Viavi Solutions (NASDAQ:VIAV) Rating Increased to Buy at Wall Street Zen

Key Points

• Wall Street Zen upgraded Viavi to a "Buy", joining several firms that have raised price targets (consensus target $39.25) with notable highs of $60–$65 from UBS and Susquehanna and an overall "Moderate Buy" analyst consensus.
• Viavi reported stronger-than-expected Q3 results (EPS $0.27 vs. $0.24; revenue up 42.8% YoY) driven by robust demand from data-center and AI customers, helping shares reach a 52-week high and lift the stock to about $55 on Friday.
• While institutional ownership is very high (about 95.5%), insiders have been net sellers recently—485,772 shares sold in the last 90 days—representing a potential governance or sentiment consideration for investors.

Viavi Solutions (NASDAQ:VIAV - Get Free Report) was upgraded by stock analysts at Wall Street Zen from a "hold" rating to a "buy" rating in a note issued to investors on Saturday.

A number of other research firms have also recently issued reports on VIAV. Stifel Nicolaus lifted their target price on Viavi Solutions from $20.00 to $24.00 and gave the company a "buy" rating in a research report on Thursday, January 29th. Needham & Company LLC lifted their target price on Viavi Solutions from $28.00 to $36.00 and gave the company a "buy" rating in a research report on Monday, March 2nd. Weiss Ratings reiterated a "sell (d-)" rating on shares of Viavi Solutions in a research report on Wednesday. UBS Group lifted their target price on Viavi Solutions from $25.00 to $60.00 and gave the company a "neutral" rating in a research report on Thursday. Finally, Susquehanna lifted their target price on Viavi Solutions from $25.00 to $65.00 and gave the company a "positive" rating in a research report on Thursday. Six investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $39.25.

Viavi Solutions Stock Performance

Viavi Solutions stock opened at $55.33 on Friday. Viavi Solutions has a 12-month low of $8.10 and a 12-month high of $60.43. The company has a quick ratio of 2.32, a current ratio of 1.61 and a debt-to-equity ratio of 0.99. The business's 50-day moving average price is $36.28 and its two-hundred day moving average price is $24.81. The stock has a market cap of $12.80 billion, a PE ratio of -230.53 and a beta of 1.22.

Viavi Solutions (NASDAQ:VIAV - Get Free Report) last released its earnings results on Wednesday, April 29th. The communications equipment provider reported $0.27 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.24 by $0.03. Viavi Solutions had a positive return on equity of 16.80% and a negative net margin of 4.03%.The firm had revenue of $406.80 million for the quarter, compared to analysts' expectations of $393.80 million. During the same quarter in the previous year, the business posted $0.15 earnings per share. The business's revenue for the quarter was up 42.8% on a year-over-year basis. Viavi Solutions has set its Q4 2026 guidance at 0.290-0.310 EPS. As a group, analysts expect that Viavi Solutions will post 0.64 earnings per share for the current fiscal year.

Insider Activity at Viavi Solutions

In other news, SVP Gary W. Staley sold 24,237 shares of the business's stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $23.93, for a total transaction of $579,991.41. Following the sale, the senior vice president directly owned 136,267 shares in the company, valued at approximately $3,260,869.31. The trade was a 15.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Oleg Khaykin sold 42,767 shares of the business's stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $27.50, for a total value of $1,176,092.50. Following the sale, the chief executive officer owned 1,592,854 shares in the company, valued at approximately $43,803,485. This trade represents a 2.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 485,772 shares of company stock valued at $12,736,803. Corporate insiders own 1.80% of the company's stock.

Institutional Trading of Viavi Solutions

Several hedge funds and other institutional investors have recently made changes to their positions in the company. WPG Advisers LLC boosted its holdings in Viavi Solutions by 96.2% in the first 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 during the last quarter. State of Wyoming bought a new stake in Viavi Solutions in the fourth quarter valued at approximately $34,000. Johnson Financial Group Inc. bought a new stake in Viavi Solutions in the third quarter valued at approximately $44,000. Covestor Ltd boosted its holdings in Viavi Solutions by 22.9% in the third quarter. Covestor Ltd now owns 3,631 shares of the communications equipment provider's stock valued at $46,000 after acquiring an additional 676 shares during the last quarter. Finally, Nisa Investment Advisors LLC boosted its holdings in Viavi Solutions by 32.0% in the third quarter. Nisa Investment Advisors LLC now owns 3,707 shares of the communications equipment provider's stock valued at $47,000 after acquiring an additional 898 shares during the last quarter. 95.54% of the stock is currently owned by institutional investors.

Trending Headlines about Viavi Solutions

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

• Positive Sentiment: Q3 results beat expectations — Viavi reported $0.27 EPS vs. $0.24 expected and revenue above consensus, which investors interpreted as confirmation of accelerating demand. Q3 Earnings Call Transcript
• Positive Sentiment: Revenue surge and product demand — Coverage highlights strong revenue growth (year-over-year jump) tied to robust demand from data centers and AI infrastructure customers. That demand narrative helped push the stock higher. Viavi Revenue Soars
• Positive Sentiment: Analyst target upgrades — Susquehanna raised its target to $65 and reiterated a positive view; this upgrade amplified bullish sentiment and buying interest. Susquehanna Price Target Raise
• Neutral Sentiment: UBS raised its price target to $60 but kept a "neutral" rating — the higher target provides support, but the neutral stance tempers how much upside analysts are promising. UBS Price Target Change
• Positive Sentiment: Market reaction and technicals — Shares hit a 52-week high on strong volume as investors rotated into names benefiting from the data-center/AI capex cycle, reinforcing momentum. MarketWatch: 52-Week High
• Neutral Sentiment: Earnings coverage and summaries from multiple outlets provide consistent messaging (beat + strong demand), but long-term upside will depend on sustained order flow and margin trajectory. Earnings Estimates

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.

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