Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$8.3B
247M shares
52-week range
$11.96 – $60.43
45% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
P/S (TTM)
5.1
EV / FCF (TTM)
94.2
Viavi Solutions Inc is a world-wide leader in test and measurement and optical technologies. Its test and measurement, and resilient Position, Navigation and Timing (PNT) solutions enable and secure critical infrastructure ranging from data center ecosystems and communication networks to military, aerospace, railway and first responder communications. In addition, it develop and advance technologies used in high-volume optical applications across anti-counterfeiting, consumer electronics, aerospace, industrial and automotive end markets. The company's segments are Network and Service Enablement (NSE); and Optical Security and Performance Products (OSP). Majority of revenue comes from NSE segment. It has presence in Americas, Asia-Pacific, and EMEA. Majority of revenue is from America.
www.viavisolutions.comNo one on the platform currently holds VIAV.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 110,000 | $3.7M |
| Bridgewater Associatesas of 2026-03-31 | 7,602 | $253.0K |
| Execution date | Ratio |
|---|---|
| 2006-10-17 | 1-for-8reverse |
No one on the platform has traded VIAV yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | -12.5% | -1.5% | — | — | — | |
| Rev. Growth % | 40.0% | 4.8% | ||||
| Profit Margin % | -2.0% | 0.4% | 2.6% | |||
| Free Cash Flow Margin % | 5.5% | 6.9% | 7.6% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +9.8% on the P/E track.
At today's price, your expected annual return is +16.2% on the P/E track.
At today's price, your expected annual return is +22.4% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $1.9B | +25.1% | $1.64 | $1.35–$1.82 | 20.5× | 5 |
| 2028 | $2.1B | +13.4% | $1.95 | $1.82–$2.08 | 17.3× | 4 |
| 2029 | $2.5B | +16.8% | $2.51 | $2.40–$2.64 | 13.5× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.30 | $0.34 | +14.1% |
| 2026-04-29 | $0.24 | $0.27 | +12.5% |
| 2026-01-28 | $0.19 | $0.22 | +15.8% |
| 2025-10-29 | $0.13 | $0.15 | +15.4% |
| 2025-08-07 | $0.12 | $0.13 | +8.3% |
| 2025-05-01 | $0.12 | $0.15 | +25.0% |
| 2025-01-30 | $0.10 | $0.13 | +30.0% |
| 2024-10-31 | $0.06 | $0.06 | +0.0% |
| $14.1B |
| — |
| EXTRExtreme Networks, Inc. | $21.63 | -2.57% | $2.8B | — |
| PLXSPlexus Corp. | $239.63 | -6.15% | $6.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
#INSIDERS $GLOO Executive Chair and Head of Technology bought 50,000 shares of Class A Common Stock worth approximately $167K (transaction date 9/11). $GPI 10% owner Conifer Management bought another 84,000 shares worth approximately $23.7 mln (transaction dates 9/9-9/10). $HLMN Chief Financial Officer bought 35,500 shares at $6.915 - $7.085 worth approximately $249K (transaction date 9/11). PVH Chief Executive Officer bought 14,179 shares at $70.42 - $70.54 worth approximately $1.0 mln (transaction date 9/11). $UVE Executive Chairman sold 20,000 shares at $43.60 to $44.36WORTH approximately $880K (transaction date 9/11). $VIAV Executive Vice President & Chief Marketing & Strategy Officer sold 11,032 shares at $38.96 - $38.98 worth approximately $430K (transaction date 9/11). $pproximately $192K (transaction date 9/11).
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$VIAV up 222% over the past year, +15% this week alone. Screener backs up the strength: Momentum Alignment flipped Buy 4 days ago, Golden Cross running since Sept 2 (269 days, SMA50 +10.9% over SMA200) - short and long-term trend both agreeing. Right in the middle of that run, an EVP sold $430K in shares Friday, all under a pre-set 10b5-1 plan, not a snap decision. Insider selling into strength like this - routine profit-taking, or something worth a second look?
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$VIAV volume low today compared to the three up days, it’s a bottoming tactic
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📊 Today's Trade Ideas 1️⃣ $VIAV Momentum Setup • 67% Entry: $38.56 - $39.33 Target: $41.08 Stop: $37.20 Risk: Low 2️⃣ $OGE Watchlist Setup • 44% Entry: $47.15 - $47.90 Target: $50.23 Stop: $45.49 Risk: Low 3️⃣ $IONS Watchlist Setup • 44% Entry: $56.43 - $56.86 Target: $60.11 Stop: $54.44 Risk: Medium Not financial advice.
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$VIAV Any news? Unusual, but I can’t really complain.
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$VIAV Nice followthrough confirmation today. But declining 50ma just above
View on StockTwits ↗$VIAV Poor volume last friday. Looking if volume can come this week on 200ma reclaim. Lots of supply above though. Not my fav tbh
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$LITE $COHR $VIAV did not participate bc of $CIEN today?? 🤷🏻♂️ Lame.
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$VIAV 200 day is now resistance. Good night. 10 year is breaking out. Big dump incoming. Buy below $30.
View on StockTwits ↗$VIAV stop listening to pump and dumpers that want your money from subscriptions. The real ones know what’s up.
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.