Viavi Solutions (VIAV)

• Market cap: $2.7B
• 1 day: 0.75%
• 5 days: 4.39%
• 1 month: 12.43%
• 3 months: 31.03%
• 6 months: 8.7%
• Year to date: 20%
• 1 year: 45.85%
• 5 years: 1.68%
• 10 years: 116.04%
• Sector: Technology
• Industry: Communication Equipment

About: Viavi Solutions Inc. is an international 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 its revenue from the United States. Additionally, it manufactures and sells optical filters for 3D sensing products that allow facial recognition security authentication for mobile devices.

Employees: 3,600

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

638% more call options, than puts

Call options by funds: $7.53M | Put options by funds: $1.02M

12% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 102

1.6% more ownership

Funds ownership: 95.76% [Q1] → 97.36% (+1.6%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

8% less capital invested

Capital invested by funds: $2.38B [Q1] → $2.19B (-$192M) [Q2]

9% less funds holding

Funds holding: 339 [Q1] → 309 (-30) [Q2]

44% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 57

Research analyst outlook

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

• Low target: $9.3
• Avg. target: $11.7
• High target: $13.5

4 analyst ratings

• positive: 1 25%
• neutral: 2 50%
• negative: 1 25%

Morgan Stanley Meta Marshall	$9.3	Underweight Maintained	11 Aug 2025
UBS Andrew Spinola	$12	Neutral Maintained	8 Aug 2025
B. Riley Securities Dave Kang	$12	Neutral Maintained	8 Aug 2025
Rosenblatt Mike Genovese	$13.5	Buy Maintained	20 Jun 2025