Viavi Solutions Inc.

Report azionario NasdaqGS:VIAV

Capitalizzazione di mercato: US$12.6b

Viavi Solutions Crescita futura

Criteri Future verificati 5/6

Viavi Solutions prevede che gli utili e i ricavi cresceranno rispettivamente di 114.5% e 18.3% all'anno. Si prevede che l'EPS crescerà di 113.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 39.2% in 3 anni.

Informazioni chiave

114.5%

Tasso di crescita degli utili

113.90%

Tasso di crescita dell'EPS

Communications crescita degli utili23.1%
Tasso di crescita dei ricavi18.3%
Rendimento futuro del capitale proprio39.20%
Copertura analitica

Good

Ultimo aggiornamento30 Apr 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

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
Aggiornamento dell'analisi 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 dell'analisi 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 dell'analisi 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 analisi 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 dell'analisi 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 analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Articolo di analisi 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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Nuova analisi 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.

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:VIAV - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
6/30/20282,0762843263743
6/30/20271,7891852552617
6/30/20261,508-23154977
3/28/20261,366-554671N/A
12/27/20251,244-4279105N/A
9/27/20251,1451578107N/A
6/28/20251,084356290N/A
3/29/20251,04656692N/A
12/28/20241,007-3981104N/A
9/28/2024991-376080N/A
6/29/20241,000-2697116N/A
3/30/20241,012-491114N/A
12/30/20231,014581112N/A
9/30/20231,044395138N/A
7/1/20231,1062663114N/A
4/1/20231,17842101164N/A
12/31/20221,24677104175N/A
10/1/20221,27610380151N/A
7/2/20221,29216106178N/A
4/2/20221,268288167N/A
1/1/20221,2560119186N/A
10/2/20211,241-7173233N/A
7/3/20211,19968191243N/A
4/3/20211,15591173208N/A
1/2/20211,10741162199N/A
10/3/20201,12142135168N/A
6/27/20201,13649104136N/A
3/28/20201,15915103137N/A
12/28/20191,16843N/A139N/A
9/28/20191,16230N/A143N/A
6/29/20191,1308N/A139N/A
3/30/20191,101-34N/A128N/A
12/29/20181,055-40N/A100N/A
9/29/2018953-56N/A83N/A
6/30/2018876-49N/A66N/A
3/31/2018813-7N/A85N/A
12/30/201779029N/A93N/A
9/30/201779280N/A90N/A
7/1/2017805159N/A94N/A
4/1/201783789N/A76N/A
12/31/201686292N/A91N/A
10/1/201688743N/A68N/A
7/2/2016906-50N/A64N/A
4/2/2016902-18N/A83N/A
1/2/2016894-83N/A24N/A
10/3/2015888-121N/A41N/A
6/27/2015874-131N/A82N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che VIAV diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che VIAV diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede VIAV diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di VIAV ( 18.3% all'anno) crescerà più rapidamente del mercato US ( 11.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di VIAV ( 18.3% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di VIAV sarà elevato tra 3 anni ( 39.2 %)


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/06 19:26
Prezzo dell'azione a fine giornata2026/05/06 00:00
Utili2026/03/28
Utili annuali2025/06/28

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale 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. 7 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.

AnalistaIstituzione
James KelleherArgus Research Company
Joseph WolfBarclays
Jeffrey EvensonBernstein