Viavi Solutions Beheer
Beheer criteriumcontroles 3/4
De CEO Viavi Solutions is Oleg Khaykin, benoemd in Feb2016, heeft een ambtstermijn van 10.58 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 10.60M, bestaande uit 8.5% salaris en 91.5% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.56% van de aandelen van het bedrijf, ter waarde $ 48.96M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 10.6 jaar en 8.6 jaar.
Belangrijke informatie
Oleg Khaykin
Algemeen directeur
US$10.6m
Totale compensatie
| Percentage CEO-salaris | 8.49% |
| Dienstverband CEO | 10.6yrs |
| Eigendom CEO | 0.6% |
| Management gemiddelde ambtstermijn | 10.6yrs |
| Gemiddelde ambtstermijn bestuur | 8.6yrs |
Recente managementupdates
Recent updates
Seeking Alpha • Sep 12
Viavi Solutions: Strong Profit Growth Makes Valuation More Attractive
Summary Viavi Solutions delivered robust revenue and profit growth, driven by AI data centers, optical testing, and aerospace & defense demand. Despite a higher valuation, I rate VIAV a Buy at $37, anticipating further upside as margins expand and growth accelerates in key segments. Data center operations, especially 1.6T and CPO technologies, are the main growth engines, complemented by resilient aerospace & defense revenue streams. Key risks include dependency on AI capex cycles, customer concentration, and weak free cash flow, but FY2028 earnings projections support the bullish thesis. Read the full article on Seeking Alpha
Narratiefupdate • Aug 21
VIAV: Field Instrument Demand And DCI Ramps Will Support Upside
Analysts have reset their average price target for Viavi Solutions lower, from about $60 to roughly $45.80, as they factor in sector wide multiple compression on AI related optical stocks, along with updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research on Viavi Solutions highlights a mixed backdrop, with several firms adjusting price targets while reiterating generally constructive views on the latest quarter.
Narratiefupdate • Aug 06
VIAV: AI Data Center And 6G Security Demand Will Drive Upside
Analysts have trimmed their average price target on Viavi Solutions to $61 from about $64, citing a higher assumed discount rate, slightly softer long term revenue growth and profit margin expectations, and some P/E multiple compression across AI related optical stocks despite solid recent execution. Analyst Commentary Recent Street commentary on Viavi Solutions shows a split between analysts who see solid execution supporting higher estimates and those who are more cautious due to sector wide valuation pressure in AI related optical stocks.
Narratiefupdate • Jul 22
VIAV: AI Data Center Demand Will Power Field Instrument Upside
The analyst price target for Viavi Solutions has shifted from $34.73 to $70.00. Analysts attribute this change to higher assumed revenue growth, stronger profit margins, and updated forecasts for Field Instrument demand linked to DCI projects at large networking customers.Narratiefupdate • Jul 08
VIAV: Field Instrument Demand And DCI Ramps May Drive Upside
Viavi Solutions' analyst fair value estimate has increased from $25.00 to $60.00. Analysts attribute this change to stronger expected Field Instrument revenue, supported by higher DCI ramp activity at key customers and related scale-across opportunities.Narratiefupdate • Jun 24
VIAV: AI Data Center And Defense Demand Will Drive Future Upside
Analysts have raised their price targets on Viavi Solutions across a wide range, from $10 to $40, citing updated assumptions on discount rates, profit margins, and future P/E ratios that contribute to a higher consolidated valuation view for the stock. Analyst Commentary Recent price target revisions for Viavi Solutions show a wide spread in analyst expectations, with several bullish analysts revisiting their models for discount rates, profit margins, and future P/E assumptions.Narratiefupdate • Jun 03
VIAV: AI Data Center Demand And Defense Ties Will Drive Future Upside
Viavi Solutions' analyst price target has been raised by $24.00, with analysts pointing to updated fair value estimates, higher modeled revenue growth and a richer assumed future P/E multiple, even as they temper profit margin expectations and slightly increase the discount rate. Analyst Commentary Recent research points to a cluster of higher price targets for Viavi Solutions, with several firms revisiting their models and adjusting assumptions on growth, profitability and valuation multiples.Narratiefupdate • Apr 27
VIAV: Data Center And Defense Hopes Will Ultimately Cap Future Returns
Viavi Solutions' analyst price target has moved from about $31 to about $40, with analysts pointing to expectations for stronger data center and aerospace and defense demand, early contributions from recent acquisitions, and updated assumptions for long term growth, profitability and future P/E. Analyst Commentary Recent Street research shows a cluster of upward price target revisions on Viavi Solutions, with analysts updating models for growth, profitability and assumed future P/E.Narratiefupdate • Apr 08
VIAV: Data Center And Defense Optimism Will Ultimately Restrain Share Returns
Analysts have lifted their Viavi Solutions price targets by up to several dollars to a range that now extends to $36, citing upbeat conversations with management about Data Center and Aerospace & Defense demand, along with early contributions from recent acquisitions. Analyst Commentary Recent research points to a cluster of higher price targets for Viavi Solutions, with bullish analysts citing constructive management meetings and specific end market drivers.Narratiefupdate • Mar 25
VIAV: Data Center Euphoria Will Challenge Long Term Return Expectations
Analysts have lifted the blended price target on Viavi Solutions by about $3.71 to reflect stronger conviction around growth tied to the data center ecosystem, aerospace and defense demand, and early benefits from recent acquisitions. Analyst Commentary Research coverage around Viavi Solutions has been active, with several firms updating their views and price targets after recent conversations with management and sector events.Nieuw narratief • Mar 17
AI Data Center Dependence And Faster Optical Cycles Will Pressure Future Earnings Stability
Catalysts About Viavi Solutions Viavi Solutions provides network test, monitoring and optical technologies for data centers, service providers, aerospace and defense customers. What are the underlying business or industry changes driving this perspective?Narratiefupdate • Mar 10
VIAV: Data Center And Defense Demand Plus Acquisitions Will Shape Balanced Outlook
The analyst price target for Viavi Solutions has been raised from $26.07 to $27.21 as analysts highlight support from data center and aerospace and defense demand, along with early contributions from recent acquisitions. Analyst Commentary Recent research updates point to a cluster of higher price targets for Viavi Solutions, with analysts drawing on similar themes around demand trends and the potential impact of acquisitions.Nieuw narratief • Mar 03
AI Data Center And Defense Timing Tailwinds Will Drive Long-Term Confidence Here
Catalysts About Viavi Solutions Viavi Solutions provides network test, monitoring and optical technologies serving data centers, service providers, aerospace and defense and anti counterfeiting markets. What are the underlying business or industry changes driving this perspective?Narratiefupdate • Feb 22
VIAV: AI Data Center And Quantum Security Execution Will Shape Balanced Risk Profile
Analysts have lifted their average price targets on Viavi Solutions by several dollars to around $26, citing recent Street research that reflects updated views on valuation assumptions and risk levels rather than major changes to growth or profitability expectations. Analyst Commentary Across recent Street reports, bullish analysts have adjusted their Viavi price targets higher, clustering around the mid 20 dollar range and, in one case, explicitly to $26 from $22.Narratiefupdate • Feb 08
VIAV: AI Data Center Exposure And Margins Will Shape Balanced Risk Profile
The updated analyst price target for Viavi Solutions has moved from $19.00 to about $26.07. Analysts generally point to revised fair value and profit margin assumptions, along with a modest shift in discount rate and future P/E expectations, as they incorporate a wave of recent target increases across the Street.Analyse-artikel • Jan 30
Viavi Solutions Inc.'s (NASDAQ:VIAV) P/S Is Still On The Mark Following 37% Share Price Bounce
Viavi Solutions Inc. ( NASDAQ:VIAV ) shareholders have had their patience rewarded with a 37% share price jump in the...Narratiefupdate • Jan 25
VIAV: AI Data Center And Spirent Assets Will Shape Balanced Risk Profile
Narrative Update: Viavi Solutions Analyst Price Target Shift Analysts have lifted their blended price target on Viavi Solutions to about $23, up from roughly $16, citing the revenue and margin impact they see from the Spirent asset acquisition and growing aerospace defense and AI data center exposure. Analyst Commentary Recent price target increases and rating changes on Viavi Solutions reflect a generally constructive stance on the company, with most commentary centered on the Spirent asset acquisition, exposure to AI data centers, and the expanding aerospace defense footprint.Narratiefupdate • Jan 11
VIAV: AI Data Center And Aerospace Exposure Will Shape Balanced Risk Profile
Narrative Update Analysts have raised their fair value estimate for Viavi Solutions from US$18.43 to US$19.00, reflecting updated assumptions around the Spirent and Inertial Labs acquisitions, along with expected benefits from AI data center and aerospace defense demand. Analyst Commentary Recent Street research on Viavi Solutions highlights a cluster of upbeat views tied to the Spirent and Inertial Labs acquisitions, as well as exposure to AI data centers and aerospace defense.Narratiefupdate • Dec 14
VIAV: Future AI Data Center Demand And Acquisitions Will Shape Risk Reward Balance
Analysts have raised their price target on Viavi Solutions to $23 from $16, citing the accretive Spirent asset acquisition, increasing exposure to AI data centers and aerospace defense, and the potential for higher revenue growth and margins as key drivers of the upward revision. Analyst Commentary Bullish analysts highlight that the Spirent asset acquisition is not only accretive but also strategically expands Viavi's presence in Ethernet, security, and emulation.Narratiefupdate • Nov 28
VIAV: Recent Synergistic Acquisitions And AI Exposure Will Shape Risk And Opportunity Balance
Viavi Solutions’ analyst price target has been raised from $16 to $23, as analysts highlight recent synergistic acquisitions and expanding opportunities in AI data centers and aerospace-defense as key factors supporting higher growth and profitability expectations. Analyst Commentary Analysts have provided updated perspectives on Viavi Solutions following its recent acquisitions and renewed momentum in AI-driven markets.Analyse-artikel • Nov 14
Viavi Solutions Inc. (NASDAQ:VIAV) Stocks Shoot Up 32% But Its P/S Still Looks Reasonable
Despite an already strong run, Viavi Solutions Inc. ( NASDAQ:VIAV ) shares have been powering on, with a gain of 32% in...Narratiefupdate • Nov 10
VIAV: Recent Acquisitions And AI Expansion Will Drive Measured Upside And Integration Risk
Analysts have raised their average price target for Viavi Solutions from $14.57 to $18.43. They cite stronger revenue growth expectations, higher profit margins, and recent acquisitions that expand the company's market opportunities.Analyse-artikel • Nov 06
We Think The Compensation For Viavi Solutions Inc.'s (NASDAQ:VIAV) CEO Looks About Right
Key Insights Viavi Solutions' Annual General Meeting to take place on 12th of November Total pay for CEO Oleg Khaykin...Narratiefupdate • Oct 27
AI Optical Expansion And Acquisitions Will Drive New Market Opportunities
Analysts have increased their price target for Viavi Solutions, raising the fair value estimate from $14.29 to $14.57. This reflects growing optimism on the company’s recent acquisition activity and enhanced AI Optical exposure.Narratiefupdate • Oct 13
Data Center Upgrades And Fiber Demand Will Unlock Future Opportunities
Analysts have modestly increased their price target for Viavi Solutions, citing improved growth prospects and potential market expansion from the company's pending acquisition. The fair value has risen from $14.00 to approximately $14.29 per share.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 27 2026 | n/a | n/a | -US$30m |
| Mar 28 2026 | n/a | n/a | -US$55m |
| Dec 27 2025 | n/a | n/a | -US$42m |
| Sep 27 2025 | n/a | n/a | US$15m |
| Jun 28 2025 | US$11m | US$900k | US$35m |
| Mar 29 2025 | n/a | n/a | US$5m |
| Dec 28 2024 | n/a | n/a | -US$39m |
| Sep 28 2024 | n/a | n/a | -US$37m |
| Jun 29 2024 | US$8m | US$900k | -US$26m |
| Mar 30 2024 | n/a | n/a | -US$4m |
| Dec 30 2023 | n/a | n/a | US$5m |
| Sep 30 2023 | n/a | n/a | US$3m |
| Jul 01 2023 | US$9m | US$895k | US$26m |
| Apr 01 2023 | n/a | n/a | US$42m |
| Dec 31 2022 | n/a | n/a | US$77m |
| Oct 01 2022 | n/a | n/a | US$103m |
| Jul 02 2022 | US$9m | US$849k | US$16m |
| Apr 02 2022 | n/a | n/a | US$2m |
| Jan 01 2022 | n/a | n/a | US$300k |
| Oct 02 2021 | n/a | n/a | -US$7m |
| Jul 03 2021 | US$17m | US$800k | US$68m |
| Apr 03 2021 | n/a | n/a | US$91m |
| Jan 02 2021 | n/a | n/a | US$41m |
| Oct 03 2020 | n/a | n/a | US$42m |
| Jun 27 2020 | US$7m | US$800k | US$49m |
Compensatie versus markt: De totale vergoeding ($USD 10.60M ) Oleg } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.47M ).
Compensatie versus inkomsten: De vergoeding van Oleg is gestegen terwijl het bedrijf verliesgevend is.
CEO
Oleg Khaykin (61 yo)
10.6yrs
Tenure
US$10,595,839
Compensatie
Mr. Oleg Khaykin has been the Chief Executive Officer and President of Viavi Solutions Inc. since February 3, 2016. He joined Viavi in February 2016. Mr. Khaykin served as Senior Advisor of Silver Lake/Sil...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 10.6yrs | US$10.60m | 0.56% $ 49.0m | |
| Executive VP & CFO | 2.8yrs | US$3.97m | 0.0041% $ 358.6k | |
| EVP, Chief Marketing & Strategy Officer | 12yrs | US$1.60m | 0.010% $ 906.5k | |
| Senior VP and GM of Optical Security & Performance Products | 14.1yrs | US$1.80m | 0.016% $ 1.4m | |
| Senior Vice President of Global Sales | 9.6yrs | US$1.85m | 0.068% $ 6.0m | |
| Senior VP & Chief Operations Officer | 1.4yrs | geen gegevens | 0.0088% $ 766.1k | |
| Director of Investor Relations | no data | geen gegevens | geen gegevens | |
| Senior VP | 11.6yrs | geen gegevens | 0.017% $ 1.4m | |
| Senior Vice President of Human Resources | 10.7yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Business Management | 10.4yrs | geen gegevens | geen gegevens | |
| Global Controller | no data | US$610.42k | geen gegevens |
10.6yrs
Gemiddelde duur
61.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van VIAV is doorgewinterd en ervaren (gemiddelde ambtstermijn van 10.6 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 10.6yrs | US$10.60m | 0.56% $ 49.0m | |
| Independent Chairman | 21.6yrs | US$422.06k | 0.065% $ 5.7m | |
| Independent Director | 10.9yrs | US$356.56k | 0.060% $ 5.2m | |
| Independent Director | 14.9yrs | US$363.56k | 0.011% $ 962.4k | |
| Independent Director | 3.8yrs | US$339.56k | 0.023% $ 2.0m | |
| Independent Director | 1.2yrs | geen gegevens | 0.0014% $ 119.5k | |
| Independent Director | 1.2yrs | geen gegevens | 0.0014% $ 119.5k | |
| Independent Director | 4.6yrs | US$339.56k | 0.027% $ 2.3m | |
| Independent Director | 8.6yrs | US$354.56k | 0.029% $ 2.5m |
8.6yrs
Gemiddelde duur
63yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van VIAV wordt beschouwd als ervaren (gemiddelde ambtstermijn 8.6 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/21 12:20 |
| Aandelenkoers aan het einde van de dag | 2026/09/21 00:00 |
| Inkomsten | 2026/06/27 |
| Jaarlijkse inkomsten | 2026/06/27 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Viavi Solutions Inc. wordt gevolgd door 24 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| James Kelleher | Argus Research Company |
| Joseph Wolf | Barclays |
| Jeffrey Evenson | Bernstein |