Viavi Solutions (VIAV) Resumen de Acciones
Viavi Solutions Inc. se dedica al suministro de tecnologías de pruebas y medición y de fibra óptica para las comunicaciones en los sectores militar, aeroespacial, ferroviario y de servicios de emergencia en América, Asia-Pacífico, Europa, Oriente Medio y África. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 5/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
VIAV Community Fair Values
Create NarrativeSee what 33 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Viavi Solutions Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$38.75 |
| Máximo en las últimas 52 semanas | US$60.43 |
| Mínimo de 52 semanas | US$11.96 |
| Beta | 1.23 |
| Cambio en 1 mes | -11.00% |
| Variación en 3 meses | -28.31% |
| Cambio de 1 año | 222.11% |
| Variación en 3 años | 293.40% |
| Variación en 5 años | 144.17% |
| Variación desde la OPV | 1,778.81% |
Noticias y actualizaciones recientes
Seeking Alpha • Sep 12
Viavi Solutions: Strong Profit Growth Makes Valuation More Attractive
Summary Viavi Solutions delivered robust revenue and profit growth, driven by AI data centers, optical testing, and aerospace & defense demand. Despite a higher valuation, I rate VIAV a Buy at $37, anticipating further upside as margins expand and growth accelerates in key segments. Data center operations, especially 1.6T and CPO technologies, are the main growth engines, complemented by resilient aerospace & defense revenue streams. Key risks include dependency on AI capex cycles, customer concentration, and weak free cash flow, but FY2028 earnings projections support the bullish thesis. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 21
VIAV: Field Instrument Demand And DCI Ramps Will Support Upside
Analysts have reset their average price target for Viavi Solutions lower, from about $60 to roughly $45.80, as they factor in sector wide multiple compression on AI related optical stocks, along with updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research on Viavi Solutions highlights a mixed backdrop, with several firms adjusting price targets while reiterating generally constructive views on the latest quarter.Recent updates
Seeking Alpha • Sep 12
Viavi Solutions: Strong Profit Growth Makes Valuation More Attractive
Summary Viavi Solutions delivered robust revenue and profit growth, driven by AI data centers, optical testing, and aerospace & defense demand. Despite a higher valuation, I rate VIAV a Buy at $37, anticipating further upside as margins expand and growth accelerates in key segments. Data center operations, especially 1.6T and CPO technologies, are the main growth engines, complemented by resilient aerospace & defense revenue streams. Key risks include dependency on AI capex cycles, customer concentration, and weak free cash flow, but FY2028 earnings projections support the bullish thesis. Read the full article on Seeking AlphaActualización de narrativa • Aug 21
VIAV: Field Instrument Demand And DCI Ramps Will Support Upside
Analysts have reset their average price target for Viavi Solutions lower, from about $60 to roughly $45.80, as they factor in sector wide multiple compression on AI related optical stocks, along with updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research on Viavi Solutions highlights a mixed backdrop, with several firms adjusting price targets while reiterating generally constructive views on the latest quarter.
Actualización de narrativa • Aug 06
VIAV: AI Data Center And 6G Security Demand Will Drive Upside
Analysts have trimmed their average price target on Viavi Solutions to $61 from about $64, citing a higher assumed discount rate, slightly softer long term revenue growth and profit margin expectations, and some P/E multiple compression across AI related optical stocks despite solid recent execution. Analyst Commentary Recent Street commentary on Viavi Solutions shows a split between analysts who see solid execution supporting higher estimates and those who are more cautious due to sector wide valuation pressure in AI related optical stocks.
Actualización de narrativa • Jul 22
VIAV: AI Data Center Demand Will Power Field Instrument Upside
The analyst price target for Viavi Solutions has shifted from $34.73 to $70.00. Analysts attribute this change to higher assumed revenue growth, stronger profit margins, and updated forecasts for Field Instrument demand linked to DCI projects at large networking customers.Actualización de narrativa • Jul 08
VIAV: Field Instrument Demand And DCI Ramps May Drive Upside
Viavi Solutions' analyst fair value estimate has increased from $25.00 to $60.00. Analysts attribute this change to stronger expected Field Instrument revenue, supported by higher DCI ramp activity at key customers and related scale-across opportunities.Actualización de narrativa • Jun 24
VIAV: AI Data Center And Defense Demand Will Drive Future Upside
Analysts have raised their price targets on Viavi Solutions across a wide range, from $10 to $40, citing updated assumptions on discount rates, profit margins, and future P/E ratios that contribute to a higher consolidated valuation view for the stock. Analyst Commentary Recent price target revisions for Viavi Solutions show a wide spread in analyst expectations, with several bullish analysts revisiting their models for discount rates, profit margins, and future P/E assumptions.Actualización de narrativa • Jun 03
VIAV: AI Data Center Demand And Defense Ties Will Drive Future Upside
Viavi Solutions' analyst price target has been raised by $24.00, with analysts pointing to updated fair value estimates, higher modeled revenue growth and a richer assumed future P/E multiple, even as they temper profit margin expectations and slightly increase the discount rate. Analyst Commentary Recent research points to a cluster of higher price targets for Viavi Solutions, with several firms revisiting their models and adjusting assumptions on growth, profitability and valuation multiples.Actualización de narrativa • Apr 27
VIAV: Data Center And Defense Hopes Will Ultimately Cap Future Returns
Viavi Solutions' analyst price target has moved from about $31 to about $40, with analysts pointing to expectations for stronger data center and aerospace and defense demand, early contributions from recent acquisitions, and updated assumptions for long term growth, profitability and future P/E. Analyst Commentary Recent Street research shows a cluster of upward price target revisions on Viavi Solutions, with analysts updating models for growth, profitability and assumed future P/E.Actualización de narrativa • Apr 08
VIAV: Data Center And Defense Optimism Will Ultimately Restrain Share Returns
Analysts have lifted their Viavi Solutions price targets by up to several dollars to a range that now extends to $36, citing upbeat conversations with management about Data Center and Aerospace & Defense demand, along with early contributions from recent acquisitions. Analyst Commentary Recent research points to a cluster of higher price targets for Viavi Solutions, with bullish analysts citing constructive management meetings and specific end market drivers.Actualización de narrativa • Mar 25
VIAV: Data Center Euphoria Will Challenge Long Term Return Expectations
Analysts have lifted the blended price target on Viavi Solutions by about $3.71 to reflect stronger conviction around growth tied to the data center ecosystem, aerospace and defense demand, and early benefits from recent acquisitions. Analyst Commentary Research coverage around Viavi Solutions has been active, with several firms updating their views and price targets after recent conversations with management and sector events.Nueva narrativa • Mar 17
AI Data Center Dependence And Faster Optical Cycles Will Pressure Future Earnings Stability
Catalysts About Viavi Solutions Viavi Solutions provides network test, monitoring and optical technologies for data centers, service providers, aerospace and defense customers. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Mar 10
VIAV: Data Center And Defense Demand Plus Acquisitions Will Shape Balanced Outlook
The analyst price target for Viavi Solutions has been raised from $26.07 to $27.21 as analysts highlight support from data center and aerospace and defense demand, along with early contributions from recent acquisitions. Analyst Commentary Recent research updates point to a cluster of higher price targets for Viavi Solutions, with analysts drawing on similar themes around demand trends and the potential impact of acquisitions.Nueva narrativa • Mar 03
AI Data Center And Defense Timing Tailwinds Will Drive Long-Term Confidence Here
Catalysts About Viavi Solutions Viavi Solutions provides network test, monitoring and optical technologies serving data centers, service providers, aerospace and defense and anti counterfeiting markets. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Feb 22
VIAV: AI Data Center And Quantum Security Execution Will Shape Balanced Risk Profile
Analysts have lifted their average price targets on Viavi Solutions by several dollars to around $26, citing recent Street research that reflects updated views on valuation assumptions and risk levels rather than major changes to growth or profitability expectations. Analyst Commentary Across recent Street reports, bullish analysts have adjusted their Viavi price targets higher, clustering around the mid 20 dollar range and, in one case, explicitly to $26 from $22.Actualización de narrativa • Feb 08
VIAV: AI Data Center Exposure And Margins Will Shape Balanced Risk Profile
The updated analyst price target for Viavi Solutions has moved from $19.00 to about $26.07. Analysts generally point to revised fair value and profit margin assumptions, along with a modest shift in discount rate and future P/E expectations, as they incorporate a wave of recent target increases across the Street.Artículo de análisis • Jan 30
Viavi Solutions Inc.'s (NASDAQ:VIAV) P/S Is Still On The Mark Following 37% Share Price Bounce
Viavi Solutions Inc. ( NASDAQ:VIAV ) shareholders have had their patience rewarded with a 37% share price jump in the...Actualización de narrativa • Jan 25
VIAV: AI Data Center And Spirent Assets Will Shape Balanced Risk Profile
Narrative Update: Viavi Solutions Analyst Price Target Shift Analysts have lifted their blended price target on Viavi Solutions to about $23, up from roughly $16, citing the revenue and margin impact they see from the Spirent asset acquisition and growing aerospace defense and AI data center exposure. Analyst Commentary Recent price target increases and rating changes on Viavi Solutions reflect a generally constructive stance on the company, with most commentary centered on the Spirent asset acquisition, exposure to AI data centers, and the expanding aerospace defense footprint.Actualización de narrativa • Jan 11
VIAV: AI Data Center And Aerospace Exposure Will Shape Balanced Risk Profile
Narrative Update Analysts have raised their fair value estimate for Viavi Solutions from US$18.43 to US$19.00, reflecting updated assumptions around the Spirent and Inertial Labs acquisitions, along with expected benefits from AI data center and aerospace defense demand. Analyst Commentary Recent Street research on Viavi Solutions highlights a cluster of upbeat views tied to the Spirent and Inertial Labs acquisitions, as well as exposure to AI data centers and aerospace defense.Actualización de narrativa • Dec 14
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.Actualización de narrativa • Nov 28
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.Artículo de análisis • Nov 14
Viavi Solutions Inc. (NASDAQ:VIAV) Stocks Shoot Up 32% But Its P/S Still Looks Reasonable
Despite an already strong run, Viavi Solutions Inc. ( NASDAQ:VIAV ) shares have been powering on, with a gain of 32% in...Actualización de narrativa • Nov 10
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.Artículo de análisis • Nov 06
We Think The Compensation For Viavi Solutions Inc.'s (NASDAQ:VIAV) CEO Looks About Right
Key Insights Viavi Solutions' Annual General Meeting to take place on 12th of November Total pay for CEO Oleg Khaykin...Actualización de narrativa • Oct 27
AI Optical Expansion And Acquisitions Will Drive New Market Opportunities
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.Actualización de narrativa • Oct 13
Data Center Upgrades And Fiber Demand Will Unlock Future Opportunities
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.Rentabilidad de los accionistas
| VIAV | US Communications | Mercado US | |
|---|---|---|---|
| 7D | 11.2% | 2.8% | -0.9% |
| 1Y | 222.1% | 58.3% | 14.2% |
Rentabilidad vs. Industria: VIAV superó a la industria US Communications, que obtuvo un rendimiento del 58.3% el año pasado.
Rentabilidad vs. Mercado: VIAV superó al mercado US, que obtuvo un rendimiento del 14.2% el año pasado.
Volatilidad de los precios
| VIAV volatility | |
|---|---|
| VIAV Average Weekly Movement | 11.8% |
| Communications Industry Average Movement | 7.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: El precio de las acciones de VIAV ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de VIAV(12%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1923 | 4,100 | Oleg Khaykin | www.viavisolutions.com |
Viavi Solutions Inc. se dedica al suministro de tecnologías de pruebas y medición y de fibra óptica para las comunicaciones en los sectores militar, aeroespacial, ferroviario y de servicios de emergencia en América, Asia-Pacífico, Europa, Oriente Medio y África. La empresa opera en dos segmentos: Network and Service Enablement (NSE) y Optical Security and Performance Products (OSP). El segmento NSE ofrece una cartera integrada de soluciones de pruebas, supervisión, garantía y PNT resilientes que habilitan y protegen las infraestructuras críticas.
Resumen de fundamentos de Viavi Solutions Inc.
| Estadísticas fundamentales de VIAV | |
|---|---|
| Capitalización bursátil | US$9.56b |
| Beneficios(TTM) | -US$30.40m |
| Ingresos (TTM) | US$1.52b |
6.3x
Ratio precio-ventas (PS)-314.5x
Ratio precio-beneficio (PE)¿Está VIAV sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de VIAV | |
|---|---|
| Ingresos | US$1.52b |
| Coste de los ingresos | US$593.80m |
| Beneficio bruto | US$924.50m |
| Otros gastos | US$954.90m |
| Beneficios | -US$30.40m |
Últimos beneficios comunicados
Jun 27, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -0.12 |
| Margen bruto | 60.89% |
| Margen de beneficio neto | -2.00% |
| Ratio deuda/patrimonio | 45.3% |
¿Cómo se ha desempeñado VIAV a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/13 18:11 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/06/27 |
| Ingresos anuales | 2026/06/27 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Viavi Solutions Inc. está cubierta por 24 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Kelleher | Argus Research Company |
| Joseph Wolf | Barclays |
| Jeffrey Evenson | Bernstein |