VIAV Viavi Solutions Inc. Loading... : Bullish and Bearish Analyst Opinions
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08:52
Sep 07
Sep 07
The author outlines a broad AI infrastructure investment thesis across multiple sectors.
The author outlines a broad AI infrastructure investment thesis across multiple sectors but frames it as an opportunity map rather than stating any current positions or explicit buy calls.
17:42
Sep 01
Sep 01
Author suggests VIAV as an alternative to the parent's Msscorps question.
Author suggests VIAV as an alternative to the parent's Msscorps question, but gives no directional view or position.
LOW
09:25
Aug 31
Aug 31
VIAV watch on optical test
Watch VIAV in optical test alongside KEYS; beneficiary of SiPh deployment needs per TSMC commentary; no ownership disclosed.
MED
03:39
Aug 31
Aug 31
CPO testing ramp drives VIAV revenue growth
VIAVI benefits as CPO testing demand ramps ahead of industry volume; yield challenges in CPO make precise optical testing more valuable, driving revenue growth into FQ2.
HIGH
23:55
Aug 26
Aug 26
The author is researching past fiber optic cycles and asking which companies would benefit.
The author is researching past fiber optic cycles and asking which companies would benefit or be hurt from oversupply, framing it as an educational series rather than a current trade position.
18:26
Aug 21
Aug 21
Bullish on VIAV amid rising testing intensity
Bullish on optical testing demand, highlighting VIAV's strong earnings beat and guidance crush alongside rising testing intensity.
HIGH
13:53
Aug 20
Aug 20
Demand outstripping capacity at industry summit.
Notes the company reported demand outstripping capacity at an industry summit, no directional view.
MED
14:57
Aug 19
Aug 19
"Watch Anritsu/VIAVI; relative share pressure"
WATCH Anritsu and VIAVI; Keysight's integrated workflow, 6G positioning, and Spirent integration create relative share pressure, though absolute demand may still rise. No short position stated.
MED
01:45
Aug 18
Aug 18
Buy VIAV on 1.6T/CPO optical test ramp
Long VIAV on accelerating optical test demand from 1.6T and CPO ramps, higher test ASPs, OCS share gains, and a path toward $500M quarterly revenue by end-2026 with improving margins.
HIGH
08:58
Aug 17
Aug 17
The author agrees the VIAV story is underappreciated but does not state a position or forward.
The author agrees the VIAV story is underappreciated but does not state a position or forward call, only endorsing the parent's factual lore.
LOW
23:53
Aug 15
Aug 15
VIAV/LITE share AI buildout exposure post-split
Author recounts the 2015 JDSU split that created VIAV (test & measurement) and LITE (optical components), noting both are now exposed to AI infrastructure buildout. No directional view expressed.
LOW
19:34
Aug 07
Aug 07
VIAV cited as photonics sector read-through
Co-mentioned alongside AAOI and AXTI as providing a "green light" read-through for the photonics sector thesis; no standalone directional view stated for VIAV specifically.
LOW
18:53
Aug 06
Aug 06
VIAV beat the top end of guidance on every reported line, with revenue up 52.5% YoY, EPS up 161%, and Q1 FY2027 guidance reportedly 50% above consensus — a concrete validation of accelerating fundamen
VIAV beat the top end of guidance on every reported line, with revenue up 52.5% YoY, EPS up 161%, and Q1 FY2027 guidance reportedly 50% above consensus — a concrete validation of accelerating fundamental momentum.
Risk: The 'monster guide' raises expectations sharply; any subsequent quarter that merely meets, rather than beats, elevated guidance could trigger a negative reaction.
16:03
Aug 06
Aug 06
Photonics names outperform new ETF on sector lift
Author's published photonics portfolio, which has reportedly returned 78.3% in 6 months, is overweight these names absent from $LYTE; ETF launch driving sector-wide buying provides near-term tailwind.
MED
14:06
Aug 06
Aug 06
VIAV optical test thesis accelerating on CPO ramp
Buy VIAV as the optical test layer beneficiary of the AI/data center buildout; data center now 40% of revenue and doubled YoY organically, 800G drives current volumes, 1.6T ramping to production parity by 2027, CPO revenue just started with yield-driven test intensity, and management pulled forward the $500M quarterly revenue target by a full year with mid-to-high 20% operating margins in sight.
HIGH
01:23
Aug 06
Aug 06
Watch VIAV/FORM as CPO test revenue ramps.
Watch VIAV and FORM as CPO test revenue begins this quarter and accelerates in December, confirming management's CPO timeline and positioning test players as first beneficiaries.
MED
22:40
Aug 05
Aug 05
"Watch VIAV optical test data-center strength."
Watch VIAV as its data-center optical test strength reflects a broadening AI networking cycle; competitive share implications for peers and no wireless recovery are offsets. Research analysis, not a position.
MED
22:40
Aug 05
Aug 05
VIAV Q4 beat; watch AI optical cycle
Watch VIAV after its Q4 beat and strong data-center optical production/test cycle read-through; the author analyzes the call but states no position.
MED
22:24
Aug 05
Aug 05
Long VIAV; CPO revenue starts this quarter
Buy VIAV as CPO remains on schedule; yield issues mean more testing, not less, and revenue starts this quarter.
MED
21:37
Aug 05
Aug 05
VIAV beats hard, red on open — buy dip
Buy VIAV on a clean beat-and-raise quarter (revenue +52.5%, EPS +161.5%, Q1 EPS guide ~45% above consensus) while the stock trades red; the Network & Service Enablement segment (+69.2%) benefits structurally from interconnect standard wars regardless of outcome, with co-packaged test margins in the mid-to-high 50s through 2027.
HIGH
21:34
Aug 05
Aug 05
Reports VIAV CEO's comments on CPO yields.
Reports VIAV CEO's comments that CPO yield issues will drive more testing demand rather than slowing adoption.
MED
21:28
Aug 05
Aug 05
VIAV Q4 beat, Q1 guide far above street
VIAV Q4 beat on revenue, EPS, and margins; Q1 guide massively above street consensus; data center more than doubled YoY ex-Spirent; CPO revenue starting this quarter; $500M quarter pulled forward to calendar 2027; operating margin targeting mid-to-high 20s.
MED
21:05
Aug 05
Aug 05
Observes stock holding up after earnings
Observes stock holding up well after reporting a fantastic quarter.
MED
21:04
Aug 05
Aug 05
CPO revenue expected to accelerate in December.
Quotes management expectation that CPO revenue will likely begin accelerating in December.
LOW
21:01
Aug 05
Aug 05
Notes muted reaction to solid earnings
Notes muted price reaction to a solid earnings print.
LOW
20:52
Aug 05
Aug 05
Management sees shift to 1.6T and 800G
Quotes management noting strong ongoing 400G demand alongside a gradual shift toward 1.6T and 800G.
LOW
20:52
Aug 05
Aug 05
Management highlights 800G as long-term driver
Quotes management highlighting 800G as a long-term driver due to extensive data center adoption.
LOW
20:51
Aug 05
Aug 05
800G drives volume while 1.6T ramps
Quotes management stating 800G remains the largest volume driver while 1.6T ramps quickly.
LOW
20:51
Aug 05
Aug 05
VIAV beats and guides above consensus
Reports VIAV beat revenue and EPS estimates and guided Q1 above consensus; no directional position stated.
MED
20:27
Aug 05
Aug 05
Author notes FLNC got smoked while Viav and TTMI stayed flat.
Author notes FLNC got smoked while Viav and TTMI stayed flat, and SNDK and WDC consistently get hit at earnings, but offers no forward-looking position or trade call.
LOW
About VIAV Analyst Coverage
Buzzberg tracks VIAV (Viavi Solutions Inc.) across 23 sources. 39 bullish vs 0 bearish calls from 21 analysts. Sentiment: predominantly bullish (35%). 113 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: moninvestor, pequityresearch, ParadisLabs.