Viavi Solutions Inc. (VIAV) reported third-quarter 2026 results with revenue of $406.8 million, up 42.8% year‑over‑year and above the consensus revenue estimate of $401.7 million.
Balance sheet and cash-flow highlights:
The quarter shows strong top-line growth, improving gross margin and a large lift in operating profit and cash generation, while net income and EPS were materially lower year‑over‑year. Shares of Viavi Solutions (VIAV) moved about 15.3% since market close following the release.
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 45 times in the past 6 months. Of those trades, 0 have been purchases and 45 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 14 sales selling 619,224 shares for an estimated $13,900,937.
- KEITH BARNES has made 0 purchases and 4 sales selling 175,400 shares for an estimated $3,139,797.
- ILAN DASKAL (EVP, CFO) has made 0 purchases and 3 sales selling 170,000 shares for an estimated $2,972,993.
- GARY W STALEY (SVP Global Sales NSE) has made 0 purchases and 7 sales selling 90,069 shares for an estimated $2,289,155.
- DONALD A COLVIN has made 0 purchases and 3 sales selling 65,000 shares for an estimated $1,414,357.
- KEVIN CHRISTOPHER SIEBERT (SVP Gen. Counsel & Secretary) has made 0 purchases and 4 sales selling 56,214 shares for an estimated $1,236,939.
- RICHARD BELLUZZO has made 0 purchases and 2 sales selling 28,833 shares for an estimated $768,942.
- LUKE M SCRIVANICH (SVP General Manager OSP) has made 0 purchases and 2 sales selling 23,666 shares for an estimated $540,026.
- PAUL MCNAB (EVP, Chief Mktg & Stgy Officer) has made 0 purchases and 4 sales selling 22,463 shares for an estimated $486,172.
- RICHARD JOHN BURNS sold 3,384 shares for an estimated $63,483
- EUGENIA CORRALES sold 3,384 shares for an estimated $63,483
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.
Viavi Solutions Inc. Hedge Fund Activity
We have seen 229 institutional investors add shares of Viavi Solutions Inc. stock to their portfolio, and 178 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 7,888,249 shares (-70.3%) from their portfolio in Q4 2025, for an estimated $140,568,597
- WOODLINE PARTNERS LP removed 4,438,187 shares (-88.7%) from their portfolio in Q4 2025, for an estimated $79,088,492
- WELLINGTON MANAGEMENT GROUP LLP removed 3,415,517 shares (-23.7%) from their portfolio in Q4 2025, for an estimated $60,864,512
- PARSIFAL CAPITAL MANAGEMENT, LP added 3,385,700 shares (+inf%) to their portfolio in Q4 2025, for an estimated $60,333,174
- POINT72 ASSET MANAGEMENT, L.P. removed 3,210,605 shares (-78.6%) from their portfolio in Q4 2025, for an estimated $57,212,981
- AMERIPRISE FINANCIAL INC added 2,184,183 shares (+139.1%) to their portfolio in Q4 2025, for an estimated $38,922,141
- INVESCO LTD. added 2,045,702 shares (+116.0%) to their portfolio in Q4 2025, for an estimated $36,454,409
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.
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 03/27, 03/09, 11/13.
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.
Viavi Solutions Inc. Analyst Ratings
Wall Street analysts have issued reports on $VIAV in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 01/29/2026
- Stifel issued a "Buy" rating on 12/17/2025
To track analyst ratings and price targets for Viavi Solutions Inc., check out Quiver Quantitative's $VIAV forecast page.
Viavi Solutions Inc. Price Targets
Multiple analysts have issued price targets for $VIAV recently. We have seen 6 analysts offer price targets for $VIAV in the last 6 months, with a median target of $30.5.
Here are some recent targets:
- Dave Kang from B. Riley Securities set a target price of $53.0 on 04/24/2026
- Mike Genovese from Rosenblatt set a target price of $42.0 on 03/18/2026
- Ryan Koontz from Needham set a target price of $36.0 on 03/02/2026
- Ruben Roy from Stifel set a target price of $24.0 on 01/29/2026
- Mehdi Hosseini from Susquehanna set a target price of $25.0 on 01/29/2026
- Jim Kelleher from Argus Research set a target price of $23.0 on 11/05/2025
