FY2027 EPS Estimate for Viavi Solutions Raised by Analyst

Viavi Solutions Inc. (NASDAQ:VIAV) – Analysts at Northland Securities lifted their FY2027 earnings per share estimates for Viavi Solutions in a research report issued to clients and investors on Monday, April 20th. Northland Securities analyst T. Savageaux now expects that the communications equipment provider will earn $1.04 per share for the year, up from their prior estimate of $0.80. The consensus estimate for Viavi Solutions’ current full-year earnings is $0.64 per share. Northland Securities also issued estimates for Viavi Solutions’ Q4 2027 earnings at $0.30 EPS.

Viavi Solutions (NASDAQ:VIAV) last released its earnings results on Wednesday, January 28th. The communications equipment provider reported $0.22 EPS for the quarter, beating analysts’ consensus estimates of $0.19 by $0.03. The firm had revenue of $369.30 million for the quarter, compared to analysts’ expectations of $365.25 million. Viavi Solutions had a positive return on equity of 13.03% and a negative net margin of 3.38%.The company’s quarterly revenue was up 36.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.13 earnings per share. Viavi Solutions has set its Q3 2026 guidance at 0.220-4.000 EPS.

A number of other research analysts have also recently commented on the company. Stifel Nicolaus upped their target price on Viavi Solutions from $20.00 to $24.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Rosenblatt Securities upped their target price on Viavi Solutions from $27.00 to $42.00 and gave the company a “buy” rating in a research note on Wednesday, March 18th. Needham & Company LLC upped their target price on Viavi Solutions from $28.00 to $36.00 and gave the company a “buy” rating in a research note on Monday, March 2nd. Susquehanna upped their target price on Viavi Solutions from $18.00 to $25.00 and gave the company a “positive” rating in a research note on Thursday, January 29th. Finally, B. Riley Financial upped their target price on Viavi Solutions from $18.00 to $22.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Six research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $25.00.

Viavi Solutions Trading Up 4.2%

VIAV opened at $46.15 on Thursday. The stock has a market cap of $10.68 billion, a price-to-earnings ratio of -256.37 and a beta of 0.85. The stock’s 50 day moving average price is $34.24 and its 200-day moving average price is $23.62. Viavi Solutions has a one year low of $8.10 and a one year high of $47.00. The company has a debt-to-equity ratio of 1.46, a quick ratio of 2.32 and a current ratio of 2.61.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of VIAV. Royal Bank of Canada grew its stake in Viavi Solutions by 11.5% in 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 boosted its position in Viavi Solutions by 110.5% during the 1st quarter. AQR Capital Management LLC now owns 33,663 shares of the communications equipment provider’s stock valued at $377,000 after acquiring an additional 17,673 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in Viavi Solutions by 4.6% during the 1st 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 acquiring an additional 5,775 shares in the last quarter. Millennium Management LLC boosted its position in Viavi Solutions by 205.4% during the 1st 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 in the last quarter. Finally, United Services Automobile Association bought a new stake in Viavi Solutions during the 1st quarter valued at $165,000. Institutional investors own 95.54% of the company’s stock.

Insider Activity at Viavi Solutions

In related news, SVP Gary W. Staley sold 24,237 shares of the stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $23.93, for a total value of $579,991.41. Following the transaction, the senior vice president owned 136,267 shares of the company’s stock, valued at $3,260,869.31. This represents a 15.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Oleg Khaykin sold 74,315 shares of the stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $26.48, for a total value of $1,967,861.20. Following the completion of the transaction, the chief executive officer directly owned 1,849,437 shares in the company, valued at approximately $48,973,091.76. This trade represents a 3.86% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 485,772 shares of company stock worth $12,736,803. 1.80% of the stock is owned by insiders.

Key Viavi Solutions News

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

• Positive Sentiment: Northland Securities raised its FY2027 outlook and issued quarterly forecasts—analyst T. Savageaux increased FY2027 EPS to $1.04 (from $0.80) and published Q1–Q4 2027 quarterly estimates. Higher forward estimates signal improved earnings visibility and likely supported buying interest in VIAV.
• Positive Sentiment: ECSite announced advanced automation integration with Viavi to accelerate hyperscale data‑center fiber testing, a commercial/technology partnership that could drive product penetration in large data-center builds and hyperscale customers, expanding recurring test and assurance revenue. ECSite Announces Advanced Automation Integration with VIAVI Solutions to Accelerate Hyperscale Data Center Fiber Testing
• Neutral Sentiment: abrdn U.S. Small Cap Equity Fund Q1 2026 commentary may include sector/holding notes that affect small-cap flows, but it does not appear to single out Viavi as a major catalyst—limited direct impact on VIAV beyond broader small‑cap sentiment. abrdn U.S. Small Cap Equity Fund Q1 2026 Commentary
• Neutral Sentiment: A sector piece highlighting Arista Networks among optical/networking names may shift investor attention within the group; this is background sector news that can move peer multiples but provides no direct company-specific update for Viavi. Arista Networks stands out among optical/networking stocks entering Q1 earnings: Needham

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.