Loading...
VIAV logo

Viavi Solutions Inc.Informe acción NasdaqGS:VIAV

Capitalización bursátil US$12.3b
Precio de las acciones
US$53.46
US$64.43
17.0% infravalorado descuento intrínseco
1Y482.4%
7D12.4%
1D
Valor de la cartera
Ver

Viavi Solutions Inc.

Informe acción NasdaqGS:VIAV

Capitalización de mercado: US$12.3b

Viavi Solutions (VIAV) Resumen de Acciones

Viavi Solutions Inc. proporciona soluciones de prueba, monitorización y aseguramiento de redes para telecomunicaciones, nube, empresas, primeros intervinientes, militares, aeroespaciales e infraestructuras críticas en América, Asia-Pacífico, Europa, Oriente Medio y África. Saber más

Análisis fundamental de VIAV
Puntuación del snowflake
Valoración3/6
Crecimiento futuro5/6
Rendimiento pasado0/6
Salud financiera3/6
Dividendos0/6

VIAV Community Fair Values

Create Narrative

See what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Viavi Solutions Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Viavi Solutions
Precios históricos de las acciones
Precio actual de la acciónUS$53.46
Máximo en las últimas 52 semanasUS$60.43
Mínimo de 52 semanasUS$9.08
Beta1.19
Cambio en 1 mes-0.32%
Variación en 3 meses78.38%
Cambio de 1 año482.35%
Variación en 3 años401.97%
Variación en 5 años212.27%
Variación desde la OPV2,492.03%

Noticias y actualizaciones recientes

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.

Recent updates

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.
Seeking Alpha May 05

Viavi Solutions: Too Much Data Center Hype, Not Enough Growth In Profitability

Summary Viavi Solutions Inc. surged nearly 500% in a year, driven by AI data center demand for its high-speed optical testing equipment. VIAV's profitability has improved, with adjusted operating margin at 21% and adjusted EPS up 80% y/y, but GAAP EPS remains low due to significant charges. The OSP segment offers more stability and scalability, potentially cushioning VIAV if AI data center demand wanes, while NSE remains highly cyclical. With a forward P/E of 59x and much growth priced in, I am waiting for further profitability improvements or OSP-driven diversification before considering a position. Read the full article on Seeking Alpha
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.
Actualización de narrativa Aug 31

Data Center Upgrades And Fiber Demand Will Unlock Future Opportunities

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.
Actualización de narrativa Aug 15

Data Center Upgrades And Fiber Demand Will Unlock Future Opportunities

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.
Artículo de análisis Aug 03

Viavi Solutions (NASDAQ:VIAV) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Jul 05

Viavi Solutions Inc.'s (NASDAQ:VIAV) Price In Tune With Revenues

There wouldn't be many who think Viavi Solutions Inc.'s ( NASDAQ:VIAV ) price-to-sales (or "P/S") ratio of 2.2x is...
User avatar
Nueva narrativa May 27

High-Speed Data Centers And Fiber Networks Will Improve Long-Term Prospects

Expansion into hyperscale, cloud, and fiber markets plus strategic acquisitions is broadening Viavi's growth opportunities and long-term revenue potential.

Rentabilidad de los accionistas

VIAVUS CommunicationsMercado US
7D12.4%1.1%0.8%
1Y482.4%96.0%24.2%

Rentabilidad vs. Industria: VIAV superó a la industria US Communications, que obtuvo un rendimiento del 96% el año pasado.

Rentabilidad vs. Mercado: VIAV superó al mercado US, que obtuvo un rendimiento del 24.2% el año pasado.

Volatilidad de los precios

Is VIAV's price volatile compared to industry and market?
VIAV volatility
VIAV Average Weekly Movement11.5%
Communications Industry Average Movement10.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

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

FundadaEmpleadosCEOPágina web
19233,600Oleg Khaykinwww.viavisolutions.com

Viavi Solutions Inc. proporciona soluciones de prueba, monitorización y aseguramiento de redes para telecomunicaciones, nube, empresas, primeros intervinientes, militares, aeroespaciales e infraestructuras críticas en América, Asia-Pacífico, Europa, Oriente Medio y África. Opera en dos segmentos, Network and Service Enablement (NSE) y Optical Security and Performance Products (OSP). El segmento NSE ofrece soluciones de pruebas, supervisión, aseguramiento y seguridad para entornos de laboratorio y producción, gestión de redes, aseguramiento de servicios y AIOps para redes inalámbricas, alámbricas, en la nube, por satélite, de seguridad pública, militares y de infraestructuras.

Resumen de fundamentos de Viavi Solutions Inc.

¿Cómo se comparan los beneficios e ingresos de Viavi Solutions con su capitalización de mercado?
Estadísticas fundamentales de VIAV
Capitalización bursátilUS$12.31b
Beneficios(TTM)-US$55.10m
Ingresos (TTM)US$1.37b
9.6x
Ratio precio-ventas (PS)
-237.7x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de VIAV
IngresosUS$1.37b
Coste de los ingresosUS$541.40m
Beneficio brutoUS$824.30m
Otros gastosUS$879.40m
Beneficios-US$55.10m

Últimos beneficios comunicados

Mar 28, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-0.22
Margen bruto60.36%
Margen de beneficio neto-4.03%
Ratio deuda/patrimonio127.7%

¿Cómo se ha desempeñado VIAV a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/12 23:27
Precio de las acciones al final del día2026/06/12 00:00
Beneficios2026/03/28
Ingresos anuales2025/06/28

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 equipo de talla mundial 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.

AnalistaInstitución
James KelleherArgus Research Company
Joseph WolfBarclays
Jeffrey EvensonBernstein