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 ...

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 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]

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]

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Core Insights - Callan JMB INC. is participating in the LD Micro Main Event XIX Conference scheduled for October 19-21, 2025, where they will present on October 21 at 12:00 PM PT [1][2] Company Overview - Callan JMB is an integrative logistics company focused on empowering the healthcare industry and emergency management agencies through services such as fulfillment, storage, monitoring, and cold chain logistics [3] - The company aims to secure medical materials and protect patients and communities by providing compliant, safe, and effective medicines [3] - Callan JMB boasts unparalleled expertise in supply chain logistics, thermodynamics, biologics, inventory management, regulatory compliance, and emergency preparedness [3] - The company emphasizes a high standard of client experience with customizable interfaces, reliable shipping, and environmentally sustainable specialty packaging [3]

Core Insights - Callan JMB INC. is an integrative logistics company focused on empowering the healthcare industry and emergency management agencies through various logistics services [1][3] - The company will participate in two investment conferences in September 2025, providing opportunities for investor engagement [2] Company Overview - Callan JMB specializes in fulfillment, storage, monitoring, and cold chain logistics services aimed at securing medical materials and ensuring patient safety [3] - The company boasts expertise in supply chain logistics, thermodynamics, biologics, inventory management, regulatory compliance, and emergency preparedness [3] - Callan JMB emphasizes a high standard of client experience with customizable interfaces and reliable shipping, alongside a commitment to environmental sustainability in packaging [3] Upcoming Events - The H.C. Wainwright 27 Annual Global Investment Conference will take place from September 8-10, 2025, with a presentation available on demand starting September 5, 2025 [2] - The iAccess Alpha Virtual Best Ideas Fall Investment Conference is scheduled for September 16-17, 2025, with a presentation on September 16, 2025, at 10:30 a.m. ET [2] - Management will conduct one-on-one investor meetings during both conferences, with scheduling available through designated representatives [2]

Core Insights - Callan JMB INC. has been awarded a six-month extension to its pallet storage contract with the City of Chicago, increasing the total contract value to $9.1 million with an additional funding of $1.5 million [1][2][3] Group 1: Contract Details - The contract extension allows Callan JMB to continue managing and distributing stored emergency supplies for the City of Chicago until June 20, 2026 [2] - The partnership has been in place since 2018, highlighting a long-term relationship between Callan JMB and the City of Chicago [1][2] Group 2: Company Performance and Commitment - The CEO of Callan JMB expressed pride in the extension, indicating it reflects the company's operational excellence and the trust placed in them by the City of Chicago [3] - The company emphasizes its commitment to providing exceptional service and supporting emergency response needs in the community [3] Group 3: Company Overview - Callan JMB is described as an integrative logistics company that supports the healthcare industry and emergency management through various services, including fulfillment, storage, and cold chain logistics [4] - The company claims to have unparalleled expertise in supply chain logistics, regulatory compliance, and emergency preparedness, aiming to secure medical materials and protect public health [4]

Core Insights - Callan JMB Inc. will participate in Maxim Group's 2025 Virtual Tech Conference from June 3-5, 2025, highlighting its role in the healthcare logistics sector [1][2] Company Overview - Callan JMB Inc. is an integrative logistics company focused on empowering the healthcare industry and emergency management agencies through services such as fulfillment, storage, monitoring, and cold chain logistics [3] - The company aims to secure medical materials and protect patients and communities by providing compliant, safe, and effective medicines [3] - Callan JMB boasts unparalleled expertise in supply chain logistics, thermodynamics, biologics, inventory management, regulatory compliance, and emergency preparedness [3] - The company emphasizes a gold standard in client experience, offering customizable interfaces and reliable shipping with a focus on environmental sustainability in specialty packaging [3]

Core Insights - Callan JMB Inc. completed its Initial Public Offering (IPO) on February 6, 2025, at a price of $4.00 per share, raising approximately $5.7 million in gross proceeds, including a partial exercise of the over-allotment option [1][5]. Business Highlights - Callan JMB is positioning itself as a leading provider of advanced logistics and fulfillment services in high-growth sectors, including GLP-1 pharmaceutical transportation and specialized compounding pharmacy logistics [2]. - The company is expanding its emergency preparedness and response operations, targeting untapped metropolitan areas and states, with a new Senior Vice President appointed to accelerate this growth [2]. - Callan JMB has been requested by the Texas Department of Health and Human Services to assist with a measles outbreak response and has renewed its arrangement with the Texas Department of State Health Services [5]. Financial Highlights - For the first quarter of 2025, Callan JMB reported revenue of $1.45 million, a decrease from $1.79 million in the same quarter of the previous year, attributed to reduced demand for emergency preparedness services [5][13]. - The cost of revenue for the first quarter was $0.8 million, resulting in a gross profit of $0.6 million and a gross profit margin of 42.5% [5][13]. - Selling, general, and administrative (SG&A) expenses for the first quarter were $1.9 million, reflecting an increase due to consulting fees related to the IPO and new senior staff hires [5][13]. - The company reported a net loss of $1.24 million for the first quarter of 2025, compared to a net loss of $0.08 million in the same quarter of the previous year [11][14]. Balance Sheet Overview - As of March 31, 2025, Callan JMB's total assets were approximately $8.46 million, with current assets of $6.8 million, including cash of $5.22 million [10][12]. - Total liabilities stood at approximately $1.65 million, with current liabilities of $1.05 million [12]. - Stockholders' equity was reported at approximately $6.81 million, reflecting an increase from the previous period [12].