UBS Group Lowers Viavi Solutions (NASDAQ:VIAV) Price Target to $44.00

Viavi Solutions (NASDAQ:VIAV) had its target price decreased by equities research analysts at UBS Group from $60.00 to $44.00 in a research note issued to investors on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the communications equipment provider’s stock. UBS Group’s price target indicates a potential upside of 12.42% from the stock’s previous close.

A number of other analysts also recently weighed in on VIAV. Needham & Company LLC reduced their target price on shares of Viavi Solutions from $68.00 to $60.00 and set a “buy” rating on the stock in a research report on Thursday. Weiss Ratings downgraded Viavi Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, July 16th. B. Riley Financial lowered their price target on Viavi Solutions from $63.00 to $60.00 and set a “buy” rating for the company in a research report on Thursday. Rosenblatt Securities reissued a “buy” rating and set a $70.00 price objective on shares of Viavi Solutions in a research report on Thursday. Finally, Stifel Nicolaus raised their price objective on shares of Viavi Solutions from $60.00 to $65.00 and gave the company a “buy” rating in a research note on Thursday. Six equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $49.88.

Viavi Solutions Trading Down 3.6%

VIAV opened at $39.14 on Thursday. The business has a 50 day simple moving average of $44.19 and a two-hundred day simple moving average of $38.96. The firm has a market capitalization of $9.16 billion, a price-to-earnings ratio of -260.92 and a beta of 1.21. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.85 and a quick ratio of 1.39. Viavi Solutions has a one year low of $10.30 and a one year high of $60.43.

Viavi Solutions (NASDAQ:VIAV) last issued its quarterly earnings data on Wednesday, August 5th. The communications equipment provider reported $0.34 earnings per share for the quarter, topping analysts’ consensus estimates of $0.30 by $0.04. Viavi Solutions had a positive return on equity of 19.60% and a negative net margin of 2.00%.The firm had revenue of $443.10 million for the quarter, compared to analyst estimates of $432.62 million. During the same period last year, the company earned $0.13 EPS. The business’s quarterly revenue was up 52.5% compared to the same quarter last year. Viavi Solutions has set its Q1 2027 guidance at 0.400-0.420 EPS. Analysts predict that Viavi Solutions will post 1.02 EPS for the current year.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Royal Bank of Canada boosted its stake in Viavi Solutions by 11.5% during the first quarter. Royal Bank of Canada now owns 183,320 shares of the communications equipment provider’s stock valued at $2,051,000 after buying an additional 18,910 shares during the last quarter. AQR Capital Management LLC raised its position in shares of Viavi Solutions by 110.5% during the 1st quarter. AQR Capital Management LLC now owns 33,663 shares of the communications equipment provider’s stock valued at $377,000 after buying an additional 17,673 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Viavi Solutions by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 131,061 shares of the communications equipment provider’s stock valued at $1,467,000 after buying an additional 5,775 shares during the period. Millennium Management LLC lifted its position in shares of Viavi Solutions by 205.4% during the first quarter. Millennium Management LLC now owns 476,767 shares of the communications equipment provider’s stock worth $5,335,000 after purchasing an additional 320,662 shares during the last quarter. Finally, United Services Automobile Association purchased a new position in Viavi Solutions during the 1st quarter worth $165,000. Hedge funds and other institutional investors own 95.54% of the company’s stock.

Key Viavi Solutions News

Here are the key news stories impacting Viavi Solutions this week:

• Positive Sentiment: Viavi reported fiscal fourth-quarter adjusted earnings of $0.34 per share, above the $0.30 consensus estimate, while revenue reached $443.1 million—also ahead of expectations and up 52.5% year over year. Viavi Solutions Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Management issued fiscal first-quarter 2027 EPS guidance of $0.40 to $0.42 and is targeting a $500 million quarterly revenue run rate in calendar 2027. Growth is being supported by data-center, aerospace-and-defense demand and contributions from the Spirent portfolio. Viavi Anticipates Q1 FY2027 EPS and $500 Million Quarter
• Positive Sentiment: The earnings call highlighted expanding test opportunities tied to 1.6-terabit networking, co-packaged optics and optical switching, potentially strengthening Viavi’s exposure to AI-related data-center infrastructure. VIAVI Q4 Earnings Call Signals Data Center Strength
• Neutral Sentiment: Analyst sentiment remains broadly constructive, with buy ratings and targets of $60 from Needham and B. Riley, $65 from Stifel and $70 from Rosenblatt, implying substantial potential upside from recent trading levels.
• Negative Sentiment: UBS lowered its target from $60 to $44 and assigned a neutral rating. Other firms also reduced their targets, suggesting concerns that the strong earnings outlook may already be reflected in the valuation. Analyst Price Target Updates
• Negative Sentiment: A valuation-focused assessment following the earnings beat may be contributing to selling pressure, particularly as Viavi continues to report a negative net margin and carries a high earnings multiple based on current results. Viavi Solutions Following Earnings Beat and Guidance

Viavi Solutions Company Profile

Viavi Solutions Inc is a provider of network test, monitoring and assurance solutions for communications service providers, cable operators, enterprises and government agencies. The company offers an extensive portfolio of fiber optic and copper cable test and measurement instruments, wireless network testing equipment and network performance monitoring software. Its products are designed to support the deployment, maintenance and optimization of high-speed broadband, 5G wireless, data center and enterprise networks.

Viavi’s product offerings are organized into two primary segments: Network & Service Enablement and Optical Security & Performance.