Viavi Solutions（VIAV）株式概要
Viavi Solutions Inc.は、南北アメリカ、アジア太平洋、ヨーロッパ、中東、アフリカにおいて、軍事、航空宇宙、鉄道、および緊急対応機関向けの通信分野向けに、試験・計測および光技術の提供を行っています。 詳細
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Analyst Price Targets
Viavi Solutions Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$37.40 |
| 52週高値 | US$60.43 |
| 52週安値 | US$11.89 |
| ベータ | 1.23 |
| 1ヶ月の変化 | -2.60% |
| 3ヶ月変化 | -30.04% |
| 1年変化 | 205.06% |
| 3年間の変化 | 277.02% |
| 5年間の変化 | 131.44% |
| IPOからの変化 | 1,713.35% |
最新ニュース
Recent updates
ナラティブ更新 • 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
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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?ナラティブ更新 • 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.新しいナラティブ • 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?ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.株主還元
| VIAV | US Communications | US 市場 | |
|---|---|---|---|
| 7D | 11.2% | 1.1% | -0.2% |
| 1Y | 205.1% | 49.9% | 14.8% |
業界別リターン: VIAV過去 1 年間で49.9 % の収益を上げたUS Communications業界を上回りました。
リターン対市場: VIAV過去 1 年間で14.8 % の収益を上げたUS市場を上回りました。
価格変動
| 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% |
安定した株価: VIAVの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: VIAVの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1923 | 4,100 | Oleg Khaykin | www.viavisolutions.com |
Viavi Solutions Inc.は、南北アメリカ、アジア太平洋、ヨーロッパ、中東、アフリカにおいて、軍事、航空宇宙、鉄道、および緊急対応機関向けの通信分野向けに、試験・計測および光技術の提供を行っています。同社は、「ネットワークおよびサービス・イネーブルメント（NSE）」と「光セキュリティおよびパフォーマンス製品（OSP）」の2つの事業セグメントで事業を展開しています。 NSEセグメントは、重要インフラの実現とセキュリティ確保を可能にする、テスト、モニタリング、保証、および耐障害性の高いPNTソリューションの統合ポートフォリオを提供しています。 また、このセグメントでは、ネットワークシステムの開発、生産、保守、最適化を支援する計測器、マイクロプローブ、永久ソフトウェアライセンスに加え、修理、校正、延長保証、ソフトウェアサポート、技術支援、トレーニング、コンサルティングサービスも提供しています。 OSPセグメントは、中核となる光学コーティング技術と大量生産能力を活用し、偽造防止、3Dセンシング、政府・航空宇宙、自動車、および産業市場向けの技術を設計、製造、販売しています。 同社は、以前はJDS Uniphase Corporationとして知られていました。Viavi Solutions Inc.は1923年に設立され、アリゾナ州チャンドラーに本社を置いています。
Viavi Solutions Inc. 基礎のまとめ
| VIAV 基礎統計学 | |
|---|---|
| 時価総額 | US$9.67b |
| 収益（TTM） | -US$30.40m |
| 売上高(TTM) | US$1.52b |
6.1x
P/Sレシオ-303.6x
PER（株価収益率VIAV は割高か？
公正価値と評価分析を参照収益と収入
| VIAV 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.52b |
| 売上原価 | US$593.80m |
| 売上総利益 | US$924.50m |
| その他の費用 | US$954.90m |
| 収益 | -US$30.40m |
直近の収益報告
Jun 27, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.12 |
| グロス・マージン | 60.89% |
| 純利益率 | -2.00% |
| 有利子負債／自己資本比率 | 45.3% |
VIAV の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/10 02:01 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/06/27 |
| 年間収益 | 2026/06/27 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Viavi Solutions Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Joseph Wolf | Barclays |
| Jeffrey Evenson | Bernstein |