Viavi Solutions Soars on Restructuring Initiative Driving Record Highs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
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Should l Buy VIAV?
Source: Yahoo Finance
- Record High Stock Price: Viavi Solutions' stock surged to $24.95 during intra-day trading on Thursday, closing at $24.70 with a 17.45% increase, marking the highest level since 2002, reflecting strong investor confidence in the company's restructuring initiative.
- Restructuring Implementation: The company announced a 5% global workforce reduction and aims to complete the restructuring by June 2026, expecting to save $30 million despite incurring $32 million in related expenses, which is intended to enhance operational efficiency and optimize resource allocation.
- Financial Performance Fluctuations: Despite a 36% year-over-year revenue increase to $369.3 million in the second quarter, the company reported a net loss of $48.1 million, highlighting financial pressures prior to restructuring and indicating both challenges and opportunities during the transformation process.
- Six-Month Performance Review: For the six-month period ending December 2025, Viavi Solutions recorded a net loss of $69.5 million, a stark contrast to a net income of $7.3 million in the same period last year, even as revenues grew by 31% to $668.4 million, illustrating the tension between growth and profitability.
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Analyst Views on VIAV
Wall Street analysts forecast VIAV stock price to fall
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 26.330
Low
17.00
Averages
19.56
High
23.00
Current: 26.330
Low
17.00
Averages
19.56
High
23.00
About VIAV
Viavi Solutions Inc. is a global provider of network test, monitoring and assurance solutions for telecommunications, cloud, enterprises, first responders, military, aerospace and railway. The Company's segments include Network and Service Enablement (NSE) and Optical Security and Performance Products (OSP). The NSE segment provides an integrated portfolio of testing solutions that access the network to perform build-out and maintenance tasks. Its solutions address lab and production environments, network management, service assurance and artificial intelligence for IT operations (AIOps) for any kind of network, including wireless, wireline, cloud, satellite, public safety, military and critical infrastructure. The OSP segment leverages its core optical coating technologies and volume manufacturing capability to design, manufacture and sell technologies for the anti-counterfeiting, three-dimensional (3D) sensing, government and aerospace, automotive and industrial markets.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Diverse Technology Showcase: At MWC 2026, VIAVI will present over 30 technology demonstrations across areas such as AI data centers, secure communications, and 6G/AI-RAN, showcasing its latest advancements in network testing and automation solutions aimed at enhancing customer awareness and application capabilities of new technologies.
- Digital Twin Applications: Each day at 4 PM, VIAVI will conduct live demonstrations of digital twin use cases at its booth, illustrating how various solutions integrate into a complete end-to-end digital twin, emphasizing the redefinition of network and infrastructure design in AI-first environments.
- Strengthened Partnerships: Collaborating with over 20 partners, including the AI-RAN Alliance, AWS, and NVIDIA, VIAVI highlights the critical role of partnerships in driving innovation and market application amid the convergence of technology domains, thereby enhancing its competitive edge in the market.
- Innovative Technology Display: VIAVI's new ePRTC360+™ clock maintains 100 ns accuracy in GNSS-denied environments, showcasing its application potential in critical infrastructure and reflecting the company's leadership in high-precision clock technology.
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- Insider Sale: Viavi Solutions CEO Oleg Khaykin executed a direct market sale of 73,250 shares on February 9, 2026, valued at approximately $1.9 million; despite this reduction, he retains over 1.6 million shares, indicating confidence in the company's future.
- Ownership Stake Change: This transaction reduced Khaykin's direct holdings by 4.19%, yet he maintains an aggregate insider ownership of 0.71%, reflecting ongoing support for the company's prospects.
- Strong Market Performance: Viavi Solutions' stock closed at $27.62 on February 9, 2026, marking a 119.6% increase over the past year, driven by robust demand in the data center and aerospace sectors, which has bolstered performance.
- Financial Health: The company reported $369.3 million in revenue for its fiscal second quarter ended December 27, 2025, representing a 36% year-over-year growth, showcasing its competitiveness in a rapidly growing market, although the current stock price is at a multi-year high, prompting investors to be cautious in their decisions.
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- Diverse Technology Showcase: At MWC 2026, VIAVI will present over 30 technology demonstrations across security, quantum-safe communications, AIOps, 6G, and AI-RAN, highlighting advancements in network testing and automation solutions aimed at enhancing the design and protection of network infrastructure.
- Digital Twin Applications: Each day at 4 PM, VIAVI will conduct live demonstrations of digital twin use cases at its booth, showcasing how various solutions integrate into a complete end-to-end digital twin, emphasizing the importance of behavior validation and optimization in AI-first environments.
- Strengthened Partnerships: VIAVI collaborates with over 20 partners, including the AI-RAN Alliance, AWS, and NVIDIA, to showcase technologies, underscoring the critical role of partnerships in driving innovation and solution integration amid the convergence of technology domains.
- New Technology Launch: VIAVI will unveil its new ePRTC360+™, the only non-Cesium holdover clock maintaining 100 ns accuracy in GNSS-denied environments, further solidifying its leadership in critical infrastructure testing and measurement solutions.
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- Technological Innovation: VIAVI Solutions' ePRTC360+™ is the only Cesium-less clock solution that meets the ITU-T G.8272.1 standard, maintaining 100 ns accuracy during GNSS-denied scenarios, significantly enhancing resilience for critical infrastructure.
- Cost Efficiency: The ePRTC360+ offers a substantial cost reduction compared to traditional Cesium clocks, enabling deployment at edge sites, thereby boosting overall reliability and anti-jamming capabilities of the synchronization network.
- Integration Capability: Successfully integrated into VIAVI's SecurePNT™ 6200 product series, this technology maintains a stable timing reference across various jamming environments, catering to both military and commercial applications.
- Market Showcase: The ePRTC360+ will be demonstrated for the first time at the 2026 Mobile World Congress in Barcelona, further enhancing VIAVI's global market presence and showcasing its leadership in critical infrastructure solutions.
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- Technological Innovation: VIAVI's ePRTC360+ solution is the only Cesium-less clock that meets the ITU-T G.8272.1 standard, providing up to 100ns accuracy without time limits at a cost significantly lower than Cesium clocks, thereby reducing time synchronization costs for critical infrastructure.
- Market Application: The technology has been successfully tested in various live defense and commercial jamming environments, maintaining 100ns accuracy during GNSS disruptions, which enhances the resilience of 5G mobile networks and public safety systems, improving overall network reliability.
- Integration Advantages: The ePRTC360+ integrates with VIAVI's SecurePNT™ 6200 product series, combining enhanced anti-jamming and anti-spoofing antennas to provide stronger interference protection, ensuring smooth multi-orbit source switching even in complex interference scenarios, thus increasing system flexibility.
- Exhibition Showcase: The product will be showcased for the first time at the Mobile World Congress in Barcelona from March 2-5, 2026, marking a significant advancement in clock technology by VIAVI and is expected to attract widespread industry attention.
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- Transaction Overview: Viavi Solutions CEO Oleg Khaykin sold 70,566 directly-held shares on February 6, 2026, for approximately $1.9 million, retaining 1,708,871 shares post-transaction, indicating confidence in the company's future.
- Ownership Analysis: After the sale, Khaykin's direct stake is valued at about $45.1 million, representing 76.6% of his holdings at the start of the analyzed period, suggesting a positive outlook despite the company's current losses.
- Market Performance: At the time of the sale, Viavi Solutions shares closed at $26.38, reflecting a 106.1% increase over the past year, showcasing strong growth in the network testing and monitoring sector, although profitability remains a challenge.
- Investor Confidence: Khaykin's stock sale does not raise market concerns; instead, it reflects a rational decision at a high stock price, even as the company reported a net loss of $48.1 million in Q2, which is over 600% better than the previous year.
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