Update shared on31 Aug 2025
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.
- Bullish analysts highlighted a solid fiscal Q4 report as a reason for upward price target revisions.
- Despite improved price targets, some analysts remain cautious due to perceived limitations on Viavi’s long-term earnings power.
- Multiple firms adjusted their target prices upward by $1 following better-than-anticipated Q4 performance.
- Neutral ratings were maintained by several analysts even after positive Q4 results, reflecting persistent concerns about sustainable growth drivers.
What's in the News
- B. Riley raised its price target on Viavi Solutions to $12 from $11, maintaining a Neutral rating and citing a solid fiscal Q4 report (B. Riley, 2025-08-08).
- Viavi Solutions provided Q1 FY2026 revenue guidance of $290 million to $298 million (Key Developments, 2025-08-07).
- Viavi expanded its VALOR Lab for Open RAN testing by adding a colocation capability, increasing flexibility and supporting comprehensive testing, with support from the U.S. NTIA PWSCIF (Key Developments, 2025-07-02).
- The company was added to several Russell growth-focused indices and dropped from various value-oriented indices, reflecting a potential shift in its market profile towards growth (Key Developments, 2025-06-28/30).
- Viavi announced new partnerships, including providing its ONMSi system to UK Alt-Net operator Netomnia for remote fiber network testing, and collaborating with Hanyang University in South Korea on advanced 5G/6G and AI-RAN research (Key Developments, 2025-06-10 & 06-24).
Valuation Changes
Summary of Valuation Changes for Viavi Solutions
- The Consensus Analyst Price Target has risen slightly from $13.41 to $14.00.
- The Consensus Revenue Growth forecasts for Viavi Solutions has fallen slightly from 6.1% per annum to 5.8% per annum.
- The Future P/E for Viavi Solutions has risen slightly from 17.13x to 17.88x.
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