Market Cap
$10.3B
VIAV
VIAVI SOLUTIONS INC.
$47.19 ▲ +5.37%
Prev close $44.78Market cap$10.3B
ConsensusStrong Buy
12-mo target$61.43 (+30.2%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)37 New Institutional Positions13 Institutional ExitsCongressional Activity (1) Semiconductors
Snapshot
The big-picture read on VIAV right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (87%)
Inst. Holders
50 funds
Inst. Value
$8.4B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $4.6M sell
Insider Net $
-$4.6M
Social Sentiment
60° Warm
SEC Reports
15
Congressional
1 trades
Price chart 30d +36.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 other
VIAVI Announces Smallest, Lightest, Most Efficient Platform for 100G Enterprise-Scale Application, Security and AI Inference Testing
CyberFlood CF50 also features the industry's lowest power consumption and highest TLS performance wi
Sep 23, 2026 Insider
SCRIVANICH LUKE M sold 35,866 shares
SVP General Manager OSP @ $36.24 ($1.3M)
Sep 22, 2026 Insider
SCRIVANICH LUKE M acquired via exercise 20,455 shares
SVP General Manager OSP
Sep 22, 2026 Insider
Sep 9, 2026 SEC SCRIVANICH LUKE M surrendered for taxes 10,408 shares
SVP General Manager OSP @ $36.40 ($378.9K)
The Federal Circuit affirmed the district court's finding that Viavi's patent infringement suit against Platinum Optics
COURT-RULING — Impact 4/10
Sep 8, 2026 Event
Aug 31, 2026 SEC VIAVI Solutions Inc. v. Platinum Optics Technology Inc.
Court ruling (ca13) — Docket: 25-01362
Two VIAVI insiders (CFO and SVP) sold a combined ~$1.97M in open-market transactions on Aug 31, 2026. The cluster also i
CLUSTER — Impact 2/10
Two directors at VIAVI Solutions sold a combined $3.7M in open-market stock over a 7-day window. Director Laura Black so
CLUSTER — Impact 3/10
Analyst ratings buy % +1.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
87% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 19, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 6, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 1, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jun 10, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Apr 30, 2026 | UBS | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| Aug 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| Jul 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| Jun 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| May 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| Apr 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| Mar 1, 2026 | 5 | 8 | 2 | 0 | 0 | 87% | |
| Feb 1, 2026 | 4 | 8 | 2 | 0 | 0 | 86% |
Price targets
Where 7 covering analysts think VIAV trades over the next 12 months.
$61.43 +30.2% upside Strong Buy
Current$47.19 Low$44.00 Median$65.00 High$70.00 7 analysts
$44.00$70.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood -6.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
15 SEC filing reports analyzed · 3 bullish, 4 bearish, 1 mixed, 7 neutral · avg impact 4.4/10.
BEARISHCOURT-RULING4/10
The Federal Circuit affirmed the district court's finding that Viavi's patent infringement suit agai
Sep 9, 2026
NEUTRALCLUSTER2/10
Two VIAVI insiders (CFO and SVP) sold a combined ~$1.97M in open-market transactions on Aug 31, 2026
Aug 31, 2026
NEUTRALCLUSTER3/10
Two directors at VIAVI Solutions sold a combined $3.7M in open-market stock over a 7-day window. Dir
Aug 19, 2026
NEUTRALCLUSTER2/10
Two VIAV insiders sold a total of $489K in shares over a week, with Director Joanne Solomon selling
Aug 15, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
other
VIAVI Announces Smallest, Lightest, Most Efficient Platform for 100G Enterprise-Scale Application, Security and AI Inference Testing
CyberFlood CF50 also features the industry's lowest power consumption and highest TLS performance with native PQC support CHANDLER, Ariz., Sept. 29, 2
Sep 23, 2026
short_volume
Short Volume: VIAV — 55.8% short (1.4M / 2.6M)
Short: 1,432,946 | Exempt: 1,107 | TRF Vol: 2,565,744 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
ftd
FTD: VIAV — 25,036 shares ($0.9M) failed to deliver
Settlement: 20260911, Price: $37.40, FTD Value: $936,346.4, VIAVI SOLUTIONS INC COM STK DE
Sep 9, 2026
other
VIAVI to Showcase End-to-End Data Center Testing Portfolio Enabling Scale-Up, Scale-Out and Scale-Across to 1.6T and Beyond at ECOC 2026
Demonstrations to include L0-3 and AI fabric validation, CPO and Silicon Photonics testing, quantum and hybrid network evaluation, and fiber inspectio
Sep 8, 2026
Enforcement
VIAVI Solutions Inc. v. Platinum Optics Technology Inc.
Court ruling (ca13) — Docket: 25-01362
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.41 | $0.40–$0.41 | 171.0% | -0.1% | 6↑ 0↓ | $0.5B | 6 |
| Next Q | $0.40 | $0.37–$0.42 | 81.5% | -1.1% | 6↑ 0↓ | $0.5B | 6 |
| Current FY | $1.64 | $1.48–$1.79 | 64.3% | -0.1% | 7↑ 0↓ | $1.9B | 8 |
| Next FY | $1.95 | $1.71–$2.19 | 18.8% | +0.0% | 2↑ 1↓ | $2.1B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.407 | — |
| 7d ago | $0.407 | — |
| 30d ago | $0.407 | -0.000 |
| 60d ago | $0.280 | +0.127 |
| 90d ago | $0.278 | +0.128 |
Institutional ownership
Which big funds own VIAV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.4B total value (177,883,092 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 25,728,357 | $1.2B | 14.6% | TRIM -27.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,615,684 | $650.1M | 7.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,903,636 | $520.6M | 6.2% | — |
| JANE STREET GROUP, LLC | 9,293,469 | $443.8M | 5.3% | DOUBLED +3928.9% |
| Capital World Investors | 9,155,607 | $437.2M | 5.2% | — |
| STATE STREET CORP | 7,762,376 | $370.7M | 4.4% | — |
| Whale Rock Capital Management LLC | 6,875,942 | $328.3M | 3.9% | ADD +98.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,678,096 | $272.2M | 3.2% | — |
| TWO SIGMA INVESTMENTS, LP | 5,586,573 | $266.8M | 3.2% | — |
| Invesco Ltd. | 5,571,633 | $266.0M | 3.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 35,237,607 | 25,728,357 | -27.0% | $1.2B |
| JANE STREET GROUP, LLC | DOUBLED | 230,669 | 9,293,469 | +3928.9% | $443.8M |
| Whale Rock Capital Management LLC | ADD | 3,473,152 | 6,875,942 | +98.0% | $328.3M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 2,229,935 | 5,275,585 | +136.6% | $251.9M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 5,443,294 | 3,800,053 | -30.2% | $181.5M |
| D. E. Shaw & Co., Inc. | DOUBLED | 565,244 | 3,714,774 | +557.2% | $177.4M |
| JPMORGAN CHASE & CO | DOUBLED | 1,283,647 | 3,616,564 | +181.7% | $171.9M |
| NORGES BANK | NEW | — | 2,956,160 | — | $141.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 775,188 | 2,645,860 | +241.3% | $126.3M |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 1,739,349 | 3,584,420 | +106.1% | $119.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 50 transactions. Net -$4.6M — $0.00 bought, $4.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | SCRIVANICH LUKE M | SVP General Manager OSP | SELL | 35,866 | $36.24 | $1.3M |
| Sep 22, 2026 | SCRIVANICH LUKE M | SVP General Manager OSP | EXERCISE | 20,455 | — | — |
| Sep 22, 2026 | SCRIVANICH LUKE M | SVP General Manager OSP | TAX W/H | 10,408 | $36.40 | $378.9K |
| Sep 22, 2026 | SCRIVANICH LUKE M | SVP General Manager OSP | EXERCISE | 29,761 | — | — |
| Sep 22, 2026 | SCRIVANICH LUKE M | SVP General Manager OSP | TAX W/H | 15,143 | $36.40 | $551.2K |
| Sep 22, 2026 | SCRIVANICH LUKE M | SVP General Manager OSP | EXERCISE | 22,804 | — | — |
| Sep 22, 2026 | SCRIVANICH LUKE M | SVP General Manager OSP | TAX W/H | 11,603 | $36.40 | $422.3K |
| Sep 22, 2026 | Staley Gary W | SVP Global Sales NSE | TAX W/H | 8,944 | $36.40 | $325.6K |
| Sep 22, 2026 | Staley Gary W | SVP Global Sales NSE | EXERCISE | 22,728 | — | — |
| Sep 22, 2026 | Staley Gary W | SVP Global Sales NSE | EXERCISE | 33,069 | — | — |
Congressional trades
VIAV trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 21, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Viavi Solutions Inc | Sep 7, 2026(49d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for VIAV.
Shares short
11,262,699
Settlement Sep 15, 2026
Change vs prior
+16.7%
Semi-monthly cycle
Days to cover
2.4
At avg daily volume
Of shares outstanding
≈4.6%
Estimate — not % of float
All VIAV filing & press-release reports (15)
- COURT-RULING reportSep 9, 2026
- CLUSTER reportAug 31, 2026
- CLUSTER reportAug 19, 2026
- CLUSTER reportAug 15, 2026
- PRESS-RELEASE reportAug 5, 2026
- PRESS-RELEASE reportJul 15, 2026
- 8-K reportMay 21, 2026
- 424B5 reportMay 20, 2026
- CLUSTER reportMay 8, 2026
- CLUSTER reportMay 6, 2026
- CLUSTER reportMay 6, 2026
- CLUSTER reportMay 4, 2026
- 8-K reportApr 29, 2026
- CLUSTER reportMar 2, 2026
- CLUSTER reportMar 2, 2026