We came across a bullish thesis on Viavi Solutions Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on VIAV. Viavi Solutions Inc.'s share was trading at $17.88 as of December 15th. VIAV’s trailing and forward P/E were 298.08 and 24.57 respectively according to Yahoo Finance. PureStorage (PSTG) Jumps as Earnings, Outlook Impress Viavi Solutions Inc. provides network test, monitoring, and assurance solutions for telecommunications, cloud ...

Key Takeaways AT&T is grappling with wireline losses, shrinking Internet revenue and a heavier long-term debt load.Ericsson is expanding 5G infrastructure with 194 live networks and growing enterprise and factory output.CommScope and Viavi ride 5G and fiber demand with product innovation, earnings growth and industry ranks.The telecom sector witnessed healthy demand trends in 2025 with an accelerated pace of 5G deployment and increased fiber densification, driven by a rising user propensity to stay abreast ...

CHANDLER, Ariz., Dec. 16, 2025 /PRNewswire/ -- (NASDAQ: VIAV) Viavi Solutions Inc. ("VIAVI" or the "Company") today announced that it has entered into separate, privately negotiated agreements with a limited number of holders (the "Transaction Participants") of its existing 1.625% Convertible Senior Notes due 2026 (the "2026 Notes") to exchange an aggregate principal amount of $103.463 million of 2026 Notes for an aggregate of 7,871,043 shares ("Shares") of VIAVI's common stock (the "Exchange") at a price ...

Company Overview - Viavi Solutions specializes in communication equipment and network assurance solutions, serving a global customer base with a diversified product portfolio [9] - The company offers network test, monitoring, and assurance solutions across three segments: Network Enablement, Service Enablement, and Optical Security and Performance Products [8] - As of December 10, 2025, Viavi's market capitalization is $4.15 billion, with a revenue of $1.15 billion for the trailing twelve months (TTM) [5] Insider Transaction - On December 10, 2025, Rick Burns, Director of Viavi Solutions, sold 3,384 shares for a total of $63,483.84, which reflects a 50% reduction in his direct holdings [1][2][7] - This transaction is significant as it is the only open-market sale by Burns since August 2025, matching the median size for his previous sell trades [7] - The sale was executed under a 10b5-1 trading plan, indicating a pre-established framework for the transaction [7][11] Financial Performance - Viavi reported a 25.6% year-over-year increase in net revenue for the fiscal first quarter ending September 27, 2025 [12] - Adjusted earnings for the same period soared by 150% year-over-year to $0.15 per share, indicating strong bottom-line performance [12] Market Context - The company's stock price as of December 10, 2025, is $18.76, reflecting an 85.90% increase over the past year [5] - The automated nature of the 10b5-1 trading plan suggests that Burns is supplementing his income rather than signaling a lack of confidence in the company's future [11]

Core Viewpoint - Viav Solutions (VIAV) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system highlights the strong correlation between changes in earnings estimates and stock price movements, making it a valuable tool for investors [2][3]. - Institutional investors often rely on earnings estimates to determine a company's fair value, leading to stock price fluctuations based on their buying or selling activities [3]. Company Performance and Outlook - The upgrade for Viav Solutions reflects an improvement in its underlying business, with rising earnings estimates expected to drive the stock price higher [4]. - For the fiscal year ending June 2026, Viav Solutions is projected to earn $0.67 per share, with a 34% increase in the Zacks Consensus Estimate over the past three months [7]. Zacks Rank System - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [6]. - Viav Solutions' upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [9].

Core Viewpoint - Viavi Solutions Inc. (VIAV) is positioned for growth through multiple engines that support margin expansion and improved cash generation [1] Group 1: Company Overview - Viavi Solutions is highlighted for its potential in growth and cash generation, indicating a strong fundamental base [1] - The company operates in sectors such as technology, infrastructure, and internet services, focusing on businesses with robust fundamentals and growth potential [1] Group 2: Analyst Background - The analysis is conducted by a financial analyst with a background in petroleum and gas engineering, emphasizing a transition to finance driven by an interest in business growth and market reactions [1] - The analyst holds FMVA® and BIDA® certifications, showcasing a commitment to professional development in finance [1]

Core Insights - Viavi Solutions Director Donald Colvin sold 40,000 shares for approximately $683,600, representing over 21% of his direct holdings [2][3][7] Company Overview - Viavi Solutions has a market capitalization of $3.74 billion and reported a revenue of $1.15 billion for the trailing twelve months (TTM) [5][9] - The company's stock price closed at $16.76 on November 4, 2025, with a one-year price change of 74.90% [5][10] Transaction Details - The sale was executed at a weighted average price of $17.09 per share, which is close to the market open price of $17.08 and above the closing price of $16.76 on the same day [7][10] - Post-transaction, Colvin retains 148,524 shares valued at approximately $2,489,300 [3][7] Historical Context - This transaction marks Colvin's first open-market sale since November 2022, with previous filings being administrative and not affecting his share count [7] - Viavi Solutions' stock has recently traded near five-year highs, recovering from a significant decline during the 2022 bear market [10][11] Industry Position - Viavi Solutions provides network test, monitoring, and assurance solutions, serving various sectors including communications, enterprise, government, and industrial markets [8][9] - The company is recognized for its expertise in network enablement and service assurance, addressing complex needs in the technology sector [9]

Core Viewpoint - Viav Solutions has shown strong stock performance, with an 84.1% increase since the beginning of the year, outperforming both the Zacks Computer and Technology sector and the Zacks Communication - Components industry [1] Financial Performance - Viav Solutions has consistently exceeded earnings expectations, reporting an EPS of $0.15 against a consensus estimate of $0.13 in its latest earnings report [2] - For the current fiscal year, the company is projected to achieve earnings of $0.67 per share on revenues of $1.4 billion, reflecting a 42.55% increase in EPS and a 28.72% increase in revenues [3] - The next fiscal year forecasts earnings of $0.75 per share on revenues of $1.51 billion, indicating a year-over-year change of 12.19% in EPS and 8.18% in revenues [3] Valuation Metrics - Viav Solutions currently trades at 27.6 times the current fiscal year EPS estimates, below the peer industry average of 35.1 times [7] - On a trailing cash flow basis, the stock trades at 29.1 times, compared to the peer group's average of 13.3 times, suggesting it is not among the top value stocks [7] Zacks Rank and Style Scores - The company holds a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts [8] - Viav Solutions has a Value Score of D, a Growth Score of B, and a Momentum Score of C, resulting in a combined VGM Score of B [6] Competitive Position - Viav Solutions remains a strong choice within its industry, with peers like Ooma, Inc. also showing solid performance, including a Zacks Rank of 2 (Buy) and strong earnings expectations [10][11] - The Communication - Components industry is positioned in the top 19% of all industries, indicating favorable conditions for both Viav Solutions and Ooma, Inc. [12]

Company Overview - Viavi Solutions is a global provider of network testing, monitoring, and assurance solutions, operating with a market capitalization of $3.91 billion and generating $1.15 billion in revenue over the trailing twelve months (TTM) [4][8] - The company reported a one-year price change of 68.4% as of December 4, 2025, with shares closing at $17.50 [4][6] - Viavi Solutions serves a diverse customer base, including communications service providers, enterprises, network equipment manufacturers, OEMs, government agencies, and the avionics industry [8] Recent Insider Transactions - Oleg Khaykin, President and CEO, sold 73,442 shares in multiple transactions for approximately $1.3 million, representing about 3.68% of his direct holdings before the sale [2][6] - Post-transaction, Khaykin retains direct ownership of 1,921,191 shares valued at approximately $33.6 million, which is about 0.86% of the company's outstanding shares [2][6] Financial Performance - Viavi Solutions achieved $1.08 billion in revenue for the fiscal year ending June 28, 2025, marking an 8% year-over-year increase [11] - The company reported a strong fiscal Q1 sales growth of 26% year-over-year, reaching $299.1 million, driven by demand in the data center, aerospace, and defense sectors [11] Market Context - The recent insider selling occurred just before the stock reached a 52-week high of $18.55 on December 5, 2025, indicating that the CEO may have capitalized on the stock's price increase [10] - The company is well-positioned for future growth, particularly with the expected expansion in data centers for the artificial intelligence sector [12]

Core Insights - Viavi Solutions Inc. is a key player in the communications equipment sector, focusing on network testing, monitoring, and assurance solutions, competing with companies like Keysight Technologies and Anritsu Corporation [1] Insider Activity - On December 5, 2025, Oleg Khaykin, the director and President & CEO of Viavi, sold 40,238 shares at $17.50 each, slightly below the current trading price of $18.31, which has increased by 4.63% recently [2][6] Institutional Investor Movements - Fisher Asset Management LLC reduced its stake in Viavi by 57.8%, selling 561,849 shares, leaving it with 410,990 shares valued at $4.1 million, indicating a potential shift in investment strategy [3][6] - In contrast, White Pine Capital LLC increased its holdings by 1.6%, now owning 76,929 shares valued at $775,000, while the Teacher Retirement System of Texas also slightly increased its holdings, reflecting varying levels of confidence among institutional investors [4][6] Stock Performance - Viavi's stock is currently trading at $18.31, with fluctuations between $17.39 and $18.55 today, the latter being the highest price over the past year, while the lowest price for the year was $8.10; the company has a market capitalization of approximately $4.09 billion and a trading volume of 5,677,650 shares [5]