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、通信、クラウド、企業、ファーストレスポンダー、軍事、航空宇宙、重要インフラ向けのネットワークテスト、監視、保証ソリューションを提供しています。 詳細VIAV ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績0/6財務の健全性3/6配当金0/6報酬収益は年間114.51%増加すると予測されています アナリストらは、株価が37.6%上昇するだろうとほぼ一致している。 リスク分析負債は営業キャッシュフローで十分にカバーされていない 過去3か月間に大規模なインサイダー売却が発生 US市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るVIAV Community Fair Values Create NarrativeSee what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN27.3% undervaluedAnalystConsensusTarget•7d agoAI Optical Expansion And Acquisitions Will Drive New Market Opportunities38508AN34.8% overvaluedAnalystHighTarget•3mo agoAI Data Center And Defense Timing Tailwinds Will Drive Long-Term Confidence Here1502AN87.3% overvaluedAnalystLowTarget•2mo agoAI Data Center Dependence And Faster Optical Cycles Will Pressure Future Earnings Stability900Top Analyst NarrativesAN27.3% undervaluedAnalystConsensusTarget•7d agoAI Optical Expansion And Acquisitions Will Drive New Market Opportunities38508AN34.8% overvaluedAnalystHighTarget•3mo agoAI Data Center And Defense Timing Tailwinds Will Drive Long-Term Confidence Here1502AN87.3% overvaluedAnalystLowTarget•2mo agoAI Data Center Dependence And Faster Optical Cycles Will Pressure Future Earnings Stability900View all narrativesViavi Solutions Inc. 競合他社ViasatSymbol: NasdaqGS:VSATMarket cap: US$8.7bF5Symbol: NasdaqGS:FFIVMarket cap: US$22.3bApplied OptoelectronicsSymbol: NasdaqGM:AAOIMarket cap: US$13.1bExtreme NetworksSymbol: NasdaqGS:EXTRMarket cap: US$3.8b価格と性能株価の高値、安値、推移の概要Viavi Solutions過去の株価現在の株価US$46.8252週高値US$60.4352週安値US$9.08ベータ1.191ヶ月の変化-14.76%3ヶ月変化57.33%1年変化399.68%3年間の変化357.67%5年間の変化163.18%IPOからの変化2,170.08%最新ニュースライブニュース • 6hViavi Solutions Expands AI Test Tools and Advances 5G Non-Terrestrial Network ValidationViavi Solutions launched AI Experts, the first expansion of its NITRO AI portfolio, embedding task-focused AI agents into core wireless testing platforms like OneAdvisor 800, TM500 and TeraVM to automate configuration, analysis and reporting. The company introduced an ultra-compact GNSS-disciplined oscillator aimed at timing-critical applications, broadening its offering in precision timing solutions. Viavi completed a US$500 million equity offering primarily to repay its Term Loan B, simplifying its capital structure, and separately partnered with Square Peg Communications to advance testing for emerging 5G non-terrestrial networks. Together, these updates point to a focus on AI-driven automation, product breadth in test and measurement, and balance sheet simplification at a time when customers are under pressure to validate increasingly complex wireless and satellite-linked 5G networks quickly. Investors may want to pay particular attention to how demand for AI-enabled test tools and 5G non-terrestrial network validation solutions develops relative to ongoing risks tied to wireless and telecom spending cycles.お知らせ • Jun 04Viavi Solutions Inc Announces Ai Experts as Addition to Nitro Ai PortfolioViavi Solutions Inc. announced AI Experts, the first addition to the NITRO AI portfolio of AI-driven capabilities. Each Expert provides product-specific intelligence directly into a Viavi platform, delivering contextual guidance, automated workflows and diagnostic precision in the field and the lab. AI Experts contain a curated set of 'agents,' task-specific AI-driven execution units that automate configuration, analysis, diagnostics and reporting within their functional domain. The OneAdvisor 800 Wireless AI Expert delivers contextual guidance based on deep domain knowledge spanning wireless standards, industry best practices, instrument functionality and real-world signal behavior. By providing answers that are specific to the situation directly on the instrument, it enables engineers to validate faster and with greater accuracy. The TM500 AI Expert and TeraVM AI Expert shorten the time from lab provisioning to validated results by assisting engineers with test setup and configuration, diagnostic triage and real-time awareness of complex test topologies. This enables a reduction in manual effort during many time-consuming tasks and helps engineering teams meet increasingly aggressive development timelines. AI Experts for OneAdvisor 800 Wireless, TM500 and TeraVM are available now, enabling teams to adopt and expand AI capabilities incrementally. Additional AI Experts across the wider Viavi portfolio will be introduced over time.ナラティブの更新 • Jun 03VIAV: AI Data Center Demand And Defense Ties Will Drive Future UpsideViavi 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.ライブニュース • Jun 03Viavi Solutions Delivers Strong Q3 With AI and Defense Demand Following Spirent AcquisitionViavi Solutions reported fiscal Q3 2026 results that topped Zacks revenue and earnings estimates, with its Network and Service Enablement segment posting a 54.4% year-over-year revenue increase helped by AI data center demand and Spirent assets contributing about US$200 million in annual revenue run rate. The company completed a roughly US$500 million stock offering at around US$45 per share, primarily to repay the remaining US$450 million Term Loan B balance, with the rest earmarked for working capital. Viavi launched new products focused on AI and precision timing, including the CyberFlood CF1000 security and performance test appliance for 400G AI infrastructure and the µPNT GDO-1000 GNSS-disciplined oscillator aimed at defense, unmanned systems, data centers, and communications gear. Taken together, stronger Q3 results, balance sheet de-leveraging, and a focus on AI-centric and defense-oriented test and timing products point to a company leaning into areas where customer demand is currently concentrated. You should watch how efficiently Viavi integrates the Spirent assets and deploys the equity capital, since execution on these fronts will influence margins, earnings quality, and how the higher share count affects per-share metrics.お知らせ • Jun 02VIAVI Solutions Inc. Launches µPNT GDO-1000 GNSS-Disciplined Oscillator In M.2 B-Key Form FactorVIAVI Solutions Inc. has announced the launch of the µPNT GDO-1000, a new GNSS-disciplined oscillator built in the M.2 B-key form factor. Measuring just 22mm x 42mm, the size of a postage stamp, and weighing less than 4 grams, the GDO-1000 is designed for platforms requiring accurate timing in places where traditional timing modules do not fit or are too power-hungry, including defense and airborne platforms, unmanned systems, data center cards and communications equipment. The µPNT GDO-1000 addresses these challenges through a unique combination of capabilities: Dual-frequency L1/L5 GNSS reception with microsecond-class 24-hour holdover, enabling precise, resilient timing in compromised conditions. The M.2 B-key form factor drops into modern compute platforms, time appliance cards and embedded systems without custom mechanical design, all while drawing approximately half a watt. Patented AI and ML algorithms developed by the Jackson Labs team, now part of VIAVI, predict and compensate for oscillator behavior across environmental conditions. The Micro-Electro-Mechanical Systems (MEMS) oscillator delivers better thermal stability across the full military temperature range than traditional quartz Oven Controlled Crystal Oscillators (OCXOs), with sustained phase noise and Allan Deviation performance under vibration and shock. Accepts an external 1PPS input, allowing it to be disciplined by M-Code GPS, alternative navigation sources, or other external references without hardware modification. Multiple 1PPS and low-phase-noise 10MHz coaxial inputs and outputs for system integration flexibility, despite its miniature size. The GDO-1000 will be on display at VIAVI Booth 407 at the 2026 Joint Navigation Conference from June 1-4 at the Northern Kentucky Convention Center. As part of the event technical program, Lisa Perdue and Nino De Falcis of VIAVI will speak about a New Cesium-Less ePRTC Solution to Provide Timing for Homeland Critical Infrastructure.お知らせ • May 21Viavi Solutions Inc. has completed a Follow-on Equity Offering in the amount of $499.999995 million.Viavi Solutions Inc. has completed a Follow-on Equity Offering in the amount of $499.999995 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 11,111,111 Price\Range: $45 Discount Per Security: $1.35最新情報をもっと見るRecent updatesライブニュース • 6hViavi Solutions Expands AI Test Tools and Advances 5G Non-Terrestrial Network ValidationViavi Solutions launched AI Experts, the first expansion of its NITRO AI portfolio, embedding task-focused AI agents into core wireless testing platforms like OneAdvisor 800, TM500 and TeraVM to automate configuration, analysis and reporting. The company introduced an ultra-compact GNSS-disciplined oscillator aimed at timing-critical applications, broadening its offering in precision timing solutions. Viavi completed a US$500 million equity offering primarily to repay its Term Loan B, simplifying its capital structure, and separately partnered with Square Peg Communications to advance testing for emerging 5G non-terrestrial networks. Together, these updates point to a focus on AI-driven automation, product breadth in test and measurement, and balance sheet simplification at a time when customers are under pressure to validate increasingly complex wireless and satellite-linked 5G networks quickly. Investors may want to pay particular attention to how demand for AI-enabled test tools and 5G non-terrestrial network validation solutions develops relative to ongoing risks tied to wireless and telecom spending cycles.お知らせ • Jun 04Viavi Solutions Inc Announces Ai Experts as Addition to Nitro Ai PortfolioViavi Solutions Inc. announced AI Experts, the first addition to the NITRO AI portfolio of AI-driven capabilities. Each Expert provides product-specific intelligence directly into a Viavi platform, delivering contextual guidance, automated workflows and diagnostic precision in the field and the lab. AI Experts contain a curated set of 'agents,' task-specific AI-driven execution units that automate configuration, analysis, diagnostics and reporting within their functional domain. The OneAdvisor 800 Wireless AI Expert delivers contextual guidance based on deep domain knowledge spanning wireless standards, industry best practices, instrument functionality and real-world signal behavior. By providing answers that are specific to the situation directly on the instrument, it enables engineers to validate faster and with greater accuracy. The TM500 AI Expert and TeraVM AI Expert shorten the time from lab provisioning to validated results by assisting engineers with test setup and configuration, diagnostic triage and real-time awareness of complex test topologies. This enables a reduction in manual effort during many time-consuming tasks and helps engineering teams meet increasingly aggressive development timelines. AI Experts for OneAdvisor 800 Wireless, TM500 and TeraVM are available now, enabling teams to adopt and expand AI capabilities incrementally. Additional AI Experts across the wider Viavi portfolio will be introduced over time.ナラティブの更新 • Jun 03VIAV: AI Data Center Demand And Defense Ties Will Drive Future UpsideViavi 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.ライブニュース • Jun 03Viavi Solutions Delivers Strong Q3 With AI and Defense Demand Following Spirent AcquisitionViavi Solutions reported fiscal Q3 2026 results that topped Zacks revenue and earnings estimates, with its Network and Service Enablement segment posting a 54.4% year-over-year revenue increase helped by AI data center demand and Spirent assets contributing about US$200 million in annual revenue run rate. The company completed a roughly US$500 million stock offering at around US$45 per share, primarily to repay the remaining US$450 million Term Loan B balance, with the rest earmarked for working capital. Viavi launched new products focused on AI and precision timing, including the CyberFlood CF1000 security and performance test appliance for 400G AI infrastructure and the µPNT GDO-1000 GNSS-disciplined oscillator aimed at defense, unmanned systems, data centers, and communications gear. Taken together, stronger Q3 results, balance sheet de-leveraging, and a focus on AI-centric and defense-oriented test and timing products point to a company leaning into areas where customer demand is currently concentrated. You should watch how efficiently Viavi integrates the Spirent assets and deploys the equity capital, since execution on these fronts will influence margins, earnings quality, and how the higher share count affects per-share metrics.お知らせ • Jun 02VIAVI Solutions Inc. Launches µPNT GDO-1000 GNSS-Disciplined Oscillator In M.2 B-Key Form FactorVIAVI Solutions Inc. has announced the launch of the µPNT GDO-1000, a new GNSS-disciplined oscillator built in the M.2 B-key form factor. Measuring just 22mm x 42mm, the size of a postage stamp, and weighing less than 4 grams, the GDO-1000 is designed for platforms requiring accurate timing in places where traditional timing modules do not fit or are too power-hungry, including defense and airborne platforms, unmanned systems, data center cards and communications equipment. The µPNT GDO-1000 addresses these challenges through a unique combination of capabilities: Dual-frequency L1/L5 GNSS reception with microsecond-class 24-hour holdover, enabling precise, resilient timing in compromised conditions. The M.2 B-key form factor drops into modern compute platforms, time appliance cards and embedded systems without custom mechanical design, all while drawing approximately half a watt. Patented AI and ML algorithms developed by the Jackson Labs team, now part of VIAVI, predict and compensate for oscillator behavior across environmental conditions. The Micro-Electro-Mechanical Systems (MEMS) oscillator delivers better thermal stability across the full military temperature range than traditional quartz Oven Controlled Crystal Oscillators (OCXOs), with sustained phase noise and Allan Deviation performance under vibration and shock. Accepts an external 1PPS input, allowing it to be disciplined by M-Code GPS, alternative navigation sources, or other external references without hardware modification. Multiple 1PPS and low-phase-noise 10MHz coaxial inputs and outputs for system integration flexibility, despite its miniature size. The GDO-1000 will be on display at VIAVI Booth 407 at the 2026 Joint Navigation Conference from June 1-4 at the Northern Kentucky Convention Center. As part of the event technical program, Lisa Perdue and Nino De Falcis of VIAVI will speak about a New Cesium-Less ePRTC Solution to Provide Timing for Homeland Critical Infrastructure.お知らせ • May 21Viavi Solutions Inc. has completed a Follow-on Equity Offering in the amount of $499.999995 million.Viavi Solutions Inc. has completed a Follow-on Equity Offering in the amount of $499.999995 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 11,111,111 Price\Range: $45 Discount Per Security: $1.35お知らせ • May 20Viavi Solutions Inc. has filed a Follow-on Equity Offering in the amount of $500 million.Viavi Solutions Inc. has filed a Follow-on Equity Offering in the amount of $500 million. Security Name: Common Stock Security Type: Common Stockお知らせ • May 06Viavi Solutions Inc Announces Launch of Cyberflood Cf1000 ApplianceViavi Solutions Inc. has announced the launch of its next-generation CyberFlood CF1000 Appliance, a native 400G security and application performance test platform for the validation of multi-terabit security and AI data center infrastructures at scale. Developed for network equipment vendors, hyperscale data center operators and service providers, the CyberFlood CF1000 enables OSI Layer 4-7 validation of critical infrastructure under real-world encrypted and dynamic mixed traffic conditions including Next-Generation Firewalls (NGFWs), Application Delivery Controllers (ADCs), DDoS mitigation systems, VPN gateways, zero-trust architectures and AI inference fabrics. By bringing together massive-scale encrypted traffic generation, continuous threat vector emulation, quantum-safe cryptography validation and AI inference workload emulation on a single platform, CF1000 eliminates the validation gaps inherent in traditional test systems. The CF1000 Appliance delivers native 400G security testing in a compact 2RU form factor, with support for four 400G OSFP ports and eight 100G QSFP28 ports, enabling up to 1.2Tbps of real-world application traffic testing without the need for an external switching infrastructure. Designed to validate today's encrypted traffic demands at scale and help organizations prepare for increasingly encrypted networks and emerging quantum-era threats, the platform provides industry-leading Transport Layer Security (TLS) performance, supporting more than 500Gbps of encrypted throughput and up to 800,000 TLS v1.3 connections per second. In addition, CF1000 extends CyberFlood's capabilities with highly scalable AI inference traffic emulation, enabling realistic testing of large language model (LLM) performance and AI-driven application workloads at terabit scale. This allows customers to evaluate end-to-end AI inference infrastructure and LLM application performance, and to assess critical trade-offs between cost efficiency and user experience.Recent Insider Transactions • May 05Independent Chairman recently sold US$2.7m worth of stockOn the 4th of May, Richard Belluzzo sold around 51k shares on-market at roughly US$53.30 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Richard has been a net seller over the last 12 months, reducing personal holdings by US$3.5m.Seeking Alpha • May 05Viavi Solutions: Too Much Data Center Hype, Not Enough Growth In ProfitabilitySummary 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 AlphaBuy Or Sell Opportunity • Apr 30Now 34% overvalued after recent price riseOver the last 90 days, the stock has risen 114% to US$52.40. The fair value is estimated to be US$39.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Meanwhile, the company became loss making.ナラティブの更新 • Apr 27VIAV: Data Center And Defense Hopes Will Ultimately Cap Future ReturnsViavi 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.お知らせ • Apr 16Viavi Solutions Inc. to Report Q3, 2026 Results on Apr 29, 2026Viavi Solutions Inc. announced that they will report Q3, 2026 results After-Market on Apr 29, 2026お知らせ • Apr 14Viavi Solutions Inc Announces Recognition of TTworkbench and TestCenter M1 Appliance as Avnu Certification Test ToolViavi Solutions Inc. announced that its TTworkbench gPTP test suite and TestCenter M1 Appliance have been recognized as an IEEE 802.1AS Avnu Certification Test Tool solution under the Avnu Alliance Time-Sensitive Networking Component Certification Program. The solution will be showcased at the Avnu Alliance Plugfest, which takes place April 20–24 in London. With this recognition, Viavi expands the portfolio of Avnu Certification Test Tool available to device manufacturers, silicon providers and Avnu-recognized test laboratories validating conformance for Time-Sensitive Networking protocols. The Certification Test Tool enables customers to validate against Avnu conformance test plans and ensure interoperability across complex, multi-vendor Time-Sensitive Networking ecosystems. Viavi's Certification Test Tool helps customers streamline component certification within the Avnu Alliance ecosystem by consolidating validation into a single, integrated workflow. The solution reduces complexity, accelerates certification timelines and enables more efficient multi-vendor interoperability testing as certification needs evolve. The Avnu Alliance Component Certification Program supports standardized conformance validation and interoperability assurance across Time-Sensitive Networking-enabled devices, helping reduce ecosystem fragmentation as adoption grows in automotive, industrial, professional audio, aerospace and defense, and other time-sensitive networking applications.ナラティブの更新 • Apr 08VIAV: Data Center And Defense Optimism Will Ultimately Restrain Share ReturnsAnalysts 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.Buy Or Sell Opportunity • Mar 25Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 104% to US$37.27. The fair value is estimated to be US$30.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.ナラティブの更新 • Mar 25VIAV: Data Center Euphoria Will Challenge Long Term Return ExpectationsAnalysts 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.Price Target Changed • Mar 18Price target increased by 14% to US$30.93Up from US$27.21, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$32.44. Stock is up 185% over the past year. The company is forecast to post earnings per share of US$0.13 for next year compared to US$0.16 last year.お知らせ • Mar 18Viavi Solutions Inc Announces Observer Threat Forensics Solution With Advanced Retrospective AnalysisViavi Solutions Inc. announced its Observer Threat Forensics solution with an advanced retrospective analysis capability. Observer Threat Forensics will be showcased at VIAVI's booth N5484 at the RSA Conference from March 23-26 in San Francisco, CA. Observer Threat Forensics is built on VIAVI's heritage in network operation management, combined with secure network infrastructure and threat intelligence powered by CrowdStrike. It brings together packet insights, flow data and log telemetry into a unified NetSecOps workflow, as well as retrospective forensic capability. Additionally, the platform unites site, application, network and UC views into a simple, easy-to-read user dashboard that gives a complete view of the organization's end-user experience, as well as performance issues and their root causes. In the State of the Network study from VIAVI, 79% of the 750 responding CIOs and CISOs wanted convergence, believing the existing siloed model was ill-suited to modern networks and lacked key visibility, which could introduce risk. However, just 27% of the organizations surveyed have started to make the move. VIAVI will be demonstrating Observer Threat Forensics at the RSA Conference as part of its solution portfolio across the NetSecOps lifecycle, from pre-deployment security and performance validation to live threat forensics. Chris Labac and Yury German, Senior Product Manager, will present NetSecOps: Network Visibility for Stronger Security and Performance at the RSAC Insights Theater at 1:30 PM PT on March 24. VIAVI will also showcase CyberFlood security and network application performance testing at its booth.新しいナラティブ • Mar 17AI Data Center Dependence And Faster Optical Cycles Will Pressure Future Earnings StabilityCatalysts 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?Price Target Changed • Mar 13Price target increased by 10% to US$28.79Up from US$26.07, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$29.97. Stock is up 174% over the past year. The company is forecast to post earnings per share of US$0.13 for next year compared to US$0.16 last year.お知らせ • Mar 12Viavi Solutions Inc. Launches TestCenter D2 1.6T Appliance to Accelerate AI Infrastructure Rollouts Across Hyperscale and Cloud Data Center EnvironmentsViavi Solutions Inc. has announced the launch of its next-generation TestCenter D2 1.6T Appliance designed to help cloud providers, hyperscalers, neoclouds and network equipment manufacturers accelerate the rollout of 1.6T Ethernet networks. The D2 appliance is the latest addition to VIAVI's comprehensive portfolio of advanced L0-7 PHY validation, AI fabric and network test solutions. The shift from 800G to 1.6T deployments for AI backend infrastructure is expected to begin in earnest this year. Additionally, cloud providers are transitioning toward larger and more diverse AI clusters. High-speed Ethernet continues to gain momentum as the preferred fabric for AI infrastructure due to its scalability, interoperability and rapid innovation pace. The TestCenter D2 1.6T Appliance is among the first test platforms created specifically for 1.6T networks running AI workloads and deployed in multi-vendor environments. It gives the user the ability to validate performance, scale, robustness and reliability in cutting-edge high-speed Ethernet networks. Featuring scalable traffic capacity, industry-leading performance, traffic generation and analysis capabilities, the TestCenter D2 1.6T Appliance helps network managers shorten development cycles, improve efficiency and ensure networks are ready for the massive data-intensive demands of AI-driven applications. In addition to supporting the latest 1.6T Ethernet technologies, the TestCenter D2 1.6T Appliance implements multi-rate operations for a wide range of next-generation network architectures. The platform also delivers extremely high traffic capacity to help customers validate network performance at full scale, including for AI workload emulation. It has been designed with the unique needs of AI data centers in mind, enabling users to replicate a multitude of large-scale, real-world CCL AI workloads to ensure reliability, efficiency and performance before deployment. Expanded support is also available for advanced optics and emerging interconnect technologies, ensuring customers can test a wide range of new modules and configurations as the ecosystem evolves. The TestCenter D2 1.6T Appliance will be showcased at VIAVI's booth 1239 at OFC 2026 from March 17-19 in Los Angeles, CA. It has received a 4.0 score in the 2026 Lightwave Innovation Reviews.ナラティブの更新 • Mar 10VIAV: Data Center And Defense Demand Plus Acquisitions Will Shape Balanced OutlookThe 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.お知らせ • Mar 10Viavi Solutions Inc Has Announces the Launch of A New Next-Generation Fiber Test Head for Distributed Acoustic Sensing (FTH-DAS) to Enhance Their NITRO Fiber Sensing SolutionViavi Solutions Inc. has announced the launch of a new next-generation fiber test head for distributed acoustic sensing (FTH-DAS) to enhance their NITRO Fiber Sensing solution. The FTH-DAS is a true-phase DAS interrogator with embedded AI and machine learning (ML) engine. Designed for the network edge, the FTH-DAS interrogator enables multi-event detection and localization with real-time event classification across multiple fibers directly on the device. DAS fiber sensing uses traditional optical fibers as a continuous microphone to detect and locate damage and potential threats over long distances. The number of applications for DAS technology has risen significantly in recent years, and now includes threat identification for data centers and telecom network cables, security surveillance of borders and sensitive perimeters, as well as monitoring of critical infrastructure ranging from identifying pipeline leaks to detecting undersea power cable wear. VIAVI's AI/ML event detection and classification models have been developed based on decades of historical data. The tools and models are run and automatically updated at the edge on the FTH-DAS without the need for external, remote and centralized processing or manual intervention. The AI/ML engine analyzes data in real time from the fiber links under test, allowing minimal commissioning time while enhancing event identification, classification and tracking over time. Continuous, scalable model adaptation is implemented for automatic improvement in a private or VIAVI-managed cloud-based ecosystem. The true-phase DAS adopts a VIAVI-patented phase-stepping interferometry technique to recover the optical phase from Rayleigh backscatter. Beyond just detecting disturbances, this approach allows for true measurements of physical quantities such as strain, vibration amplitude, frequency and true acoustic power. Results are repeatable, objective and comparable across deployments, enabling applications beyond simple event detection and allowing robust ML training and inference.New Risk • Mar 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (8.2% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$14m sold).お知らせ • Mar 03Viavi Solutions Inc Showcases Advanced Technologies For Validation Of Next Generation AI FabricsViavi Solutions Inc. showcased advanced technologies for the validation of next generation AI fabrics at scale at Optical Fiber Communication (OFC) 2026 from March 17-19 at the Los Angeles Convention Center. The evolution of AI, security and high-speed photonics have converged to force a change in validation and optimization strategies. At booth 1239, Viavi Solutions Inc. will highlight its latest solutions designed to help customers meet the challenges of modern AI interconnects, ensuring that tightly coupled high-performance systems maintain required throughput, reliability and scalability. Demonstrations will include 1.6T Ethernet, transceiver, connectivity and silicon photonic manufacturing solutions, PCIe over optics, automated network test, and fiber sensing. Viavi Solutions Inc.'s ONE LabPro and TestCenter platforms for OSI L0-3 traffic generation and analysis will be showcased, alongside the recently announced hollow-core fiber test solution and DCX-700 optical loss test set for testing up to 24 fibers simultaneously. Highlighting the need for collaboration within the ecosystem, many of these demonstrations will be run in partnership with the Ethernet Alliance and the Fiber Optic Center. Interoperability demonstrations featuring next-gen Ethernet technologies will be presented in collaboration with Amphenol, Celestica and other industry partners. In addition, three new technologies will be unveiled at OFC 2026: New INX 700 probe microscopes featuring a more powerful battery system for uninterrupted, automated inspection of single and multifiber connectors. The new models are specifically engineered for hyperscale data centers, where long battery life and inspection speed are critical. The industry's first high-density OSFP test platform to validate the interoperability, latency and power efficiency for next-generation 1.6T Ethernet infrastructure, delivering full line-rate performance for AI, cloud and hyperscale environments. A new distributed acoustic sensing product with real-time edge-based AI and machine learning capabilities. On Monday, March 16 from 1:30 – 5:30 PM PT, Viavi Solutions Inc. will be hosting a workshop on distributed fiber optic sensing for communication networks and infrastructure applications. On Wednesday, March 18 from 2:30 – 3:30 PM PT in Expo Theatre II, Viavi Solutions Inc. will join a Lightwave panel discussion on how optical technologies such as hollow core fiber redefine data center interconnection (DCI). OFC 2026 follows shortly after the Lightwave Innovation Awards. For the tenth year in a row, Viavi Solutions Inc.'s industry and technological leadership were recognized. Six solutions received awards, including the Viavi Solutions Inc. ONE LabPro ONE-1600ER, TestCenter 1.6T Platform and A3 400G Appliance, mFVU-3000, DCX 700 and OneExpert Fiber.新しいナラティブ • Mar 03AI Data Center And Defense Timing Tailwinds Will Drive Long-Term Confidence HereCatalysts 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?Buy Or Sell Opportunity • Mar 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 101% to US$35.35. The fair value is estimated to be US$29.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Recent Insider Transactions Derivative • Feb 26Independent Director notifies of intention to sell stockDonald A. Colvin intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of February. If the sale is conducted around the recent share price of US$29.21, it would amount to US$730k. Since September 2025, Donald A.'s direct individual holding has decreased from 188.52k shares to 172.05k. Company insiders have collectively sold US$37m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Feb 24VIAVI Solutions Inc. Speeds Multifiber Certification with Optical Loss Test Set for Testing Up to 24 Fibers SimultaneouslyVIAVI Solutions Inc. has announced the DCX 700 tier 1 optical loss test set for testing up to 24 fibers simultaneously. Building on years of experience in multifiber testing and designed to meet the fast-evolving needs of data centers, it helps simplify and accelerate multifiber certification for high-density fiber environments. The multifiber tester is available with native support for 12-, 16- and 24-fiber configurations to streamline operations, eliminate the need for Y-cables and complex reference steps, and increase the number of certifications per shift. Additionally, its highly intuitive and automated workflow allows for one-cord referencing to simplify setup, prevent errors and reduce training time for new technicians. The DCX 700 supports tier 1 certification in line with relevant industry standards for data center fiber infrastructure. Additional features include the use of modular adaptors, which enable the DCX 700 to operate with both current and future connectivity types. A highly rugged design incorporates an extended-life battery for full-day use. The DCX 700 adds to VIAVI's strong portfolio of multifiber test solutions, which also includes the new INX™? 700 probe microscopes. The new INX 700 probe microscopes share a more powerful battery system with the DCX 700 for uninterrupted, automated inspection of single and multifiber connectors. The new models are specifically engineered for hyperscale data centers, where long battery life and inspection speed are critical.ナラティブの更新 • Feb 22VIAV: AI Data Center And Quantum Security Execution Will Shape Balanced Risk ProfileAnalysts 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.お知らせ • Feb 18VIAVI Solutions Inc. Highlights Importance of Trusted Partner Collaboration in AI Era and Outlines Core Solution Areas for Communications and Networking At MWC BarcelonaVIAVI Solutions Inc. has announced its demonstration lineup for Mobile World Congress (MWC) Barcelona 2026, which takes place March 2-5. At VIAVI's booth 5B18, VIAVI will showcase its latest network testing, automation and intelligence solutions, with technology demonstrations across security and quantum-safe communications, AIOps, the AI data center, and 6G /AI-RAN. VIAVI will also host a live digital twin use case demonstration from the stand each day at 4 PM CET, which will highlight how all solution areas featured at the booth integrate into a complete end-to-end digital twin. More than 30 demonstrations across five core solution areas will be featured at the VIAVI booth. These include deep dives into the digital twin technologies required to train AI-RAN algorithms for 6G, AI data center scale up /scale out validation, assured Position, Navigation and Timing (APNT), Non-Terrestrial Network (NTN) testing and performance verification, and optimization for PQC/QKD. VIAVI's new ePRTC360+™?, the only non-Cesium holdover clock to maintain 100 ns accuracy in GNSS-denied environments, will also be on display. As technology domains converge, partnerships become even more critical. In collaboration with more than 20 partner organizations, VIAVI will highlight additional demonstrations, including Agentic AI-RAN digital twins,ray-tracing-based lab testing of real-world UE behavior and ISAC applications for disaster monitoring. These collaboration include the AI-RAN Alliance, Amphenol, AWS, Calnex, Ericsson, GlobalLogic, Infosys, ITRI, Nokia, NVIDIA, R Systems, Rohde & Schwarz and more.お知らせ • Feb 17VIAVI Solutions Inc. Launches Cesium-less ePRTC360+ Enhanced Primary Reference Time Clock as Alternative to Cesium-Accuracy Holdover ClockVIAVI Solutions Inc. has launched the patent-pending Cesium-less ePRTC360+™? holdover solution to safeguard at-risk critical power grids, transportation, aviation and public safety systems, 5G mobile networks and AI data center infrastructure against the increased threat of GNSS timing disruptions. It is the only alternative to Cesium clocks to meet ITU-T G.8272.1 standards. The international ITU-T G. 8272.1 standard stipulates that Enhanced Primary Reference Time Clock (ePRTC) holdover must have short-term drift of less than 30 ns when entering into holdover and a long-term drift of less than 100 ns over 14 days, all traceable to UTC. Previously achieved only by Cesium atomic clocks, VIAVI's ePRTC360+ now also meets this standard. The ePRTC360+ has been successfully tested across a range of live-sky defense and commercial jamming/spoofing environments, and has been integrated into VIAVI's SecurePNT™? 6200 product series. The technology can maintain 100 ns accuracy during GNSS-denied threats through the resilient altGNSS GEO-L service with no time limit. It also combines an augmented VIAVI SecureTimeSM GEO anti-jamming antenna and an enhanced GNSS anti-spoofing antenna that also receive eGNSS GEO service with GPS/GNSS-NMA authentication for spoofing detection and mitigation. Unlike conventional GNSS omni-directional signals, which can be drowned out by low-power interference, VIAVI's exclusive and GNSS-independent GEO-L service leverages encrypted and highly directional L-band signals transmitted from geostationary satellites. Coupled with the augmented VIAVI SecureTime GEO antenna, the altGNSS GEO- L-band signals transmitted from Geostationary satellites. Cou coupled with the augmented VIAVI secureTime GEO antenna, the AltGNSS GEO-L Service provides enhanced anti-jamming protection and a resilient timing reference for the ePRTC360+'s internal Rubidium holdover oscillator and enables smooth multi-orbit source switchover, even when primary GNSS requirements are jamming or subject to sophisticated meaconing attacks. The affordability of ePRTC360+ clocks compared to Cesium clocks enable operators to deploy them beyond the core and across the network. They also complement non-RF Cesium clocks at the core. This boosts end-to-end sync network robustness and holdover reliability through meshed network PTP feeds as backup between the clocks, especially in case of local or regional jamming and/or spoofing threats. In addition, the ePRTC360+ addresses constraints posed by the use of Cesium clocks for holdover timing. These include sensitivity to shock, delicate and multi-stage startup procedures that take days to complete, the need for ECCN 3A001.i licenses for export, long GNSS learning period of up to 40 days, as well as strict shipping and storage protocols. In addition, Cesium tubes need to be replaced approximately every seven years, and the disposal of Cesium clocks are classified as a hazard due to their material content. The ePRTC360 + eliminates these hurdles and has been designed for rapid and easy integration into any vendor's grandmaster clock system. It enables operators to meet stringent ePRTC requirements while reducing total cost of ownership. The ePRTC360®? will be demonstrated for the first time at VIAVI's Stand 5B18 at Mobile World Congress (MWC) Barcelona 2026, which takes place March 2-5 in Barcelona, Spain.ナラティブの更新 • Feb 08VIAV: AI Data Center Exposure And Margins Will Shape Balanced Risk ProfileThe 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.Recent Insider Transactions • Feb 04Senior Vice President of Global Sales recently sold US$1.1m worth of stockOn the 3rd of February, Gary Staley sold around 44k shares on-market at roughly US$25.87 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.0m. Insiders have been net sellers, collectively disposing of US$15m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Feb 03Senior Vice President of Global Sales notifies of intention to sell stockGary Staley intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of February. If the sale is conducted around the recent share price of US$25.83, it would amount to US$588k. Since March 2025, Gary's direct individual holding has increased from 163.21k shares to 223.19k. Company insiders have collectively sold US$24m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jan 30Viavi Solutions Inc.'s (NASDAQ:VIAV) P/S Is Still On The Mark Following 37% Share Price BounceViavi Solutions Inc. ( NASDAQ:VIAV ) shareholders have had their patience rewarded with a 37% share price jump in the...Reported Earnings • Jan 29Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: US$0.21 loss per share (down from US$0.041 profit in 2Q 2025). Revenue: US$369.3m (up 36% from 2Q 2025). Net loss: US$48.1m (down US$57.2m from profit in 2Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.お知らせ • Jan 29Viavi Solutions Inc. Provides Earnings Guidance for the Third Quarter Ending March 28, 2026Viavi Solutions Inc. provided earnings guidance for the third quarter ending March 28, 2026. For the third quarter, the Company expected net revenue to be between $386 million to $400 million.Buy Or Sell Opportunity • Jan 28Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to US$21.03. The fair value is estimated to be US$17.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 1,165% in the next 2 years.ナラティブの更新 • Jan 25VIAV: AI Data Center And Spirent Assets Will Shape Balanced Risk ProfileNarrative 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.お知らせ • Jan 15Viavi Solutions Inc. to Report Q2, 2026 Results on Jan 28, 2026Viavi Solutions Inc. announced that they will report Q2, 2026 results After-Market on Jan 28, 2026お知らせ • Jan 14VIAVI Solutions Inc. Expands Edge Monitoring Platform with New Sensor Options to Meet Diverse Private Network Assurance Operating EnvironmentsVIAVI Solutions Inc. announced enhancements to its XEdge cloud-based edge monitoring and assurance platform with new sensors that strengthen data collection capabilities for private 4G, 5G and Wi-Fi networks at the edge. Designed to provide continuous visibility into device connectivity and network performance, XEdge combines unattended edge sensors, centralized cloud dashboards and automated analytics. The enhanced XEdge portfolio now supports multiple complementary sensor types, allowing customers to scale deployments according to monitoring needs, site density and operational constraints: XEdge v2, the latest evolution of the original XEdge sensor, is a portable, multi-carrier unit designed for comprehensive monitoring. Supporting up to four cellular modems, XEdge v2 enables high-capacity data collection for continuous monitoring, walk tests and drive tests in complex private network environments. XEdge Lite is a compact sensor designed for fixed installation and dense or distributed placement. Supporting a single cellular modem, it enables targeted, always-on monitoring across private networks. XEdge Lite is available in a standard form factor or with an enclosure suitable for harsh indoor and outdoor environments, including IP67-rated deployments. The portfolio will continue to expand with mobile, on-demand data collection using compatible devices, extending visibility into real-world user experience and localized network conditions. All sensors are operated through the XEdge Controller and support the same testing scenarios. XEdge is designed as an unattended system requiring minimal daily management and no specialized network expertise. The platform supports remote control, automated 24/7 monitoring, customizable reporting and multi-site scalability, making it suitable for enterprises, system integrators and private network operators seeking continuous insight into edge performance and SLA compliance. The enhanced XEdge platform will be on display at VIAVI's Stand 5B18 at Mobile World Congress 2026 from May 2-5 and at Critical Communications World 2026 from June 16-18.ナラティブの更新 • Jan 11VIAV: AI Data Center And Aerospace Exposure Will Shape Balanced Risk ProfileNarrative 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.お知らせ • Jan 08Viavi Solutions Inc. Introduces Augmented Reality Solution for Visualizing Radio Frequency Signals in Real TimeVIAVI Solutions Inc. announced the integration of RF Viewer, a new Augmented Reality (AR) solution, into its OneAdvisor 800 Wireless test platform. Designed to address telecommunications, network deployment, smart building design and RF safety assessments, RF Viewer enhances how users perceive and interact with radio frequency (RF) signals in their physical environments. Developed in close collaboration with Verizon Wireless, RF Viewer provides intuitive, real-time visibility of RF emissions by overlaying signal strength data directly onto a live video feed. This innovative approach enables users to easily and accurately identify the location, intensity and distribution of RF signals, transforming complex RF analysis into a visually accessible experience. Key features of RF Viewer include live AR overlays of RF signal strength and distribution, real-time diagnostics for troubleshooting and optimization, as well as a user-friendly interface for both professionals and non-experts. RF Viewer adds new capabilities to the VIAVI OneAdvisor 800 Wireless, an integrated solution that addresses diverse testing requirements across industries. Equipped with a comprehensive feature set from spectrum analysis to interference detection and transport network validation, OneAdvisor 800 Wireless helps optimize network performance, ensure quality of service and support the evolution towards 5G Advanced and 6G technologies.お知らせ • Jan 06Viavi Solutions Inc. Announces Long-Range Hollow Core Fiber Bidirectional Testing and Certification SolutionVIAVI Solutions Inc. has announced the industry's first all-in-one medium and long-range bidirectional testing and certification solution for hollow core fiber (HCF). The offering implements VIAVI's advanced 8100 Series OTDR modules, optical dispersion measurement (ODM) modules and ReportPRO software, which includes specific algorithms capable of performing the bidirectional OTDR analysis required for hollow core fibers. The efficacy of the solution has been tested and proven through validation trials in partnership with fiber manufacturers, specialist contractors and three leading hyperscalers. Compared to single mode fiber, hollow core fiber enables up to 30% lower latency, up to 70% reduced Chromatic Dispersion (CD), up to 65% lower attenuation and reduced signal distortion. This enables faster data transmission over increased distances without the need for amplification and minimal data errors/losses. Hollow core fiber technology is being increasingly adopted for data center interconnect between hyperscale campuses for AI, high-frequency financial trading, quantum communication, defense and other applications where substantial operational and service performance improvements can be achieved by its use. Hollow core fiber projects require larger investments and an expansive range of tests due to increased manufacturing and specialist contractor deployment costs and differing optical properties such as backscattering and spectral range. In addition to bidirectional OTDR measurements at higher wavelengths, dispersion testing and attenuation profile (AP) are needed to confirm correct installation to protect investments and ensure future performance, particularly over medium- and long-haul links. Few testing and certification options exist, and those without the necessary OTDR performance or those that use OTDR-based dispersion test techniques may only being capable of testing shorter distances. VIAVI's solution is the first all-in-one certification solution capable of bidirectional OTDR, PMD, CD and AP testing and reporting for hollow core fiber links. Thanks to OTDR dynamic range performance and non-OTDR based dispersion testing, it is suitable for all types of hollow core fiber including DNANF and PBG over short-, medium- and long-distance links. These solutions are hosted on VIAVI's OneAdvisor 800 Fiber platform.ナラティブの更新 • Dec 14VIAV: Future AI Data Center Demand And Acquisitions Will Shape Risk Reward BalanceAnalysts 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.Recent Insider Transactions • Dec 03President recently sold US$2.7m worth of stockOn the 2nd of December, Oleg Khaykin sold around 155k shares on-market at roughly US$17.69 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Oleg's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Dec 03Executive VP & CFO exercised options and sold US$1.6m worth of stockOn the 28th of November, Ilan Daskal exercised options to acquire 91k shares at no cost and sold these for an average price of US$17.94 per share. This trade did not impact their existing holding. Ilan now holds 180.13k shares directly in their own name. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Nov 28VIAV: Recent Synergistic Acquisitions And AI Exposure Will Shape Risk And Opportunity BalanceViavi 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 14Viavi Solutions Inc. (NASDAQ:VIAV) Stocks Shoot Up 32% But Its P/S Still Looks ReasonableDespite an already strong run, Viavi Solutions Inc. ( NASDAQ:VIAV ) shares have been powering on, with a gain of 32% in...ナラティブの更新 • Nov 10VIAV: Recent Acquisitions And AI Expansion Will Drive Measured Upside And Integration RiskAnalysts 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 06We Think The Compensation For Viavi Solutions Inc.'s (NASDAQ:VIAV) CEO Looks About RightKey Insights Viavi Solutions' Annual General Meeting to take place on 12th of November Total pay for CEO Oleg Khaykin...Major Estimate Revision • Nov 06Consensus revenue estimates increase by 16%, EPS downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$1.19b to US$1.39b. EPS estimate fell from US$0.401 to US$0.371. Net income forecast to grow 669% next year vs 19% growth forecast for Communications industry in the US. Consensus price target up from US$14.57 to US$18.43. Share price was steady at US$17.44 over the past week.Recent Insider Transactions • Nov 05Independent Director recently sold US$932k worth of stockOn the 3rd of November, Keith Barnes sold around 54k shares on-market at roughly US$17.27 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.8m more than they bought in the last 12 months.Price Target Changed • Oct 30Price target increased by 29% to US$18.43Up from US$14.29, the current price target is an average from 7 analysts. New target price is 7.8% above last closing price of US$17.10. Stock is up 85% over the past year. The company is forecast to post earnings per share of US$0.37 for next year compared to US$0.16 last year.Reported Earnings • Oct 30First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.096 loss per share (further deteriorated from US$0.008 loss in 1Q 2025). Revenue: US$299.1m (up 26% from 1Q 2025). Net loss: US$21.4m (loss widened US$19.6m from 1Q 2025). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.お知らせ • Oct 30Viavi Solutions Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2026 Ending December 27, 2025Viavi Solutions Inc. provided earnings guidance for the second quarter of fiscal 2026 ending December 27, 2025. For the second quarter of fiscal 2026 ending December 27, 2025, the company expects net revenue to be between $360 million to $370 million.ナラティブの更新 • Oct 27AI Optical Expansion And Acquisitions Will Drive New Market OpportunitiesAnalysts 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.お知らせ • Oct 16+ 1 more updateViavi Solutions Inc. (NasdaqGS:VIAV) completed the acquisition of Spirent Communications plc’s high speed ethernet and network security business lines from Keysight Technologies, Inc. (NYSE:KEYS).Viavi Solutions Inc. (NasdaqGS:VIAV) entered into an Asset Purchase Agreement to acquire Spirent Communications plc’s high speed ethernet and network security business lines from Keysight Technologies, Inc. (NYSE:KEYS) for approximately $430 million on March 2, 2025. A cash consideration of $410 million will be paid by Viavi Solutions Inc. Viavi Solutions Inc. will pay an earnout/contingent payment of $15 million of additional cash consideration payable contingent on the achievement of certain metrics prior to closing. As part of consideration, $425 million is paid towards assets of Spirent Communications plc’s high speed ethernet and network security business lines. Wells Fargo has committed to provide a $425 million Term Loan B to fund the transaction. In addition, VIAVI may elect to increase the amount of the Term Loan B for general corporate purposes on a “best-efforts” basis subject to market conditions. In connection with the Purchase Agreement, VIAVI and Keysight have agreed that, concurrently with the closing of the transaction, the parties will enter into a transition services agreement, under which VIAVI and Keysight will provide each other certain services for specified periods, to accommodate the transition of the High-Speed Ethernet and Network Security Business to VIAVI. The transaction is subject to approval by regulatory board / committee. The closing of the transaction is subject to a number of conditions , including, among others, the receipt of required clearances for the transaction under applicable competition and foreign investment laws, the absence of any law or governmental order prohibiting the transaction, the accuracy of the other party’s representations and warranties contained in the Purchase Agreement (subject to certain materiality qualifications), the other party’s compliance with or performance of its pre-closing covenants contained in the Purchase Agreement in all material respects, the absence of a material adverse effect on the High-Speed Ethernet and Network Security Business and all conditions to consummation of the Spirent Acquisition having been satisfied or waived. As of June 3, 2025 Keysight obtains regulatory clearance in the U.S. The transaction is expected to close in the second quarter of calendar year 2025. As of May 2, 2025 the transaction is expected to close by July 31, 2025. As of May 20, 2025, Viavi Solutions will use a lender presentation in connection with meetings with prospective lenders to discuss the previously announced proposed term loan financing in connection with the acquisition. The U.S. government demands Keysight Technologies KEYS.N to divest three of Spirent Communications SPT.L 's businesses to resolve competition concerns regarding the acquisition. The consummation of the acquisition is conditioned on regulatory approvals and is currently estimated to close by the end of September 2025. The acquisition is expected to close in the fall of 2025. Qatalyst Partners, L.P. acted as financial advisor for Viavi Solutions Inc. Fried, Frank, Harris, Shriver & Jacobson LLP acted as legal advisor for Viavi Solutions Inc. Evercore acted as financial advisor to Keysight Technologies, Inc. Philip Yates, Phil Berkowitz and Ed Matthews of Jefferies Financial Group Inc. (NYSE:JEF) and Jefferies International Limited acted as financial advisor to Spirent. Aadeesh Aggarwal, Albrecht Stewen and Mitul Manji of N.M. Rothschild & Sons Limited acted as financial advisor to Spirent. Craig Calvert, Sandip Dhillon and Josh Chauhan of UBS AG, London Branch acted as financial advisor and Thomas A. McGrath, Antonia Sherman, John Eichlin of Linklaters LLP acted as legal advisor to Spirent. Gibson Dunn & Crutcher LLP advised as legal counsel on the credit facility. Viavi Solutions Inc. (NasdaqGS:VIAV) completed the acquisition of Spirent Communications plc’s high speed ethernet and network security business lines from Keysight Technologies, Inc. (NYSE:KEYS) on October 16, 2025. Upon closing the transaction, Viavi Solutions Inc. entered into a Term Loan Credit Agreement with Wells Fargo Bank, providing a $600 million senior secured term loan facility. The loan, maturing on October 16, 2032, was fully borrowed at closing. The funds will be used to finance part of the transaction, cover related fees and expenses, and for working capital and general corporate purposes. The loan is secured by substantially all assets of Viavi Solutions Inc. and its domestic subsidiaries.ナラティブの更新 • Oct 13Data Center Upgrades And Fiber Demand Will Unlock Future OpportunitiesAnalysts 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.Recent Insider Transactions Derivative • Sep 26President exercised options and sold US$2.1m worth of stockOn the 23rd of September, Oleg Khaykin exercised options to acquire 168k shares at no cost and sold these for an average price of US$12.41 per share. This trade did not impact their existing holding. For the year to June 2019, Oleg's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Oleg's direct individual holding has increased from 1.82m shares to 2.01m. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Sep 25VIAVI Solutions Inc. Expands One LabPro®? One-1600 1.6Tb Testing and Validation PlatformVIAVI Solutions Inc. has expanded the functionality of its ONE LabPro testing and validation platform. Following the launches of the ONE-1600 and second generation ONE-1600IE solutions, the new ONE-1600ER module delivers enhanced features and enables comprehensive testing on a single platform for next-generation 1.6Tb optical components. With AI and ML now firmly embedded in the fabric of computing and communications, infrastructure operators have begun deploying 1.6Tb optical transceivers alongside other enabling technologies throughout the network. The ONE LabPro platform supports high-capacity testing of infrastructure elements that are driving 1.6Tb speeds. The ONE-1600ER module extends the capabilities of the ONE LabPro platform with full Ethernet support based on the latest 802.3dj specification, including 1.6Tb, 8x200G testing essential for exercising and analyzing 200Ganes at 224G SERDES. It offers native support for Riding Heat Sink (RHS) OSFP 1600G modules and delivers comprehensive RFC2544 for full performance testing. The solution includes full electrical and optical support (DAC - AOC, AEC, ACC), along with robust power and cooling management properties designed for the next generation of 1.6Tb coherent modules such as 1600ZR and 1600LR/ER. The ONE-1600 also offers inter-sublayer link training (ILT), and symbol muxing to full interoperability, both of which are new features in 802.3dj. AI-driven demand is also creating unprecedented scaling challenges for manufacturers of transceivers, VSFF/MPOconnectors, and co-packaged optics (CPO). To help customers meet these challenges and accelerate time to market, VIAVI continues to advance its MAP-300 platform and inspection and cleaning portfolios with powerful new enhancements such as: High Density Variable Attenuator (mVOA-C2B). A new 12 channel, single slot VOA module with millisecond time response and embedded power control optimized for parallel optic applications like DR8 and CPO. PM-Fiber Optical Switching (mOSW-C1) - New low loss /high extinction ratio polarization maintaining fiber switches to support ELSFP and silicon photonics test applications. FiberChek ULTRA Connector Inspection - Enhancements to support volume manufacture of new connector and fiber types for high-density AI fiber deployments, including support for 80um core, non-contact and lensed connectors, as well as the ELSFP form factors. The ONE-1600 and MAP-300 platforms will be on display at VIAVI's stand C33 at ECOC 2025 from September 29- October 1 in Copenhagen, Denmark. In addition, VIAVI will be showcasing its comprehensive testing solutions for monitoring and certification of data center cabling, as well as performance monitoring solutions for high-capacity networks up to 800G. In collaboration with Alphawave Semi, VIAVI will also demonstrate seamless PCIe 6.0 interoperability over an optical link at Alphawave's stand 1428. This collaboration includes the VIAVI Xgig®? 6P4 Exerciser and highlights the advancement of next-generation PCIe 6.0 deployments, leveraging cutting-edge optical interconnects to address growing demands for bandwidth, scalability, and energy efficiency.お知らせ • Sep 22Viavi Solutions Inc., Annual General Meeting, Nov 12, 2025Viavi Solutions Inc., Annual General Meeting, Nov 12, 2025.お知らせ • Sep 17VIAVI Solutions Inc. Launches All-In-One Handheld Tools for Simplified Last-Mile Fiber Service Activation and Testing At Speeds Up to 10 GbpsVIAVI Solutions Inc. has expanded its family of rugged and reliable portable devices for last-mile fiber service turn-up and activation with two new all-in-one handheld testers for multi-gig power and service testing at data rates up to 10 Gbps. The new testers will be on display for the first time at VIAVI's booth J1285 at the SCTE Tech Expo from September 29 - October 1 in Washington D.C. Verifying multi-gig throughput and learning new technologies may present challenges for technicians. By supporting validation and troubleshooting of fiber, Ethernet, WiFi 7 and DOCSIS™? connections with speeds up to 10 Gbps in under one minute, the OneExpert Fiber and OneExpert HFC all-in-one handheld testing reduce learning time for technicians, helping speed up and simplify PON service deployment and maintenance. OneExpert Fiber (ONX-700) validates Ethernet, Fiber and WiFi 7 connections, and the OneExpert HFC (ONX-720/ONX-730) provides additional support for DOCSIS service delivery and is ideal for cable operators looking to upgrade their existing OneExpert CATV to support PON /FTTx. The new IP54-rated tools are weatherproof, drop-tested to 1 m and built to perform reliably for many years. Modular design provides future-proof capabilities and reduces cost of ownership by allowing technicians to keep up with evolving technologies such as 25G and 50G service testing. Compatibility with VIAVI TPA™? (Test Process Automation) ensures technician process compliance by guiding workflows and standardizing test procedures. It also allows field personnel to operate at maximum efficiency by notifying them of firmware upgrades and additional instrument options as they become available.Recent Insider Transactions Derivative • Sep 03Executive VP & CFO exercised options and sold US$280k worth of stockOn the 28th of August, Ilan Daskal exercised options to acquire 25k shares at no cost and sold these for an average price of US$11.27 per share. This trade did not impact their existing holding. Since December 2024, Ilan's direct individual holding has decreased from 82.10k shares to 0. Company insiders have collectively sold US$5.8m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Aug 31Data Center Upgrades And Fiber Demand Will Unlock Future OpportunitiesAnalysts 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.お知らせ • Aug 21Viavi Solutions Inc. Announces Committee ChangesOn July 30, 2025, Viavi Solutions Inc. (the “Company”) filed a Current Report on Form 8-K (the “Original 8-K”) to report that the Board of Directors (the “Board”) of the Company had appointed Richard Burns and Eugenia Corrales as independent directors of the Company, effective July 24, 2025. At the time of the Original 8-K, the Board had not made a determination regarding any committee assignments for Mr. Burns and Ms. Corrales. On August 13, 2025, the Board appointed Mr. Burns to the Compensation Committee and Ms. Corrales to the Audit Committee and the Cybersecurity Steering Committee, effective immediately.ナラティブの更新 • Aug 15Data Center Upgrades And Fiber Demand Will Unlock Future OpportunitiesAnalysts 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.Price Target Changed • Aug 11Price target increased by 9.4% to US$13.41Up from US$12.26, the current price target is an average from 8 analysts. New target price is 23% above last closing price of US$10.93. Stock is up 45% over the past year. The company is forecast to post earnings per share of US$0.40 for next year compared to US$0.16 last year.Reported Earnings • Aug 10Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.16 (up from US$0.12 loss in FY 2024). Revenue: US$1.08b (up 8.4% from FY 2024). Net income: US$34.8m (up US$60.6m from FY 2024). Profit margin: 3.2% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.New Risk • Aug 08New major risk - Revenue and earnings growthEarnings have declined by 48% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 48% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$762k sold).お知らせ • Aug 08Viavi Solutions Inc. Provides Revenue Guidance for the First Quarter of Fiscal 2026 Ending September 27, 2025Viavi Solutions Inc. provided revenue guidance for the first quarter of fiscal 2026 ending September 27, 2025. For the period, the company expects net revenue to be between $290 million to $298 million.分析記事 • Aug 03Viavi Solutions (NASDAQ:VIAV) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jul 31Viavi Solutions Inc. Announces Board ChangesOn July 24, 2025, the Board of Directors of Viavi Solutions Inc., in accordance with Article III of the Company’s Bylaws, fixed by resolution the number of directors of the Board at ten (10) members and, in connection with the newly created vacancies, appointed Richard Burns and Eugenia Corrales as independent directors of the Company, effective immediately. Following the appointments, Mr. Burns and Ms. Corrales will serve until the 2025 annual meeting of VIAVI stockholders (the “ 2025 Meeting ”) or until their earlier resignation or removal. From 2007 through June of 2025, Mr. Burns worked at Teradyne in a variety of engineering leadership roles, serving most recently as President of the Semiconductor Test Division since 2020. From 2001 to 2007, Mr. Burns worked at Mindspeed Technologies, serving as Vice President of Engineering and Vice President and General Manager of Broadband Internetworking Systems. From 1997 to 2001 Mr. Burns was a Director of Engineering at Conexant Systems. He began his career in 1981 with Hughes Communications Products. Mr. Burns earned a Bachelor of Science in Physics from the University of California Los Angeles and a Master of Science in Electrical Engineering from Cal State University Northridge. From January 2018 through December of 2024, Ms. Corrales was Chief Executive Officer of Nefeli Networks Inc. From December 2023 to present, Ms. Corrales has served as a strategic advisor to several AI and technology companies. From 2015 to 2017, Ms. Corrales served as Senior Vice President, Solutions Group at ShorTel. From 2013 to 2015, Ms. Corrales served as Vice President and General Manager of the Data Systems Group at Cisco Systems. Ms. Corrales has worked for thirty-five years in a variety of roles in operations, engineering and strategy within the telecommunication and technology industries. She began her career at Hewlett Packard.Ms. Corrales earned a Bachelor of Science in Physics from Grinnell College and a Master of Science in Mechanical Engineering from Stanford University.お知らせ • Jul 17Viavi Solutions Inc. to Report Q4, 2025 Results on Aug 07, 2025Viavi Solutions Inc. announced that they will report Q4, 2025 results After-Market on Aug 07, 2025分析記事 • Jul 05Viavi Solutions Inc.'s (NASDAQ:VIAV) Price In Tune With RevenuesThere wouldn't be many who think Viavi Solutions Inc.'s ( NASDAQ:VIAV ) price-to-sales (or "P/S") ratio of 2.2x is...お知らせ • Jul 02Viavi Solutions Inc. Introduces Colocation Capability At Valor Lab-As-A-Service Testing FacilityVIAVI Solutions Inc. announced that it has added colocation capability to its VIAVI Automated Lab-as-a-Service for Open RAN (VALOR™?) facility to address the increased demand for comprehensive testing from Open RAN customers. Based in Chandler, Arizona, VALOR is funded by the U.S. National Telecommunications and Information Administration (NTIA) Public Wireless Supply Chain Innovation Fund (PWSCIF). As an alternative to its on-demand customer labs, VALOR's colocation model offers more flexibility and capacity. Customers can access the lab for a longer period and conduct comprehensive testing throughout the product lifecycle with a semi-per permanent setup. Network data in the lab is segregated using VLANs to ensure secure, isolated environments for each customer's testing requirements, ensuring optimal performance and data integrity across various testing scenarios. The VALOR Lab offers a highly automated, open and impartial Lab-as-a- Service /Test-as-a-Service suite for Open RAN interoperability, performance and security. In addition to the colocation lab and two on-demand labs, customers can also access a RF chamber for Massive MIMO and beamforming over-the-air (OTA) validation, including system-level Massive MIMO performance testing for up to 16 parallel spatial layers. Leveraging VIAVI's NITRO Wireless Open RAN Test Suite, the VAMOS unified framework for hybrid physical and cloud-based testing, reference O-RUs, O-DUs and O-CUs, as well as a knowledgeable support team, the VALOR Lab enables emerging Open RAN technology vendors to test their products without significant upfront investment. R risks associated with building in-house Open RAN testing capabilities are offloaded to VIAVI, resulting in quicker time to market and more flexible deployment.お知らせ • Jun 30+ 5 more updatesViavi Solutions Inc.(NasdaqGS:VIAV) dropped from Russell 3000 Value IndexViavi Solutions Inc.(NasdaqGS:VIAV) dropped from Russell 3000 Value IndexRecent Insider Transactions • Jun 08Executive VP & CFO recently sold US$762k worth of stockOn the 4th of June, Ilan Daskal sold around 82k shares on-market at roughly US$9.28 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Ilan's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Jun 05Executive VP & CFO notifies of intention to sell stockIlan Daskal intends to sell 82k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of June. If the sale is conducted around the recent share price of US$9.28, it would amount to US$762k. Since December 2024, Ilan has owned 82.10k shares directly. Company insiders have collectively sold US$6.2m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • May 28VIAVI Solutions Inc. Launches Second Generation RSR Transcoder for Assured PNT in GPS-Denied EnvironmentsVIAVI Solutions Inc. announced the launch of its second-generation RSR Transcoder, created to maintain operational capability in GPS/GNSS-denied, degraded or disrupted space operational environments (D3SOE). Globally, incidents of GPS and GNSS jamming and spoofing have surged as these tactics become a standard aspect of electronic warfare. While aimed at disrupting military operations, these hostile signal manipulations alsopose a growing threat to sectors reliant on precise timing and geolocation, including aviation, communications and emergency services. The second generation RSR Transcoder delivers assured Position, Navigation and Timing (PNT) in a wide range of output to upgrade legacy systems. It includes a GPS full constellation simulator and uses a patented algorithm to provide near instant conversion of assured inputs such as M-code, SAASM, IMU/INS and other signals of opportunity. These are converted to Universal GPS L1 and L2 signals with C/A-code and P-code output to enable the easy upgrading of any legacy GPS with assured PNT capability. The ruggedized IP68 enclosures are mountable on land, sea and air platforms and have been developed to run in a convert lights-out operation mode. The transcoder outputs at 100 Hz, has an ICD-GPS-153 interface and is available with 4-, 8- and 24-hour holdover oscillator options.新しいナラティブ • May 27High-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. お知らせ • May 07VIAVI Solutions Inc. Advances Railway Communication Modernization as Part of the Morane-2 ProjectVIAVI Solutions Inc. announced its participation in the Mobile Radio for Railways Networks in Europe 2 (MORANE-2) project, which will test Future Railway Mobile Communication System (FRMCS) specifications in real-world conditions and pave the way for digital railway communication. A global leader in railway test and monitoring solutions, VIAVI is one of only a few monitoring suppliers supporting the MORANE-2 project. The current Global System for Mobile Communications - Railway (GSM-R) is expected to begin its phase out by 2030 and FRMCS is emerging as a clear successor. VIAVI's EVOIA Drive Test will be used to help deploy the new FRMCS network. In addition, EVOIA Assure will monitor and evaluate FRMCS prototypes in both laboratory settings and on railway tracks to ensure they meet the evolving demands of current and future rail networks. This includes support for the European Train Control System (ECTS), Automatic Train Operation (ATO), and real-time data and video services. MORANE-2 aims to validate product development standards and is expected to run for 34 months between 2024 - 2027. The project will enable the inclusion of FRMCS specifications in the Technical Specifications for Interoperability (TSI), which defines the technical and operational standards that each subsystem, or part of a subsystem, must meet to satisfy essential requirements and ensure the interoperability of railway systems. A collaborative European initiative funded by Europe's Rail (EU-RAIL) and the European Smart Networks and Services Joint Undertakings, the MORANE-2 project represents a significant step toward modernizing railway communications across Europe, enhancing efficiency, sustainability and digital connectivity. The VIAVI Mission Critical and Railway team will host its annual Railway User Group in Stockholm on June 3-5. The VIAVI team will also attend the 5x5: The Public Safety Innovation Summit on June 3-5 in Seattle, and TCCA Critical Communications World 2025 on June 17-19 in Belgium.お知らせ • May 06Inertial Labs Launches Tactical-Grade Mems Imu with 1 Deg/Hr Gyro BiasInertial Labs, a VIAVI Solutions Inc. introduced the IMU-H100, a micro-electromechanical systems (MEMS) inertial measurement unit (IMU) developed to enhance tactical guidance and navigation capabilities of unmanned aerial vehicles (UAVs), short-range missiles and precision guidance munitions, as well as a variety of commercial applications. As unmanned vehicle technology improves and personnel safety becomes a top priority, military and commercial sectors are accelerating adoption - driving strong demand for the IMUs that power their navigation and control systems. An IMU measures angular velocity and linear acceleration using MEMS gyroscopes and accelerometers respectively. They have become essential in a wide range of guidance and navigation, orientation and stabilization applications, particularly for short- and medium-range flight control systems. The IMU is also a component of higher order systems such as inertial navigation systems (INS), attitude and heading reference systems (AHRS) and motion reference units (MRU). Applications include autonomous vehicles for land, sea, aerospace and defense. The tactical-grade IMU-H100 includes accelerometers and gyroscopes for all three axes and offers a gyro and accel bias of 1 deg/hr and 1 mg respectively. The 5 in3, 160 g IMU also exceeds the performance of equivalent products on the market in terms of data rate, measurement range, stability and repeatability over harsh environmental conditions - including vibration, shock, high acceleration, spinning, temperature and acoustic noise. In addition to its sophisticated capabilities, the IMU-H100 is designed for ease and speed of integration into customers' operations. It supports the Universal Asynchronous Receiver/Transmitter (UART) and Synchronous Data Link Control (SDLC) used in many legacy systems, making it ideal for retrofitting initiatives. It is also ITAR-free, available with a lead time of weeks rather than months, and is manufactured in the United States.Reported Earnings • May 02Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.088 (up from US$0.11 loss in 3Q 2024). Revenue: US$284.8m (up 16% from 3Q 2024). Net income: US$19.5m (up US$44.1m from 3Q 2024). Profit margin: 6.8% (up from net loss in 3Q 2024). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • May 02Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to US$9.34. The fair value is estimated to be US$12.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company has become profitable.お知らせ • May 02Viavi Solutions Inc. Provides Revenue Guidance for the Fourth Quarter of Fiscal 2025Viavi Solutions Inc. provided revenue guidance for the Fourth Quarter of Fiscal 2025. For the quarter, the company expects net revenue to be between $278 million to $290 million and non-GAAP EPS to be between $0.10 to $0.13.株主還元VIAVUS CommunicationsUS 市場7D-10.7%-9.2%-4.1%1Y399.7%86.9%20.6%株主還元を見る業界別リターン: VIAV過去 1 年間で86.9 % 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20.6 % の収益を上げたUS市場を上回りました。価格変動Is VIAV's price volatile compared to industry and market?VIAV volatilityVIAV Average Weekly Movement11.3%Communications Industry Average Movement9.7%Market Average Movement7.2%10% most volatile stocks in US Market16.6%10% least volatile stocks in US Market3.1%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 ( 11% ) 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19233,600Oleg Khaykinwww.viavisolutions.comViavi 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、通信、クラウド、企業、ファーストレスポンダー、軍事、航空宇宙、重要インフラ向けのネットワークテスト、監視、保証ソリューションを提供している。ネットワーク・サービスイネーブルメント（NSE）と光セキュリティ・パフォーマンス製品（OSP）の2つのセグメントで事業を展開している。NSEセグメントでは、無線、有線、クラウド、衛星、公共安全、軍事、インフラストラクチャー・ネットワーク向けに、ラボ環境と本番環境、ネットワーク管理、サービス保証、AIOpsに対応したテスト、モニタリング、保証、セキュリティ・ソリューションを提供している。また、ネットワークシステムの開発、生産、保守、最適化をサポートする計測器、マイクロプローブ、永久ソフトウェアライセンス、製品の修理、校正、ソフトウェアサポート、技術支援などの製品サポートやプロフェッショナルサービスも提供している。OSP事業では、コア技術である光学コーティング技術と大量生産能力を活かし、偽造防止、3Dセンシング、政府・航空宇宙、自動車、産業市場向けの技術を設計、製造、販売している。同社はQuNu Labs Pvt Ltd.と量子セキュリティと高度なネットワークインテリジェンス技術の開発で戦略的パートナーシップを結んでいる。旧社名はJDSユニフェーズ株式会社。ヴィア・ヴィ・ソリューションズ社は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る。もっと見るViavi Solutions Inc. 基礎のまとめViavi Solutions の収益と売上を時価総額と比較するとどうか。VIAV 基礎統計学時価総額US$11.38b収益（TTM）-US$55.10m売上高(TTM)US$1.37b8.4xP/Sレシオ-208.2xPER（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最新の決算報告書（TTM）に基づく主な収益性統計VIAV 損益計算書（TTM）収益US$1.37b売上原価US$541.40m売上総利益US$824.30mその他の費用US$879.40m収益-US$55.10m直近の収益報告Mar 28, 2026次回決算日該当なし一株当たり利益（EPS）-0.22グロス・マージン60.36%純利益率-4.03%有利子負債／自己資本比率127.7%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View Valuation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2026/06/10 04:11終値2026/06/10 00:00収益2026/03/28年間収益2025/06/28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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。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 KelleherArgus Research CompanyJoseph WolfBarclaysJeffrey EvensonBernstein21 その他のアナリストを表示
ライブニュース • 6hViavi Solutions Expands AI Test Tools and Advances 5G Non-Terrestrial Network ValidationViavi Solutions launched AI Experts, the first expansion of its NITRO AI portfolio, embedding task-focused AI agents into core wireless testing platforms like OneAdvisor 800, TM500 and TeraVM to automate configuration, analysis and reporting. The company introduced an ultra-compact GNSS-disciplined oscillator aimed at timing-critical applications, broadening its offering in precision timing solutions. Viavi completed a US$500 million equity offering primarily to repay its Term Loan B, simplifying its capital structure, and separately partnered with Square Peg Communications to advance testing for emerging 5G non-terrestrial networks. Together, these updates point to a focus on AI-driven automation, product breadth in test and measurement, and balance sheet simplification at a time when customers are under pressure to validate increasingly complex wireless and satellite-linked 5G networks quickly. Investors may want to pay particular attention to how demand for AI-enabled test tools and 5G non-terrestrial network validation solutions develops relative to ongoing risks tied to wireless and telecom spending cycles.
お知らせ • Jun 04Viavi Solutions Inc Announces Ai Experts as Addition to Nitro Ai PortfolioViavi Solutions Inc. announced AI Experts, the first addition to the NITRO AI portfolio of AI-driven capabilities. Each Expert provides product-specific intelligence directly into a Viavi platform, delivering contextual guidance, automated workflows and diagnostic precision in the field and the lab. AI Experts contain a curated set of 'agents,' task-specific AI-driven execution units that automate configuration, analysis, diagnostics and reporting within their functional domain. The OneAdvisor 800 Wireless AI Expert delivers contextual guidance based on deep domain knowledge spanning wireless standards, industry best practices, instrument functionality and real-world signal behavior. By providing answers that are specific to the situation directly on the instrument, it enables engineers to validate faster and with greater accuracy. The TM500 AI Expert and TeraVM AI Expert shorten the time from lab provisioning to validated results by assisting engineers with test setup and configuration, diagnostic triage and real-time awareness of complex test topologies. This enables a reduction in manual effort during many time-consuming tasks and helps engineering teams meet increasingly aggressive development timelines. AI Experts for OneAdvisor 800 Wireless, TM500 and TeraVM are available now, enabling teams to adopt and expand AI capabilities incrementally. Additional AI Experts across the wider Viavi portfolio will be introduced over time.
ナラティブの更新 • Jun 03VIAV: AI Data Center Demand And Defense Ties Will Drive Future UpsideViavi 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.
ライブニュース • Jun 03Viavi Solutions Delivers Strong Q3 With AI and Defense Demand Following Spirent AcquisitionViavi Solutions reported fiscal Q3 2026 results that topped Zacks revenue and earnings estimates, with its Network and Service Enablement segment posting a 54.4% year-over-year revenue increase helped by AI data center demand and Spirent assets contributing about US$200 million in annual revenue run rate. The company completed a roughly US$500 million stock offering at around US$45 per share, primarily to repay the remaining US$450 million Term Loan B balance, with the rest earmarked for working capital. Viavi launched new products focused on AI and precision timing, including the CyberFlood CF1000 security and performance test appliance for 400G AI infrastructure and the µPNT GDO-1000 GNSS-disciplined oscillator aimed at defense, unmanned systems, data centers, and communications gear. Taken together, stronger Q3 results, balance sheet de-leveraging, and a focus on AI-centric and defense-oriented test and timing products point to a company leaning into areas where customer demand is currently concentrated. You should watch how efficiently Viavi integrates the Spirent assets and deploys the equity capital, since execution on these fronts will influence margins, earnings quality, and how the higher share count affects per-share metrics.
お知らせ • Jun 02VIAVI Solutions Inc. Launches µPNT GDO-1000 GNSS-Disciplined Oscillator In M.2 B-Key Form FactorVIAVI Solutions Inc. has announced the launch of the µPNT GDO-1000, a new GNSS-disciplined oscillator built in the M.2 B-key form factor. Measuring just 22mm x 42mm, the size of a postage stamp, and weighing less than 4 grams, the GDO-1000 is designed for platforms requiring accurate timing in places where traditional timing modules do not fit or are too power-hungry, including defense and airborne platforms, unmanned systems, data center cards and communications equipment. The µPNT GDO-1000 addresses these challenges through a unique combination of capabilities: Dual-frequency L1/L5 GNSS reception with microsecond-class 24-hour holdover, enabling precise, resilient timing in compromised conditions. The M.2 B-key form factor drops into modern compute platforms, time appliance cards and embedded systems without custom mechanical design, all while drawing approximately half a watt. Patented AI and ML algorithms developed by the Jackson Labs team, now part of VIAVI, predict and compensate for oscillator behavior across environmental conditions. The Micro-Electro-Mechanical Systems (MEMS) oscillator delivers better thermal stability across the full military temperature range than traditional quartz Oven Controlled Crystal Oscillators (OCXOs), with sustained phase noise and Allan Deviation performance under vibration and shock. Accepts an external 1PPS input, allowing it to be disciplined by M-Code GPS, alternative navigation sources, or other external references without hardware modification. Multiple 1PPS and low-phase-noise 10MHz coaxial inputs and outputs for system integration flexibility, despite its miniature size. The GDO-1000 will be on display at VIAVI Booth 407 at the 2026 Joint Navigation Conference from June 1-4 at the Northern Kentucky Convention Center. As part of the event technical program, Lisa Perdue and Nino De Falcis of VIAVI will speak about a New Cesium-Less ePRTC Solution to Provide Timing for Homeland Critical Infrastructure.
お知らせ • May 21Viavi Solutions Inc. has completed a Follow-on Equity Offering in the amount of $499.999995 million.Viavi Solutions Inc. has completed a Follow-on Equity Offering in the amount of $499.999995 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 11,111,111 Price\Range: $45 Discount Per Security: $1.35
ライブニュース • 6hViavi Solutions Expands AI Test Tools and Advances 5G Non-Terrestrial Network ValidationViavi Solutions launched AI Experts, the first expansion of its NITRO AI portfolio, embedding task-focused AI agents into core wireless testing platforms like OneAdvisor 800, TM500 and TeraVM to automate configuration, analysis and reporting. The company introduced an ultra-compact GNSS-disciplined oscillator aimed at timing-critical applications, broadening its offering in precision timing solutions. Viavi completed a US$500 million equity offering primarily to repay its Term Loan B, simplifying its capital structure, and separately partnered with Square Peg Communications to advance testing for emerging 5G non-terrestrial networks. Together, these updates point to a focus on AI-driven automation, product breadth in test and measurement, and balance sheet simplification at a time when customers are under pressure to validate increasingly complex wireless and satellite-linked 5G networks quickly. Investors may want to pay particular attention to how demand for AI-enabled test tools and 5G non-terrestrial network validation solutions develops relative to ongoing risks tied to wireless and telecom spending cycles.
お知らせ • Jun 04Viavi Solutions Inc Announces Ai Experts as Addition to Nitro Ai PortfolioViavi Solutions Inc. announced AI Experts, the first addition to the NITRO AI portfolio of AI-driven capabilities. Each Expert provides product-specific intelligence directly into a Viavi platform, delivering contextual guidance, automated workflows and diagnostic precision in the field and the lab. AI Experts contain a curated set of 'agents,' task-specific AI-driven execution units that automate configuration, analysis, diagnostics and reporting within their functional domain. The OneAdvisor 800 Wireless AI Expert delivers contextual guidance based on deep domain knowledge spanning wireless standards, industry best practices, instrument functionality and real-world signal behavior. By providing answers that are specific to the situation directly on the instrument, it enables engineers to validate faster and with greater accuracy. The TM500 AI Expert and TeraVM AI Expert shorten the time from lab provisioning to validated results by assisting engineers with test setup and configuration, diagnostic triage and real-time awareness of complex test topologies. This enables a reduction in manual effort during many time-consuming tasks and helps engineering teams meet increasingly aggressive development timelines. AI Experts for OneAdvisor 800 Wireless, TM500 and TeraVM are available now, enabling teams to adopt and expand AI capabilities incrementally. Additional AI Experts across the wider Viavi portfolio will be introduced over time.
ナラティブの更新 • Jun 03VIAV: AI Data Center Demand And Defense Ties Will Drive Future UpsideViavi 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.
ライブニュース • Jun 03Viavi Solutions Delivers Strong Q3 With AI and Defense Demand Following Spirent AcquisitionViavi Solutions reported fiscal Q3 2026 results that topped Zacks revenue and earnings estimates, with its Network and Service Enablement segment posting a 54.4% year-over-year revenue increase helped by AI data center demand and Spirent assets contributing about US$200 million in annual revenue run rate. The company completed a roughly US$500 million stock offering at around US$45 per share, primarily to repay the remaining US$450 million Term Loan B balance, with the rest earmarked for working capital. Viavi launched new products focused on AI and precision timing, including the CyberFlood CF1000 security and performance test appliance for 400G AI infrastructure and the µPNT GDO-1000 GNSS-disciplined oscillator aimed at defense, unmanned systems, data centers, and communications gear. Taken together, stronger Q3 results, balance sheet de-leveraging, and a focus on AI-centric and defense-oriented test and timing products point to a company leaning into areas where customer demand is currently concentrated. You should watch how efficiently Viavi integrates the Spirent assets and deploys the equity capital, since execution on these fronts will influence margins, earnings quality, and how the higher share count affects per-share metrics.
お知らせ • Jun 02VIAVI Solutions Inc. Launches µPNT GDO-1000 GNSS-Disciplined Oscillator In M.2 B-Key Form FactorVIAVI Solutions Inc. has announced the launch of the µPNT GDO-1000, a new GNSS-disciplined oscillator built in the M.2 B-key form factor. Measuring just 22mm x 42mm, the size of a postage stamp, and weighing less than 4 grams, the GDO-1000 is designed for platforms requiring accurate timing in places where traditional timing modules do not fit or are too power-hungry, including defense and airborne platforms, unmanned systems, data center cards and communications equipment. The µPNT GDO-1000 addresses these challenges through a unique combination of capabilities: Dual-frequency L1/L5 GNSS reception with microsecond-class 24-hour holdover, enabling precise, resilient timing in compromised conditions. The M.2 B-key form factor drops into modern compute platforms, time appliance cards and embedded systems without custom mechanical design, all while drawing approximately half a watt. Patented AI and ML algorithms developed by the Jackson Labs team, now part of VIAVI, predict and compensate for oscillator behavior across environmental conditions. The Micro-Electro-Mechanical Systems (MEMS) oscillator delivers better thermal stability across the full military temperature range than traditional quartz Oven Controlled Crystal Oscillators (OCXOs), with sustained phase noise and Allan Deviation performance under vibration and shock. Accepts an external 1PPS input, allowing it to be disciplined by M-Code GPS, alternative navigation sources, or other external references without hardware modification. Multiple 1PPS and low-phase-noise 10MHz coaxial inputs and outputs for system integration flexibility, despite its miniature size. The GDO-1000 will be on display at VIAVI Booth 407 at the 2026 Joint Navigation Conference from June 1-4 at the Northern Kentucky Convention Center. As part of the event technical program, Lisa Perdue and Nino De Falcis of VIAVI will speak about a New Cesium-Less ePRTC Solution to Provide Timing for Homeland Critical Infrastructure.
お知らせ • May 21Viavi Solutions Inc. has completed a Follow-on Equity Offering in the amount of $499.999995 million.Viavi Solutions Inc. has completed a Follow-on Equity Offering in the amount of $499.999995 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 11,111,111 Price\Range: $45 Discount Per Security: $1.35
お知らせ • May 20Viavi Solutions Inc. has filed a Follow-on Equity Offering in the amount of $500 million.Viavi Solutions Inc. has filed a Follow-on Equity Offering in the amount of $500 million. Security Name: Common Stock Security Type: Common Stock
お知らせ • May 06Viavi Solutions Inc Announces Launch of Cyberflood Cf1000 ApplianceViavi Solutions Inc. has announced the launch of its next-generation CyberFlood CF1000 Appliance, a native 400G security and application performance test platform for the validation of multi-terabit security and AI data center infrastructures at scale. Developed for network equipment vendors, hyperscale data center operators and service providers, the CyberFlood CF1000 enables OSI Layer 4-7 validation of critical infrastructure under real-world encrypted and dynamic mixed traffic conditions including Next-Generation Firewalls (NGFWs), Application Delivery Controllers (ADCs), DDoS mitigation systems, VPN gateways, zero-trust architectures and AI inference fabrics. By bringing together massive-scale encrypted traffic generation, continuous threat vector emulation, quantum-safe cryptography validation and AI inference workload emulation on a single platform, CF1000 eliminates the validation gaps inherent in traditional test systems. The CF1000 Appliance delivers native 400G security testing in a compact 2RU form factor, with support for four 400G OSFP ports and eight 100G QSFP28 ports, enabling up to 1.2Tbps of real-world application traffic testing without the need for an external switching infrastructure. Designed to validate today's encrypted traffic demands at scale and help organizations prepare for increasingly encrypted networks and emerging quantum-era threats, the platform provides industry-leading Transport Layer Security (TLS) performance, supporting more than 500Gbps of encrypted throughput and up to 800,000 TLS v1.3 connections per second. In addition, CF1000 extends CyberFlood's capabilities with highly scalable AI inference traffic emulation, enabling realistic testing of large language model (LLM) performance and AI-driven application workloads at terabit scale. This allows customers to evaluate end-to-end AI inference infrastructure and LLM application performance, and to assess critical trade-offs between cost efficiency and user experience.
Recent Insider Transactions • May 05Independent Chairman recently sold US$2.7m worth of stockOn the 4th of May, Richard Belluzzo sold around 51k shares on-market at roughly US$53.30 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Richard has been a net seller over the last 12 months, reducing personal holdings by US$3.5m.
Seeking Alpha • May 05Viavi Solutions: Too Much Data Center Hype, Not Enough Growth In ProfitabilitySummary 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
Buy Or Sell Opportunity • Apr 30Now 34% overvalued after recent price riseOver the last 90 days, the stock has risen 114% to US$52.40. The fair value is estimated to be US$39.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Meanwhile, the company became loss making.
ナラティブの更新 • Apr 27VIAV: Data Center And Defense Hopes Will Ultimately Cap Future ReturnsViavi 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.
お知らせ • Apr 16Viavi Solutions Inc. to Report Q3, 2026 Results on Apr 29, 2026Viavi Solutions Inc. announced that they will report Q3, 2026 results After-Market on Apr 29, 2026
お知らせ • Apr 14Viavi Solutions Inc Announces Recognition of TTworkbench and TestCenter M1 Appliance as Avnu Certification Test ToolViavi Solutions Inc. announced that its TTworkbench gPTP test suite and TestCenter M1 Appliance have been recognized as an IEEE 802.1AS Avnu Certification Test Tool solution under the Avnu Alliance Time-Sensitive Networking Component Certification Program. The solution will be showcased at the Avnu Alliance Plugfest, which takes place April 20–24 in London. With this recognition, Viavi expands the portfolio of Avnu Certification Test Tool available to device manufacturers, silicon providers and Avnu-recognized test laboratories validating conformance for Time-Sensitive Networking protocols. The Certification Test Tool enables customers to validate against Avnu conformance test plans and ensure interoperability across complex, multi-vendor Time-Sensitive Networking ecosystems. Viavi's Certification Test Tool helps customers streamline component certification within the Avnu Alliance ecosystem by consolidating validation into a single, integrated workflow. The solution reduces complexity, accelerates certification timelines and enables more efficient multi-vendor interoperability testing as certification needs evolve. The Avnu Alliance Component Certification Program supports standardized conformance validation and interoperability assurance across Time-Sensitive Networking-enabled devices, helping reduce ecosystem fragmentation as adoption grows in automotive, industrial, professional audio, aerospace and defense, and other time-sensitive networking applications.
ナラティブの更新 • Apr 08VIAV: Data Center And Defense Optimism Will Ultimately Restrain Share ReturnsAnalysts 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.
Buy Or Sell Opportunity • Mar 25Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 104% to US$37.27. The fair value is estimated to be US$30.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
ナラティブの更新 • Mar 25VIAV: Data Center Euphoria Will Challenge Long Term Return ExpectationsAnalysts 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.
Price Target Changed • Mar 18Price target increased by 14% to US$30.93Up from US$27.21, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$32.44. Stock is up 185% over the past year. The company is forecast to post earnings per share of US$0.13 for next year compared to US$0.16 last year.
お知らせ • Mar 18Viavi Solutions Inc Announces Observer Threat Forensics Solution With Advanced Retrospective AnalysisViavi Solutions Inc. announced its Observer Threat Forensics solution with an advanced retrospective analysis capability. Observer Threat Forensics will be showcased at VIAVI's booth N5484 at the RSA Conference from March 23-26 in San Francisco, CA. Observer Threat Forensics is built on VIAVI's heritage in network operation management, combined with secure network infrastructure and threat intelligence powered by CrowdStrike. It brings together packet insights, flow data and log telemetry into a unified NetSecOps workflow, as well as retrospective forensic capability. Additionally, the platform unites site, application, network and UC views into a simple, easy-to-read user dashboard that gives a complete view of the organization's end-user experience, as well as performance issues and their root causes. In the State of the Network study from VIAVI, 79% of the 750 responding CIOs and CISOs wanted convergence, believing the existing siloed model was ill-suited to modern networks and lacked key visibility, which could introduce risk. However, just 27% of the organizations surveyed have started to make the move. VIAVI will be demonstrating Observer Threat Forensics at the RSA Conference as part of its solution portfolio across the NetSecOps lifecycle, from pre-deployment security and performance validation to live threat forensics. Chris Labac and Yury German, Senior Product Manager, will present NetSecOps: Network Visibility for Stronger Security and Performance at the RSAC Insights Theater at 1:30 PM PT on March 24. VIAVI will also showcase CyberFlood security and network application performance testing at its booth.
新しいナラティブ • Mar 17AI Data Center Dependence And Faster Optical Cycles Will Pressure Future Earnings StabilityCatalysts 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?
Price Target Changed • Mar 13Price target increased by 10% to US$28.79Up from US$26.07, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$29.97. Stock is up 174% over the past year. The company is forecast to post earnings per share of US$0.13 for next year compared to US$0.16 last year.
お知らせ • Mar 12Viavi Solutions Inc. Launches TestCenter D2 1.6T Appliance to Accelerate AI Infrastructure Rollouts Across Hyperscale and Cloud Data Center EnvironmentsViavi Solutions Inc. has announced the launch of its next-generation TestCenter D2 1.6T Appliance designed to help cloud providers, hyperscalers, neoclouds and network equipment manufacturers accelerate the rollout of 1.6T Ethernet networks. The D2 appliance is the latest addition to VIAVI's comprehensive portfolio of advanced L0-7 PHY validation, AI fabric and network test solutions. The shift from 800G to 1.6T deployments for AI backend infrastructure is expected to begin in earnest this year. Additionally, cloud providers are transitioning toward larger and more diverse AI clusters. High-speed Ethernet continues to gain momentum as the preferred fabric for AI infrastructure due to its scalability, interoperability and rapid innovation pace. The TestCenter D2 1.6T Appliance is among the first test platforms created specifically for 1.6T networks running AI workloads and deployed in multi-vendor environments. It gives the user the ability to validate performance, scale, robustness and reliability in cutting-edge high-speed Ethernet networks. Featuring scalable traffic capacity, industry-leading performance, traffic generation and analysis capabilities, the TestCenter D2 1.6T Appliance helps network managers shorten development cycles, improve efficiency and ensure networks are ready for the massive data-intensive demands of AI-driven applications. In addition to supporting the latest 1.6T Ethernet technologies, the TestCenter D2 1.6T Appliance implements multi-rate operations for a wide range of next-generation network architectures. The platform also delivers extremely high traffic capacity to help customers validate network performance at full scale, including for AI workload emulation. It has been designed with the unique needs of AI data centers in mind, enabling users to replicate a multitude of large-scale, real-world CCL AI workloads to ensure reliability, efficiency and performance before deployment. Expanded support is also available for advanced optics and emerging interconnect technologies, ensuring customers can test a wide range of new modules and configurations as the ecosystem evolves. The TestCenter D2 1.6T Appliance will be showcased at VIAVI's booth 1239 at OFC 2026 from March 17-19 in Los Angeles, CA. It has received a 4.0 score in the 2026 Lightwave Innovation Reviews.
ナラティブの更新 • Mar 10VIAV: Data Center And Defense Demand Plus Acquisitions Will Shape Balanced OutlookThe 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.
お知らせ • Mar 10Viavi Solutions Inc Has Announces the Launch of A New Next-Generation Fiber Test Head for Distributed Acoustic Sensing (FTH-DAS) to Enhance Their NITRO Fiber Sensing SolutionViavi Solutions Inc. has announced the launch of a new next-generation fiber test head for distributed acoustic sensing (FTH-DAS) to enhance their NITRO Fiber Sensing solution. The FTH-DAS is a true-phase DAS interrogator with embedded AI and machine learning (ML) engine. Designed for the network edge, the FTH-DAS interrogator enables multi-event detection and localization with real-time event classification across multiple fibers directly on the device. DAS fiber sensing uses traditional optical fibers as a continuous microphone to detect and locate damage and potential threats over long distances. The number of applications for DAS technology has risen significantly in recent years, and now includes threat identification for data centers and telecom network cables, security surveillance of borders and sensitive perimeters, as well as monitoring of critical infrastructure ranging from identifying pipeline leaks to detecting undersea power cable wear. VIAVI's AI/ML event detection and classification models have been developed based on decades of historical data. The tools and models are run and automatically updated at the edge on the FTH-DAS without the need for external, remote and centralized processing or manual intervention. The AI/ML engine analyzes data in real time from the fiber links under test, allowing minimal commissioning time while enhancing event identification, classification and tracking over time. Continuous, scalable model adaptation is implemented for automatic improvement in a private or VIAVI-managed cloud-based ecosystem. The true-phase DAS adopts a VIAVI-patented phase-stepping interferometry technique to recover the optical phase from Rayleigh backscatter. Beyond just detecting disturbances, this approach allows for true measurements of physical quantities such as strain, vibration amplitude, frequency and true acoustic power. Results are repeatable, objective and comparable across deployments, enabling applications beyond simple event detection and allowing robust ML training and inference.
New Risk • Mar 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (8.2% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$14m sold).
お知らせ • Mar 03Viavi Solutions Inc Showcases Advanced Technologies For Validation Of Next Generation AI FabricsViavi Solutions Inc. showcased advanced technologies for the validation of next generation AI fabrics at scale at Optical Fiber Communication (OFC) 2026 from March 17-19 at the Los Angeles Convention Center. The evolution of AI, security and high-speed photonics have converged to force a change in validation and optimization strategies. At booth 1239, Viavi Solutions Inc. will highlight its latest solutions designed to help customers meet the challenges of modern AI interconnects, ensuring that tightly coupled high-performance systems maintain required throughput, reliability and scalability. Demonstrations will include 1.6T Ethernet, transceiver, connectivity and silicon photonic manufacturing solutions, PCIe over optics, automated network test, and fiber sensing. Viavi Solutions Inc.'s ONE LabPro and TestCenter platforms for OSI L0-3 traffic generation and analysis will be showcased, alongside the recently announced hollow-core fiber test solution and DCX-700 optical loss test set for testing up to 24 fibers simultaneously. Highlighting the need for collaboration within the ecosystem, many of these demonstrations will be run in partnership with the Ethernet Alliance and the Fiber Optic Center. Interoperability demonstrations featuring next-gen Ethernet technologies will be presented in collaboration with Amphenol, Celestica and other industry partners. In addition, three new technologies will be unveiled at OFC 2026: New INX 700 probe microscopes featuring a more powerful battery system for uninterrupted, automated inspection of single and multifiber connectors. The new models are specifically engineered for hyperscale data centers, where long battery life and inspection speed are critical. The industry's first high-density OSFP test platform to validate the interoperability, latency and power efficiency for next-generation 1.6T Ethernet infrastructure, delivering full line-rate performance for AI, cloud and hyperscale environments. A new distributed acoustic sensing product with real-time edge-based AI and machine learning capabilities. On Monday, March 16 from 1:30 – 5:30 PM PT, Viavi Solutions Inc. will be hosting a workshop on distributed fiber optic sensing for communication networks and infrastructure applications. On Wednesday, March 18 from 2:30 – 3:30 PM PT in Expo Theatre II, Viavi Solutions Inc. will join a Lightwave panel discussion on how optical technologies such as hollow core fiber redefine data center interconnection (DCI). OFC 2026 follows shortly after the Lightwave Innovation Awards. For the tenth year in a row, Viavi Solutions Inc.'s industry and technological leadership were recognized. Six solutions received awards, including the Viavi Solutions Inc. ONE LabPro ONE-1600ER, TestCenter 1.6T Platform and A3 400G Appliance, mFVU-3000, DCX 700 and OneExpert Fiber.
新しいナラティブ • Mar 03AI Data Center And Defense Timing Tailwinds Will Drive Long-Term Confidence HereCatalysts 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?
Buy Or Sell Opportunity • Mar 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 101% to US$35.35. The fair value is estimated to be US$29.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Recent Insider Transactions Derivative • Feb 26Independent Director notifies of intention to sell stockDonald A. Colvin intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of February. If the sale is conducted around the recent share price of US$29.21, it would amount to US$730k. Since September 2025, Donald A.'s direct individual holding has decreased from 188.52k shares to 172.05k. Company insiders have collectively sold US$37m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Feb 24VIAVI Solutions Inc. Speeds Multifiber Certification with Optical Loss Test Set for Testing Up to 24 Fibers SimultaneouslyVIAVI Solutions Inc. has announced the DCX 700 tier 1 optical loss test set for testing up to 24 fibers simultaneously. Building on years of experience in multifiber testing and designed to meet the fast-evolving needs of data centers, it helps simplify and accelerate multifiber certification for high-density fiber environments. The multifiber tester is available with native support for 12-, 16- and 24-fiber configurations to streamline operations, eliminate the need for Y-cables and complex reference steps, and increase the number of certifications per shift. Additionally, its highly intuitive and automated workflow allows for one-cord referencing to simplify setup, prevent errors and reduce training time for new technicians. The DCX 700 supports tier 1 certification in line with relevant industry standards for data center fiber infrastructure. Additional features include the use of modular adaptors, which enable the DCX 700 to operate with both current and future connectivity types. A highly rugged design incorporates an extended-life battery for full-day use. The DCX 700 adds to VIAVI's strong portfolio of multifiber test solutions, which also includes the new INX™? 700 probe microscopes. The new INX 700 probe microscopes share a more powerful battery system with the DCX 700 for uninterrupted, automated inspection of single and multifiber connectors. The new models are specifically engineered for hyperscale data centers, where long battery life and inspection speed are critical.
ナラティブの更新 • Feb 22VIAV: AI Data Center And Quantum Security Execution Will Shape Balanced Risk ProfileAnalysts 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.
お知らせ • Feb 18VIAVI Solutions Inc. Highlights Importance of Trusted Partner Collaboration in AI Era and Outlines Core Solution Areas for Communications and Networking At MWC BarcelonaVIAVI Solutions Inc. has announced its demonstration lineup for Mobile World Congress (MWC) Barcelona 2026, which takes place March 2-5. At VIAVI's booth 5B18, VIAVI will showcase its latest network testing, automation and intelligence solutions, with technology demonstrations across security and quantum-safe communications, AIOps, the AI data center, and 6G /AI-RAN. VIAVI will also host a live digital twin use case demonstration from the stand each day at 4 PM CET, which will highlight how all solution areas featured at the booth integrate into a complete end-to-end digital twin. More than 30 demonstrations across five core solution areas will be featured at the VIAVI booth. These include deep dives into the digital twin technologies required to train AI-RAN algorithms for 6G, AI data center scale up /scale out validation, assured Position, Navigation and Timing (APNT), Non-Terrestrial Network (NTN) testing and performance verification, and optimization for PQC/QKD. VIAVI's new ePRTC360+™?, the only non-Cesium holdover clock to maintain 100 ns accuracy in GNSS-denied environments, will also be on display. As technology domains converge, partnerships become even more critical. In collaboration with more than 20 partner organizations, VIAVI will highlight additional demonstrations, including Agentic AI-RAN digital twins,ray-tracing-based lab testing of real-world UE behavior and ISAC applications for disaster monitoring. These collaboration include the AI-RAN Alliance, Amphenol, AWS, Calnex, Ericsson, GlobalLogic, Infosys, ITRI, Nokia, NVIDIA, R Systems, Rohde & Schwarz and more.
お知らせ • Feb 17VIAVI Solutions Inc. Launches Cesium-less ePRTC360+ Enhanced Primary Reference Time Clock as Alternative to Cesium-Accuracy Holdover ClockVIAVI Solutions Inc. has launched the patent-pending Cesium-less ePRTC360+™? holdover solution to safeguard at-risk critical power grids, transportation, aviation and public safety systems, 5G mobile networks and AI data center infrastructure against the increased threat of GNSS timing disruptions. It is the only alternative to Cesium clocks to meet ITU-T G.8272.1 standards. The international ITU-T G. 8272.1 standard stipulates that Enhanced Primary Reference Time Clock (ePRTC) holdover must have short-term drift of less than 30 ns when entering into holdover and a long-term drift of less than 100 ns over 14 days, all traceable to UTC. Previously achieved only by Cesium atomic clocks, VIAVI's ePRTC360+ now also meets this standard. The ePRTC360+ has been successfully tested across a range of live-sky defense and commercial jamming/spoofing environments, and has been integrated into VIAVI's SecurePNT™? 6200 product series. The technology can maintain 100 ns accuracy during GNSS-denied threats through the resilient altGNSS GEO-L service with no time limit. It also combines an augmented VIAVI SecureTimeSM GEO anti-jamming antenna and an enhanced GNSS anti-spoofing antenna that also receive eGNSS GEO service with GPS/GNSS-NMA authentication for spoofing detection and mitigation. Unlike conventional GNSS omni-directional signals, which can be drowned out by low-power interference, VIAVI's exclusive and GNSS-independent GEO-L service leverages encrypted and highly directional L-band signals transmitted from geostationary satellites. Coupled with the augmented VIAVI SecureTime GEO antenna, the altGNSS GEO- L-band signals transmitted from Geostationary satellites. Cou coupled with the augmented VIAVI secureTime GEO antenna, the AltGNSS GEO-L Service provides enhanced anti-jamming protection and a resilient timing reference for the ePRTC360+'s internal Rubidium holdover oscillator and enables smooth multi-orbit source switchover, even when primary GNSS requirements are jamming or subject to sophisticated meaconing attacks. The affordability of ePRTC360+ clocks compared to Cesium clocks enable operators to deploy them beyond the core and across the network. They also complement non-RF Cesium clocks at the core. This boosts end-to-end sync network robustness and holdover reliability through meshed network PTP feeds as backup between the clocks, especially in case of local or regional jamming and/or spoofing threats. In addition, the ePRTC360+ addresses constraints posed by the use of Cesium clocks for holdover timing. These include sensitivity to shock, delicate and multi-stage startup procedures that take days to complete, the need for ECCN 3A001.i licenses for export, long GNSS learning period of up to 40 days, as well as strict shipping and storage protocols. In addition, Cesium tubes need to be replaced approximately every seven years, and the disposal of Cesium clocks are classified as a hazard due to their material content. The ePRTC360 + eliminates these hurdles and has been designed for rapid and easy integration into any vendor's grandmaster clock system. It enables operators to meet stringent ePRTC requirements while reducing total cost of ownership. The ePRTC360®? will be demonstrated for the first time at VIAVI's Stand 5B18 at Mobile World Congress (MWC) Barcelona 2026, which takes place March 2-5 in Barcelona, Spain.
ナラティブの更新 • Feb 08VIAV: AI Data Center Exposure And Margins Will Shape Balanced Risk ProfileThe 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.
Recent Insider Transactions • Feb 04Senior Vice President of Global Sales recently sold US$1.1m worth of stockOn the 3rd of February, Gary Staley sold around 44k shares on-market at roughly US$25.87 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.0m. Insiders have been net sellers, collectively disposing of US$15m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Feb 03Senior Vice President of Global Sales notifies of intention to sell stockGary Staley intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of February. If the sale is conducted around the recent share price of US$25.83, it would amount to US$588k. Since March 2025, Gary's direct individual holding has increased from 163.21k shares to 223.19k. Company insiders have collectively sold US$24m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jan 30Viavi Solutions Inc.'s (NASDAQ:VIAV) P/S Is Still On The Mark Following 37% Share Price BounceViavi Solutions Inc. ( NASDAQ:VIAV ) shareholders have had their patience rewarded with a 37% share price jump in the...
Reported Earnings • Jan 29Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: US$0.21 loss per share (down from US$0.041 profit in 2Q 2025). Revenue: US$369.3m (up 36% from 2Q 2025). Net loss: US$48.1m (down US$57.2m from profit in 2Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 29Viavi Solutions Inc. Provides Earnings Guidance for the Third Quarter Ending March 28, 2026Viavi Solutions Inc. provided earnings guidance for the third quarter ending March 28, 2026. For the third quarter, the Company expected net revenue to be between $386 million to $400 million.
Buy Or Sell Opportunity • Jan 28Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to US$21.03. The fair value is estimated to be US$17.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 1,165% in the next 2 years.
ナラティブの更新 • Jan 25VIAV: AI Data Center And Spirent Assets Will Shape Balanced Risk ProfileNarrative 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.
お知らせ • Jan 15Viavi Solutions Inc. to Report Q2, 2026 Results on Jan 28, 2026Viavi Solutions Inc. announced that they will report Q2, 2026 results After-Market on Jan 28, 2026
お知らせ • Jan 14VIAVI Solutions Inc. Expands Edge Monitoring Platform with New Sensor Options to Meet Diverse Private Network Assurance Operating EnvironmentsVIAVI Solutions Inc. announced enhancements to its XEdge cloud-based edge monitoring and assurance platform with new sensors that strengthen data collection capabilities for private 4G, 5G and Wi-Fi networks at the edge. Designed to provide continuous visibility into device connectivity and network performance, XEdge combines unattended edge sensors, centralized cloud dashboards and automated analytics. The enhanced XEdge portfolio now supports multiple complementary sensor types, allowing customers to scale deployments according to monitoring needs, site density and operational constraints: XEdge v2, the latest evolution of the original XEdge sensor, is a portable, multi-carrier unit designed for comprehensive monitoring. Supporting up to four cellular modems, XEdge v2 enables high-capacity data collection for continuous monitoring, walk tests and drive tests in complex private network environments. XEdge Lite is a compact sensor designed for fixed installation and dense or distributed placement. Supporting a single cellular modem, it enables targeted, always-on monitoring across private networks. XEdge Lite is available in a standard form factor or with an enclosure suitable for harsh indoor and outdoor environments, including IP67-rated deployments. The portfolio will continue to expand with mobile, on-demand data collection using compatible devices, extending visibility into real-world user experience and localized network conditions. All sensors are operated through the XEdge Controller and support the same testing scenarios. XEdge is designed as an unattended system requiring minimal daily management and no specialized network expertise. The platform supports remote control, automated 24/7 monitoring, customizable reporting and multi-site scalability, making it suitable for enterprises, system integrators and private network operators seeking continuous insight into edge performance and SLA compliance. The enhanced XEdge platform will be on display at VIAVI's Stand 5B18 at Mobile World Congress 2026 from May 2-5 and at Critical Communications World 2026 from June 16-18.
ナラティブの更新 • Jan 11VIAV: AI Data Center And Aerospace Exposure Will Shape Balanced Risk ProfileNarrative 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.
お知らせ • Jan 08Viavi Solutions Inc. Introduces Augmented Reality Solution for Visualizing Radio Frequency Signals in Real TimeVIAVI Solutions Inc. announced the integration of RF Viewer, a new Augmented Reality (AR) solution, into its OneAdvisor 800 Wireless test platform. Designed to address telecommunications, network deployment, smart building design and RF safety assessments, RF Viewer enhances how users perceive and interact with radio frequency (RF) signals in their physical environments. Developed in close collaboration with Verizon Wireless, RF Viewer provides intuitive, real-time visibility of RF emissions by overlaying signal strength data directly onto a live video feed. This innovative approach enables users to easily and accurately identify the location, intensity and distribution of RF signals, transforming complex RF analysis into a visually accessible experience. Key features of RF Viewer include live AR overlays of RF signal strength and distribution, real-time diagnostics for troubleshooting and optimization, as well as a user-friendly interface for both professionals and non-experts. RF Viewer adds new capabilities to the VIAVI OneAdvisor 800 Wireless, an integrated solution that addresses diverse testing requirements across industries. Equipped with a comprehensive feature set from spectrum analysis to interference detection and transport network validation, OneAdvisor 800 Wireless helps optimize network performance, ensure quality of service and support the evolution towards 5G Advanced and 6G technologies.
お知らせ • Jan 06Viavi Solutions Inc. Announces Long-Range Hollow Core Fiber Bidirectional Testing and Certification SolutionVIAVI Solutions Inc. has announced the industry's first all-in-one medium and long-range bidirectional testing and certification solution for hollow core fiber (HCF). The offering implements VIAVI's advanced 8100 Series OTDR modules, optical dispersion measurement (ODM) modules and ReportPRO software, which includes specific algorithms capable of performing the bidirectional OTDR analysis required for hollow core fibers. The efficacy of the solution has been tested and proven through validation trials in partnership with fiber manufacturers, specialist contractors and three leading hyperscalers. Compared to single mode fiber, hollow core fiber enables up to 30% lower latency, up to 70% reduced Chromatic Dispersion (CD), up to 65% lower attenuation and reduced signal distortion. This enables faster data transmission over increased distances without the need for amplification and minimal data errors/losses. Hollow core fiber technology is being increasingly adopted for data center interconnect between hyperscale campuses for AI, high-frequency financial trading, quantum communication, defense and other applications where substantial operational and service performance improvements can be achieved by its use. Hollow core fiber projects require larger investments and an expansive range of tests due to increased manufacturing and specialist contractor deployment costs and differing optical properties such as backscattering and spectral range. In addition to bidirectional OTDR measurements at higher wavelengths, dispersion testing and attenuation profile (AP) are needed to confirm correct installation to protect investments and ensure future performance, particularly over medium- and long-haul links. Few testing and certification options exist, and those without the necessary OTDR performance or those that use OTDR-based dispersion test techniques may only being capable of testing shorter distances. VIAVI's solution is the first all-in-one certification solution capable of bidirectional OTDR, PMD, CD and AP testing and reporting for hollow core fiber links. Thanks to OTDR dynamic range performance and non-OTDR based dispersion testing, it is suitable for all types of hollow core fiber including DNANF and PBG over short-, medium- and long-distance links. These solutions are hosted on VIAVI's OneAdvisor 800 Fiber platform.
ナラティブの更新 • Dec 14VIAV: Future AI Data Center Demand And Acquisitions Will Shape Risk Reward BalanceAnalysts 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.
Recent Insider Transactions • Dec 03President recently sold US$2.7m worth of stockOn the 2nd of December, Oleg Khaykin sold around 155k shares on-market at roughly US$17.69 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Oleg's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Dec 03Executive VP & CFO exercised options and sold US$1.6m worth of stockOn the 28th of November, Ilan Daskal exercised options to acquire 91k shares at no cost and sold these for an average price of US$17.94 per share. This trade did not impact their existing holding. Ilan now holds 180.13k shares directly in their own name. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Nov 28VIAV: Recent Synergistic Acquisitions And AI Exposure Will Shape Risk And Opportunity BalanceViavi 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 14Viavi Solutions Inc. (NASDAQ:VIAV) Stocks Shoot Up 32% But Its P/S Still Looks ReasonableDespite an already strong run, Viavi Solutions Inc. ( NASDAQ:VIAV ) shares have been powering on, with a gain of 32% in...
ナラティブの更新 • Nov 10VIAV: Recent Acquisitions And AI Expansion Will Drive Measured Upside And Integration RiskAnalysts 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 06We Think The Compensation For Viavi Solutions Inc.'s (NASDAQ:VIAV) CEO Looks About RightKey Insights Viavi Solutions' Annual General Meeting to take place on 12th of November Total pay for CEO Oleg Khaykin...
Major Estimate Revision • Nov 06Consensus revenue estimates increase by 16%, EPS downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$1.19b to US$1.39b. EPS estimate fell from US$0.401 to US$0.371. Net income forecast to grow 669% next year vs 19% growth forecast for Communications industry in the US. Consensus price target up from US$14.57 to US$18.43. Share price was steady at US$17.44 over the past week.
Recent Insider Transactions • Nov 05Independent Director recently sold US$932k worth of stockOn the 3rd of November, Keith Barnes sold around 54k shares on-market at roughly US$17.27 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.8m more than they bought in the last 12 months.
Price Target Changed • Oct 30Price target increased by 29% to US$18.43Up from US$14.29, the current price target is an average from 7 analysts. New target price is 7.8% above last closing price of US$17.10. Stock is up 85% over the past year. The company is forecast to post earnings per share of US$0.37 for next year compared to US$0.16 last year.
Reported Earnings • Oct 30First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.096 loss per share (further deteriorated from US$0.008 loss in 1Q 2025). Revenue: US$299.1m (up 26% from 1Q 2025). Net loss: US$21.4m (loss widened US$19.6m from 1Q 2025). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 30Viavi Solutions Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2026 Ending December 27, 2025Viavi Solutions Inc. provided earnings guidance for the second quarter of fiscal 2026 ending December 27, 2025. For the second quarter of fiscal 2026 ending December 27, 2025, the company expects net revenue to be between $360 million to $370 million.
ナラティブの更新 • Oct 27AI Optical Expansion And Acquisitions Will Drive New Market OpportunitiesAnalysts 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.
お知らせ • Oct 16+ 1 more updateViavi Solutions Inc. (NasdaqGS:VIAV) completed the acquisition of Spirent Communications plc’s high speed ethernet and network security business lines from Keysight Technologies, Inc. (NYSE:KEYS).Viavi Solutions Inc. (NasdaqGS:VIAV) entered into an Asset Purchase Agreement to acquire Spirent Communications plc’s high speed ethernet and network security business lines from Keysight Technologies, Inc. (NYSE:KEYS) for approximately $430 million on March 2, 2025. A cash consideration of $410 million will be paid by Viavi Solutions Inc. Viavi Solutions Inc. will pay an earnout/contingent payment of $15 million of additional cash consideration payable contingent on the achievement of certain metrics prior to closing. As part of consideration, $425 million is paid towards assets of Spirent Communications plc’s high speed ethernet and network security business lines. Wells Fargo has committed to provide a $425 million Term Loan B to fund the transaction. In addition, VIAVI may elect to increase the amount of the Term Loan B for general corporate purposes on a “best-efforts” basis subject to market conditions. In connection with the Purchase Agreement, VIAVI and Keysight have agreed that, concurrently with the closing of the transaction, the parties will enter into a transition services agreement, under which VIAVI and Keysight will provide each other certain services for specified periods, to accommodate the transition of the High-Speed Ethernet and Network Security Business to VIAVI. The transaction is subject to approval by regulatory board / committee. The closing of the transaction is subject to a number of conditions , including, among others, the receipt of required clearances for the transaction under applicable competition and foreign investment laws, the absence of any law or governmental order prohibiting the transaction, the accuracy of the other party’s representations and warranties contained in the Purchase Agreement (subject to certain materiality qualifications), the other party’s compliance with or performance of its pre-closing covenants contained in the Purchase Agreement in all material respects, the absence of a material adverse effect on the High-Speed Ethernet and Network Security Business and all conditions to consummation of the Spirent Acquisition having been satisfied or waived. As of June 3, 2025 Keysight obtains regulatory clearance in the U.S. The transaction is expected to close in the second quarter of calendar year 2025. As of May 2, 2025 the transaction is expected to close by July 31, 2025. As of May 20, 2025, Viavi Solutions will use a lender presentation in connection with meetings with prospective lenders to discuss the previously announced proposed term loan financing in connection with the acquisition. The U.S. government demands Keysight Technologies KEYS.N to divest three of Spirent Communications SPT.L 's businesses to resolve competition concerns regarding the acquisition. The consummation of the acquisition is conditioned on regulatory approvals and is currently estimated to close by the end of September 2025. The acquisition is expected to close in the fall of 2025. Qatalyst Partners, L.P. acted as financial advisor for Viavi Solutions Inc. Fried, Frank, Harris, Shriver & Jacobson LLP acted as legal advisor for Viavi Solutions Inc. Evercore acted as financial advisor to Keysight Technologies, Inc. Philip Yates, Phil Berkowitz and Ed Matthews of Jefferies Financial Group Inc. (NYSE:JEF) and Jefferies International Limited acted as financial advisor to Spirent. Aadeesh Aggarwal, Albrecht Stewen and Mitul Manji of N.M. Rothschild & Sons Limited acted as financial advisor to Spirent. Craig Calvert, Sandip Dhillon and Josh Chauhan of UBS AG, London Branch acted as financial advisor and Thomas A. McGrath, Antonia Sherman, John Eichlin of Linklaters LLP acted as legal advisor to Spirent. Gibson Dunn & Crutcher LLP advised as legal counsel on the credit facility. Viavi Solutions Inc. (NasdaqGS:VIAV) completed the acquisition of Spirent Communications plc’s high speed ethernet and network security business lines from Keysight Technologies, Inc. (NYSE:KEYS) on October 16, 2025. Upon closing the transaction, Viavi Solutions Inc. entered into a Term Loan Credit Agreement with Wells Fargo Bank, providing a $600 million senior secured term loan facility. The loan, maturing on October 16, 2032, was fully borrowed at closing. The funds will be used to finance part of the transaction, cover related fees and expenses, and for working capital and general corporate purposes. The loan is secured by substantially all assets of Viavi Solutions Inc. and its domestic subsidiaries.
ナラティブの更新 • Oct 13Data Center Upgrades And Fiber Demand Will Unlock Future OpportunitiesAnalysts 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.
Recent Insider Transactions Derivative • Sep 26President exercised options and sold US$2.1m worth of stockOn the 23rd of September, Oleg Khaykin exercised options to acquire 168k shares at no cost and sold these for an average price of US$12.41 per share. This trade did not impact their existing holding. For the year to June 2019, Oleg's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Oleg's direct individual holding has increased from 1.82m shares to 2.01m. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Sep 25VIAVI Solutions Inc. Expands One LabPro®? One-1600 1.6Tb Testing and Validation PlatformVIAVI Solutions Inc. has expanded the functionality of its ONE LabPro testing and validation platform. Following the launches of the ONE-1600 and second generation ONE-1600IE solutions, the new ONE-1600ER module delivers enhanced features and enables comprehensive testing on a single platform for next-generation 1.6Tb optical components. With AI and ML now firmly embedded in the fabric of computing and communications, infrastructure operators have begun deploying 1.6Tb optical transceivers alongside other enabling technologies throughout the network. The ONE LabPro platform supports high-capacity testing of infrastructure elements that are driving 1.6Tb speeds. The ONE-1600ER module extends the capabilities of the ONE LabPro platform with full Ethernet support based on the latest 802.3dj specification, including 1.6Tb, 8x200G testing essential for exercising and analyzing 200Ganes at 224G SERDES. It offers native support for Riding Heat Sink (RHS) OSFP 1600G modules and delivers comprehensive RFC2544 for full performance testing. The solution includes full electrical and optical support (DAC - AOC, AEC, ACC), along with robust power and cooling management properties designed for the next generation of 1.6Tb coherent modules such as 1600ZR and 1600LR/ER. The ONE-1600 also offers inter-sublayer link training (ILT), and symbol muxing to full interoperability, both of which are new features in 802.3dj. AI-driven demand is also creating unprecedented scaling challenges for manufacturers of transceivers, VSFF/MPOconnectors, and co-packaged optics (CPO). To help customers meet these challenges and accelerate time to market, VIAVI continues to advance its MAP-300 platform and inspection and cleaning portfolios with powerful new enhancements such as: High Density Variable Attenuator (mVOA-C2B). A new 12 channel, single slot VOA module with millisecond time response and embedded power control optimized for parallel optic applications like DR8 and CPO. PM-Fiber Optical Switching (mOSW-C1) - New low loss /high extinction ratio polarization maintaining fiber switches to support ELSFP and silicon photonics test applications. FiberChek ULTRA Connector Inspection - Enhancements to support volume manufacture of new connector and fiber types for high-density AI fiber deployments, including support for 80um core, non-contact and lensed connectors, as well as the ELSFP form factors. The ONE-1600 and MAP-300 platforms will be on display at VIAVI's stand C33 at ECOC 2025 from September 29- October 1 in Copenhagen, Denmark. In addition, VIAVI will be showcasing its comprehensive testing solutions for monitoring and certification of data center cabling, as well as performance monitoring solutions for high-capacity networks up to 800G. In collaboration with Alphawave Semi, VIAVI will also demonstrate seamless PCIe 6.0 interoperability over an optical link at Alphawave's stand 1428. This collaboration includes the VIAVI Xgig®? 6P4 Exerciser and highlights the advancement of next-generation PCIe 6.0 deployments, leveraging cutting-edge optical interconnects to address growing demands for bandwidth, scalability, and energy efficiency.
お知らせ • Sep 22Viavi Solutions Inc., Annual General Meeting, Nov 12, 2025Viavi Solutions Inc., Annual General Meeting, Nov 12, 2025.
お知らせ • Sep 17VIAVI Solutions Inc. Launches All-In-One Handheld Tools for Simplified Last-Mile Fiber Service Activation and Testing At Speeds Up to 10 GbpsVIAVI Solutions Inc. has expanded its family of rugged and reliable portable devices for last-mile fiber service turn-up and activation with two new all-in-one handheld testers for multi-gig power and service testing at data rates up to 10 Gbps. The new testers will be on display for the first time at VIAVI's booth J1285 at the SCTE Tech Expo from September 29 - October 1 in Washington D.C. Verifying multi-gig throughput and learning new technologies may present challenges for technicians. By supporting validation and troubleshooting of fiber, Ethernet, WiFi 7 and DOCSIS™? connections with speeds up to 10 Gbps in under one minute, the OneExpert Fiber and OneExpert HFC all-in-one handheld testing reduce learning time for technicians, helping speed up and simplify PON service deployment and maintenance. OneExpert Fiber (ONX-700) validates Ethernet, Fiber and WiFi 7 connections, and the OneExpert HFC (ONX-720/ONX-730) provides additional support for DOCSIS service delivery and is ideal for cable operators looking to upgrade their existing OneExpert CATV to support PON /FTTx. The new IP54-rated tools are weatherproof, drop-tested to 1 m and built to perform reliably for many years. Modular design provides future-proof capabilities and reduces cost of ownership by allowing technicians to keep up with evolving technologies such as 25G and 50G service testing. Compatibility with VIAVI TPA™? (Test Process Automation) ensures technician process compliance by guiding workflows and standardizing test procedures. It also allows field personnel to operate at maximum efficiency by notifying them of firmware upgrades and additional instrument options as they become available.
Recent Insider Transactions Derivative • Sep 03Executive VP & CFO exercised options and sold US$280k worth of stockOn the 28th of August, Ilan Daskal exercised options to acquire 25k shares at no cost and sold these for an average price of US$11.27 per share. This trade did not impact their existing holding. Since December 2024, Ilan's direct individual holding has decreased from 82.10k shares to 0. Company insiders have collectively sold US$5.8m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Aug 31Data Center Upgrades And Fiber Demand Will Unlock Future OpportunitiesAnalysts 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.
お知らせ • Aug 21Viavi Solutions Inc. Announces Committee ChangesOn July 30, 2025, Viavi Solutions Inc. (the “Company”) filed a Current Report on Form 8-K (the “Original 8-K”) to report that the Board of Directors (the “Board”) of the Company had appointed Richard Burns and Eugenia Corrales as independent directors of the Company, effective July 24, 2025. At the time of the Original 8-K, the Board had not made a determination regarding any committee assignments for Mr. Burns and Ms. Corrales. On August 13, 2025, the Board appointed Mr. Burns to the Compensation Committee and Ms. Corrales to the Audit Committee and the Cybersecurity Steering Committee, effective immediately.
ナラティブの更新 • Aug 15Data Center Upgrades And Fiber Demand Will Unlock Future OpportunitiesAnalysts 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.
Price Target Changed • Aug 11Price target increased by 9.4% to US$13.41Up from US$12.26, the current price target is an average from 8 analysts. New target price is 23% above last closing price of US$10.93. Stock is up 45% over the past year. The company is forecast to post earnings per share of US$0.40 for next year compared to US$0.16 last year.
Reported Earnings • Aug 10Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.16 (up from US$0.12 loss in FY 2024). Revenue: US$1.08b (up 8.4% from FY 2024). Net income: US$34.8m (up US$60.6m from FY 2024). Profit margin: 3.2% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
New Risk • Aug 08New major risk - Revenue and earnings growthEarnings have declined by 48% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 48% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$762k sold).
お知らせ • Aug 08Viavi Solutions Inc. Provides Revenue Guidance for the First Quarter of Fiscal 2026 Ending September 27, 2025Viavi Solutions Inc. provided revenue guidance for the first quarter of fiscal 2026 ending September 27, 2025. For the period, the company expects net revenue to be between $290 million to $298 million.
分析記事 • Aug 03Viavi Solutions (NASDAQ:VIAV) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jul 31Viavi Solutions Inc. Announces Board ChangesOn July 24, 2025, the Board of Directors of Viavi Solutions Inc., in accordance with Article III of the Company’s Bylaws, fixed by resolution the number of directors of the Board at ten (10) members and, in connection with the newly created vacancies, appointed Richard Burns and Eugenia Corrales as independent directors of the Company, effective immediately. Following the appointments, Mr. Burns and Ms. Corrales will serve until the 2025 annual meeting of VIAVI stockholders (the “ 2025 Meeting ”) or until their earlier resignation or removal. From 2007 through June of 2025, Mr. Burns worked at Teradyne in a variety of engineering leadership roles, serving most recently as President of the Semiconductor Test Division since 2020. From 2001 to 2007, Mr. Burns worked at Mindspeed Technologies, serving as Vice President of Engineering and Vice President and General Manager of Broadband Internetworking Systems. From 1997 to 2001 Mr. Burns was a Director of Engineering at Conexant Systems. He began his career in 1981 with Hughes Communications Products. Mr. Burns earned a Bachelor of Science in Physics from the University of California Los Angeles and a Master of Science in Electrical Engineering from Cal State University Northridge. From January 2018 through December of 2024, Ms. Corrales was Chief Executive Officer of Nefeli Networks Inc. From December 2023 to present, Ms. Corrales has served as a strategic advisor to several AI and technology companies. From 2015 to 2017, Ms. Corrales served as Senior Vice President, Solutions Group at ShorTel. From 2013 to 2015, Ms. Corrales served as Vice President and General Manager of the Data Systems Group at Cisco Systems. Ms. Corrales has worked for thirty-five years in a variety of roles in operations, engineering and strategy within the telecommunication and technology industries. She began her career at Hewlett Packard.Ms. Corrales earned a Bachelor of Science in Physics from Grinnell College and a Master of Science in Mechanical Engineering from Stanford University.
お知らせ • Jul 17Viavi Solutions Inc. to Report Q4, 2025 Results on Aug 07, 2025Viavi Solutions Inc. announced that they will report Q4, 2025 results After-Market on Aug 07, 2025
分析記事 • Jul 05Viavi Solutions Inc.'s (NASDAQ:VIAV) Price In Tune With RevenuesThere wouldn't be many who think Viavi Solutions Inc.'s ( NASDAQ:VIAV ) price-to-sales (or "P/S") ratio of 2.2x is...
お知らせ • Jul 02Viavi Solutions Inc. Introduces Colocation Capability At Valor Lab-As-A-Service Testing FacilityVIAVI Solutions Inc. announced that it has added colocation capability to its VIAVI Automated Lab-as-a-Service for Open RAN (VALOR™?) facility to address the increased demand for comprehensive testing from Open RAN customers. Based in Chandler, Arizona, VALOR is funded by the U.S. National Telecommunications and Information Administration (NTIA) Public Wireless Supply Chain Innovation Fund (PWSCIF). As an alternative to its on-demand customer labs, VALOR's colocation model offers more flexibility and capacity. Customers can access the lab for a longer period and conduct comprehensive testing throughout the product lifecycle with a semi-per permanent setup. Network data in the lab is segregated using VLANs to ensure secure, isolated environments for each customer's testing requirements, ensuring optimal performance and data integrity across various testing scenarios. The VALOR Lab offers a highly automated, open and impartial Lab-as-a- Service /Test-as-a-Service suite for Open RAN interoperability, performance and security. In addition to the colocation lab and two on-demand labs, customers can also access a RF chamber for Massive MIMO and beamforming over-the-air (OTA) validation, including system-level Massive MIMO performance testing for up to 16 parallel spatial layers. Leveraging VIAVI's NITRO Wireless Open RAN Test Suite, the VAMOS unified framework for hybrid physical and cloud-based testing, reference O-RUs, O-DUs and O-CUs, as well as a knowledgeable support team, the VALOR Lab enables emerging Open RAN technology vendors to test their products without significant upfront investment. R risks associated with building in-house Open RAN testing capabilities are offloaded to VIAVI, resulting in quicker time to market and more flexible deployment.
お知らせ • Jun 30+ 5 more updatesViavi Solutions Inc.(NasdaqGS:VIAV) dropped from Russell 3000 Value IndexViavi Solutions Inc.(NasdaqGS:VIAV) dropped from Russell 3000 Value Index
Recent Insider Transactions • Jun 08Executive VP & CFO recently sold US$762k worth of stockOn the 4th of June, Ilan Daskal sold around 82k shares on-market at roughly US$9.28 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Ilan's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Jun 05Executive VP & CFO notifies of intention to sell stockIlan Daskal intends to sell 82k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of June. If the sale is conducted around the recent share price of US$9.28, it would amount to US$762k. Since December 2024, Ilan has owned 82.10k shares directly. Company insiders have collectively sold US$6.2m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • May 28VIAVI Solutions Inc. Launches Second Generation RSR Transcoder for Assured PNT in GPS-Denied EnvironmentsVIAVI Solutions Inc. announced the launch of its second-generation RSR Transcoder, created to maintain operational capability in GPS/GNSS-denied, degraded or disrupted space operational environments (D3SOE). Globally, incidents of GPS and GNSS jamming and spoofing have surged as these tactics become a standard aspect of electronic warfare. While aimed at disrupting military operations, these hostile signal manipulations alsopose a growing threat to sectors reliant on precise timing and geolocation, including aviation, communications and emergency services. The second generation RSR Transcoder delivers assured Position, Navigation and Timing (PNT) in a wide range of output to upgrade legacy systems. It includes a GPS full constellation simulator and uses a patented algorithm to provide near instant conversion of assured inputs such as M-code, SAASM, IMU/INS and other signals of opportunity. These are converted to Universal GPS L1 and L2 signals with C/A-code and P-code output to enable the easy upgrading of any legacy GPS with assured PNT capability. The ruggedized IP68 enclosures are mountable on land, sea and air platforms and have been developed to run in a convert lights-out operation mode. The transcoder outputs at 100 Hz, has an ICD-GPS-153 interface and is available with 4-, 8- and 24-hour holdover oscillator options.
新しいナラティブ • May 27High-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.
お知らせ • May 07VIAVI Solutions Inc. Advances Railway Communication Modernization as Part of the Morane-2 ProjectVIAVI Solutions Inc. announced its participation in the Mobile Radio for Railways Networks in Europe 2 (MORANE-2) project, which will test Future Railway Mobile Communication System (FRMCS) specifications in real-world conditions and pave the way for digital railway communication. A global leader in railway test and monitoring solutions, VIAVI is one of only a few monitoring suppliers supporting the MORANE-2 project. The current Global System for Mobile Communications - Railway (GSM-R) is expected to begin its phase out by 2030 and FRMCS is emerging as a clear successor. VIAVI's EVOIA Drive Test will be used to help deploy the new FRMCS network. In addition, EVOIA Assure will monitor and evaluate FRMCS prototypes in both laboratory settings and on railway tracks to ensure they meet the evolving demands of current and future rail networks. This includes support for the European Train Control System (ECTS), Automatic Train Operation (ATO), and real-time data and video services. MORANE-2 aims to validate product development standards and is expected to run for 34 months between 2024 - 2027. The project will enable the inclusion of FRMCS specifications in the Technical Specifications for Interoperability (TSI), which defines the technical and operational standards that each subsystem, or part of a subsystem, must meet to satisfy essential requirements and ensure the interoperability of railway systems. A collaborative European initiative funded by Europe's Rail (EU-RAIL) and the European Smart Networks and Services Joint Undertakings, the MORANE-2 project represents a significant step toward modernizing railway communications across Europe, enhancing efficiency, sustainability and digital connectivity. The VIAVI Mission Critical and Railway team will host its annual Railway User Group in Stockholm on June 3-5. The VIAVI team will also attend the 5x5: The Public Safety Innovation Summit on June 3-5 in Seattle, and TCCA Critical Communications World 2025 on June 17-19 in Belgium.
お知らせ • May 06Inertial Labs Launches Tactical-Grade Mems Imu with 1 Deg/Hr Gyro BiasInertial Labs, a VIAVI Solutions Inc. introduced the IMU-H100, a micro-electromechanical systems (MEMS) inertial measurement unit (IMU) developed to enhance tactical guidance and navigation capabilities of unmanned aerial vehicles (UAVs), short-range missiles and precision guidance munitions, as well as a variety of commercial applications. As unmanned vehicle technology improves and personnel safety becomes a top priority, military and commercial sectors are accelerating adoption - driving strong demand for the IMUs that power their navigation and control systems. An IMU measures angular velocity and linear acceleration using MEMS gyroscopes and accelerometers respectively. They have become essential in a wide range of guidance and navigation, orientation and stabilization applications, particularly for short- and medium-range flight control systems. The IMU is also a component of higher order systems such as inertial navigation systems (INS), attitude and heading reference systems (AHRS) and motion reference units (MRU). Applications include autonomous vehicles for land, sea, aerospace and defense. The tactical-grade IMU-H100 includes accelerometers and gyroscopes for all three axes and offers a gyro and accel bias of 1 deg/hr and 1 mg respectively. The 5 in3, 160 g IMU also exceeds the performance of equivalent products on the market in terms of data rate, measurement range, stability and repeatability over harsh environmental conditions - including vibration, shock, high acceleration, spinning, temperature and acoustic noise. In addition to its sophisticated capabilities, the IMU-H100 is designed for ease and speed of integration into customers' operations. It supports the Universal Asynchronous Receiver/Transmitter (UART) and Synchronous Data Link Control (SDLC) used in many legacy systems, making it ideal for retrofitting initiatives. It is also ITAR-free, available with a lead time of weeks rather than months, and is manufactured in the United States.
Reported Earnings • May 02Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.088 (up from US$0.11 loss in 3Q 2024). Revenue: US$284.8m (up 16% from 3Q 2024). Net income: US$19.5m (up US$44.1m from 3Q 2024). Profit margin: 6.8% (up from net loss in 3Q 2024). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • May 02Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to US$9.34. The fair value is estimated to be US$12.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • May 02Viavi Solutions Inc. Provides Revenue Guidance for the Fourth Quarter of Fiscal 2025Viavi Solutions Inc. provided revenue guidance for the Fourth Quarter of Fiscal 2025. For the quarter, the company expects net revenue to be between $278 million to $290 million and non-GAAP EPS to be between $0.10 to $0.13.
