Viavi Solutions Inc. (VIAV)
Viavi Exhibits More Than Threefold Growth in a Year: Should You Buy?
VIAV's 268.5% rally reflects surging AI data-center demand, stronger margins and expanded testing capabilities after the Spirent acquisition.
Can VIAV's New CF50 Strengthen Its Enterprise-Scale Testing Portfolio?
Viavi launches CyberFlood CF50, a compact 100G platform that tests network performance, security and AI inference before deployment.
Viavi Solutions: Explosive AI Growth Meets A Full Valuation
Viavi Solutions Inc. has transformed from telecom-focused to a diversified growth story, with AI data centers and aerospace/defense now driving two-thirds of NSE revenue. Fiscal 2026 revenue surged 40% to $1.52B, and non-GAAP operating margin expanded to 20.6%; Q4 revenue grew 52.5% YoY, signaling operational momentum. Acquisitions of Spirent and Inertial Labs fueled growth and diversification, while a $575M equity raise improved the balance sheet but diluted shareholders.
Viavi Solutions: Strong Profit Growth Makes Valuation More Attractive
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.
Viavi Solutions (VIAV) Down 17.2% Since Last Earnings Report: Can It Rebound?
Viavi Solutions (VIAV) reported earnings 30 days ago. What's next for the stock?
VIAV Gains From Diverse Portfolio Offering: Will it Boost Prospects?
VIAVI Solutions' diverse portfolio is driving growth across data centers and aerospace, while new capabilities broaden its market reach.
Should VIAV Stock Be Part of Your Portfolio After Solid Q4 Results?
VIAV enters fiscal 2027 with AI data-center momentum, Spirent contributions and defense demand after Q4 revenue and earnings surged.
Viavi Sees AI Optics, CPO Testing Driving Path Toward $500M Quarterly Revenue
Viavi Solutions NASDAQ: VIAV expects rising complexity in optical networking, co-packaged optics and aerospace applications to expand the company's testing and measurement opportunities, executives said during the Rosenblatt Age of AI Technology conference.
Viavi Solutions Inc. (VIAV) Presents at Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) Transcript
Viavi Solutions Inc. (VIAV) Presents at Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) Transcript
Does Viavi Solutions (VIAV) Have the Potential to Rally 38.8% as Wall Street Analysts Expect?
The average of price targets set by Wall Street analysts indicates a potential upside of 38.8% in Viavi Solutions (VIAV). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Viavi Solutions Gains From AI Infrastructure Demand as Margins Expand
Viavi Solutions benefits from AI infrastructure demand as data center growth, new testing capabilities and expanding margins lift results.
Viavi Solutions Stock: Is Growth Worth the Premium Valuation Now?
VIAV's growth is accelerating, but a premium valuation and weak quantitative signals raise questions about how much upside remains.
