Viavi Solutions (VIAV) Aperçu de l'action
Viavi Solutions Inc. fournit des technologies de test, de mesure et de transmission optique destinées aux communications dans les secteurs militaire, aérospatial, ferroviaire et des services d'urgence, dans les Amériques, en Asie-Pacifique, en Europe, au Moyen-Orient et en Afrique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 5/6 |
| Performances passées | 0/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
VIAV Community Fair Values
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Analyst Price Targets
Viavi Solutions Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$37.40 |
| Plus haut sur 52 semaines | US$60.43 |
| Plus bas sur 52 semaines | US$11.89 |
| Bêta | 1.23 |
| Variation sur 1 mois | -2.60% |
| Variation sur 3 mois | -30.04% |
| Variation sur 1 an | 205.06% |
| Variation sur 3 ans | 277.02% |
| Variation sur 5 ans | 131.44% |
| Évolution depuis l'introduction en bourse | 1,713.35% |
Nouvelles et mises à jour récentes
Recent updates
Mise à jour du récit • 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.Seeking Alpha • Aug 13
Viavi Solutions: I Want To See Where Its Margin Profile Goes Next (Q4 Review)
Summary Viavi Solutions Inc. delivered a strong Q4 with 52% y/y revenue growth, driven by both organic performance and the Spirent acquisition. VIAV's profitability surged, with GAAP operating margin up 850bps to 13.8% and adjusted operating margin reaching 24%, signaling operational leverage and improved mix. Guidance for next quarter is well above consensus, with revenue expected at $450–$460M and non-GAAP EPS at $0.40–$0.42, reflecting continued AI data center demand. I recommend holding VIAV for existing investors due to robust fundamentals, but would not add exposure until margin sustainability is demonstrated over coming quarters. Read the full article on Seeking Alpha
Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Nouveau récit • 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?Mise à jour du récit • 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.Nouveau récit • 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?Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Rendement pour les actionnaires
| VIAV | US Communications | US Marché | |
|---|---|---|---|
| 7D | 11.2% | 1.1% | -0.2% |
| 1Y | 205.1% | 49.9% | 14.8% |
Rendement vs Industrie: VIAV a dépassé le secteur US Communications qui a rapporté 49.9 % au cours de l'année écoulée.
Rendement vs marché: VIAV a dépassé le marché US qui a rapporté 14.8 % au cours de l'année écoulée.
Volatilité des prix
| VIAV volatility | |
|---|---|
| VIAV Average Weekly Movement | 12.0% |
| Communications Industry Average Movement | 7.9% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: Le cours de l'action de VIAV a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de VIAV ( 12% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1923 | 4,100 | Oleg Khaykin | www.viavisolutions.com |
Viavi Solutions Inc. fournit des technologies de test, de mesure et de transmission optique destinées aux communications dans les secteurs militaire, aérospatial, ferroviaire et des services d'urgence, dans les Amériques, en Asie-Pacifique, en Europe, au Moyen-Orient et en Afrique. La société opère dans deux segments : « Network and Service Enablement » (NSE) et « Optical Security and Performance Products » (OSP). Le segment NSE propose une gamme intégrée de solutions de test, de surveillance, d’assurance qualité et de PNT (positionnement, navigation et temporisation) résilientes qui permettent la mise en œuvre et la sécurisation des infrastructures critiques.
Viavi Solutions Inc. Résumé des fondamentaux
| VIAV statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$9.67b |
| Bénéfices(TTM) | -US$30.40m |
| Recettes(TTM) | US$1.52b |
6.1x
Ratio P/S-303.6x
Ratio P/ELe site VIAV est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| VIAV compte de résultat (TTM) | |
|---|---|
| Recettes | US$1.52b |
| Coût des recettes | US$593.80m |
| Marge brute | US$924.50m |
| Autres dépenses | US$954.90m |
| Les revenus | -US$30.40m |
Derniers bénéfices déclarés
Jun 27, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -0.12 |
| Marge brute | 60.89% |
| Marge bénéficiaire nette | -2.00% |
| Ratio dettes/capitaux propres | 45.3% |
Quelles ont été les performances à long terme de VIAV?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/10 23:27 |
| Cours de l'action en fin de journée | 2026/09/10 00:00 |
| Les revenus | 2026/06/27 |
| Revenus annuels | 2026/06/27 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Viavi Solutions Inc. est couverte par 24 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Joseph Wolf | Barclays |
| Jeffrey Evenson | Bernstein |