Northland Securities Forecasts Viavi Solutions Q1 Earnings

Key Points

• Northland Securities raised its Viavi Solutions Q1 2027 EPS forecast to $0.36 from $0.24 and projected full-year 2027 earnings of $1.45 per share, up from $1.07.
• Viavi’s latest quarterly results beat expectations, with EPS of $0.34 versus the $0.30 consensus and revenue of $443.1 million versus $432.6 million; revenue increased 52.5% year over year.
• Analyst sentiment remains favorable, with six Buy, two Hold and one Sell rating, producing a “Moderate Buy” consensus and an average price target of $49.88.

Viavi Solutions Inc. (NASDAQ:VIAV - Free Report) - Investment analysts at Northland Securities raised their Q1 2027 earnings per share estimates for shares of Viavi Solutions in a research note issued on Thursday, August 6th. Northland Securities analyst T. Savageaux now expects that the communications equipment provider will earn $0.36 per share for the quarter, up from their prior estimate of $0.24. The consensus estimate for Viavi Solutions' current full-year earnings is $1.02 per share. Northland Securities also issued estimates for Viavi Solutions' Q4 2027 earnings at $0.37 EPS and FY2027 earnings at $1.45 EPS.

Viavi Solutions (NASDAQ:VIAV - Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The communications equipment provider reported $0.34 EPS for the quarter, beating analysts' consensus estimates of $0.30 by $0.04. Viavi Solutions had a positive return on equity of 19.60% and a negative net margin of 2.00%.The business had revenue of $443.10 million during the quarter, compared to the consensus estimate of $432.62 million. During the same quarter in the previous year, the firm earned $0.13 earnings per share. Viavi Solutions's revenue for the quarter was up 52.5% compared to the same quarter last year. Viavi Solutions has set its Q1 2027 guidance at 0.400-0.420 EPS.

VIAV has been the topic of a number of other research reports. Rosenblatt Securities reiterated a "buy" rating and issued a $70.00 target price on shares of Viavi Solutions in a research report on Thursday, August 6th. Stifel Nicolaus raised their price objective on Viavi Solutions from $60.00 to $65.00 and gave the company a "buy" rating in a report on Thursday, August 6th. Needham & Company LLC lowered their target price on Viavi Solutions from $68.00 to $60.00 and set a "buy" rating for the company in a report on Thursday, August 6th. B. Riley Financial reduced their price target on Viavi Solutions from $63.00 to $60.00 and set a "buy" rating on the stock in a report on Thursday, August 6th. Finally, Susquehanna lifted their price target on shares of Viavi Solutions from $65.00 to $66.00 and gave the stock a "positive" rating in a report on Wednesday, July 1st. 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. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $49.88.

Viavi Solutions Stock Performance

NASDAQ VIAV opened at $42.99 on Friday. The firm's 50 day simple moving average is $43.31 and its 200 day simple moving average is $39.71. The firm has a market capitalization of $10.06 billion, a price-to-earnings ratio of -286.58 and a beta of 1.21. The company has a current ratio of 1.85, a quick ratio of 1.62 and a debt-to-equity ratio of 0.27. Viavi Solutions has a 1 year low of $10.30 and a 1 year high of $60.43.

Hedge Funds Weigh In On Viavi Solutions

A number of institutional investors and hedge funds have recently modified their holdings of the business. WPG Advisers LLC increased its stake in shares of Viavi Solutions by 96.2% in the 1st quarter. WPG Advisers LLC now owns 775 shares of the communications equipment provider's stock valued at $26,000 after acquiring an additional 380 shares in the last quarter. Carolina Wealth Advisors LLC increased its stake in Viavi Solutions by 83.2% in the second quarter. Carolina Wealth Advisors LLC now owns 852 shares of the communications equipment provider's stock valued at $41,000 after purchasing an additional 387 shares in the last quarter. Corient Private Wealth LLC boosted its position in shares of Viavi Solutions by 3.6% during the 4th quarter. Corient Private Wealth LLC now owns 11,400 shares of the communications equipment provider's stock worth $204,000 after purchasing an additional 394 shares in the last quarter. Lido Advisors LLC grew its stake in shares of Viavi Solutions by 2.0% in the 4th quarter. Lido Advisors LLC now owns 24,555 shares of the communications equipment provider's stock valued at $438,000 after buying an additional 473 shares during the period. Finally, Maryland State Retirement & Pension System increased its position in Viavi Solutions by 1.5% in the 4th quarter. Maryland State Retirement & Pension System now owns 32,572 shares of the communications equipment provider's stock valued at $580,000 after buying an additional 478 shares in the last quarter. 95.54% of the stock is currently owned by institutional investors.

Insider Activity

In related news, EVP Paul Mcnab sold 1,595 shares of the company's stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $37.37, for a total transaction of $59,605.15. Following the sale, the executive vice president owned 13,876 shares in the company, valued at $518,546.12. This represents a 10.31% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 1.80% of the stock is owned by corporate insiders.

Viavi Solutions News Roundup

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

• Positive Sentiment: Northland Securities sharply raised its 2027 earnings forecasts. The firm lifted its estimates for Q1 EPS to $0.36 from $0.24, Q2 EPS to $0.38 from $0.29, Q3 EPS to $0.34 from $0.25 and Q4 EPS to $0.37 from $0.29. Its full-year 2027 forecast increased to $1.45 per share from $1.07, well above the current-year consensus estimate of $1.02. The revisions suggest stronger expected demand and operating leverage for Viavi Solutions.
• Positive Sentiment: AI infrastructure demand is viewed as a major growth catalyst. Viavi Solutions is benefiting from data-center expansion, new testing capabilities and improving margins. Its latest quarterly results also showed significant momentum, with revenue up 52.5% year over year and EPS exceeding analyst expectations.
• Positive Sentiment: New testing technology broadens Viavi’s opportunity. The company introduced the Vertex 6.0 channel emulator for 6G and Wi-Fi 7/8 testing, positioning it to benefit from next-generation wireless development and equipment validation. VIAVI Introduces Vertex 6.0 Channel Emulator for 6G and Wi-Fi 7/8 Testing
• Neutral Sentiment: Investors are evaluating whether accelerating growth justifies VIAV’s valuation. Recent commentary highlights stronger revenue, earnings and margins, but questions how much future upside is already reflected in the share price. Viavi Solutions Stock: Is Growth Worth the Premium Valuation Now?
• Negative Sentiment: Risks include weak wireless demand, possible dilution and valuation pressure. VIAV has declined 18.2% over the past three months despite improving financial results, indicating that investors remain cautious about the durability of growth and the premium multiple. Viavi Solutions Stock Falls 18.2% in 3 Months: Is it an Opportunity?

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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