First National Bank of Omaha Takes $434,000 Position in Viavi Solutions Inc. $VIAV

First National Bank of Omaha purchased a new position in shares of Viavi Solutions Inc. (NASDAQ:VIAV) during the 3rd quarter, Holdings Channel.com reports. The firm purchased 34,188 shares of the communications equipment provider’s stock, valued at approximately $434,000.

A number of other hedge funds have also added to or reduced their stakes in VIAV. Aberdeen Group plc acquired a new position in Viavi Solutions during the third quarter valued at approximately $20,110,000. Schroder Investment Management Group increased its stake in shares of Viavi Solutions by 16.6% in the 2nd quarter. Schroder Investment Management Group now owns 8,213,451 shares of the communications equipment provider’s stock valued at $82,709,000 after purchasing an additional 1,166,547 shares during the last quarter. Tributary Capital Management LLC raised its holdings in shares of Viavi Solutions by 92.9% during the 3rd quarter. Tributary Capital Management LLC now owns 2,207,642 shares of the communications equipment provider’s stock worth $28,015,000 after buying an additional 1,063,330 shares in the last quarter. Balyasny Asset Management L.P. lifted its position in shares of Viavi Solutions by 1,658.2% during the 2nd quarter. Balyasny Asset Management L.P. now owns 889,877 shares of the communications equipment provider’s stock worth $8,961,000 after buying an additional 839,265 shares during the last quarter. Finally, Penserra Capital Management LLC bought a new stake in shares of Viavi Solutions during the 2nd quarter worth $7,764,000. 95.54% of the stock is owned by institutional investors.

Analyst Ratings Changes

VIAV has been the topic of a number of recent analyst reports. UBS Group lifted their target price on Viavi Solutions from $12.00 to $17.00 and gave the company a “neutral” rating in a research report on Thursday, October 30th. Rosenblatt Securities set a $27.00 price target on shares of Viavi Solutions in a research note on Thursday, January 29th. Argus upped their price objective on shares of Viavi Solutions from $16.00 to $23.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. B. Riley Financial increased their price objective on shares of Viavi Solutions from $18.00 to $22.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Finally, Weiss Ratings restated a “sell (d)” rating on shares of Viavi Solutions in a research report on Monday, December 29th. 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 company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $22.13.

Insider Buying and Selling

In other Viavi Solutions news, EVP Ilan Daskal sold 170,000 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $17.49, for a total value of $2,973,300.00. Following the sale, the executive vice president owned 10,132 shares in the company, valued at approximately $177,208.68. The trade was a 94.38% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Gary W. Staley sold 24,237 shares of the stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $23.93, for a total value of $579,991.41. Following the completion of the sale, the senior vice president directly owned 136,267 shares of the company’s stock, valued at approximately $3,260,869.31. The trade was a 15.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 832,253 shares of company stock valued at $18,676,085 over the last 90 days. 1.80% of the stock is owned by corporate insiders.

Viavi Solutions Stock Performance

VIAV opened at $26.33 on Friday. The company has a debt-to-equity ratio of 1.46, a current ratio of 2.61 and a quick ratio of 2.32. Viavi Solutions Inc. has a fifty-two week low of $8.10 and a fifty-two week high of $28.15. The company’s 50 day moving average price is $20.83 and its two-hundred day moving average price is $16.25. The firm has a market capitalization of $6.09 billion, a price-to-earnings ratio of -146.27 and a beta of 0.96.

Viavi Solutions (NASDAQ:VIAV) last released its quarterly earnings results on Wednesday, January 28th. The communications equipment provider reported $0.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.19 by $0.03. Viavi Solutions had a negative net margin of 3.38% and a positive return on equity of 13.03%. The firm had revenue of $369.30 million during the quarter, compared to the consensus estimate of $365.25 million. During the same quarter last year, the firm earned $0.13 earnings per share. The company’s revenue for the quarter was up 36.4% on a year-over-year basis. Viavi Solutions has set its Q3 2026 guidance at 0.220-4.000 EPS. As a group, research analysts predict that Viavi Solutions Inc. will post 0.26 earnings per share for the current year.

Key Headlines Impacting Viavi Solutions

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

• Positive Sentiment: Zacks highlights VIAV as a strong momentum stock, calling out style‑score strength that can attract momentum and quant flows into the name. Here’s Why Viav Solutions (VIAV) is a Strong Momentum Stock
• Positive Sentiment: A Seeking Alpha piece argues Viavi is “no longer a telecom cycle story,” suggesting the business mix (test/assurance, optical security, timing/GNSS, and data‑center/AI tooling) supports more stable, secular growth — a re‑rating thesis that can lift multiples. Viavi: No Longer A Telecom Cycle Story
• Positive Sentiment: VIAVI is promoting a broad product lineup for MWC Barcelona (AI, 6G, digital twin, quantum‑safe, AIOps) — visible trade‑show exposure and 30+ demos can drive partner conversations and near‑term pilot opportunities. VIAVI Highlights Importance of Trusted Partner Collaboration in AI Era and Outlines Core Solution Areas for Communications and Networking at MWC Barcelona
• Positive Sentiment: Product news: Viavi’s Cesium‑Free ePRTC360+ holdover timing solution and GNSS disruption protection are getting press — these address government and telco timing/resilience needs, a growing addressable market that supports higher ASPs and recurring services. VIAVI targets GNSS disruption threats with Cesium-Free ePRTC360+
• Neutral Sentiment: A Yahoo/analysis piece examines valuation after a multi‑month rally — noting elevated multiples versus historical ranges. That may temper upside as investors re‑assess expectations and wait for execution. A Look At Viavi Solutions (VIAV) Valuation After A Strong Multi‑Month Share Price Rally
• Neutral Sentiment: MarketBeat/other summaries note recent analyst target increases and a consensus “Moderate Buy” — analyst upgrades support sentiment, but targets vary, leaving room for divergent investor views. MarketBeat Viavi Coverage
• Negative Sentiment: Insider selling: CEO Oleg Khaykin sold ~73,250 shares (~$1.9M) at ≈$26.25 on Feb. 9, signaling potential founder/management liquidity or portfolio rebalancing; such high‑profile sales often weigh on sentiment. Viavi Solutions’ CEO Sold Shares Worth $1.9 Million. Is the Stock a Buy or Sell?
• Negative Sentiment: Director Richard Belluzzo sold 15,775 shares (~$423.6k) at ~$26.85 on Feb. 18; additional insider sales amplify near‑term selling pressure and may give traders a reason to take profits after the run. SEC Form 4 – Belluzzo Sale

Viavi Solutions 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.