Aviat Networks, Inc. (AVNW)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-10-29
$20.17-2.61%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-10-29
Research Workspace
Put AVNW beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communications Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 44% in its worst 12-month stretch.
View RiskAVNW’s case rests on North American revenue growth and backlog expansion, supported by its microwave-radio partnership. Revenue grew 4.8% year over year in fiscal fourth-quarter 2026, with no latest release recorded. AVNW trades at 13× P/E versus a 40× peer median. The price reflects less growth than our forecast, despite that wide peer gap. The 32% next-quarter miss probability and unprofitable past year put earnings support in question. Peer multiples imply a price about 59% above where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. AVNW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering AVNW (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare AVNW with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AVNW Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Communications Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put AVNW next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Revenue growth in North America and backlog expansion
New partnership enhances revenue growth and backlog expansion.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Revenue growth in North America and backlog expansion
Margins slipping could hinder revenue growth in North America.
Advances: Revenue guidance for fiscal 2026
Q4 revenue rise supports fiscal 2026 growth guidance.
Advances: Adjusted EBITDA guidance for fiscal 2026
Earnings beat indicates positive adjusted EBITDA outlook.
Advances: Revenue guidance for fiscal 2026
New guidance supports revenue growth expectations for fiscal 2026.