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Viavi Solutions Inc. (VIAV)

NEUTRAL
TechnologyCommunication EquipmentUnited States

Fundamental

50

Preço

$37.49

Capitalização de Mercado

$9.11B

Parte 1 · Quanto vale a empresa

Visão Geral

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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Balanço & Liquidez

Receita

$1.52B

Últimos 12 meses (até 27/06/2026)

Resultado Líquido

$-30M

Últimos 12 meses (até 27/06/2026)

Fluxo de Caixa Livre

$83M

Capital Próprio Total

$1.45B

Passivo Total

$1.26B

Rácio de Liquidez

1.85

Cobertura de Juros

2.22

Dívida/EBITDA

1.03

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

Justamente Valorizada

Valor Justo

$34.06

Preço Atual

$37.49

Margem de Segurança

-10.1%

Intervalo de Valor Justo

$22.14 - $45.98

Métodos de Estimativa

Analyst Target:$61.43
DCF:$8.79
PE-based:-
Graham Growth:-
EPV:$0.36
Consenso dos Analistas:Compra Forte (13B / 2H / 0S)
Última Surpresa de Resultados:+11.66%

Métricas de Avaliação

Rácio P/E

-

ROE

-2.1%

Rácio P/B

6.29

P/FCF

110.11

Margem Bruta

57.7%

ROIC

4.1%

Radar de Rentabilidade

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.

Critérios de Análise Fundamental

Aprovado (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

Reprovado (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%

Indisponível (4)

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

Piotroski F-Score

7/9

Saúde financeira sólida

score
criteria

Qualidade dos Resultados

-

Baixa qualidade: investigar a contabilidade

Diluição de Ações

0.8%

Número de ações estável

Governação

Equipa Executiva

NomeCargoIdade
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-

Risco de Auditoria

2

Risco do Conselho

2

Risco de Remuneração

2

Risco dos Direitos dos Acionistas

2

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

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