Viavi Solutions: Explosive AI Growth Meets A Full Valuation

Viavi Solutions Inc. has transformed from telecom-focused to a diversified growth story, with AI data centers and aerospace/defense now driving two-thirds of NSE revenue. Fiscal 2026 revenue surged 40% to $1.52B, and non-GAAP operating margin expanded to 20.6%; Q4 revenue grew 52.5% YoY, signaling operational momentum. Acquisitions of Spirent and Inertial Labs fueled growth and diversification, while a $575M equity raise improved the balance sheet but diluted shareholders.

Seeking Alpha • Sep 15, 2026

Viavi Solutions EVP Paul McNab Sells 11,032 Shares for $429,917

Paul McNab sold 11,032 shares at $38.97 per share for a total value of ~$429,917 on Sept. 11, 2026. The transaction size was equal to 30% of the equity position held directly before the filing.

The Motley Fool • Sep 13, 2026

Viavi Solutions: Strong Profit Growth Makes Valuation More Attractive

Viavi Solutions delivered robust revenue and profit growth, driven by AI data centers, optical testing, and aerospace & defense demand. Despite a higher valuation, I rate VIAV a Buy at $37, anticipating further upside as margins expand and growth accelerates in key segments. Data center operations, especially 1.6T and CPO technologies, are the main growth engines, complemented by resilient aerospace & defense revenue streams.

Seeking Alpha • Sep 12, 2026

VIAVI to Showcase End-to-End Data Center Testing Portfolio Enabling Scale-Up, Scale-Out and Scale-Across to 1.6T and Beyond at ECOC 2026

Demonstrations to include L0-3 and AI fabric validation, CPO and Silicon Photonics testing, quantum and hybrid network evaluation, and fiber inspection, cleaning and monitoring solutions CHANDLER, Ariz., Sept. 9, 2026 /PRNewswire/ -- VIAVI Solutions Inc. (VIAVI) (NASDAQ: VIAV) will showcase its end-to-end data center portfolio for foundational silicon technologies, modules and systems testing at booth 1001 at ECOC 2026 from September 21-23 at the FYCMA exhibition center in Malaga, Spain.

PRNewsWire • Sep 9, 2026

Viavi Solutions (VIAV) Down 17.2% Since Last Earnings Report: Can It Rebound?

Viavi Solutions (VIAV) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Sep 4, 2026

3 Momentum Anomaly Stocks to Profit in Highly Volatile Markets

FormFactor, Onto and Viavi pair strong 52-week gains with sharp one-week pullbacks, fitting a momentum anomaly strategy for volatile markets.

Zacks Investment Research • Sep 3, 2026

VIAV Gains From Diverse Portfolio Offering: Will it Boost Prospects?

VIAVI Solutions' diverse portfolio is driving growth across data centers and aerospace, while new capabilities broaden its market reach.

Zacks Investment Research • Aug 28, 2026

Should VIAV Stock Be Part of Your Portfolio After Solid Q4 Results?

VIAV enters fiscal 2027 with AI data-center momentum, Spirent contributions and defense demand after Q4 revenue and earnings surged.

Zacks Investment Research • Aug 27, 2026

Viavi Sees AI Optics, CPO Testing Driving Path Toward $500M Quarterly Revenue

Viavi Solutions NASDAQ: VIAV expects rising complexity in optical networking, co-packaged optics and aerospace applications to expand the company's testing and measurement opportunities, executives said during the Rosenblatt Age of AI Technology conference.

MarketBeat • Aug 20, 2026

Viavi Solutions Director Laura Black Sells 71,000 Shares for $3.3 Million

Director Laura A. Black sold 71,000 shares at $46.12 per share, totaling ~$3.3 million on August 17, 2026.

The Motley Fool • Aug 19, 2026