Viavi Solutions (NASDAQ:VIAV) Raised to “Strong-Buy” at Zacks Research

Viavi Solutions (NASDAQ:VIAV) was upgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued on Thursday,Zacks.com reports.

Several other analysts have also weighed in on the company. Stifel Nicolaus upped their target price on Viavi Solutions from $60.00 to $65.00 and gave the company a “buy” rating in a report on Thursday, August 6th. B. Riley Financial cut their price target on Viavi Solutions from $63.00 to $60.00 and set a “buy” rating for the company in a research note on Thursday, August 6th. Susquehanna boosted their price objective on shares of Viavi Solutions from $65.00 to $66.00 and gave the stock a “positive” rating in a research report on Wednesday, July 1st. Needham & Company LLC decreased their price objective on shares of Viavi Solutions from $68.00 to $60.00 and set a “buy” rating on the stock in a research report on Thursday, August 6th. Finally, Wall Street Zen upgraded shares of Viavi Solutions from a “buy” rating to a “strong-buy” rating in a research report on Saturday. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $49.88.

Viavi Solutions Trading Up 1.3%

Shares of Viavi Solutions stock opened at $43.54 on Thursday. The company has a 50-day moving average of $43.23 and a two-hundred day moving average of $39.74. Viavi Solutions has a 12-month low of $10.44 and a 12-month high of $60.43. The company has a current ratio of 1.85, a quick ratio of 1.62 and a debt-to-equity ratio of 0.27. The stock has a market cap of $10.18 billion, a PE ratio of -290.25 and a beta of 1.21.

Viavi Solutions (NASDAQ:VIAV) last announced its quarterly earnings results on Wednesday, August 5th. The communications equipment provider reported $0.34 EPS for the quarter, topping the consensus estimate of $0.30 by $0.04. Viavi Solutions had a positive return on equity of 19.60% and a negative net margin of 2.00%.The business had revenue of $443.10 million for the quarter, compared to analyst estimates of $432.62 million. During the same quarter in the previous year, the company earned $0.13 EPS. The company’s quarterly revenue was up 52.5% on a year-over-year basis. Viavi Solutions has set its Q1 2027 guidance at 0.400-0.420 EPS. On average, research analysts anticipate that Viavi Solutions will post 1.32 EPS for the current fiscal year.

Insider Transactions at Viavi Solutions

In other Viavi Solutions news, EVP Paul Mcnab sold 1,595 shares of Viavi Solutions stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $37.37, for a total value of $59,605.15. Following the completion of the sale, the executive vice president directly owned 13,876 shares of the company’s stock, valued at approximately $518,546.12. The trade was a 10.31% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 1.80% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. BlackRock Inc. purchased a new stake in shares of Viavi Solutions in the second quarter valued at $1,228,529,000. Arrowstreet Capital Limited Partnership lifted its position in Viavi Solutions by 431.1% during the third quarter. Arrowstreet Capital Limited Partnership now owns 6,639,682 shares of the communications equipment provider’s stock worth $84,258,000 after buying an additional 5,389,435 shares during the period. Allspring Global Investments Holdings LLC purchased a new position in Viavi Solutions during the first quarter worth about $75,294,000. Invesco Ltd. boosted its stake in Viavi Solutions by 116.0% in the 4th quarter. Invesco Ltd. now owns 3,809,513 shares of the communications equipment provider’s stock worth $67,886,000 after buying an additional 2,045,702 shares during the last quarter. Finally, Marshall Wace LLP boosted its stake in Viavi Solutions by 1,011.9% in the 4th quarter. Marshall Wace LLP now owns 2,187,600 shares of the communications equipment provider’s stock worth $38,983,000 after buying an additional 1,990,848 shares during the last quarter. Hedge funds and other institutional investors own 95.54% of the company’s stock.

More Viavi Solutions News

Here are the key news stories impacting Viavi Solutions this week:

• Positive Sentiment: Analyst estimates raised materially: Northland Securities increased its FY2027 EPS forecast to $1.45 from $1.07, while raising estimates for Q1, Q2, Q3 and Q4 2027. The revised quarterly forecasts range from $0.34 to $0.38 per share, signaling expectations for improving profitability. Northland Securities earnings estimates
• Positive Sentiment: AI infrastructure tailwinds: Viavi is benefiting from data-center expansion and demand for network testing, while new testing capabilities and margin expansion are supporting faster growth. Viavi Solutions Gains From AI Infrastructure Demand as Margins Expand
• Positive Sentiment: Product launch expands addressable opportunities: Viavi introduced the Vertex 6.0 channel emulator for 6G and Wi-Fi 7/8 testing, strengthening its positioning in next-generation wireless development and validation. VIAVI Introduces Vertex 6.0 Channel Emulator
• Positive Sentiment: Price-target optimism: The average Wall Street price target implies 38.8% potential upside. However, the article notes that price targets are an imperfect indicator; improving earnings-estimate revisions provide the more meaningful bullish signal. Viavi Solutions Analyst Price Target Potential
• Neutral Sentiment: Key question is margin durability: Recent commentary focuses on whether Viavi can sustain its improving margin profile as growth accelerates, making future earnings quality an important catalyst. Viavi Solutions Q4 Margin Review
• Negative Sentiment: Valuation and execution risks remain: Viavi’s premium valuation and weak quantitative signals could limit additional upside. A recent pullback also reflects concerns about weak wireless demand and potential dilution despite strong revenue, earnings and margin trends. Viavi Solutions Premium Valuation Analysis

About Viavi Solutions

Viavi Solutions Inc is a provider of network test, monitoring and assurance solutions for communications service providers, cable operators, enterprises and government agencies. The company offers an extensive portfolio of fiber optic and copper cable test and measurement instruments, wireless network testing equipment and network performance monitoring software. Its products are designed to support the deployment, maintenance and optimization of high-speed broadband, 5G wireless, data center and enterprise networks.

Viavi’s product offerings are organized into two primary segments: Network & Service Enablement and Optical Security & Performance.