Viavi Solutions Inc.

NasdaqGS:VIAV Rapport sur les actions

Capitalisation boursière : US$13.1b

Viavi Solutions Gestion

Gestion contrôle des critères 3/4

Le PDG Viavi Solutions est Oleg Khaykin, nommé en Feb2016, a un mandat de 10.33 ans. La rémunération annuelle totale est $ 10.60M, composée du salaire de 8.5% et des bonus 91.5%, y compris les actions et options de la société. détient directement 0.49% des actions de la société, d'une valeur de $ 63.55M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 10.4 ans et 8.3 ans.

Informations clés

Oleg Khaykin

Directeur général

US$10.6m

Rémunération totale

Pourcentage du salaire du PDG8.49%
Durée du mandat du directeur général10.3yrs
Propriété du PDG0.5%
Durée moyenne d'occupation des postes de direction10.4yrs
Durée moyenne du mandat des membres du conseil d'administration8.3yrs

Mises à jour récentes de la gestion

Recent updates

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.
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
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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
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Nouveau récit 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.

Analyse de la rémunération des PDG

Comment la rémunération de Oleg Khaykin a-t-elle évolué par rapport aux bénéfices de Viavi Solutions?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 28 2026n/an/a

-US$55m

Dec 27 2025n/an/a

-US$42m

Sep 27 2025n/an/a

US$15m

Jun 28 2025US$11mUS$900k

US$35m

Mar 29 2025n/an/a

US$5m

Dec 28 2024n/an/a

-US$39m

Sep 28 2024n/an/a

-US$37m

Jun 29 2024US$8mUS$900k

-US$26m

Mar 30 2024n/an/a

-US$4m

Dec 30 2023n/an/a

US$5m

Sep 30 2023n/an/a

US$3m

Jul 01 2023US$9mUS$895k

US$26m

Apr 01 2023n/an/a

US$42m

Dec 31 2022n/an/a

US$77m

Oct 01 2022n/an/a

US$103m

Jul 02 2022US$9mUS$849k

US$16m

Apr 02 2022n/an/a

US$2m

Jan 01 2022n/an/a

US$300k

Oct 02 2021n/an/a

-US$7m

Jul 03 2021US$17mUS$800k

US$68m

Apr 03 2021n/an/a

US$91m

Jan 02 2021n/an/a

US$41m

Oct 03 2020n/an/a

US$42m

Jun 27 2020US$7mUS$800k

US$49m

Mar 28 2020n/an/a

US$15m

Dec 28 2019n/an/a

US$43m

Sep 28 2019n/an/a

US$30m

Jun 29 2019US$7mUS$800k

US$8m

Rémunération vs marché: La rémunération totale de Oleg ($USD 10.60M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.65M ).

Rémunération et revenus: La rémunération de Oleg a augmenté alors que l'entreprise n'est pas rentable.


PDG

Oleg Khaykin (61 yo)

10.3yrs
Titularisation
US$10,595,839
Compensation

Mr. Oleg Khaykin has been the Chief Executive Officer and President of Viavi Solutions Inc. since February 3, 2016. He joined Viavi in February 2016. Mr. Khaykin served as Senior Advisor of Silver Lake/Sil...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Oleg Khaykin
President10.3yrsUS$10.60m0.49%
$ 63.6m
Ilan Daskal
Executive VP & CFO2.6yrsUS$3.97m0.0041%
$ 542.3k
Paul McNab
EVP, Chief Marketing & Strategy Officer11.8yrsUS$1.60m0.0063%
$ 826.5k
Luke Scrivanich
Senior VP and GM of Optical Security & Performance Products13.8yrsUS$1.80m0.016%
$ 2.1m
Gary Staley
Senior Vice President of Global Sales9.3yrsUS$1.85m0.056%
$ 7.3m
Mike Petrucci
Senior VP & Chief Operations Officer1.2yrspas de données0.0050%
$ 660.2k
Vibhuti Nayar
Director of Investor Relationsno datapas de donnéespas de données
Kevin Siebert
Senior VP11.3yrspas de données0.0082%
$ 1.1m
Petra Nagel
Senior Vice President of Human Resources10.4yrspas de donnéespas de données
Pamela Avent
Global Controllerno dataUS$610.42kpas de données
10.4yrs
Durée moyenne de l'emploi
61.5yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de VIAV est chevronnée et expérimentée (10.4 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Oleg Khaykin
President10.3yrsUS$10.60m0.49%
$ 63.6m
Richard Belluzzo
Independent Chairman21.3yrsUS$422.06k0.066%
$ 8.6m
Donald A. Colvin
Independent Director10.7yrsUS$356.56k0.060%
$ 7.9m
Keith Barnes
Independent Director14.7yrsUS$363.56k0.011%
$ 1.5m
Douglas Gilstrap
Independent Director3.6yrsUS$339.56k0.023%
$ 3.0m
Richard Burns
Independent Directorless than a yearpas de données0.0014%
$ 180.8k
Eugenia Corrales
Independent Directorless than a yearpas de données0.0014%
$ 180.8k
Joanne Solomon
Independent Director4.3yrsUS$339.56k0.031%
$ 4.1m
Laura Black
Independent Director8.3yrsUS$354.56k0.058%
$ 7.6m
8.3yrs
Durée moyenne de l'emploi
63yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de VIAV sont considérés comme expérimentés (ancienneté moyenne 8.3 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/14 12:22
Cours de l'action en fin de journée2026/06/12 00:00
Les revenus2026/03/28
Revenus annuels2025/06/28

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale 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.

AnalysteInstitution
James KelleherArgus Research Company
Joseph WolfBarclays
Jeffrey EvensonBernstein