Viavi Solutions (VIAV) Panoramica del titolo
Viavi Solutions Inc. opera nel settore della fornitura di tecnologie di test e misurazione e ottiche per le comunicazioni in ambito militare, aerospaziale, ferroviario e dei servizi di primo soccorso nelle Americhe, nell’Asia-Pacifico, in Europa, in Medio Oriente e in Africa. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
VIAV Community Fair Values
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Analyst Price Targets
Concorrenti di Viavi Solutions Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$35.36 |
| Massimo di 52 settimane | US$60.43 |
| Minimo di 52 settimane | US$12.05 |
| Beta | 1.23 |
| Variazione di 1 mese | -9.10% |
| Variazione a 3 mesi | -29.24% |
| Variazione di 1 anno | 185.62% |
| Variazione a 3 anni | 286.45% |
| Variazione a 5 anni | 123.09% |
| Variazione dall'IPO | 1,614.44% |
Notizie e aggiornamenti recenti
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
Aggiornamento 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 AlphaAggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Nuova 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?Aggiornamento 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.Nuova 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?Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Rendimenti per gli azionisti
| VIAV | US Communications | US Mercato | |
|---|---|---|---|
| 7D | 4.6% | 2.0% | -0.1% |
| 1Y | 185.6% | 52.7% | 11.9% |
Ritorno vs Industria: VIAV ha superato il US Communications che ha restituito 52.7 % nell'ultimo anno.
Rendimento vs Mercato: VIAV ha superato il mercato US che ha restituito 11.9 % nell'ultimo anno.
Volatilità dei prezzi
| VIAV volatility | |
|---|---|
| VIAV Average Weekly Movement | 12.1% |
| Communications Industry Average Movement | 7.8% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di VIAV è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 12% ) di VIAV è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1923 | 4,100 | Oleg Khaykin | www.viavisolutions.com |
Viavi Solutions Inc. è attiva nella fornitura di tecnologie di test, misurazione e ottiche per le comunicazioni nei settori militare, aerospaziale, ferroviario e dei primi soccorsi nelle Americhe, nell’Asia-Pacifico, in Europa, in Medio Oriente e in Africa. L’azienda opera in due segmenti: Network and Service Enablement (NSE) e Optical Security and Performance Products (OSP). Il segmento NSE offre un portafoglio integrato di soluzioni di test, monitoraggio, garanzia della qualità e PNT resilienti che rendono possibili e proteggono le infrastrutture critiche.
Viavi Solutions Inc. Riepilogo dei fondamenti
| VIAV statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$8.73b |
| Utili (TTM) | -US$30.40m |
| Ricavi(TTM) | US$1.52b |
5.7x
Rapporto P/S-287.0x
Rapporto P/EVIAV è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| VIAV Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.52b |
| Costo del fatturato | US$593.80m |
| Profitto lordo | US$924.50m |
| Altre spese | US$954.90m |
| Utili | -US$30.40m |
Ultimi utili riportati
Jun 27, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -0.12 |
| Margine lordo | 60.89% |
| Margine di profitto netto | -2.00% |
| Rapporto debito/patrimonio netto | 45.3% |
Come si è comportato VIAV nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/21 09:38 |
| Prezzo dell'azione a fine giornata | 2026/09/18 00:00 |
| Utili | 2026/06/27 |
| Utili annuali | 2026/06/27 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Viavi Solutions Inc. è coperta da 24 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| James Kelleher | Argus Research Company |
| Joseph Wolf | Barclays |
| Jeffrey Evenson | Bernstein |