Viavi Solutions shares rise on cybersecurity product launch and RSAC positioning

Viavi Solutions Inc. (VIAV) is up 4.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to VIAVI’s March 18 product announcement for Observer Threat Forensics, a NetSecOps-focused offering emphasizing retrospective ("look-back") investigation across multiple telemetry types. Investors may be treating the launch and upcoming RSA Conference demonstrations as a positive signal for demand in enterprise security visibility and incident response workflows.

Details:

VIAVI announced Observer Threat Forensics with advanced retrospective analysis intended to unify packet, flow, and log telemetry in a single workflow for investigations.

The offering is positioned to support post-detection breach analysis (e.g., validating the intrusion point and potential exposure) by improving cross-team visibility and reducing data gaps.

VIAVI described the solution as combining its network operations management background with threat intelligence integrations to speed triage and root-cause work.

VIAVI is marketing live demonstrations at RSA Conference 2026 (March 23–26 in San Francisco), including a scheduled session on March 24, which may be helping keep attention on the product rollout.

Sources:

VIAVI Solutions, VIAVI Solutions (Events)

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$VIAV Insider Trading Activity

$VIAV insiders have traded $VIAV stock on the open market 48 times in the past 6 months. Of those trades, 0 have been purchases and 48 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 5 sales selling 66,141 shares for an estimated $1,357,751.
RICHARD BELLUZZO has made 0 purchases and 3 sales selling 37,220 shares for an estimated $874,870.
LUKE M SCRIVANICH (SVP General Manager OSP) has made 0 purchases and 3 sales selling 32,653 shares for an estimated $649,398.
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.

$VIAV Hedge Fund Activity

We have seen 221 institutional investors add shares of $VIAV stock to their portfolio, and 184 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.

$VIAV Congressional Stock Trading

Members of Congress have traded $VIAV stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 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. sold up to $15,000 on 11/13.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$VIAV 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 $VIAV, check out Quiver Quantitative's $VIAV forecast page.

$VIAV Price Targets

Multiple analysts have issued price targets for $VIAV recently. We have seen 7 analysts offer price targets for $VIAV in the last 6 months, with a median target of $24.0.

Here are some recent targets:

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
Mehdi Hosseini from Susquehanna set a target price of $25.0 on 01/29/2026
Ruben Roy from Stifel set a target price of $24.0 on 01/29/2026
Dave Kang from B. Riley Securities set a target price of $22.0 on 01/26/2026
Jim Kelleher from Argus Research set a target price of $23.0 on 11/05/2025
Andrew Spinola from UBS set a target price of $17.0 on 10/30/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.