Viavi Solutions Inc.

Report azionario NasdaqGS:VIAV

Capitalizzazione di mercato: US$9.7b

Viavi Solutions Salute del bilancio

Criteri Salute finanziaria verificati 5/6

Viavi Solutions ha un patrimonio netto totale di $1.4B e un debito totale di $655.8M, che porta il suo rapporto debito/patrimonio netto a 45.3%. Le sue attività totali e le sue passività totali sono rispettivamente $2.7B e $1.3B. L'EBIT di Viavi Solutions è $171.1M rendendo il suo rapporto di copertura degli interessi 5.3. Ha liquidità e investimenti a breve termine pari a $649.8M.

Informazioni chiave

45.27%

Rapporto debito/patrimonio netto

US$655.80m

Debito

Indice di copertura degli interessi5.3x
ContantiUS$649.80m
Patrimonio nettoUS$1.45b
Totale passivitàUS$1.26b
Totale attivitàUS$2.71b

Aggiornamenti recenti sulla salute finanziaria

Nessun aggiornamento

Recent updates

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.
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
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.

Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( $1.3B ) di VIAV superano le sue passività a breve termine ( $680.5M ).

Passività a lungo termine: Le attività a breve termine di VIAV ( $1.3B ) superano le sue passività a lungo termine ( $576.6M ).

Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: Il rapporto debito netto/patrimonio netto ( 0.4% ) di VIAV è considerato soddisfacente.

Riduzione del debito: Il rapporto debito/patrimonio netto di VIAV si è ridotto da 90.3% a 45.3% negli ultimi 5 anni.

Copertura del debito: Il debito di VIAV non è ben coperto dal flusso di cassa operativo ( 17.4% ).

Copertura degli interessi: I pagamenti degli interessi sul debito di VIAV sono ben coperti dall'EBIT ( 5.3 x copertura).

Bilancio

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/10 14:03
Prezzo dell'azione a fine giornata2026/09/10 00:00
Utili2026/06/27
Utili annuali2026/06/27

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.

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.

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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