Viavi Solutions Inc. ($VIAV) posted a strong fourth quarter for 2026, with revenue rising to $443.1 million, up 52.5% from a year earlier and slightly ahead of Wall Street’s estimate. Gross profit climbed to $261.7 million, while operating profit surged to $61.3 million, reflecting a much improved margin profile.
Profitability also improved sharply across the bottom line. Net income attributable to common shareholders increased to $32.7 million, and diluted earnings per share came in at $0.13, both more than tripling from the prior year period.
Key highlights from the quarter included:
On the balance sheet, cash and cash equivalents increased to $647.8 million, providing a solid liquidity position heading into the next period. Total liabilities were $1.3 billion, up modestly from a year earlier.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Viavi Solutions Inc. Insider Trading Activity
Viavi Solutions Inc. insiders have traded $VIAV stock on the open market 26 times in the past 6 months. Of those trades, 0 have been purchases and 26 have been sales.
Here’s a breakdown of recent trading of $VIAV stock by insiders over the last 6 months:
- OLEG KHAYKIN (President & CEO) has made 0 purchases and 10 sales selling 509,712 shares for an estimated $17,843,515.
- RICHARD BELLUZZO has made 0 purchases and 3 sales selling 79,943 shares for an estimated $3,493,105.
- GARY W STALEY (SVP Global Sales NSE) has made 0 purchases and 4 sales selling 46,543 shares for an estimated $1,163,070.
- LUKE M SCRIVANICH (SVP General Manager OSP) has made 0 purchases and 3 sales selling 24,594 shares for an estimated $936,356.
- DONALD A COLVIN sold 25,000 shares for an estimated $730,750
- KEVIN CHRISTOPHER SIEBERT (SVP Gen. Counsel & Secretary) has made 0 purchases and 2 sales selling 15,519 shares for an estimated $698,577.
- DOUG GILSTRAP sold 10,000 shares for an estimated $550,000
- PAUL MCNAB (EVP, Chief Mktg & Stgy Officer) has made 0 purchases and 2 sales selling 6,278 shares for an estimated $266,668.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Viavi Solutions Inc. Hedge Fund Activity
We have seen 273 institutional investors add shares of Viavi Solutions Inc. stock to their portfolio, and 213 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 8,681,201 shares (+576.6%) to their portfolio in Q1 2026, for an estimated $288,910,369
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 5,897,957 shares (-88.4%) from their portfolio in Q1 2026, for an estimated $196,284,008
- WELLINGTON MANAGEMENT GROUP LLP removed 5,556,301 shares (-50.5%) from their portfolio in Q1 2026, for an estimated $184,913,697
- CAPITAL WORLD INVESTORS removed 4,050,091 shares (-25.9%) from their portfolio in Q1 2026, for an estimated $134,787,028
- WHALE ROCK CAPITAL MANAGEMENT LLC added 3,473,152 shares (+inf%) to their portfolio in Q1 2026, for an estimated $115,586,498
- FMR LLC added 3,282,361 shares (+548.3%) to their portfolio in Q1 2026, for an estimated $109,236,974
- ANALOG CENTURY MANAGEMENT LP added 2,762,418 shares (+inf%) to their portfolio in Q1 2026, for an estimated $91,933,271
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Viavi Solutions Inc. Congressional Stock Trading
Members of Congress have traded $VIAV stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $VIAV stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 05/04, 03/27, 03/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Viavi Solutions Inc. Price Targets
Multiple analysts have issued price targets for $VIAV recently. We have seen 5 analysts offer price targets for $VIAV in the last 6 months, with a median target of $66.0.
Here are some recent targets:
- Mehdi Hosseini from Susquehanna set a target price of $66.0 on 07/01/2026
- Mike Genovese from Rosenblatt set a target price of $70.0 on 06/10/2026
- Ryan Koontz from Needham set a target price of $68.0 on 04/30/2026
- Andrew Spinola from UBS set a target price of $60.0 on 04/30/2026
- Dave Kang from B. Riley Securities set a target price of $53.0 on 04/24/2026
