Viavi Solutions Inc (VIAV)

Over the past six months, Viavi Solutions' stock has experienced notable movements, including a strong 90-day share price return and a 1-year total shareholder return. Key events impacting the stock include the acquisition of Spirent Communications' high-speed Ethernet business, new product rollouts, and strong financial performance. Viavi reported a robust start to its fiscal year 2026, with net revenue surging and non-GAAP diluted EPS seeing a substantial increase. In Q2 fiscal year 2025, Viavi exceeded expectations for revenue, operating margin, and EPS and closed the acquisition of Inertial Labs. There have been reports of insider selling.

Viavi Solutions experiences demand seasonality for its products and services, anticipating stronger seasonality to support its Q3 revenue projections. The Optical Security and Performance Products (OSP) segment anticipates seasonal growth from its 3D sensing products. Demand for anti-counterfeiting products within the OSP segment is forecasted to stabilize within two quarters as of January 2025. Financial results for Q1 fiscal 2026 showed a significant increase in net revenue, with projections for Q2 fiscal 2026 also indicating continued strength.

Viavi Solutions Inc. is a global provider of network test, monitoring, and assurance solutions, as well as light management technologies, operating in the Communications & Networking and Technology and Communications sectors. The company's business is segmented into Network Enablement (NE), Service Enablement (SE), and Optical Security and Performance Products (OSP). The Network Enablement segment offers testing solutions for building and maintaining networks, including field and lab instruments, and solutions for wireline, wireless, and lab environments. The Service Enablement segment provides embedded systems and enterprise performance management solutions for network, service, and application data visibility. The Optical Security and Performance Products segment specializes in light management technologies, including optical filters and pigments for various applications.

Viavi Solutions operates globally with offices across North, Central, and South America, Europe, Africa, the Middle East, and Asia-Pacific, including China and Japan. The company has over 3,600 employees in more than 60 locations spanning over 40 countries. As of Q1 fiscal 2026, the Americas accounted for 43.1% of total net revenue, EMEA for 26.1%, and Asia-Pacific for 30.8%. The company's headquarters are located in Chandler, Arizona, U.S.

Viavi Solutions maintains a strong reputation as a global leader, recognized for its commitment to technological advancement and customer success. The company scored higher than 70% of companies evaluated by MarketBeat and ranked 276th out of 633 stocks in the computer and technology sector. Analyst consensus rating for Viavi Solutions is "Moderate Buy". Strategic partnerships, product innovation, and strong financial performance have positively affected Viavi Solutions' reputation in the past year.

Viavi Solutions Inc. is a widely held public company, with institutional investors holding the vast majority of the stock. Institutional ownership stands at approximately 91.21% to 101.94%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Capital World Investors. Individual ownership accounts for approximately 1.56% to 1.73% of the shares, and insiders hold about 1.57% to 1.80% of the stock.