VIAVI Solutions (VIAV)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-09-15
$33.76-0.18%
Close 2026-09-15 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-09-15
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Put VIAV 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 ThesisRevenue growth is accelerating — up about 40% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 38%, softest on share dilution.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 106% growth a year, above the roughly 21% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 42% in its worst 12-month stretch.
View RiskViavi Solutions must sustain its strong revenue growth to justify its current valuation. Revenue grew 52% year over year, and the last quarter beat expectations. It trades at 36× P/E versus a peer median of 38×, indicating the market is pricing in more growth than forecast. A specific risk is the potential for guidance cuts, with an 18% probability of missing outlook. Peer multiples imply a price about 106% below where it trades. This read is provisional.
Trailing returns as of 2026-09-15. VIAV is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering VIAV (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare VIAV 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 |
|---|---|---|---|---|---|
| VIAV 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 8 valuation methods, at three horizons. As of 2026-09-15. 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.
Compare the value case
Put VIAV next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Earnings beat raises valuation concerns affecting growth outlook.
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 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Increase revenue growth
Earnings beat but share price decline raises concerns.
Advances: Integrate Spirent acquisition to expand product portfolio
AI tool launch aligns with growth objective and expands portfolio.
Advances: Increase revenue growth
Increased price target indicates positive demand outlook.
Threatens: Integrate Spirent acquisition to expand product portfolio
New product launch could impact competitive positioning.
Advances: Increase revenue growth
Upgrade indicates improved financial health and growth potential.
Advances: Integrate Spirent acquisition to expand product portfolio
Acquisition integration shows positive demand and growth.
Advances: Integrate Spirent acquisition to expand product portfolio
Acquisition integration shows positive demand and growth.