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VIVISN

Vistance Networks, Inc.

$VISN·$1.4B·Communication Equipment·Technology
$5.80-1.5%YTD-64.9%1Y-62.6%
Price updated 9h ago·X counts updated 5d ago
VIVISN
$VISNVistance Networks, Inc.
$5.80-1.53%28 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VISN 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.

28X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $VISN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

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

Broken storySelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Vistance Networks at 2% of 52-week range — revenue down 77% YoY, 32% below 50-day, deep operational distress.

Vistance Networks is a global communications infrastructure provider — Aurora Networks, data-center, entertainment networking equipment. The stock is at the literal 2% of its 52-week range after a 65% YTD decline and 32% below the 50-day MA.

  • The P&L is in distress: revenue fell 77% YoY to $319.6M last quarter at a -0.3% operating margin and EPS $1.24 — the YoY revenue decline is severe, and the EPS is distorted by below-the-line items.
  • The specific commercial anchors: Comcast trialing Aurora Networks tech in industry-leading DOCSIS deployment, Ziggo Europe large-scale deployment, SCTE TechExpo26 presence — these are real operational milestones that bulls can anchor.
  • Director Krause's $150K sale at $6.27 is a modest trim; the chart position reflects specific operational-reset uncertainty.

Breaking-down holds unless Oct 29 earnings confirm revenue stabilization and operating margin trajectory recovers. Another severe revenue print, or any specific commentary on cable-operator CapEx softening further, is what seals the de-rating further; a specific major cable-operator deployment commercial agreement is what breaks the tape higher — but the operational trajectory is severely impaired.

What to watch: Oct 29 earnings — revenue stabilization, operating margin trajectory, Aurora Networks commercial deployment contribution, FY27 revenue guide. Another severe revenue decline is what seals the breaking-down further.

On the calendar: 2026-10-29 — Q3 FY26 earnings

Read the AI verdict on $VISN

  • 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.

Global provider of network infrastructure systems and telco solutions for carriers and enterprises.

Industry overviewAI analysisGenerated by AI from underlying data

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

Communication Equipment · Technology

No material change from last week — AI data-center optical interconnects dominate capex.

What this means for $VISN

Neutral — Global provider of network infrastructure systems and telco solutions for carriers and enterprises.

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
5.9How 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
13.3%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
12.5%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
6.4%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
0.5Same 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
16.7%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
38.5%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
0.0Total 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 6, 2026$0.12$0.25-52.5%
Q1 2026Apr 30, 2026$0.34$0.22+54.5%
Q4 2025Feb 26, 2026$0.17$0.46-63.0%
Q3 2025Oct 30, 2025$0.62$0.37+69.1%
Next earningsThu, Oct 29·consensus EPS $0.15

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$319.6M-77.0%35.3%-0.3%$1.24$-74.8M
Q1 FY26$471.8M-57.6%42.3%9.1%$-6.67$-228.8M
Q4 FY25$514.5M-56.0%38.9%1.9%$6.05$255.5M
Q3 FY25$1.6B+50.6%37.8%19.3%$0.41$135.0M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.3B – $1.5B$0.85$0.71 – $0.992
FY27$1.5B$1.4B – $1.5B$0.70$0.67 – $0.731
FY28$1.5B$1.5B – $1.6B$0.75$0.72 – $0.781

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.0.8×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.0%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.-25.4%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.-57.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 219.5M 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.β1.905-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 2Krause L WilliamDirector23.9K sh$150KSellAug 28Krause L WilliamDirector176.1K sh$1.2MBuyAug 10Charles A GilstrapSVP, Treasury, Tax & CAO10.0K sh$108K
+ 9 other (7 awards · 1 gift · 1 inkind) in window

See when $VISN 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
Free, forever. No credit card.

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

8-KOfficer or director changeAug 68-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Vistance Networks announced two material events: independent director Joanne Maguire retired from the Board effective August 4, 2026 (no disagreement cited), reducing the Board to 7 members; and the Board declared a special cash distribution of $5.00 per share payable August 27, 2026 to shareholders of record as of August 17, 2026, with an ex-dividend date of August 28, 2026 per Nasdaq Rule 11140(b)(2). The distribution is expected to be treated as a return of capital (rather than ordinary income) for U.S. federal income tax purposes. The $5.00/share special distribution follows the $1.846B RUCKUS segment sale and represents a significant near-term cash return to shareholders.

8-KAcquisition completedJul 88-K — Item 2.01: Acquisition completed
AI summary

Vistance Networks filed an 8-K/A amending its prior 8-K (originally filed at deal close) to add required pro forma financial statements for the $1.846B RUCKUS segment sale to Belden, as required under Rule 3-14 and Article 11 of Regulation S-X. The amendment includes a pro forma condensed consolidated balance sheet as of March 31, 2026 and pro forma condensed income statements for Q1 2026 and fiscal years 2023–2025, all filed as Exhibit 99.1. The pro forma statements illustrate Vistance's financial position and results as if the RUCKUS divestiture had been completed at the beginning of each period presented.

8-KAcquisition completedJul 18-K — Item 2.01: Acquisition completed
AI summary

Vistance Networks completed the sale of its RUCKUS networking segment to Belden Inc. for $1.846 billion in cash on July 1, 2026, on a cash-free, debt-free basis, pursuant to the Purchase Agreement signed April 29, 2026. The transaction price is subject to customary post-closing adjustments for working capital, cash, and debt. The divestiture is transformative for Vistance, removing a major revenue segment and generating substantial cash proceeds that have since been partially returned to shareholders via a $5.00/share special distribution.

8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
8-KMaterial agreementMay 58-K — Item 1.01: Material agreement
8-KPress release / Reg FDApr 308-K — Item 7.01: Press release / Reg FD
+ 8 other (2 10-Qs · 1 routine 8-K · 1 earnings 8-K · 1 13G) in window

Recent news

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

Vistance Networks to Release Third Quarter 2026 Financial Results on November 5businesswire.com·2d agoVistance Networks Board Approves Special Distributionbusinesswire.com·3d agoVistance Networks: Two-Thirds Cash, The Rest Priced Near 2.4x - Still A Buyseekingalpha.com·8d agoComcast Trials Latest Aurora Networks Technology in Industry-Leading DOCSIS 4.0 Deploymentbusinesswire.com·18d agoSCTE TechExpo26: Aurora Networks Showcasing New Solutions to Give Operators Greater Flexibility in Network Modernizationbusinesswire.com·19d ago

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Voices on X · last 7 days

No standout posts about $VISN 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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