VIAV

VIAVI SOLUTIONS INC.

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0000912093
$47.56 -10.62% $11.1B
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)4 New Institutional Positions
Vol
Market Cap$11.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (87%)
Inst. Holders9 funds
Inst. Value$750.9M
Inst. Activity4 buys / 1 sells
Insider Activity0B / 25S
Insider Net $-$35.9M
Reddit Sentiment60° Warm
SEC Reports9
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0000912093·Prev Close $53.21

Recent Activity

May 28, 2026 Insider
Petrucci Anthony Michael sold 7,303 shares
SVP, Chief Operations Officer @ $0.00 ($0.00)
May 28, 2026 Insider
Petrucci Anthony Michael sold 7,303 shares
SVP, Chief Operations Officer @ $0.00 ($0.00)
May 28, 2026 Insider
Petrucci Anthony Michael sold 9,017 shares
SVP, Chief Operations Officer @ $0.00 ($0.00)
May 21, 2026 SEC
Viavi Solutions priced a public offering of 11,111,111 shares of common stock at $45.00 per share, with underwriters exe
8-K — Impact 7/10
May 20, 2026 SEC
VIAVI Solutions priced a $500M common stock offering of 11.1M shares at $45/share, a ~9.5% discount to the $49.75 close.
424B5 — Impact 6/10
May 8, 2026 SEC
Six VIAVI insiders sold $10.6M in open-market stock within a week following a strong Q3 earnings beat. The sales are pre
CLUSTER — Impact 3/10
Inst.
MORGAN STANLEY — ADD
4,050,927 shares ($72.2M)
Inst.
BANK OF AMERICA CORP — TRIM
2,037,304 shares ($36.3M)

Price Targets

$64.43 +35.5% upside Strong Buy
Current $47.56 Low $60.00 Median $65.00 High $70.00 7 analysts
$60.00 $70.00

Analyst Ratings

Strong Buy87% buy · 15 analysts
5Strong Buy
8Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 30, 2026 UBS MAINTAIN Neutral → Neutral
Apr 30, 2026 Susquehanna MAINTAIN Positive → Positive
Apr 30, 2026 Needham MAINTAIN Buy → Buy
Apr 24, 2026 B. Riley Securities MAINTAIN Buy → Buy
Mar 18, 2026 Rosenblatt MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.30 ▲ +25.7% $0.29 — $0.30 130% YoY 7
Next Q $0.28 ▲ +20.1% $0.26 — $0.30 86% YoY 7
Current FY $0.94 ▲ +12.1% $0.92 — $0.95 99% YoY 8
Next FY $1.28 ▲ +23.4% $1.16 — $1.58 37% YoY 8

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$522.2M
MORGAN STANLEY$72.2MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$52.3MNEW
BANK OF AMERICA CORP$36.3MTRIM
RENAISSANCE TECHNOLOGIES LLC$20.1MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026Petrucci AnthonyM$0.00
May 28, 2026Petrucci AnthonyM$0.00
May 28, 2026Petrucci AnthonyM$0.00
May 28, 2026Petrucci AnthonyF$86.3K
May 8, 2026KHAYKIN OLEGSELL$7.1M

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
11 mentions 3 bullish 0 bearish
9 institutional holders with $750.9M total value (42,138,476 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC29,303,129$522.2M69.5%
2MORGAN STANLEY4,050,927$72.2M9.6%ADD +48.2%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,935,636$52.3M7.0%NEW
4BANK OF AMERICA CORP /DE/2,037,304$36.3M4.8%TRIM -29.3%
5RENAISSANCE TECHNOLOGIES LLC1,125,588$20.1M2.7%DOUBLED +118.0%
6WELLS FARGO & COMPANY/MN877,779$15.6M2.1%TRIM -26.1%
7TWO SIGMA INVESTMENTS, LP635,711$11.3M1.5%DOUBLED +446.5%
8FMR LLC598,600$10.7M1.4%ADD +26.1%
9NORGES BANK573,802$10.2M1.4%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD2,733,6294,050,927+48.2%$72.2M2025-Q4
BANK OF AMERICA CORP /DE/TRIM2,880,6442,037,304-29.3%$36.3M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED116,327635,711+446.5%$11.3M2025-Q4
FMR LLCADD474,561598,600+26.1%$10.7M2025-Q4
NORGES BANKNEW573,802$10.2M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED459,6881,002,288+118.0%$12.7M2025-Q3
UBS Group AGADD593,078931,812+57.1%$11.8M2025-Q3
TWO SIGMA INVESTMENTS, LPADD73,006116,327+59.3%$1.5M2025-Q3
BANK OF AMERICA CORP /DE/ADD2,108,9572,765,747+31.1%$27.9M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED92,600459,688+396.4%$4.6M2025-Q2
TWO SIGMA INVESTMENTS, LPNEW73,006$735.2K2025-Q2
WELLS FARGO & COMPANY/MNTRIM1,229,899908,698-26.1%$10.2M2025-Q1
FMR LLCDOUBLED75,262422,585+461.5%$4.7M2025-Q1
CITADEL ADVISORS LLCDOUBLED165,951413,979+149.5%$4.6M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM157,40092,600-41.2%$1.0M2025-Q1
UBS Group AGDOUBLED293,075701,546+139.4%$7.1M2024-Q4
CITADEL ADVISORS LLCADD117,184165,951+41.6%$1.7M2024-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED52,700157,400+198.7%$1.6M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW3,194,959$28.8M2024-Q3
9 unique insiders with 25 transactions. Net insider value: -$35.9M ($0.00 bought, $35.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Petrucci Anthony MichaelSVP, Chief Operations OfficerM7,303$0.00$0.00
May 28, 2026Petrucci Anthony MichaelSVP, Chief Operations OfficerM7,303$0.00$0.00
May 28, 2026Petrucci Anthony MichaelSVP, Chief Operations OfficerM9,017$0.00$0.00
May 28, 2026Petrucci Anthony MichaelSVP, Chief Operations OfficerF1,779$48.49$86.3K
May 8, 2026KHAYKIN OLEGPresident & CEOSELL136,547$51.82$7.1M
May 7, 2026KHAYKIN OLEGPresident & CEOSELL123,333$51.43$6.3M
May 6, 2026KHAYKIN OLEGPresident & CEOSELL34,024$54.07$1.8M
May 6, 2026SCRIVANICH LUKE MSVP General Manager OSPSELL7,258$53.00$384.7K
May 5, 2026KHAYKIN OLEGPresident & CEOSELL104,552$54.61$5.7M
May 5, 2026McNab PaulEVP, Chief Mktg & Stgy OfficerSELL2,727$54.96$149.9K
May 5, 2026Gilstrap DougDirectorSELL10,000$55.00$550.0K
May 4, 2026BELLUZZO RICHARDDirectorSELL51,110$53.30$2.7M
May 4, 2026Siebert Kevin ChristopherSVP Gen. Counsel & SecretarySELL8,255$54.02$445.9K
Apr 29, 2026KHAYKIN OLEGPresident & CEOG5,600$0.00$0.00
Mar 2, 2026McNab PaulEVP, Chief Mktg & Stgy OfficerSELL3,551$32.89$116.8K
Mar 2, 2026Siebert Kevin ChristopherSVP Gen. Counsel & SecretarySELL7,264$34.78$252.6K
Feb 26, 2026COLVIN DONALD ADirectorSELL25,000$29.23$730.8K
Feb 17, 2026BELLUZZO RICHARDDirectorSELL13,058$26.45$345.4K
Feb 13, 2026SCRIVANICH LUKE MSVP General Manager OSPSELL13,901$26.59$369.6K
Feb 10, 2026KHAYKIN OLEGPresident & CEOSELL42,767$27.50$1.2M
Feb 9, 2026KHAYKIN OLEGPresident & CEOSELL73,250$26.25$1.9M
Feb 6, 2026KHAYKIN OLEGPresident & CEOSELL29,887$26.30$786.0K
Feb 5, 2026Staley Gary WSVP Global Sales NSESELL1,293$23.93$30.9K
Feb 5, 2026KHAYKIN OLEGPresident & CEOSELL70,000$24.50$1.7M
Feb 4, 2026KHAYKIN OLEGPresident & CEOSELL74,315$26.48$2.0M
Feb 4, 2026Staley Gary WSVP Global Sales NSESELL3,468$26.14$90.7K
Feb 3, 2026Staley Gary WSVP Global Sales NSESELL20,742$25.92$537.6K
Feb 2, 2026Siebert Kevin ChristopherSVP Gen. Counsel & SecretarySELL13,577$25.72$349.2K
Feb 2, 2026McNab PaulEVP, Chief Mktg & Stgy OfficerSELL4,638$25.80$119.7K
Feb 2, 2026Staley Gary WSVP Global Sales NSESELL5,646$25.85$145.9K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (87% buy). Based on 15 analysts: 5 strong buy, 8 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$64.43 mean target +35.5% upside Strong Buy (3.00)
$60.00 Low $70.00 High
MetricValue
Current Price$47.56
Target Low$60.00
Target Mean$64.43
Target Median$65.00
Target High$70.00
# Analysts7
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.30 $0.29 $0.30 129.6% +25.7% 6↑ 0↓ $0.4B 48.9% 7
Next Q
2026-09-30
$0.28 $0.26 $0.30 85.9% +20.1% 7↑ 0↓ $0.4B 44.3% 7
Current FY
2026-06-30
$0.94 $0.92 $0.95 99.4% +12.1% 8↑ 0↓ $1.5B 39.1% 8
Next FY
2027-06-30
$1.28 $1.16 $1.58 36.6% +23.4% 8↑ 0↓ $1.8B 18.6% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.298
7d ago$0.298
30d ago$0.237+0.061
60d ago$0.237+0.061
90d ago$0.237+0.061
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 30, 2026 UBS MAINTAIN Neutral Neutral
Apr 30, 2026 Susquehanna MAINTAIN Positive Positive
Apr 30, 2026 Needham MAINTAIN Buy Buy
Apr 24, 2026 B. Riley Securities MAINTAIN Buy Buy
Mar 18, 2026 Rosenblatt MAINTAIN Buy Buy
Mar 2, 2026 Needham MAINTAIN Buy Buy
Jan 29, 2026 Stifel MAINTAIN Buy Buy
Jan 29, 2026 Susquehanna MAINTAIN Positive Positive
Jan 29, 2026 Needham MAINTAIN Buy Buy
Jan 26, 2026 B. Riley Securities MAINTAIN Buy Buy
Dec 17, 2025 Stifel MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265820087%
May 1, 20265820087%
Apr 1, 20265820087%
Mar 1, 20265820087%
Feb 1, 20264820086%
Jan 1, 20264820086%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

60°
Warm
Bearish Neutral Bullish
11 mentions 3 bullish 0 bearish 9 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 12, 2026156° Neutral001
May 12, 2026156° Neutral001
May 3, 2026150° Neutral001
May 3, 2026150° Neutral001
May 2, 2026160° Warm101
May 2, 2026160° Warm101
Apr 30, 2026250° Neutral002
Apr 30, 2026250° Neutral002
Apr 22, 2026160° Warm101

Recent Reddit Threads

r/stocks Neutral 25d 8h ago
Want some photonics names to look at or buy? Here you go!
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
$VIAV: A stock you probably haven’t heard of
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Bullish 1mo ago
Photonics stocks have exploded over the last year
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
Time to buy VIAV
▲ 1 💬 2 ⚡ 0.5
r/stocks Neutral 1mo ago
VIAV, NOK, CGEH; INDI
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
$VIAV: A stock you probably haven’t heard of
▲ 1 💬 0 ⚡ 0.5
May 13, 2026
short_interest
FTD: VIAV — 147,892 shares ($7.9M) failed to deliver
Settlement: 20260513, Price: $53.40, FTD Value: $7,897,432.8, VIAVI SOLUTIONS INC COM STK DE
Apr 29, 2026
earnings_calendar
VIAV Q3 2026 Earnings After Market Close — 2026-04-29
Apr 24, 2026
short_volume
Short Volume: VIAV — 55.0% short (1.3M / 2.3M)
Short: 1,286,845 | Exempt: 3,676 | TRF Vol: 2,338,322 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_interest
FTD: VIAV — 100,324 shares ($4.4M) failed to deliver
Settlement: 20260420, Price: $44.14, FTD Value: $4,428,301.36, VIAVI SOLUTIONS INC COM STK DE
Apr 20, 2026
short_volume
Short Volume: VIAV — 65.4% short (1.9M / 2.8M)
Short: 1,858,598 | Exempt: 4,946 | TRF Vol: 2,841,984 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_interest
FTD: VIAV — 139,100 shares ($5.7M) failed to deliver
Settlement: 20260417, Price: $41.16, FTD Value: $5,725,356, VIAVI SOLUTIONS INC COM STK DE
Apr 16, 2026
short_volume
Short Volume: VIAV — 55.2% short (1.5M / 2.7M)
Short: 1,491,998 | Exempt: 73 | TRF Vol: 2,705,229 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_volume
Short Volume: VIAV — 70.6% short (2.2M / 3.2M)
Short: 2,243,068 | Exempt: 4,247 | TRF Vol: 3,178,114 | Short Ratio: 70.6% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
short_volume
Short Volume: VIAV — 59.3% short (1.8M / 3.1M)
Short: 1,837,732 | Exempt: 10,706 | TRF Vol: 3,097,245 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Mar 27, 2026
short_volume
Short Volume: VIAV — 60.2% short (1.3M / 2.1M)
Short: 1,268,945 | Exempt: 4,212 | TRF Vol: 2,107,727 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
Mar 27, 2026
short_interest
FTD: VIAV — 27,335 shares ($0.9M) failed to deliver
Settlement: 20260327, Price: $34.44, FTD Value: $941,417.4, VIAVI SOLUTIONS INC COM STK DE
Mar 25, 2026
short_volume
Short Volume: VIAV — 66.8% short (2.6M / 3.9M)
Short: 2,629,465 | Exempt: 3,247 | TRF Vol: 3,933,722 | Short Ratio: 66.8% | Off-exchange volume (dark pool + OTC)
Mar 24, 2026
short_volume
Short Volume: VIAV — 55.3% short (1.9M / 3.4M)
Short: 1,869,442 | Exempt: 11,040 | TRF Vol: 3,383,015 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Mar 23, 2026
short_interest
FTD: VIAV — 415,554 shares ($13.1M) failed to deliver
Settlement: 20260323, Price: $31.44, FTD Value: $13,065,017.76, VIAVI SOLUTIONS INC COM STK DE
Mar 17, 2026
short_interest
FTD: VIAV — 65,958 shares ($2.1M) failed to deliver
Settlement: 20260317, Price: $31.60, FTD Value: $2,084,272.8, VIAVI SOLUTIONS INC COM STK DE