VI VIAV Viavi Solutions Inc. Loading... : Bullish and Bearish Analyst Opinions

Buy VIAV as the test-layer beneficiary of the optical/AI buildout — broad exposure across pluggables, CPO, CXL, and fiber means revenue grows from both volume and per-system test content; NSE segment delivers ~40–45 cents of incremental operating profit per revenue dollar, with next-12M revenue guided +32–43% YoY.

Dropped $100K into the market here into a fresh "I bought the dip" account. Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see no reason to concentrate this capital when there's this many deals across themes. Indexes are holding up well, the AI buildout is accelerating, earnings are coming up, and economic data is relatively strong. This looks like a generational retail shakeout, where leverage is just getting unwound, and sentiment is drivi

Author discloses an existing long position in VIAV held for an extended period, implying ongoing conviction; no specific near-term catalyst stated beyond continued holding.

Buy VIAV — author holds a current position and explicitly argues the market is underpricing the company's forward growth runway, making it the preferred name in their semi/test basket.

Buy VIAV as the last-mile AI network validation layer; Q2 revenue +36% y/y with NSE segment (79% of revenue) up 46%, driven by 1.6T test appliances and dense fiber certification tools already deployed at hyperscalers, with management guiding continued momentum through 2026.

Watch VIAV as part of a thematic read-through basket; no ownership or directional call from author.

The author draws a bullish analogy between the space sector's explosive rally after a bottom and the current photonics setup, but lists beneficiaries as watchlist names without explicit position language.

Author agrees with parent that VIAV hasn't reacted yet, implying a potential move is still ahead but no explicit position or catalyst is stated.

Co-mentioned alongside AAOI as a testing/photonics sector name that could benefit from AEHR earnings momentum; speculative framing, no directional commitment.

Buy VIAV as the 30% selloff driven by InP supply fears and CPO timing concerns is misapplied — VIAV sells test equipment, not optics components, so it benefits regardless of CPO adoption timeline; August 6 earnings are the re-rating catalyst.

Buy VIAV as a mispriced selloff victim — the stock dropped 30% on InP supply and CPO timing fears that are irrelevant to a test-equipment vendor; VIAV gets paid to certify whatever ships, and a CPO transition actually creates new test platform demand VIAV is already building. Earnings are the near-term catalyst.

Buy Viavi Solutions; stock sold off on China indium phosphide capacity fears despite having zero InP exposure, creating a clear mispricing; Rosenblatt target $70 vs ~$41.

Co-mentioned as a testing-layer company that could benefit from higher photonics component volumes; author poses this as an open question, no directional call made.

Rosenblatt's bullish note on AAOI ahead of earnings with a beat-and-raise thesis and a $200M+ revenue forecast for 2Q26 signals a strong near-term catalyst for the stock.

Author poses AEHR, FORM, and VIAV as potential beneficiaries of higher photonics component volumes driving testing demand; framed as a question, not a directional commitment.

Co-mentioned in silicon photonics / CPO ecosystem list alongside AEHR thesis; no directional view stated on VIAV specifically.

Author rebalances his optical AI portfolio by adding Corning as a new long position and boosting AAOI, LITE, and AEHR while trimming others, citing the recent selloff as an opportunity to increase conviction in the photonics theme.

Co-mentioned in bearish optics/photonics sector commentary; speaker says group bounces are weak and needs further shake-out before a real bottom.

Avoid the optics/photonics basket near-term; author cites continued poor price action across the group as the sole basis, with no fundamental catalyst provided — thin reasoning, price-action-driven call only.

Author celebrates photonics recovery as a net positive for growth/AI names but frames the ticker list as leading characteristics and work to do, not current positions.

Author expresses bullish conviction on Corning and Coherent as durable long-term holdings in the optics sector, expecting continued strength and higher highs.

Author celebrates optics/photonics recovery as a net positive for growth/AI names but frames all tickers as watchlist items with work to do or leading characteristics, not explicit positions.

Co-mentioned in optical/AI supply chain ticker list alongside AAOI and LITE; no specific fundamental thesis provided for VIAV in either tweet.

The author is watching key trendline levels for these companies but has no directional position, focusing instead on how market reactions to Trump's AI meeting will drive outcomes.

Watch VIAV as it is being added to the S&P MidCap 400 index, which may increase institutional demand.

Watch VIAV as it is being added to the S&P MidCap 400 index, which may increase institutional demand.

Author is long AAOI based on a detailed thesis that 800G/1.6T transceiver ramp and laser capacity constraints will drive massive revenue growth, while other tickers are mentioned as supply-chain beneficiaries or context.

Watch VIAV; thevalueist's 13F analysis found Whale Rock added it in relative size, signaling conviction within the GAI infrastructure positioning among top institutional TMT funds.

Author explicitly names VIAV as relevant to the Rosenblatt piece, which highlights testing constraints as part of the optical supply-chain bottleneck. Testing demand could be a catalyst as data center

Watch VIAV for photonic/optical test exposure to CPO testing bottleneck. Alongside KEYS, provides optical test capability needed as CPO targets volume production via TSM's COUPE program in 2026.