• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    How Strong Q3 Beat and Upbeat Guidance May Impact Viavi Solutions (VIAV) Investors

    Simply Wall St·01/04/2026 23:27:42
    Listen to the news
    • In the past quarter, Viavi Solutions reported Q3 CY2025 results that beat revenue expectations with sales rising 25.6% year over year, and issued next-quarter revenue and adjusted EPS guidance that came in well above analyst estimates.
    • This combination of strong current performance and upbeat forward guidance highlights management’s confidence in demand across Viavi’s core network testing and data center-focused solutions.
    • We’ll now examine how this upbeat revenue and earnings guidance may influence Viavi’s existing investment narrative built around data center demand.

    We've found 14 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

    Viavi Solutions Investment Narrative Recap

    To own Viavi Solutions, you generally need to believe that demand for network testing and data center related solutions can offset weakness in more cyclical carrier spending and legacy segments. The latest quarter’s revenue beat and strong guidance directly support the key near term catalyst of data center ecosystem growth, while the biggest current risk remains exposure to volatile service provider and cable spending cycles, which this update does not fully remove.

    Among recent announcements, Viavi’s launch of the ONE LabPro ONE-1600ER 1.6 Tb/s test module stands out as especially relevant, as it reinforces the company’s push into high speed data center and optical networking infrastructure. This kind of product expansion aligns closely with the upbeat revenue outlook tied to cloud and data center demand, but it also increases the company’s dependence on global component supply chains and hyperscale deployment cycles.

    Yet behind the upbeat guidance, investors should be aware of how ongoing spending cyclicality at service providers could still...

    Read the full narrative on Viavi Solutions (it's free!)

    Viavi Solutions' narrative projects $1.3 billion revenue and $227.3 million earnings by 2028.

    Uncover how Viavi Solutions' forecasts yield a $18.43 fair value, in line with its current price.

    Exploring Other Perspectives

    VIAV 1-Year Stock Price Chart
    VIAV 1-Year Stock Price Chart

    Three Simply Wall St Community fair value estimates span from about US$9.93 to over US$19,000, underlining how far apart individual views can be. Against that backdrop, the recent guidance beat tied to data center demand sits alongside persistent concerns about delayed carrier and cable spending, which could affect how sustainably Viavi converts today’s optimism into future performance.

    Explore 3 other fair value estimates on Viavi Solutions - why the stock might be a potential multi-bagger!

    Build Your Own Viavi Solutions Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    Looking For Alternative Opportunities?

    Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.