Rosenblatt Securities Boosts Viavi Solutions (NASDAQ:VIAV) Price Target to $42.00

Viavi Solutions (NASDAQ:VIAV) had its price target boosted by equities research analysts at Rosenblatt Securities from $27.00 to $42.00 in a report released on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the communications equipment provider’s stock. Rosenblatt Securities’ price target would indicate a potential upside of 22.63% from the stock’s previous close.

VIAV has been the subject of several other research reports. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Viavi Solutions in a report on Monday, December 29th. Stifel Nicolaus raised their target price on shares of Viavi Solutions from $20.00 to $24.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. B. Riley Financial boosted their price target on shares of Viavi Solutions from $18.00 to $22.00 and gave the stock a “buy” rating in a research report on Monday, January 26th. Susquehanna upped their price target on shares of Viavi Solutions from $18.00 to $25.00 and gave the stock a “positive” rating in a research note on Thursday, January 29th. Finally, Needham & Company LLC increased their price objective on shares of Viavi Solutions from $28.00 to $36.00 and gave the company a “buy” rating in a report on Monday, March 2nd. Six equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $25.00.

Viavi Solutions Stock Up 5.6%

VIAV opened at $34.25 on Wednesday. The stock’s 50 day moving average price is $25.89 and its 200 day moving average price is $19.01. The company has a debt-to-equity ratio of 1.46, a current ratio of 2.61 and a quick ratio of 2.32. The stock has a market cap of $7.93 billion, a P/E ratio of -190.27 and a beta of 0.92. Viavi Solutions has a 12 month low of $8.10 and a 12 month high of $35.61.

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

Insider Activity

In related news, CEO Oleg Khaykin sold 74,315 shares of Viavi Solutions stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $26.48, for a total transaction of $1,967,861.20. Following the transaction, the chief executive officer directly owned 1,849,437 shares of the company’s stock, valued at $48,973,091.76. The trade was a 3.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Gary W. Staley sold 24,237 shares of the business’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $23.93, for a total transaction of $579,991.41. Following the completion of the sale, the senior vice president owned 136,267 shares in the company, valued at approximately $3,260,869.31. This trade represents a 15.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 485,772 shares of company stock valued at $12,736,803 in the last ninety days. Company insiders own 1.80% of the company’s stock.

Institutional Trading of Viavi Solutions

A number of hedge funds and other institutional investors have recently made changes to their positions in VIAV. Arrowstreet Capital Limited Partnership increased its holdings in shares of Viavi Solutions by 431.1% in the third quarter. Arrowstreet Capital Limited Partnership now owns 6,639,682 shares of the communications equipment provider’s stock valued at $84,258,000 after buying an additional 5,389,435 shares in the last quarter. Invesco Ltd. boosted its stake in shares of Viavi Solutions by 116.0% during the 4th quarter. Invesco Ltd. now owns 3,809,513 shares of the communications equipment provider’s stock worth $67,886,000 after acquiring an additional 2,045,702 shares in the last quarter. Marshall Wace LLP boosted its stake in shares of Viavi Solutions by 1,011.9% during the 4th quarter. Marshall Wace LLP now owns 2,187,600 shares of the communications equipment provider’s stock worth $38,983,000 after acquiring an additional 1,990,848 shares in the last quarter. Bowen Hanes & Co. Inc. acquired a new position in shares of Viavi Solutions in the 4th quarter worth $33,323,000. Finally, Aberdeen Group plc acquired a new position in shares of Viavi Solutions in the 3rd quarter worth $20,110,000. 95.54% of the stock is currently owned by institutional investors.

Key Stories Impacting Viavi Solutions

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

• Positive Sentiment: New product: VIAVI launched “Observer Threat Forensics,” a NetSecOps-focused tool that provides retrospective (“look‑back”) analysis across packet, flow and log telemetry — a capability aimed at post‑detection breach investigations and faster triage. The release positions VIAV toward enterprise security visibility demand and will be demoed at RSA Conference next week, which can drive customer interest and short‑term investor attention. VIAVI Launches Observer Threat Forensics for NetSecOps with Advanced Retrospective Analysis
• Positive Sentiment: Analyst upgrade/price target boost: Rosenblatt raised its price target to $42 and kept a Buy rating, a sizable lift that likely attracted buyers and helped sentiment around growth opportunities tied to the new security offering. Benzinga
• Positive Sentiment: Bullish options flow: Unusually large call buying (≈8,800 calls, ~212% above average) suggests speculative or hedged bullish activity from traders expecting further upside near term — often correlated with event-driven moves like product launches or conferences.
• Neutral Sentiment: Market commentary/coverage: Multiple outlets and trade press (MSN, SDxCentral, The Fast Mode) are explaining and amplifying the product launch and RSAC demonstrations, which increases visibility but doesn’t guarantee adoption or revenue — useful for short‑term momentum. Why is Viavi Solutions (VIAV) stock soaring today?
• Neutral Sentiment: Third‑party analysis: QuiverQuant and industry writeups tie today’s price action to the Observer Threat Forensics announcement and RSA positioning; these pieces summarize catalysts but also note mixed institutional activity and variable analyst targets. Viavi Solutions shares rise on cybersecurity product launch and RSAC positioning
• Negative Sentiment: Heavy insider selling: Public filings and coverage show numerous insider sales over the last six months (multiple executives), which can be perceived as a cautionary signal about near‑term insider conviction even as company news is positive — worth monitoring for timing/context of sales. Viavi Solutions shares rise on cybersecurity product launch and RSAC positioning

Viavi Solutions Company 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.