Stifel Nicolaus Forecasts Strong Price Appreciation for Viavi Solutions (NASDAQ:VIAV) Stock

Viavi Solutions (NASDAQ:VIAV) had its price target increased by investment analysts at Stifel Nicolaus from $20.00 to $24.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the communications equipment provider’s stock. Stifel Nicolaus’ price target indicates a potential downside of 0.27% from the company’s current price.

A number of other analysts have also issued reports on the stock. Argus boosted their price target on shares of Viavi Solutions from $16.00 to $23.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. UBS Group lifted their price objective on shares of Viavi Solutions from $12.00 to $17.00 and gave the company a “neutral” rating in a report on Thursday, October 30th. B. Riley increased their target price on shares of Viavi Solutions from $18.00 to $22.00 and gave the stock a “buy” rating in a report on Monday. Wall Street Zen cut shares of Viavi Solutions from a “strong-buy” rating to a “buy” rating in a research report on Sunday, January 18th. Finally, Rosenblatt Securities set a $27.00 price objective on Viavi Solutions in a research note on Thursday. Seven analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Viavi Solutions presently has a consensus rating of “Moderate Buy” and a consensus target price of $21.22.

Viavi Solutions Trading Up 14.4%

Shares of VIAV stock traded up $3.04 during trading hours on Thursday, hitting $24.07. The company had a trading volume of 7,677,951 shares, compared to its average volume of 4,367,138. The company has a debt-to-equity ratio of 0.88, a current ratio of 1.99 and a quick ratio of 1.74. The stock has a market capitalization of $5.37 billion, a PE ratio of 346.93 and a beta of 0.94. The company’s fifty day moving average is $18.18 and its 200 day moving average is $14.52. Viavi Solutions has a fifty-two week low of $8.10 and a fifty-two week high of $24.95.

Viavi Solutions (NASDAQ:VIAV) last announced its earnings results on Wednesday, January 28th. The communications equipment provider reported $0.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.19 by $0.03. Viavi Solutions had a return on equity of 10.70% and a net margin of 1.33%.The company had revenue of $369.30 million for the quarter, compared to analyst estimates of $365.25 million. During the same quarter in the previous year, the company earned $0.13 earnings per share. The firm’s quarterly revenue was up 36.4% compared to the same quarter last year. Viavi Solutions has set its Q3 2026 guidance at 0.220-4.000 EPS. Research analysts expect that Viavi Solutions will post 0.26 earnings per share for the current fiscal year.

Insider Buying and Selling at Viavi Solutions

In other news, Director Donald A. Colvin sold 40,000 shares of the firm’s stock in a transaction dated Tuesday, November 4th. The stock was sold at an average price of $17.09, for a total transaction of $683,600.00. Following the sale, the director owned 148,524 shares of the company’s stock, valued at approximately $2,538,275.16. This trade represents a 21.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Oleg Khaykin sold 85,836 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $17.63, for a total value of $1,513,288.68. Following the completion of the transaction, the chief executive officer directly owned 2,025,005 shares of the company’s stock, valued at $35,700,838.15. This trade represents a 4.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 606,226 shares of company stock worth $10,714,820. Corporate insiders own 1.80% of the company’s stock.

Hedge Funds Weigh In On Viavi Solutions

Several large investors have recently bought and sold shares of the stock. Royal Bank of Canada increased its position in shares of Viavi Solutions by 11.5% during the first quarter. Royal Bank of Canada now owns 183,320 shares of the communications equipment provider’s stock worth $2,051,000 after purchasing an additional 18,910 shares in the last quarter. AQR Capital Management LLC increased its position in Viavi Solutions by 110.5% during the first quarter. AQR Capital Management LLC now owns 33,663 shares of the communications equipment provider’s stock worth $377,000 after buying an additional 17,673 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Viavi Solutions by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 131,061 shares of the communications equipment provider’s stock valued at $1,467,000 after buying an additional 5,775 shares during the last quarter. Millennium Management LLC boosted its holdings in shares of Viavi Solutions by 205.4% in the first quarter. Millennium Management LLC now owns 476,767 shares of the communications equipment provider’s stock valued at $5,335,000 after acquiring an additional 320,662 shares during the period. Finally, United Services Automobile Association purchased a new position in shares of Viavi Solutions during the first quarter worth approximately $165,000. Institutional investors and hedge funds own 95.54% of the company’s stock.

Viavi Solutions News Roundup

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

• Positive Sentiment: Q2 results beat expectations — Viavi reported $0.22 EPS (vs. ~$0.19 consensus) and revenue of $369.3M, up 36.4% year-over-year as demand from data centers, 5G and defense lifted sales. This beat and the robust top-line growth are the core drivers behind today’s rally. Read More.
• Positive Sentiment: Raised near-term guidance — Viavi provided Q3 revenue guidance of roughly $386M–$400M versus consensus near $355M and gave EPS guidance above the consensus level, signaling continued momentum into the next quarter. That upside to guidance is reinforcing investor confidence. Read More.
• Positive Sentiment: Analyst upgrades and higher price targets — Multiple firms bumped targets and ratings (Needham to $28/Buy; Susquehanna to $25/Positive; B. Riley higher), reflecting greater sell-side conviction after the results and guidance. Analyst support is lifting sentiment and aftermarket flows. Read More. Read More. Read More.
• Positive Sentiment: New product expands defense/positioning portfolio — Inertial Labs (a Viavi company) launched the IRINS LEO‑aided inertial navigation system for denied/degraded space environments, highlighting product diversification into defense and PNT markets. This supports longer‑term TAM expansion. Read More.
• Neutral Sentiment: Conference materials and call available for deeper read — Management commentary, the earnings call transcript and slide deck offer more detail on segment trends, gross margins and cadence; investors should review these for guidance drivers and margin outlook. Read More. Read More.
• Neutral Sentiment: Market writeups and analysis — Recent articles discuss Viavi’s repositioning of its edge platform and longer‑term earnings potential; useful for gauging analyst narratives but less immediate than earnings/guidance. Read More. Read More.

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.