Viavi Solutions (NASDAQ:VIAV) EVP Paul Mcnab Sells 2,727 Shares

Viavi Solutions Inc. (NASDAQ:VIAV) EVP Paul Mcnab sold 2,727 shares of the firm’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $54.96, for a total transaction of $149,875.92. Following the sale, the executive vice president owned 15,471 shares in the company, valued at approximately $850,286.16. The trade was a 14.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link.

Paul Mcnab also recently made the following trade(s):

• On Monday, March 2nd, Paul Mcnab sold 3,551 shares of Viavi Solutions stock. The shares were sold at an average price of $32.89, for a total transaction of $116,792.39.

Viavi Solutions Stock Down 1.8%

Viavi Solutions stock opened at $53.00 on Thursday. The company has a market cap of $12.40 billion, a P/E ratio of -220.82 and a beta of 1.22. Viavi Solutions Inc. has a 1-year low of $8.87 and a 1-year high of $60.43. The company has a fifty day simple moving average of $37.32 and a 200 day simple moving average of $25.55. The company has a current ratio of 1.61, a quick ratio of 1.39 and a debt-to-equity ratio of 0.99.

Viavi Solutions (NASDAQ:VIAV) last released its earnings results on Wednesday, April 29th. The communications equipment provider reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates of $0.24 by $0.03. The business had revenue of $406.80 million during the quarter, compared to the consensus estimate of $393.80 million. Viavi Solutions had a negative net margin of 4.03% and a positive return on equity of 16.80%. The firm’s revenue for the quarter was up 42.8% compared to the same quarter last year. During the same quarter last year, the firm earned $0.15 earnings per share. Viavi Solutions has set its Q4 2026 guidance at 0.290-0.310 EPS. Research analysts anticipate that Viavi Solutions Inc. will post 0.71 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of VIAV. Arrowstreet Capital Limited Partnership grew its position in shares of Viavi Solutions by 431.1% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 6,639,682 shares of the communications equipment provider’s stock valued at $84,258,000 after acquiring an additional 5,389,435 shares during the period. Allspring Global Investments Holdings LLC bought a new position in shares of Viavi Solutions in the 1st quarter valued at about $75,294,000. Invesco Ltd. grew its position in shares of Viavi Solutions by 116.0% in the 4th quarter. Invesco Ltd. now owns 3,809,513 shares of the communications equipment provider’s stock valued at $67,886,000 after acquiring an additional 2,045,702 shares during the period. Marshall Wace LLP grew its position in shares of 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 valued at $38,983,000 after acquiring an additional 1,990,848 shares during the period. Finally, Bowen Hanes & Co. Inc. bought a new position in shares of Viavi Solutions in the 4th quarter valued at about $33,323,000. Institutional investors own 95.54% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on VIAV. UBS Group raised their target price on shares of Viavi Solutions from $25.00 to $60.00 and gave the company a “neutral” rating in a research report on Thursday, April 30th. Rosenblatt Securities raised their target price on shares of Viavi Solutions from $27.00 to $42.00 and gave the company a “buy” rating in a research report on Wednesday, March 18th. Needham & Company LLC raised their target price on shares of Viavi Solutions from $28.00 to $36.00 and gave the company a “buy” rating in a research report on Monday, March 2nd. B. Riley Financial raised their target price on shares of Viavi Solutions from $26.00 to $53.00 and gave the company a “buy” rating in a research report on Friday, April 24th. Finally, Stifel Nicolaus raised their target price on shares of Viavi Solutions from $20.00 to $24.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Six research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $39.25.

Key Stories Impacting Viavi Solutions

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

• Positive Sentiment: Northland Securities raised its FY2026 EPS estimate for VIAV to $0.75 from $0.65, lifting professional earnings expectations above consensus and supporting the company’s fundamental outlook. Analyst Raise
• Positive Sentiment: A bullish Zacks feature highlights Viavi as a momentum buy, arguing the company benefits from AI/data-center demand — positive for investor interest and momentum-driven flows. Zacks Momentum Article
• Positive Sentiment: Product/news: Viavi announced a test platform aimed at adding security for inference and AI data centers — a node-level product story that supports continued relevance to hyperscalers and AI-capex trends. Product Announcement
• Neutral Sentiment: Coverage/analysis: The Globe & Mail and MSN/earnings-call writeups recap analyst takeaways and notable Q1 questions — useful for context but not fresh catalysts on their own. Globe & Mail
• Negative Sentiment: Clustered insider selling: CEO Oleg Khaykin disclosed multiple large sales (including ~104,552 shares at ~$54.61 and additional blocks), and other senior execs/directors (Doug Gilstrap, Luke Scrivanich, Paul McNab) sold material positions in early May — a visible supply signal that likely pressured the stock. SEC filings show the transactions. CEO SEC Filing
• Negative Sentiment: Market commentary flagged insider action as a focal point for investors, amplifying concerns that the timing and size of sales could signal confidence/valuation questions despite strong top-line AI demand. Nasdaq Pulse
• Negative Sentiment: Critical analysis (Seeking Alpha) cautions that AI/data-center hype may be outpacing sustainable profitability, noting mixed GAAP results and cyclicality in key segments — a cautionary read for longer-term valuation. Seeking Alpha Critique

Viavi Solutions Company Profile

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.