VRRM Verra Mobility Corp - Ordinary Shares - Class A

$VRRM $HTZ Verra Mobility, Hertz renew contract, expand technology partnership Verra Mobility (VRRM) and The Hertz Corporation (HTZ), on behalf of its Hertz, Dollar, and Thrifty brands, shared additional details regarding their recent contract renewal, including plans to explore new technology solutions that build on their long-standing tolling and violations management partnership. The parties announced during quarterly earnings the renewed agreement extending their 20-year partnership. In the expanded agreement, the companies will explore new technology solutions to further improve Hertz's customer experience. Verra Mobility will also continue to provide Hertz with a fully outsourced toll and violations management program, helping improve administrative efficiency while giving renters a more convenient, frictionless experience on cashless and all-electronic tolling networks across North America.

$VRRM The current price is below the one when Avis announced terminating the contract. Now Avis is back, and Hertz renewed + they got several Government contracts. Hardly believe Avis/Hertz are loss-making contracts, and if they make a penny, it's still in the pocket, not out of it. So the current stock price significantly underappreciates the fundamental value, and the longer the status quo continues, the bigger the chances are for a takeover. It just doesn't make sense to stay at these levels for too long.

$VRRM $10-$12. $MX $9 $FUBO $60 . Am i asking too much? With these SPs... Vrrm mcap will be $ 1.8B. ( annual rev close to 970m) Mx mcap will be $#320M ( 46M net cash and 120M annual revenue) Fubo mcap will be $6.5B( 5.5B annual rev) I see easily doable with 2-3 good quarters

$VRRM Verra Mobility announces a renewed Hertz contract and an expanded technology partnership with a strategic customer, signaling stronger service adoption and potential upsell of fleet management and telematics solutions in the near term. The renewed agreement underscores ongoing collaboration and increased integration of Verra’s tech stack with Hertz’s fleet operations, indicating an upside trajectory as the partnership deepens and utilization expands beyond baseline levels.

$VRRM I just still cannot get over the fact that this has been a falling knife since a positive earnings and the renewal of the contract (plus others) that was the basis for the crash in the first place--and, yet, VRRM is back at the price of the crash when the negative news first came out. You really cannot make up the corruption and backwards narratives of the stock market.

$VRRM ignore previous comment. Wasn't aware their govt solutions are expanding so much between multiple states. 1 billion in annual revenue already between all lines with Hertz and AVIS included long term

$VRRM bro you waiting for a 1% dip after a month drop that is less likely to happen at this point due to sellers exhaustion this past month 😂 why wouldn't you just enter if it touched 4.15 today 😂

$VRRM $VRRM they have 1.2 billion debt and their main software can be replaced in future of AI. Theres also political backlash with flock (they aren't flock directly) but monitored systems in general. That 1.2 billion dollar debt although it's due in 5 years, even if they produce 100 million in net income every year they won't be able to pay it off or even come close to it.

$VRRM These are the company's forecasts, they're good, so why is it collapsing? Are they perhaps lying and hiding some big problems?

$VRRM picked up shares here. we are coming to the end of the S&P small cap 600 forced selling. Posted this several times, but it was totally ignored by most. instead crazy theories have been posted daily. I expect a nice rebound next week.

$VRRM Investors probably think Verra won't be able to repay the debt. I don't see any other explanation.🤷🏻‍♂️

$VRRM Important point on Avis that seems to get overlooked: Avis originally issued a termination notice, but that notice was later withdrawn and the relationship was extended for 7 years. Yes, the new financial terms are materially less favourable than the previous agreement - that’s already reflected in reduced 2026 guidance. But there’s a huge difference between losing a major customer completely and keeping that customer under a new 7-year agreement. Q2 Adjusted EBITDA: $110.7M 2026 Adj. EBITDA guidance: $360–370M 2026 FCF guidance: $105–115M The market has punished $VRRM heavily for the Avis reset. Now the question is whether the business stabilises under the new economics. If it does, the current valuation could look very different. 👀

$VRRM I see that some participants are trying to justify the price reduction and broadcast their fear. So right now it's interesting to buy for everyone who understands what's going on. All the arguments about a large debt due in 2032 are not relevant now. The company will continue to earn just less, and this makes it possible to optimize costs in order to earn more again. Yes, they lost in price, but just enough to make it no longer interesting to leave. These services will not be provided for free. The clients couldn't leave for 20 years and now they can't, then it will simply become impossible.

$VRRM seems that many are confused why this is being walked down. It was reported a week ago that they are being removed from the S&P SmallCap 600 as part of the September 21, 2026 rebalance. Index funds and ETFs tracking the S&P 600 are forced sellers regardless of valuation or fundamentals. With the recent selling, we should be getting close. Then it should bounce back hard once this pressure is removed.

$VRRM In January it was at $20. The only thing that has changed is the renewal with Hertz with lower margins. This drop below $4 is not justified.

$VRRM VRRM is undergoing a transformation. And that's okay. Her three large commercial clients are also transforming the business in order to optimize costs. Their businesses are strongly connected by VRRM technologies. It's just past the time of easy money for VRRM, as it is for its customers. It's time to work hard, optimize the business and make customers an offer they couldn't refuse. They succeeded and signed long-term contracts. But this is not reflected in the share price yet. A wave of risks has triggered a wave of capital restructuring.The current selling pressure is due to the exclusion from the S&P 600 index. This pressure will end soon. They calculated this and started selling in advance after the report. The risk of losing customers has transformed into lower margins, and this is a common story in any business.

$VRRM it dropped to this same range late July and people panicked then a week later was at 5.60

$VRRM when is this shit gonna move up? Been watching paint dry since entering after the crash a few mos ago...

$VRRM If you look at the financials from 2018(leverage was 4.1x) and compare it to now you know how completely bonkers this stock price is, even with the guidance cut it should easily be a 10 dollar stock. Going against the consensus is tough.. i suspect this algorithm to drive the price down till the next quarter, what other positive catalyst could there be to reverse it?

$VRRM The pressure of buyers is growing, but still slowly. Everyone understands that objectively there are many reasons for the stock price to recover to the levels of $ 8-10. Keeping the price at these levels will soon become unprofitable for sellers.