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VIVIAV

Viavi Solutions Inc.

$VIAV·$11B·Communication Equipment·Technology
$36.93-8.0%YTD+104.6%1Y+265.3%
Mentions · last 7 days
2026-07-09: 134 posts2026-07-10: 169 posts2026-07-11: 59 posts2026-07-12: 113 posts2026-07-13: 228 posts2026-07-14: 140 posts2026-07-15: 165 posts1,016+12%
Price updated 13h ago·X counts updated 2d ago
VIVIAV
$VIAVViavi Solutions Inc.
$36.93-7.95%1.0k posts+12%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $VIAV, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

The quality-inspection layer for every AI-optical connection — the 24% pullback from the 50-day is the digestion, not the break.

VIAVI Solutions is the specific test-and-measurement vendor that qualifies every optical component and network element going into AI data centers and telecom networks. The stock is up 265% over twelve months as that mix reprices, and is now digesting sharply.

What both sides are voting on:

  • The demand thesis is confirmed by the metrics: revenue up 43% year-on-year, EPS up 80%, next-quarter guide of 47-50% growth — those are the specific numbers behind the 'quality inspector for every optical connection' framing.
  • Fundamentals are still catching up: 56% gross margin against a slightly negative operating margin — VIAV is still investing ahead of monetization, which is why the 8.5x TTM sales multiple is a growth-forward bet, not a trailing-earnings one.
  • The tape is cooling hard: sitting 24% below the 50-day with today's 8% drop, but still 21% above the 200-day — a healthy retracement in an aggressive uptrend, and volume 30% below average confirms this is digestion not distribution.
  • The technical setup is specific: an eight-week accumulation pattern plus a 6-week base near $60.43 is the exact chart pattern that historically extends after digestion — the community's read on continuation is credible if the earnings print delivers.

Aug 6 earnings is the trigger. A number confirming the 47-50% growth guide plus continued AI-optical revenue mix extends the leg; a soft print with muted commentary is the specific setup for the pullback to extend toward the 200-day.

Agrees with X sentimentX is bullish on the 430% run, the accumulation pattern and the AI-optical thesis, and the fundamentals genuinely support the read — 43% revenue growth with an 80% EPS ramp is the specific evidence. The gap the corpus isn't sizing is that the current pullback is the market front-running the Aug 6 print; a soft number gets punished hard.

What to watch: The Aug 6 print — revenue growth versus the 47-50% guide, gross margin trajectory in the AI-optical mix, and any FY guide change. Above-guide revenue with margin expansion extends the leg; a soft print activates the deeper pullback risk.

On the calendar: 2026-08-06 — Q4 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-06-21

VIAVI Solutions posts highlight a 430% one-year gain with revenue +43% YoY, EPS +80%, and next-quarter guidance of +47-50% framing VIAV as the quality inspector for every optical connection in every AI data center. Posters cite a 50-day SMA reclaim, a 6-week base around the earnings gap at the $60.43 pivot, and an 8-straight-up-weeks accumulation pattern through $56 upside.

Read the AI verdict + X sentiment for $VIAV

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Network test and monitoring instruments for telecom and enterprise, plus optical anti-counterfeiting materials for currencies and documents.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $VIAV.

Communication Equipment · Technology

No material change from last week — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.

What this means for $VIAV

Neutral — Network test and monitoring instruments for telecom and enterprise, plus optical anti-counterfeiting materials for currencies and documents; limited exposure means the hyperscaler 400G/800G AI rack networking buildout is not a near-term catalyst or headwind.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+17.3%YTD
+35.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-200.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-6.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$0.27$0.24+12.5%
Q4 2025Jan 28, 2026$0.22$0.19+15.8%
Q3 2025Oct 29, 2025$0.15$0.13+15.4%
Q2 2025Aug 7, 2025$0.13$0.12+8.3%
Next earningsThu, Aug 6·consensus EPS $0.30

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$406.8M+42.8%55.7%10.3%$0.03$-32.2M
Q2 FY26$369.3M+36.4%55.3%8.1%$-0.21$36.9M
Q1 FY26$299.1M+25.6%56.0%7.4%$-0.10$22.5M
Q4 FY25$290.5M+15.3%55.8%6.0%$0.04$18.3M

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.5B – $1.6B$0.94$0.93 – $0.966
FY27$1.8B$1.8B – $1.9B$1.29$1.22 – $1.346
FY28$2.1B$2.1B – $2.1B$1.84$0.63 – $2.773

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.54%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-23.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+21.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 231.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.195-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 8Oleg KhaykinCEO136.5K sh$7.1MSellMay 7Oleg KhaykinCEO123.3K sh$6.3MSellMay 6Oleg KhaykinCEO34.0K sh$1.8MSellMay 6Luke M ScrivanichSVP General Manager OSP10.7K sh$567KSellMay 5Doug GilstrapDirector10.0K sh$550KSellMay 5Oleg KhaykinCEO124.8K sh$6.8MSellMay 5Paul McnabEVP, Chief Mktg & Stgy Officer2.7K sh$150KSellMay 4Richard BelluzzoDirector51.1K sh$2.7MSellMay 4Siebert Kevin ChristopherSVP Gen. Counsel & Secretary8.3K sh$446KSellMar 2Paul McnabEVP, Chief Mktg & Stgy Officer3.6K sh$117K
1–10 of 26
+ 3 other (1 exempt · 1 inkind · 1 gift) in window

See when $VIAV insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)May 20424B5
AI summary

VIAVI Solutions Inc. (VIAV) priced a public offering of 11,111,111 shares of common stock at $45.00 per share for gross proceeds of approximately $500 million, per a 424B5 filed May 20, 2026; underwriting discount is $1.35/share ($15M total), with net proceeds of ~$485M before expenses, plus a 30-day option for 1,666,666 additional shares. The offer price represents a discount to the May 18 closing price of $49.75. This is a large primary equity raise for VIAVI and represents significant dilution; proceeds are expected to fund strategic initiatives for the network test and measurement company.

424B5Prospectus supplement (offering)May 19424B5
AI summary

VIAVI Solutions Inc. (VIAV) filed a preliminary 424B5 on May 19, 2026 for a $500 million common stock offering (exact share count and pricing blank), with a 30-day overallotment option for up to $75M additional shares, based on an August 2025 shelf. The closing price on May 18 was $49.75 per share. This preliminary filing precedes the final 424B5 filed May 20 at $45.00/share for 11,111,111 shares; the $4.75/share discount from the prior-day close reflects the typical overnight book-building process for a large secondary offering.

8-KOfficer or director changeMay 188-K — Item 5.02: Officer or director change
AI summary

Viavi Solutions Inc. (VIAV) disclosed two board governance changes effective May 12, 2026: Donald Colvin stepped down as Audit Committee Chair (remaining a committee member) and Joanne Solomon — an audit committee financial expert on the Audit Committee since February 2022 — was appointed as new Chair. Separately, independent director Doug Gilstrap was appointed to the Corporate Development Committee. These are routine governance rotation and board refreshment actions with no material operational impact.

8-KRestructuring / exit costsJan 288-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs
+ 13 other (7 13Gs · 2 10-Qs · 1 SD · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

VIAVI Announces Date for Fiscal Fourth Quarter and Fiscal Year 2026 Financial Resultsprnewswire.com·2d agoCan Viavi Advance Next-Generation Network Security With SHIELD-6G?zacks.com·2d agoZacks Industry Outlook Corning, Viavi and Oomazacks.com·2d ago3 Communication Stocks Set to Soar on Inherent Sector Strengthzacks.com·3d agoVIAVI Joins EU-Funded SHIELD-6G Consortium to Advance AI-Driven Security Testing for Future 6G Networksprnewswire.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Photonics & Co-Packaged Optics

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Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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