million in Q1 2018 [11] - Adjusted EBITDA increased to $51.3 million, up from $45.6 million in the same quarter of 2018 [11] - The company generated $37.4 million in cash flow from operations [11] - Net debt leverage decreased from 5.1x in Q2 2018 to 3.8x in Q1 2019 [8] Segment Performance - Commercial Services - Commercial Services revenue increased by 22%, reaching $62.6 million in Q1 2019 [13, 19] - Commercial Services adjusted EBITDA improved to $38.0 million in Q1 2019, up from $29.8 million in Q1 2018 [19] - Commercial Services adjusted EBITDA margin expanded from 58% in Q1 2018 to 61% in Q1 2019 [19] Segment Performance - Government Solutions - Government Solutions revenue decreased by 3% to $35.9 million in Q1 2019 [17, 19] - Government Solutions adjusted EBITDA declined to $13.2 million from $15.8 million in the prior year [19] - Government Solutions adjusted EBITDA margin was 37% [18] Revenue Composition - Government Solutions accounted for 36% of Q1 revenue, while Commercial Services contributed 64% [10]