-52%

est. 2Y upside i

Series D+

Rank

#3288

Sector

Mobility-as-a-Service (MaaS) / Urban Mobility

Est. Liquidity

~1Y

Data Quality

Data: Medium

Moovit's equity offers limited upside potential over 2 years, with high downside risk.

Last updated: July 3, 2026

Bull (10%)+31%

Moovit is integrated into Mobileye's robotaxi business, leading to a strategic exit at 10x projected revenue ($459M), yielding 31% upside. This requires successful robotaxi scaling and integration.

Base (35%)0%

Moovit is acquired at current valuation ($350M), consistent with the $300M-$400M sale range reported in April 2026. No upside for common equity after preference stack.

Bear (55%)-100%

Exit value falls below $134M total funding, triggered by competitive pressure or failed sale, wiping out common equity. Common stock recovers approximately -100%.

Est. time to liquidity~1.0 years

Preference Stack Risk

severe

Funding Intensity

38%

Total funding of $134M represents 38% of current valuation, significantly reducing common equity value and making recovery unlikely below $134M.

Dilution Risk

low

M&A signals suggest near-term exit, reducing likelihood of further funding rounds within 24 months.

Secondary Liquidity

moderate

Secondary market valuation exists at $350M, but trading volume may be limited given pending acquisition.

Questions to Ask at the Interview

Strategic questions based on Moovit's data — designed to show you've done your homework.

  • 1

    “How does Moovit's Transit Data Lake create a defensible moat against Google Maps and Apple Maps?”

  • 2

    “What is the revenue growth trajectory and how does the 45% MaaS licensing model scale with transit agencies?”

  • 3

    “Given the $134M preference stack, how would you value your common equity under different exit scenarios?”

Community

Valuation Sentiment

Our model estimates -52% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.