Viavi Solutions (VIAV)

• Market cap: $2.48B
• 1 day: -0.54%
• 5 days: -5.36%
• 1 month: 1.74%
• 3 months: 10.20%
• 6 months: 24.22%
• Year to date: 10.20%
• 1 year: 24.92%
• 5 years: 4.31%
• 10 years: -14.52%
• Sector: Information Technology
• Industry: Semiconductors & Related Devices

About: Viavi Solutions Inc. is a global provider of network test, monitoring and assurance solutions to communications service providers, enterprises, network equipment manufacturers, civil government, military and avionics customers. The company also offers high-performance thin-film optical coatings, providing light management solutions to anti-counterfeiting, 3D sensing, electronics, automotive, defense and instrumentation markets. Its operating segments include Network Enablement, Service Enablement, and Optical Security and Performance Products. Geographically, it derives a majority of revenue from the United States.

Employees: 3,600

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

2,546% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $177K

16% more capital invested

Capital invested by funds: $1.88B [Q3] → $2.17B (+$293M) [Q4]

14% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 92

2.46% more ownership

Funds ownership: 93.97% [Q3] → 96.44% (+2.46%) [Q4]

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

1% more funds holding

Funds holding: 307 [Q3] → 309 (+2) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $10 10% downside
• Avg. target: $13.19 18% upside
• High target: $16 44% upside

8 analyst ratings

• positive: 5 63%
• neutral: 2 25%
• negative: 1 13%

Rosenblatt Mike Genovese 46% 1-year accuracy 19 / 41 met price target	26% upside $14	Buy Upgraded	7 Mar 2025
Argus Research Jim Kelleher 33% 1-year accuracy 4 / 12 met price target	44% upside $16	Buy Maintained	5 Feb 2025
UBS Andrew Spinola 0 / 0 met price target	3% upside $11.50	Neutral Maintained	31 Jan 2025
B. Riley Securities Dave Kang 42% 1-year accuracy 5 / 12 met price target	8% upside $12	Neutral Maintained	31 Jan 2025
Stifel Ruben Roy 38% 1-year accuracy 11 / 29 met price target	17% upside $13	Buy Reiterated	31 Jan 2025