$VIAV

Viavi Solutions (VIAV) stock rose after launching the CyberFlood CF50, a platform for testing AI and security. The company reported a 35.11% 30-day return and 159.50% year-to-date gain. Analysts note a fair value of $61.43, suggesting a 23% undervaluation, while others caution about rich valuations and cyclical risks.

Badger Meter (BMI) reported Q2 revenue of $222.3M, down 6.6% YoY, in line with estimates. Teledyne (TDY) reported $1.66B revenue, up 9.8% YoY, beating estimates. Itron (ITRI) reported $562.9M revenue, down 7.2% YoY, missing estimates. BMI and TDY stocks fell post-results, while ITRI rose. Market focus shifted from AI to geopolitics and back to fundamentals.

VIAVI Solutions Inc. (VIAVI) unveiled the CyberFlood CF50, a compact platform for enterprise-scale testing of application performance, security, and AI inference up to 100G. The CF50 offers low power consumption, high TLS performance, and native PQC support. It is designed for network equipment manufacturers, systems integrators, and service providers. According to Dell'Oro Group, realistic testing is critical for validating complex AI and security architectures.

Viavi Solutions Inc. (VIAV) stock rose 9.83% due to positive investor sentiment following its CMMC Level 2 certification and expanded datacenter test portfolio. The company reported Q2 FY26 free cash flow of $55.6M, revenue growth of 11.1% over three years, and a gross margin of 57.7%. Analysts note bullish momentum with support at $37.00–37.25 and resistance at $42–43.

Viavi Solutions Inc (VIAV) stock rose 6.51% to $39.66, driven by bullish options activity. A 7.5:1 call-to-put ratio and significant volume in Oct. 16 $40 calls suggest traders expect the stock to break $40. The company's Aerospace & Defense division achieved CMMC Level 2 certification, and it reported strong earnings and raised guidance. Insider sales at higher prices were noted. Implied volatility is high at 76.37%.

Viavi Solutions (VIAV) stock rose 6% after its Aerospace and Defense division achieved CMMC Level 2 certification, a U.S. DoD compliance standard. The certification, announced on September 24, covers key product lines and was assessed by A-LIGN. Analyst sentiment remains positive, with most ratings as Buy-equivalent. The broader market is flat, indicating VIAV's move is driven by company-specific news. The stock reached an intraday high of $40.85.

SCRIVANICH LUKE M (SVP General Manager OSP) sold 35,866 shares of VIAVI SOLUTIONS INC. (VIAV) at $36.24 ($1.30M total) on 2026-09-23 under a Rule 10b5-1 trading plan.

Viavi Solutions showcased new data center and optical testing products at ECOC 2026, including 1.6T Ethernet transceiver validation and AI fabric testing platforms. The company aims to capitalize on high-complexity data center workloads, with key products like the ONE LabPro ONE-1600 platform. Analysts project $2.5B revenue and $503M earnings by 2029, assuming 18% yearly growth. However, risks include cyclical operator spending and geopolitical supply chain exposure.

Verizon expanded its 6G Innovation Forum (6GIF) with nine new partners, including AWS, Cisco, Intel, and Nvidia, to advance AI-native 6G technologies. The telco has conducted successful ISAC field trials with Samsung and Qualcomm, exploring use cases like crowd-density detection and drone safety tracking. Verizon aims to scale 5G-Advanced capabilities and enable AI workloads, with plans to demonstrate technologies at the 2028 Summer Olympics in Los Angeles.

McNab Paul (EVP, Chief Mktg & Stgy Officer) sold 11,032 shares of VIAVI SOLUTIONS INC. (VIAV) at an average of $38.97 ($38.96–$38.98, $0.43M total) across 2 trades on 2026-09-11.