Susquehanna Forecasts Strong Price Appreciation for Viavi Solutions (NASDAQ:VIAV) Stock

Viavi Solutions (NASDAQ:VIAV) had its price target raised by research analysts at Susquehanna from $18.00 to $25.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “positive” rating on the communications equipment provider’s stock. Susquehanna’s target price would suggest a potential upside of 2.21% from the stock’s current price.

Several other equities analysts also recently commented on the stock. Weiss Ratings reiterated a “sell (d)” rating on shares of Viavi Solutions in a report on Monday, December 29th. UBS Group boosted their price target on Viavi Solutions from $12.00 to $17.00 and gave the company a “neutral” rating in a research note on Thursday, October 30th. 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. Stifel Nicolaus upped their target price on Viavi Solutions from $18.00 to $20.00 and gave the stock a “buy” rating in a research note on Wednesday, December 17th. Finally, Rosenblatt Securities boosted their target price on Viavi Solutions from $15.00 to $19.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. 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 stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $22.13.

Viavi Solutions Stock Down 1.0%

NASDAQ:VIAV opened at $24.46 on Thursday. The firm has a market capitalization of $5.46 billion, a price-to-earnings ratio of -135.88 and a beta of 0.94. Viavi Solutions has a twelve month low of $8.10 and a twelve month high of $24.99. The stock’s 50 day moving average price is $18.53 and its two-hundred day moving average price is $14.69. The company has a quick ratio of 1.74, a current ratio of 2.61 and a debt-to-equity ratio of 1.46.

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

Insiders Place Their Bets

In other Viavi Solutions news, CEO Oleg Khaykin sold 68,810 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $17.77, for a total transaction of $1,222,753.70. Following the completion of the sale, the chief executive officer owned 1,956,195 shares of the company’s stock, valued at approximately $34,761,585.15. This represents a 3.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Kevin Christopher Siebert sold 24,225 shares of the stock in a transaction on Monday, December 8th. The stock was sold at an average price of $18.26, for a total transaction of $442,348.50. Following the sale, the senior vice president owned 49,225 shares of the company’s stock, valued at approximately $898,848.50. This trade represents a 32.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 606,226 shares of company stock valued at $10,714,820 over the last three months. Insiders own 1.80% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. GAMMA Investing LLC lifted its stake in shares of Viavi Solutions by 33.6% in the 3rd quarter. GAMMA Investing LLC now owns 3,278 shares of the communications equipment provider’s stock valued at $42,000 after purchasing an additional 825 shares during the period. Johnson Financial Group Inc. acquired a new position in Viavi Solutions in the third quarter valued at approximately $44,000. Covestor Ltd boosted its holdings in shares of Viavi Solutions by 22.9% during the 3rd quarter. Covestor Ltd now owns 3,631 shares of the communications equipment provider’s stock worth $46,000 after buying an additional 676 shares in the last quarter. Nisa Investment Advisors LLC grew its position in shares of Viavi Solutions by 32.0% during the 3rd quarter. Nisa Investment Advisors LLC now owns 3,707 shares of the communications equipment provider’s stock worth $47,000 after buying an additional 898 shares during the period. Finally, Park Avenue Securities LLC acquired a new stake in shares of Viavi Solutions during the 2nd quarter worth approximately $109,000. 95.54% of the stock is owned by institutional investors.

Key Stories Impacting 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.