The strong beat and raised forward guidance clearly signal accelerating momentum in NSE. Traders should watch for potential analyst upgrades and further upside at the Q1 FY2027 earnings report due in late October 2026.
Price Chart
Executive Summary
VIAVI reported Q4 FY2026 non-GAAP EPS of $0.34, above the consensus estimate of $0.30 (a beat of +13.3%), and revenue of $443.1M vs consensus of $432.6M (+2.4% beat). The company also guided Q1 FY2027 revenue of $450-460M and non-GAAP EPS of $0.40-0.42, implying continued strong growth with raised expectations (consensus was $0.25 EPS for Jun-2026 quarter). The bullish results, led by 52.5% YoY revenue growth and robust guidance, are a positive signal for the stock.
Key Financial Metrics
Key Facts
- Q4 FY2026 non-GAAP EPS $0.34 vs consensus $0.30 — beat by 13.3%
- Q4 revenue $443.1M vs consensus $432.6M — beat by 2.4%
- Q4 revenue up 52.5% YoY; GAAP operating margin up 850 bps to 13.8%
- Network & Service Enablement segment revenue grew 69.2% YoY
- Q1 FY2027 guidance: revenue $450-460M and non-GAAP EPS $0.40-0.42, well above Jun-2026 consensus of $0.25
- FY2026 cash from operations $113.9M; total cash $656.7M
Financial Impact
Non-GAAP EPS beat consensus by $0.04 (+13.3%). Revenue beat by $10.5M (+2.4%). Guidance for Q1 FY2027 implies continued acceleration vs consensus expectations.
Risk Factors
- Preliminary financial statements subject to change upon Form 10-K filing
- GAAP net loss for FY2026 of $30.4M
- Integration risks from acquisitions, supply chain, and geopolitical/tariff headwinds
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302843700 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 8, 2026 24d ago | Court Ruling | $38.75 $33.82 | ▲ +12.72% | ▲ +12.06% | $47.31 (−22.09%) |
Aug 31, 2026 4w ago | Insider Cluster | $36.29 $38.75 | ▲ +6.78% | ▲ +6.92% | $47.31 (+30.37%) |
Aug 18, 2026 6w ago | Insider Cluster | $41.37 $37.71 | ▼ −8.85% | ▼ −8.65% | $47.31 (+14.36%) |
Aug 14, 2026 7w ago | Insider Cluster | $43.54 $38.90 | ▼ −10.66% | ▼ −9.29% | $47.31 (+8.66%) |
Aug 5, 2026 8w ago | Press Release | $40.59 $42.99 | ▲ +5.91% | ▲ +4.70% | $47.31 (+16.56%) |
Jul 15, 2026 11w ago | Press Release | $36.93 $41.80 | ▼ −13.19% | ▼ −14.86% | $47.31 (−28.11%) |
May 21, 2026 19w ago | 8-K | $48.98 $48.49 | ▼ −1.00% | ▼ −2.60% | $47.31 (−3.41%) |
May 20, 2026 19w ago | 424B5 | $48.98 $48.49 | ▼ −1.00% | ▼ −2.60% | $47.31 (−3.41%) |
May 4, 2026 21w ago | Insider Cluster | $52.49 $54.93 | ▲ +4.65% | ▲ +1.71% | $47.31 (−9.87%) |
May 4, 2026 21w ago | Insider Cluster | $52.49 $54.93 | ▲ +4.65% | ▲ +1.71% | $47.31 (−9.87%) |
US Market Status
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