Viavi Solutions Inc.

VIAV · Technology

$34.81

Markedsværdi: 8.59B USDUdbytteafkast:
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Zacks Investment Research4. sep. 2026, 13.20

Ciena Outlines Strong 2027 Outlook: What's Fueling the Momentum?

Ciena Corporation reported Q3 revenue growth of 37% and adjusted EPS surge of 215%, driven by strong AI network spending. The company's backlog exceeded $10 billion with most demand for 2027, and it projects at least 30% revenue growth in fiscal 2027. Competitors Corning and Viavi Solutions are also benefiting from AI infrastructure and data center investments.

Zacks Investment Research3. sep. 2026, 14.04

CIEN Q3 Earnings Beat on AI-Led Cloud Demand, Top Line Climbs 37% Y/Y

Ciena Corporation reported strong Q3 fiscal 2026 results with adjusted earnings of $2.11 per share (215% YoY growth) and revenues of $1.67 billion (37% YoY growth), driven by AI-led cloud demand. Cloud provider revenues jumped 82% YoY and represented 53% of total sales. The company raised full-year 2026 guidance to $6.42 billion and projects at least 30% revenue growth for fiscal 2027.

Zacks Investment Research31. aug. 2026, 14.10

Can Keysight's Solutions Accelerate Advanced IC Development?

Keysight Technologies is advancing its electronic design automation (EDA) solutions for semiconductor development, helping companies like AttoTude reduce design cycles by over 50% and achieve faster chip development for AI infrastructure. The company faces competition from Viavi Solutions and Vistance Networks, which are also expanding their testing and network solutions portfolios.

Zacks Investment Research27. aug. 2026, 13.12

Should VIAV Stock Be Part of Your Portfolio After Solid Q4 Results?

Viavi Solutions (VIAV) reported robust Q4 fiscal 2026 results with revenue surging 52.5% to $443.1M and adjusted EPS jumping 161.5% to 34 cents, beating consensus estimates. AI data centers now account for roughly half of NSE segment revenues. The company guided Q1 revenue to $450-460M and non-GAAP EPS to 40-42 cents, signaling continued momentum. The Spirent acquisition and aerospace & defense business provide additional growth drivers.