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VIVIAV

Viavi Solutions Inc.

$VIAV·$12B·Communication Equipment·Technology
$33.38-9.3%YTD+101.8%1Y+150.6%
Price updated 7h ago·X counts updated 5d ago
VIVIAV
$VIAVViavi Solutions Inc.
$33.38-9.34%227 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VIAV on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

227X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $VIAV's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 59% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-14

Viavi Solutions is bullish. NVIDIA partnership for 800G/1.6T AI-data-center testing platforms, 20x fwd PE, 0.56 PEG, +269% EPS growth Q/Q, +52% sales growth Q/Q, 22% projected next-year EPS growth. All-in traders +40% total / +70% week going 3/3 with BLZE/VIAV/AAOI.

Read what X is saying about $VIAV

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VIAV — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Network testing just became an AI-infrastructure trade — Nvidia partnership for 800G/1.6T testing lifts the whole story.

Viavi Solutions makes the network-testing equipment that validates every AI-datacenter interconnect. The 2026 pivot is the explicit Nvidia partnership for 800G and 1.6T testing platforms — which transforms VIAV from a legacy telecom-test name into a direct AI-infrastructure beneficiary.

  • The P&L is accelerating sharply: Q2 revenue grew 43% YoY to $407M at a 10% operating margin, with trailing EPS beats of 14% and 13% and the latest sequential print running +269% EPS growth — this is a company whose multiple is being reset by the mix shift, not just by cyclical demand.
  • The specific product cadence confirms it: the new CF50 enterprise-scale platform plus the 800G/1.6T Nvidia partnership says management is positioning Viavi as the standard testing platform for AI networking rollouts — not a bolt-on, but a bundled part of the ecosystem.

At 72% of 52-week range with volume at 2x average going into Oct 28 earnings, this is a confirmed-breakout setup rather than a coil. A 40%+ revenue beat plus any disclosed Nvidia-partnership revenue schedule is the trigger for the next leg; sequential-flat enterprise-test revenue is the first real risk.

Agrees with X sentimentThe Nvidia-partnership and +269% QoQ EPS framing are grounded datapoints. The 'all-in traders +40%/+70%' breadcrumb is retail cheerleading — the fundamentals and the specific Nvidia deal are what matter.

What to watch: Oct 28 Q1 earnings — Network Enablement revenue growth, Service Enablement direction, Nvidia-partnership revenue cadence, and FY27 guide. 40%+ revenue plus Nvidia detail is the trigger; sequential-flat enterprise-test is the invalidation.

On the calendar: 2026-10-28 — Q1 earnings

event ahead 30dai networking

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — AI data-center optical interconnects dominate capex.

What this means for $VIAV

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

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+29.5%YTD
+19.1%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
Q2 2026Aug 5, 2026$0.34$0.30+14.1%
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%
Next earningsWed, Nov 4·consensus EPS $0.41

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

7-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.5B – $1.6B$0.53$0.53 – $0.546
FY26$1.5B$1.5B – $1.6B$0.94$0.93 – $0.966
FY27$1.9B$1.8B – $1.9B$0.93$0.77 – $1.036
FY27$1.8B$1.8B – $1.9B$1.29$1.22 – $1.346
FY28$2.1B$2.0B – $2.2B$1.11$1.04 – $1.185
FY28$2.1B$2.1B – $2.1B$1.84$0.63 – $2.773
FY29$2.5B$2.4B – $2.6B$1.43$1.37 – $1.501

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.1.1×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.43%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.-15.0%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.-12.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 242.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.5% 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.β1.215-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.

Insider activity

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

Recent transactions

SellSep 23Luke M ScrivanichSVP General Manager OSP35.9K sh$1.3MSellSep 11Paul McnabEVP, Chief Mktg & Stgy Officer11.0K sh$430KSellAug 31Luke M ScrivanichSVP General Manager OSP23.9K sh$870KSellAug 31Ilan DaskalCFO56.3K sh$2.0MSellAug 17Laura A. BlackDirector71.0K sh$3.3MSellAug 14Joanne SolomonDirector10.0K sh$429KSellAug 10Paul McnabEVP, Chief Mktg & Stgy Officer1.6K sh$60KSellMay 8Oleg KhaykinCEO136.5K sh$7.1MSellMay 7Oleg KhaykinCEO123.3K sh$6.3MSellMay 6Oleg KhaykinCEO34.0K sh$1.8M
1–10 of 16
+ 34 other (14 exempts · 12 inkinds · 7 awards · 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.

+ 16 other (7 13Gs · 2 proxys · 2 earnings 8-Ks · 1 ARS) in window

Recent news

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

Viavi Solutions Inc (VIAV) Stock Down 9.3% but Still Overvalued -- GF Score: 66/100gurufocus.com·9h agoVIAVI Announces Date for Fiscal First Quarter 2027 Financial Resultsprnewswire.com·2d agoCan Viavi's U.S. Army Defense Testing Selection Propel Its Shares?zacks.com·3d agoVIAVI T/Rx Selected by U.S. Army Threat Systems Management Office for Critical Range Modernization Initiativeprnewswire.com·4d agoCalnex and VIAVI expand partnership to deliver end-to-end network and application performance validation for next-generation networks.prnewswire.com·10d ago

In themes

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AI Photonics & Co-Packaged Optics

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Voices on X · last 7 days

No standout posts about $VIAV on X in the 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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