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Viavi Solutions Inc. (VIAV)

NEUTRAL
TechnologyCommunication EquipmentUnited States

Fondamental

50

Prix

$37.49

Capitalisation boursière

$9.11B

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

Viavi Solutions Inc. engages in the provision of test and measurement and optical technologies for military, aerospace, railway and first responder communications in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company operates in two segments, Network and Service Enablement (NSE) and Optical Security and Performance Products (OSP). The NSE segment provides integrated portfolio of test, monitoring, assurance, and resilient PNT solutions that enable and secure critical infrastructure. This segment also offers instruments, microprobes, and perpetual software licenses that support the development, production, maintenance, and optimization of network systems, as well as repair, calibration, extended warranty, software support, technical assistance, training, and consulting services. The OSP segment leverages its core optical coating technologies and volume manufacturing capability to design, manufacture, and sell technologies for the anti-counterfeiting, 3D sensing, government and aerospace, automotive, and industrial markets. The company was formerly known as JDS Uniphase Corporation. Viavi Solutions Inc. was founded in 1923 and is headquartered in Chandler, Arizona.

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Direct competitors

Who this company fights with for the same customers

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Bilan & Liquidités

Chiffre d'affaires

$1.52B

12 derniers mois (au 27/06/2026)

Résultat net

$-30M

12 derniers mois (au 27/06/2026)

Flux de trésorerie libre

$83M

Capitaux propres totaux

$1.45B

Passif total

$1.26B

Ratio de liquidité général

1.85

Couverture des intérêts

2.22

Dette/EBITDA

1.03

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

Justement valorisé

Juste valeur

$34.06

Prix actuel

$37.49

Marge de sécurité

-10.1%

Fourchette de juste valeur

$22.14 - $45.98

Méthodes d'estimation

Analyst Target:$61.43
DCF:$8.79
PE-based:-
Graham Growth:-
EPV:$0.36
Consensus des analystes:Achat fort (13B / 2H / 0S)
Dernière surprise sur les résultats:+11.66%

Indicateurs de valorisation

Ratio P/E

-

ROE

-2.1%

Ratio P/B

6.29

P/FCF

110.11

Marge brute

57.7%

ROIC

4.1%

Radar de rentabilité

Value Creation (Economic Moat)

ROIC

4.1%

WACC

11.3%

ROIC − WACC

-7.2 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Critères d'analyse fondamentale

Réussi (13)

  • EPS shows upward trend
  • Price CAGR 16.88%
  • Gross Margin 57.7%
  • Debt/Equity ratio
  • Operating Margin 6.9%
  • Positive Free Cash Flow
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Analyst Consensus 87% Buy
  • Earnings Surprise avg 13.2%
  • Share Dilution 0.8%
  • Piotroski F-Score 7/9

Échoué (10)

  • ROIC 4.1%
  • P/FCF 110.11
  • P/B Ratio 6.29
  • CapEx intensity
  • Return on Tangible Assets
  • Low reliance on intangibles
  • DCF valuation (Overvalued)
  • ROE -6.9%
  • Revenue Growth 5Y -0.9%
  • Net Margin Trend -2.0% vs 3.2%

Indisponible (4)

  • Dividend Payout NaN%
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)

Score F de Piotroski

7/9

Santé financière solide

score
criteria

Qualité des bénéfices

-

Qualité faible : examiner la comptabilité

Dilution du capital

0.8%

Le nombre d'actions est stable

Gouvernance

Équipe dirigeante

NomTitreÂge
Mr. Oleg KhaykinPresident, CEO & Director60
Mr. Ilan DaskalExecutive VP & CFO59
Mr. Paul McNabEVP, Chief Marketing & Strategy Officer62
Mr. Luke M. ScrivanichSenior VP and GM of Optical Security & Performance Products63
Mr. Gary W. StaleySenior Vice President of Global Sales, Network and Service Enablement58
Mr. Mike PetrucciSenior VP & Chief Operations Officer67
Ms. Vibhuti NayarDirector of Investor Relations-
Mr. Kevin Christopher Siebert J.D.Senior VP, General Counsel & Secretary56
Ms. Petra NagelSenior Vice President of Human Resources-
Mr. Michael SeidlSenior Vice President of Business Management-

Risque d'audit

2

Risque du conseil

2

Risque de rémunération

2

Risque droits des actionnaires

2

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.

Latest News

Recent headlines for VIAV, sourced from Markets Gazette.

  • 3/3/2026NEGATIVE
    Is Viavi Solutions Stock a Buy or Sell After the CMO Dumped 3,551 Shares?

    The market is closely watching the recent sale of 3,551 Viavi Solutions shares by its Chief Marketing Officer. Despite the strong stock performance of the company, which specializes in network solutions for telecom and enterprise clients, a significant divestment by a high-ranking executive can be interpreted as a cautionary signal. Investors might question whether insiders perceive the stock as overvalued or anticipate a slowdown in future prospects, suggesting potential downward pressure or diminished short-term confidence.

via Markets Gazette