Viavi Solutions Inc is expected to report consensus revenue of $455.23 million and EPS of $0.41 for the quarter ending September 30, 2026, with the current stock price of $29.92 trading significantly below the average analyst target of $62.66.
Investors are primarily focused on the integration of Spirent Communications and the resulting growth in the Network and Service Enablement (NSE) segment driven by AI data center demand.
Management is likely to provide updates on their $500 million quarterly revenue target for calendar 2027 and the impact of recent debt reduction following a $575 million equity raise.
While traditional telecom spending remains soft, leadership in 800G and 1.6T Ethernet validation tools is expected to drive significant year-over-year margin expansion and market share gains.