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Viavi Solutions Inc.NasdaqGS:VIAV Stok Raporu

Piyasa Değeri US$12.4b
Hisse Fiyatı
US$51.43
US$40.43
27.2% aşırı değerlenmiş içsel indirim
1Y450.6%
7D0.4%
Portföy Değeri
Görünüm

Viavi Solutions Inc.

NasdaqGS:VIAV Stok Raporu

Piyasa değeri: US$12.4b

Viavi Solutions (VIAV) Hisse Özeti

Viavi Solutions Inc. telekomünikasyon, bulut, işletmeler, ilk müdahale ekipleri, askeri, havacılık ve Amerika, Asya-Pasifik, Avrupa, Orta Doğu ve Afrika'daki kritik altyapılar için ağ testi, izleme ve güvence çözümleri sunmaktadır. Daha fazla detay

VIAV Community Fair Values

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Viavi Solutions Inc. Rakipler

Fiyat Geçmişi ve Performans

Hisse fiyatlarındaki yükseliş, düşüş ve değişimlerin özeti Viavi Solutions
Tarihsel hisse senedi fiyatları
Güncel Hisse FiyatıUS$51.43
52 Haftanın En Yüksek SeviyesiUS$60.43
52 Haftanın En Düşük SeviyesiUS$8.87
Beta1.23
1 Aylık Değişim31.00%
3 Aylık Değişim95.63%
1 Yıllık Değişim450.64%
3 Yıllık Değişim431.30%
5 Yıllık Değişim203.24%
Halka arzdan bu yana değişim2,393.60%

Son Haberler & Güncellemeler

Seeking Alpha May 05

Viavi Solutions: Too Much Data Center Hype, Not Enough Growth In Profitability

Summary Viavi Solutions Inc. surged nearly 500% in a year, driven by AI data center demand for its high-speed optical testing equipment. VIAV's profitability has improved, with adjusted operating margin at 21% and adjusted EPS up 80% y/y, but GAAP EPS remains low due to significant charges. The OSP segment offers more stability and scalability, potentially cushioning VIAV if AI data center demand wanes, while NSE remains highly cyclical. With a forward P/E of 59x and much growth priced in, I am waiting for further profitability improvements or OSP-driven diversification before considering a position. Read the full article on Seeking Alpha
Anlatı Güncellemesi 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.

Recent updates

Seeking Alpha May 05

Viavi Solutions: Too Much Data Center Hype, Not Enough Growth In Profitability

Summary Viavi Solutions Inc. surged nearly 500% in a year, driven by AI data center demand for its high-speed optical testing equipment. VIAV's profitability has improved, with adjusted operating margin at 21% and adjusted EPS up 80% y/y, but GAAP EPS remains low due to significant charges. The OSP segment offers more stability and scalability, potentially cushioning VIAV if AI data center demand wanes, while NSE remains highly cyclical. With a forward P/E of 59x and much growth priced in, I am waiting for further profitability improvements or OSP-driven diversification before considering a position. Read the full article on Seeking Alpha
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi Aug 31

Data Center Upgrades And Fiber Demand Will Unlock Future Opportunities

Analysts raised Viavi Solutions’ price target to $14.00 following stronger-than-expected data center results and a solid Q4 report, though long-term growth concerns tempered enthusiasm. Analyst Commentary Weaker demand from service provider customers was largely offset by stronger-than-expected results from the data center segment.
Anlatı Güncellemesi Aug 15

Data Center Upgrades And Fiber Demand Will Unlock Future Opportunities

Analysts remain divided on Viavi Solutions as robust data center growth and solid Q4 results offset softer service provider demand and muted long-term earnings prospects, leaving the consensus price target unchanged at $13.41. Analyst Commentary Bullish analysts cite solid fiscal Q4 performance as supporting a higher valuation.
Analiz Makalesi Aug 03

Viavi Solutions (NASDAQ:VIAV) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analiz Makalesi Jul 05

Viavi Solutions Inc.'s (NASDAQ:VIAV) Price In Tune With Revenues

There wouldn't be many who think Viavi Solutions Inc.'s ( NASDAQ:VIAV ) price-to-sales (or "P/S") ratio of 2.2x is...
User avatar
Yeni Anlatı May 27

High-Speed Data Centers And Fiber Networks Will Improve Long-Term Prospects

Expansion into hyperscale, cloud, and fiber markets plus strategic acquisitions is broadening Viavi's growth opportunities and long-term revenue potential.

Hissedar Getirileri

VIAVUS CommunicationsUS Pazar
7D0.4%9.0%-0.9%
1Y450.6%87.9%24.4%

Getiri vs. Endüstri: VIAV geçen yıl % 87.9 oranında getiri sağlayan US Communications sektörünü aştı.

Getiri vs Piyasa: VIAV geçen yıl % 24.4 oranında getiri sağlayan US Piyasasını aştı.

Fiyat Oynaklığı

Is VIAV's price volatile compared to industry and market?
VIAV volatility
VIAV Average Weekly Movement11.9%
Communications Industry Average Movement9.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

İstikrarlı Hisse Senedi Fiyatı: VIAV hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.

Zaman İçindeki Volatilite: VIAV 'nin haftalık oynaklığı ( 12% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.

Şirket Hakkında

KurulduÇalışanlarCEOWeb sitesi
19233,600Oleg Khaykinwww.viavisolutions.com

Viavi Solutions Inc. Amerika, Asya-Pasifik, Avrupa, Orta Doğu ve Afrika'da telekomünikasyon, bulut, işletmeler, ilk müdahale ekipleri, askeri, havacılık ve kritik altyapılar için ağ testi, izleme ve güvence çözümleri sunmaktadır. Şirket, Ağ ve Hizmet Etkinleştirme (NSE) ve Optik Güvenlik ve Performans Ürünleri (OSP) olmak üzere iki segmentte faaliyet göstermektedir. NSE segmenti, kablosuz, kablolu, bulut, uydu, kamu güvenliği, askeri ve altyapı ağları için laboratuvar ve üretim ortamlarına, ağ yönetimine, hizmet güvencesine ve AIOps'a yönelik test, izleme, güvence ve güvenlik çözümleri sağlar.

Viavi Solutions Inc. Temel Bilgiler Özeti

Viavi Solutions'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
VIAV temel i̇stati̇sti̇kler
Piyasa değeriUS$12.42b
Kazançlar(TTM)-US$55.10m
Gelir(TTM)US$1.37b
8.8x
P/S Oranı
-218.3x
F/K Oranı

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
VIAV gelir tablosu (TTM)
GelirUS$1.37b
Gelir MaliyetiUS$541.40m
Brüt KârUS$824.30m
Diğer GiderlerUS$879.40m
Kazançlar-US$55.10m

Son Raporlanan Kazançlar

Mar 28, 2026

Sonraki Kazanç Tarihi

n/a

Hisse başına kazanç (EPS)-0.24
Brüt Marj60.36%
Net Kâr Marjı-4.03%
Borç/Özkaynak Oranı127.7%

VIAV uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/15 10:50
Gün Sonu Hisse Fiyatı2026/05/15 00:00
Kazançlar2026/03/28
Yıllık Kazançlar2025/06/28

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Viavi Solutions Inc. 24 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
James KelleherArgus Research Company
Joseph WolfBarclays
Jeffrey EvensonBernstein