Viavi Solutions (NASDAQ:VIAV) Price Target Raised to $24.00 at Stifel Nicolaus

Viavi Solutions (NASDAQ:VIAV) had its price target boosted by Stifel Nicolaus from $20.00 to $24.00 in a report published on Thursday,Benzinga reports. They currently have a buy rating on the communications equipment provider’s stock.

A number of other equities analysts have also issued reports on VIAV. Wall Street Zen lowered Viavi Solutions from a “strong-buy” rating to a “buy” rating in a report on Sunday, January 18th. Weiss Ratings reiterated a “sell (d)” rating on shares of Viavi Solutions in a research note on Monday, December 29th. Needham & Company LLC boosted their target price on Viavi Solutions from $24.00 to $28.00 and gave the company a “buy” rating in a report on Thursday. Susquehanna increased their price target on Viavi Solutions from $18.00 to $25.00 and gave the stock a “positive” rating in a report on Thursday. Finally, 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 research report on Thursday, October 30th. Seven analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $21.22.

Viavi Solutions Price Performance

VIAV stock opened at $24.70 on Thursday. The company has a current ratio of 1.99, a quick ratio of 1.74 and a debt-to-equity ratio of 0.88. The company has a market capitalization of $5.51 billion, a P/E ratio of -137.21 and a beta of 0.94. The business has a 50 day simple moving average of $18.36 and a 200-day simple moving average of $14.59. Viavi Solutions has a twelve month low of $8.10 and a twelve month high of $24.95.

Viavi Solutions (NASDAQ:VIAV) last released its quarterly earnings results on Wednesday, January 28th. The communications equipment provider reported $0.22 EPS for the quarter, beating the consensus estimate of $0.19 by $0.03. The firm had revenue of $369.30 million during the quarter, compared to the consensus estimate of $365.25 million. Viavi Solutions had a negative net margin of 3.38% and a positive return on equity of 13.43%. Viavi Solutions’s revenue for the quarter was up 36.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.13 EPS. Viavi Solutions has set its Q3 2026 guidance at 0.220-4.000 EPS. As a group, equities analysts anticipate that Viavi Solutions will post 0.26 EPS for the current year.

Insider Buying and Selling

In related news, Director Richard John Burns sold 3,384 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $18.76, for a total value of $63,483.84. Following the completion of the sale, the director owned 3,384 shares in the company, valued at $63,483.84. This trade represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Oleg Khaykin sold 68,810 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $17.77, for a total transaction of $1,222,753.70. Following the sale, the chief executive officer directly owned 1,956,195 shares in the company, valued at approximately $34,761,585.15. This represents a 3.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 606,226 shares of company stock valued at $10,714,820 in the last quarter. Corporate insiders own 1.80% of the company’s stock.

Institutional Investors Weigh In On Viavi Solutions

A number of institutional investors and hedge funds have recently modified their holdings of the company. ST Germain D J Co. Inc. boosted its position in shares of Viavi Solutions by 92,963.6% in the 4th quarter. ST Germain D J Co. Inc. now owns 10,237 shares of the communications equipment provider’s stock worth $182,000 after buying an additional 10,226 shares in the last quarter. Concurrent Investment Advisors LLC acquired a new position in Viavi Solutions during the fourth quarter worth about $1,695,000. Virtus Wealth Solutions LLC acquired a new position in Viavi Solutions during the fourth quarter worth about $1,916,000. Universal Beteiligungs und Servicegesellschaft mbH purchased a new stake in shares of Viavi Solutions in the fourth quarter valued at about $210,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank grew its position in shares of Viavi Solutions by 23.6% in the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 80,787 shares of the communications equipment provider’s stock valued at $1,440,000 after purchasing an additional 15,426 shares during the last quarter. Institutional investors and hedge funds own 95.54% of the company’s stock.

Key Stories Impacting Viavi Solutions

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

• Positive Sentiment: Q2 results beat across the board: EPS and revenue topped estimates and revenue grew ~36% YoY, driven by data center, 5G and defense demand. Viavi Q2 Earnings Beat Estimates
• Positive Sentiment: Company raised Q3 revenue guidance to $386M–$400M (well above consensus) and signaled continued data center and aerospace momentum — the main driver cited for the stronger outlook. Viavi anticipates $386M–$400M Q3 revenue
• Positive Sentiment: Analysts reacted with multiple price‑target increases (Needham to $28, Susquehanna to $25, Stifel to $24), signaling stronger sell‑side conviction after the print and guidance. Analyst price target moves
• Positive Sentiment: Company product/segment progress: Viavi’s Inertial Labs unit launched an IRINS LEO‑aided inertial navigation system targeting denied/degraded environments — reinforces defense/aerospace revenue exposure. Inertial Labs launches IRINS
• Neutral Sentiment: Management commentary and full earnings call transcripts provide details on mix, backlog and margin levers (useful for modeling but not a surprise beyond the guidance). Earnings call transcript (Fool)
• Neutral Sentiment: Operational action: company plans a ~5% workforce reduction — reduces expense base but may be viewed variably by investors. Workforce reduction reported
• Negative Sentiment: Valuation/expectations risk: the rally increases expectations (high P/E vs. history), so future earnings misses or a slowdown in data‑center orders could pressure the stock. Deep dive & risks (Yahoo Finance)

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.