Viavi Solutions (NASDAQ:VIAV) Price Target Raised to $28.00

Viavi Solutions (NASDAQ:VIAV) had its price objective hoisted by Needham & Company LLC from $24.00 to $28.00 in a research note released on Thursday morning, Marketbeat Ratings reports. Needham & Company LLC currently has a buy rating on the communications equipment provider’s stock.

Several other research analysts have also weighed in on VIAV. Rosenblatt Securities upped their target price on shares of Viavi Solutions from $15.00 to $19.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. B. Riley upped their price target on Viavi Solutions from $18.00 to $22.00 and gave the stock a “buy” rating in a report on Monday, January 26th. UBS Group lifted their price objective on Viavi Solutions from $12.00 to $17.00 and gave the stock a “neutral” rating in a report on Thursday, October 30th. Weiss Ratings reiterated a “sell (d)” rating on shares of Viavi Solutions in a research report on Monday, December 29th. Finally, Stifel Nicolaus raised their price target on Viavi Solutions from $18.00 to $20.00 and gave the company a “buy” rating in a research report on Wednesday, December 17th. Six investment 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’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $22.13.

Viavi Solutions Trading Down 1.0%

Shares of VIAV stock opened at $24.46 on Thursday. The business’s fifty day moving average price is $18.53 and its 200 day moving average price is $14.72. The firm has a market capitalization of $5.46 billion, a PE ratio of -135.88 and a beta of 0.94. The company has a debt-to-equity ratio of 1.46, a current ratio of 2.61 and a quick ratio of 1.74. Viavi Solutions has a 1-year low of $8.10 and a 1-year high of $24.99.

Viavi Solutions (NASDAQ:VIAV) last issued its earnings results on Wednesday, January 28th. The communications equipment provider reported $0.22 EPS for the quarter, topping 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 company had revenue of $369.30 million for the quarter, compared to analyst estimates of $365.25 million. During the same period in the previous year, the firm earned $0.13 EPS. The business’s revenue 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, sell-side analysts forecast that Viavi Solutions will post 0.26 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Donald A. Colvin sold 40,000 shares of the company’s stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $17.09, for a total transaction of $683,600.00. Following the transaction, the director owned 148,524 shares of the company’s stock, valued at approximately $2,538,275.16. This represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Keith Barnes sold 121,467 shares of the firm’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $18.18, for a total transaction of $2,208,270.06. Following the sale, the director owned 27,213 shares in the company, valued at approximately $494,732.34. This trade represents a 81.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 606,226 shares of company stock worth $10,714,820 in the last 90 days. 1.80% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Royal Bank of Canada boosted its holdings in shares of Viavi Solutions by 11.5% during 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 during the last quarter. AQR Capital Management LLC lifted its position in Viavi Solutions by 110.5% during the first quarter. AQR Capital Management LLC now owns 33,663 shares of the communications equipment provider’s stock worth $377,000 after buying an additional 17,673 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Viavi Solutions by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 131,061 shares of the communications equipment provider’s stock worth $1,467,000 after buying an additional 5,775 shares during the last quarter. Millennium Management LLC boosted its stake in Viavi Solutions by 205.4% in the 1st quarter. Millennium Management LLC now owns 476,767 shares of the communications equipment provider’s stock worth $5,335,000 after buying an additional 320,662 shares during the last quarter. Finally, United Services Automobile Association purchased a new stake in Viavi Solutions in the 1st quarter valued at about $165,000. 95.54% of the stock is currently owned by institutional investors and hedge funds.

Key Viavi Solutions News

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

• Positive Sentiment: Q2 results beat expectations: VIAV reported $0.22 EPS (vs. $0.19 est.) and revenue of $369.3M, up 36% year‑over‑year — the beat and solid top‑line growth are driving optimism. VIAVI Solutions, Inc. Announces Second Quarter Fiscal 2026 Results
• Positive Sentiment: Management raised Q3 revenue guidance to $386M–$400M (well above consensus) and issued EPS guidance above expectations — investors view this as confirmation of durable demand from data center, 5G and defense end markets. Viavi anticipates $386M–$400M Q3 revenue with continued data center and aerospace momentum
• Positive Sentiment: Restructuring and cost actions (including a ~5% workforce reduction) were announced; the market cheered the expected margin improvement and the stock hit multi‑decade highs on the news. Viavi Solutions (VIAV) jumps to decades high on restructuring initiative
• Positive Sentiment: Analysts raised price targets and reiterated buys after the quarter (Needham, Susquehanna, Stifel among firms raising PTs), which supports further upside sentiment. Viavi Solutions (VIAV) PT Raised to $28 at Needham
• Neutral Sentiment: New product/IP expansion: Inertial Labs (a VIAVI company) launched IRINS, a LEO‑aided inertial navigation system addressing GNSS‑denied environments — strategic for defense/aerospace but likely a longer‑term revenue driver. Inertial Labs, a VIAVI Solutions Company, Launches IRINS LEO-Aided Inertial Navigation System
• Neutral Sentiment: Full transcripts and deep dives (earnings call/transcript coverage) add detail on segment mix (data center, NSE/OSP, aerospace) for investors modeling revenue sustainability. Viavi Solutions Inc. (VIAV) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Restructuring includes workforce reductions (~5%) — while supportive of margins, layoffs carry execution and execution‑risk headlines that can spur volatility and short‑term investor concern. Viavi rises after ‘solid’ Q2 and outlook keeps analysts bullish to cut 5 workforce

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.