Viavi Solutions

AI Optical Expansion And Acquisitions Will Drive New Market Opportunities

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

27 May 25

Updated

14 Dec 25

Views

118

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

79.4%

7D

3.0%

Loading

1Y

79.4%

7D

3.0%

You can edit this narrative until Dec 15 11:10 AM. Then, changes will post as Updates.

Author's Valuation

US$18.430.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 14 Dec 25

VIAV: Future AI Data Center Demand And Acquisitions Will Shape Risk Reward Balance

Analysts have raised their price target on Viavi Solutions to $23 from $16, citing the accretive Spirent asset acquisition, increasing exposure to AI data centers and aerospace defense, and the potential for higher revenue growth and margins as key drivers of the upward revision. Analyst Commentary Bullish analysts highlight that the Spirent asset acquisition is not only accretive but also strategically expands Viavi's presence in Ethernet, security, and emulation.

Shared on 28 Nov 25

VIAV: Recent Synergistic Acquisitions And AI Exposure Will Shape Risk And Opportunity Balance

Viavi Solutions’ analyst price target has been raised from $16 to $23, as analysts highlight recent synergistic acquisitions and expanding opportunities in AI data centers and aerospace-defense as key factors supporting higher growth and profitability expectations. Analyst Commentary Analysts have provided updated perspectives on Viavi Solutions following its recent acquisitions and renewed momentum in AI-driven markets.

Shared on 10 Nov 25

Fair value Increased 26%

VIAV: Recent Acquisitions And AI Expansion Will Drive Measured Upside And Integration Risk

Analysts have raised their average price target for Viavi Solutions from $14.57 to $18.43. They cite stronger revenue growth expectations, higher profit margins, and recent acquisitions that expand the company's market opportunities.

Shared on 27 Oct 25

Fair value Increased 2.00%

Analysts have increased their price target for Viavi Solutions, raising the fair value estimate from $14.29 to $14.57. This reflects growing optimism on the company’s recent acquisition activity and enhanced AI Optical exposure.

Shared on 13 Oct 25

Fair value Increased 2.04%

Analysts have modestly increased their price target for Viavi Solutions, citing improved growth prospects and potential market expansion from the company's pending acquisition. The fair value has risen from $14.00 to approximately $14.29 per share.

Shared on 31 Aug 25

Fair value Increased 4.38%

Analysts raised Viavi Solutions’ price target to $14.00 following stronger-than-expected data center results and a solid Q4 report, though long-term growth concerns tempered enthusiasm. Analyst Commentary Weaker demand from service provider customers was largely offset by stronger-than-expected results from the data center segment.

Shared on 15 Aug 25

Analysts remain divided on Viavi Solutions as robust data center growth and solid Q4 results offset softer service provider demand and muted long-term earnings prospects, leaving the consensus price target unchanged at $13.41. Analyst Commentary Bullish analysts cite solid fiscal Q4 performance as supporting a higher valuation.

AnalystConsensusTarget Fair Value

US$18.43

0.1% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

13.34%

Communications revenue growth rate

0.77%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.58%

Calculation

US$424.96m

Earnings '28

x

12.54x

PE Ratio '28

=

US$5.33b

Market Cap '28

US$5.33b

Market Cap '28

/

226.41m

No. shares '28

=

US$23.53

Share Price '28

US$23.53 Share Price '28

Discounted to 2025 @ 8.56% p.a.

=

US$18.39

Fair Value '25