$VIAV

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.

The Federal Circuit upheld a ruling requiring Viavi Solutions to pay attorney fees after losing a patent case involving 3D motion sensors. The decision follows Viavi's unsuccessful challenge to the lower court's order.

VIAV stock rose 12% today with $149.99M in trading volume. Insiders sold 158,814 shares in the past 6 months. Hedge funds showed mixed activity, with some increasing and others decreasing positions. Q4 2026 revenue grew 52.53% to $443.1M. Analysts' price targets range from $53 to $70.

Viavi Solutions (VIAV) shares fell 17.2% since its last earnings report, despite Q4 fiscal 2026 results beating estimates. Revenue rose 52.5% YoY to $443.1M, driven by data center and aerospace/defense demand. Non-GAAP EPS was $0.34 vs. $0.30 expected. The company guided Q1 FY2027 revenue to $450M-$460M and EPS to $0.40-$0.42. Analysts revised estimates upward by 47.67% in the past month.

Viavi Solutions (down 10.9%) had the fastest revenue growth among inspection instruments stocks, while Badger Meter (NYSE:BMI, down 9.3%) reported a 6.6% revenue decline. Itron (NASDAQ:ITRI, up 12.2%) missed revenue estimates but exceeded EBITDA and EPS guidance. Teledyne (NYSE:TDY, down 3.7%) reported a 9.8% revenue increase, beating expectations. Market risks have shifted from AI to geopolitics and back to fundamentals.

SCRIVANICH LUKE M (SVP General Manager OSP) sold 23,911 shares of VIAVI SOLUTIONS INC. (VIAV) at $36.37 ($0.87M total) on 2026-08-31 under a Rule 10b5-1 trading plan.

Viavi Solutions (VIAV) reported that SVP Luke Scrivanich vested 48,681 restricted stock units, converting them into common shares. The company withheld 24,770 shares at $36.54 per share to cover tax liabilities. Scrivanich also received new grants of 11,039 restricted stock units and 11,039 market stock units, each convertible into common stock upon vesting.

Daskal Ilan (EVP, CFO) sold 56,290 shares of VIAVI SOLUTIONS INC. (VIAV) at $36.29 ($2.04M total) across 2 trades on 2026-08-31.