Viavi Solutions(US:VIAV) The Motley Fool·2025-12-07 04:13Company 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]