VIAV

VIAVI SOLUTIONS INC.

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0000912093
$53.46 +6.41% $12.5B
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)26 New Institutional Positions20 Institutional Exits
Vol
Market Cap$12.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (87%)
Inst. Holders50 funds
Inst. Value$5.2B
Inst. Activity26 buys / 20 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 $50.24

Recent Activity

May 28, 2026 Insider
Petrucci Anthony Michael acquired via exercise 7,303 shares
SVP, Chief Operations Officer
May 28, 2026 Insider
Petrucci Anthony Michael acquired via exercise 9,017 shares
SVP, Chief Operations Officer
May 28, 2026 Insider
Petrucci Anthony Michael surrendered for taxes 1,779 shares
SVP, Chief Operations Officer @ $48.49 ($86.3K)
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.
Capital World Investors — TRIM
11,570,319 shares ($385.1M)
Inst.
Invesco Ltd. — DOUBLED
7,839,093 shares ($260.9M)

Price Targets

$64.43 +20.5% upside Strong Buy
Current $53.46 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
Jun 10, 2026 Rosenblatt MAINTAIN Buy → Buy
Apr 30, 2026 UBS MAINTAIN Neutral → Neutral
Apr 30, 2026 Rosenblatt MAINTAIN Buy → Buy
Apr 30, 2026 Susquehanna MAINTAIN Positive → Positive
Apr 30, 2026 Needham MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.30 $0.29 — $0.30 130% YoY 7
Next Q $0.28 ▲ +0.5% $0.26 — $0.30 86% YoY 7
Current FY $0.94 $0.92 — $0.95 99% YoY 8
Next FY $1.28 $1.16 — $1.58 37% YoY 8

Top Institutional Holders

FundValueMove
NOMURA ASSET MANAGEMENT CO
BlackRock, Inc.$1.2B
VANGUARD PORTFOLIO MANAGEMENT LLC$590.3M
Capital World Investors$385.1MTRIM
VANGUARD CAPITAL MANAGEMENT LLC$344.5M

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026Petrucci AnthonyM$0.00
May 28, 2026Petrucci AnthonyM$0.00
May 28, 2026Petrucci AnthonyF$86.3K
May 8, 2026KHAYKIN OLEGSELL$7.1M
May 7, 2026KHAYKIN OLEGSELL$6.3M

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
11 mentions 3 bullish 0 bearish
50 institutional holders with $5.2B total value (156,288,901 shares) as of 2026-Q1. Top holders: NOMURA, BlackRock,, VANGUARD. Net buying activity: 26 institutions added/increased vs 20 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1NOMURA ASSET MANAGEMENT CO LTD$0.000.0%
2BlackRock, Inc.35,237,607$1.2B22.7%
3VANGUARD PORTFOLIO MANAGEMENT LLC17,737,421$590.3M11.4%
4Capital World Investors11,570,319$385.1M7.4%TRIM -25.9%
5VANGUARD CAPITAL MANAGEMENT LLC10,352,807$344.5M6.7%
6STATE STREET CORP9,257,300$308.1M6.0%
7Invesco Ltd.7,839,093$260.9M5.0%DOUBLED +105.8%
8WELLINGTON MANAGEMENT GROUP LLP5,443,294$181.2M3.5%TRIM -50.5%
9DIMENSIONAL FUND ADVISORS LP4,311,625$143.5M2.8%TRIM -28.8%
10FMR LLC3,880,961$129.2M2.5%DOUBLED +548.3%
11MORGAN STANLEY3,702,640$123.2M2.4%ADD +48.2%
12AMERIPRISE FINANCIAL INC3,355,884$111.7M2.2%DOUBLED +139.1%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,951,372$98.2M1.9%
14FULLER & THALER ASSET MANAGEMENT, INC.2,659,193$88.5M1.7%NEW
15BANK OF AMERICA CORP /DE/2,587,893$86.1M1.7%ADD +27.0%
16BNP Paribas Asset Management Holding S.A.2,472,791$82.3M1.6%DOUBLED +78651.3%
17SCHRODER INVESTMENT MANAGEMENT GROUP2,452,947$78.0M1.5%TRIM -48.5%
18GOLDMAN SACHS GROUP INC2,264,152$75.4M1.5%
19Allspring Global Investments Holdings, LLC2,132,982$75.3M1.5%NEW
20TWO SIGMA INVESTMENTS, LP1,749,418$58.2M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital World InvestorsTRIM15,620,41011,570,319-25.9%$385.1M2026-Q1
Invesco Ltd.DOUBLED3,809,5137,839,093+105.8%$260.9M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM10,999,5955,443,294-50.5%$181.2M2026-Q1
FMR LLCDOUBLED598,6003,880,961+548.3%$129.2M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.NEW2,659,193$88.5M2026-Q1
BANK OF AMERICA CORP /DE/ADD2,037,3042,587,893+27.0%$86.1M2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED3,1402,472,791+78651.3%$82.3M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPTRIM4,759,0162,452,947-48.5%$78.0M2026-Q1
Allspring Global Investments Holdings, LLCNEW2,132,982$75.3M2026-Q1
Alyeska Investment Group, L.P.DOUBLED712,4831,556,457+118.5%$51.8M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM2,232,8511,337,328-40.1%$44.5M2026-Q1
FRANKLIN RESOURCES INCDOUBLED120,3431,319,714+996.6%$43.9M2026-Q1
SEI INVESTMENTS COADD664,167963,108+45.0%$32.1M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM2,177,174890,450-59.1%$29.6M2026-Q1
Allianz Asset Management GmbHTRIM1,889,657850,375-55.0%$28.3M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEAR_EXIT6,673,145775,188-88.4%$25.8M2026-Q1
JENNISON ASSOCIATES LLCNEW684,480$22.8M2026-Q1
Assenagon Asset Management S.A.TRIM1,558,253427,600-72.6%$14.2M2026-Q1
DEUTSCHE BANK AG\ADD205,321366,967+78.7%$12.2M2026-Q1
Neuberger Berman Group LLCADD192,143362,265+88.5%$12.1M2026-Q1
FEDERATED HERMES, INC.NEW301,883$10.0M2026-Q1
Russell Investments Group, Ltd.DOUBLED56,382243,849+332.5%$8.1M2026-Q1
FIFTH THIRD BANCORPDOUBLED947117,951+12355.2%$3.9M2026-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT1,125,588110,000-90.2%$3.7M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM109,52973,475-32.9%$2.4M2026-Q1
9 unique insiders with 29 transactions. Net insider value: -$35.9M ($0.00 bought, $35.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Petrucci Anthony MichaelSVP, Chief Operations OfficerEXERCISE7,303
May 28, 2026Petrucci Anthony MichaelSVP, Chief Operations OfficerEXERCISE9,017
May 28, 2026Petrucci Anthony MichaelSVP, Chief Operations OfficerTAX W/H1,779$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 & CEOGIFT5,600
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 +20.5% upside Strong Buy (1.38)
$60.00 Low $70.00 High
MetricValue
Current Price$53.46
Target Low$60.00
Target Mean$64.43
Target Median$65.00
Target High$70.00
# Analysts7
RecommendationStrong Buy (1.38)

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% +0.0% 6↑ 0↓ $0.4B 48.9% 7
Next Q
2026-09-30
$0.28 $0.26 $0.30 85.9% +0.5% 7↑ 0↓ $0.4B 44.3% 7
Current FY
2026-06-30
$0.94 $0.92 $0.95 99.4% +0.1% 8↑ 0↓ $1.5B 39.1% 8
Next FY
2027-06-30
$1.28 $1.16 $1.58 36.6% +0.4% 8↑ 0↓ $1.8B 18.6% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.298
7d ago$0.298
30d ago$0.298
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
Jun 10, 2026 Rosenblatt MAINTAIN Buy Buy
Apr 30, 2026 UBS MAINTAIN Neutral Neutral
Apr 30, 2026 Rosenblatt MAINTAIN Buy Buy
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 1mo ago
Want some photonics names to look at or buy? Here you go!
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
VIAV, NOK, CGEH; INDI
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
VAIV, NOK, CGEH; INDI
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
Time to buy VIAV
▲ 1 💬 2 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
$VIAV: A stock you probably haven’t heard of
▲ 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
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_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 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 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