Stifel Nicolaus Boosts Viavi Solutions (NASDAQ:VIAV) Price Target to $24.00

Viavi Solutions (NASDAQ:VIAV) had its target price increased by equities researchers at Stifel Nicolaus from $20.00 to $24.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the communications equipment provider’s stock. Stifel Nicolaus’ price objective would suggest a potential downside of 1.88% from the stock’s current price.

VIAV has been the subject of several other research reports. Argus boosted their price objective on Viavi Solutions from $16.00 to $23.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Rosenblatt Securities set a $27.00 price target on shares of Viavi Solutions in a report on Thursday. Wall Street Zen cut shares of Viavi Solutions from a “strong-buy” rating to a “buy” rating in a research report on Sunday, January 18th. UBS Group boosted their price objective on shares of Viavi Solutions from $12.00 to $17.00 and gave the company a “neutral” rating in a research report on Thursday, October 30th. Finally, Needham & Company LLC upped their price objective on shares of Viavi Solutions from $24.00 to $28.00 and gave the company a “buy” rating in a research note on Thursday. Six research 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. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $22.13.

Viavi Solutions Price Performance

Shares of NASDAQ:VIAV opened at $24.46 on Thursday. The company has a quick ratio of 1.74, a current ratio of 2.61 and a debt-to-equity ratio of 1.46. The stock has a market cap of $5.46 billion, a PE ratio of -135.88 and a beta of 0.94. The company’s fifty day moving average is $18.53 and its 200 day moving average is $14.69. Viavi Solutions has a 52 week low of $8.10 and a 52 week high of $24.99.

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

Insider Transactions at Viavi Solutions

In other news, Director Donald A. Colvin sold 40,000 shares of the firm’s stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $17.09, for a total value of $683,600.00. Following the completion of the transaction, the director owned 148,524 shares in the company, valued at $2,538,275.16. This trade represents a 21.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Ilan Daskal sold 170,000 shares of Viavi Solutions stock in a transaction that occurred on Tuesday, December 2nd. The shares were 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 $177,208.68. This represents a 94.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 606,226 shares of company stock worth $10,714,820. 1.80% of the stock is owned by insiders.

Institutional Trading of Viavi Solutions

A number of hedge funds and other institutional investors have recently modified their holdings of VIAV. ST Germain D J Co. Inc. lifted its position in Viavi Solutions by 92,963.6% during the 4th quarter. ST Germain D J Co. Inc. now owns 10,237 shares of the communications equipment provider’s stock valued at $182,000 after acquiring an additional 10,226 shares during the period. Concurrent Investment Advisors LLC bought a new position in shares of Viavi Solutions during the fourth quarter valued at approximately $1,695,000. Virtus Wealth Solutions LLC purchased a new position in shares of Viavi Solutions during the fourth quarter valued at approximately $1,916,000. Universal Beteiligungs und Servicegesellschaft mbH bought a new stake in shares of Viavi Solutions in the 4th quarter worth approximately $210,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank grew its stake in shares of Viavi Solutions by 23.6% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 80,787 shares of the communications equipment provider’s stock worth $1,440,000 after buying an additional 15,426 shares during the last quarter. 95.54% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Viavi Solutions

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.