Viavi Solutions Inc. Common Stock VIAV

Viavi Solutions Inc is a world-wide leader in test and measurement and optical technologies. Its test and measurement, and resilient Position, Navigation and Timing (PNT) solutions enable and secure critical infrastructure ranging from data center ecosystems and communication networks to military, aerospace, railway and first responder communications. In addition, it develop and advance technologies used in high-volume optical applications across anti-counterfeiting, consumer electronics, aerospace, industrial and automotive end markets. The company's segments are Network and Service Enablement (NSE); and Optical Security and Performance Products (OSP). Majority of revenue comes from NSE segment. It has presence in Americas, Asia-Pacific, and EMEA. Majority of revenue is from America.

• Zacks Investment Research 2 oct

  Bull of the Day: Onto Innovation (ONTO)

  Onto Innovation (ONTO), a semiconductor metrology and inspection solutions provider, has earned a top Zacks Rank rating driven by explosive AI infrastructure demand. The company reported Q2 2026 revenue of $343.1 million (35.3% YoY growth) with expanding margins and strong EPS guidance. Multiple analysts raised price targets to $360-$400, citing tailwinds from advanced packaging, HBM demand, and the Dragonfly G5 platform ramp. A strategic $710 million investment in Rigaku Holdings for hybrid metrology capabilities further strengthens its competitive position.

  

• Zacks Investment Research 30 sept

  Can Keysight's Advanced Testing Generator Boost Its Growth Prospects?

  Keysight Technologies launched a new 20 GHz PSG XG7-class analog signal generator featuring dual independent channels in a compact 2U chassis, designed to improve measurement accuracy and testing capacity for wireless, aerospace, defense, and high-speed digital applications. The instrument offers low phase noise, low amplitude modulation noise, and a broadband noise floor of -166 dBc/Hz. Keysight's stock has rallied 108.3% over the past year and currently holds a Zacks Rank #1 (Strong Buy) rating, with earnings estimates rising significantly for 2026 and 2027.

  

• Zacks Investment Research 30 sept

  Can VIAV's New CF50 Strengthen Its Enterprise-Scale Testing Portfolio?

  Viavi Solutions launched the CyberFlood CF50, a compact 1U platform for testing application performance, security, and AI inference at speeds up to 100G. The solution offers industry-leading low power consumption, post-quantum cryptography support, and TLS performance 1.75x faster than competitors. VIAV stock has surged 229.6% over the past year and currently holds a Zacks Rank #1 (Strong Buy) rating.

  

• Zacks Investment Research 11 sept

  Can Ciena Sustain Its Strong Growth Amid Rising Optical Demand?

  Ciena Corporation reported record fiscal Q3 revenue of $1.67B (up 37% YoY) with adjusted EPS surging 215% to $2.11, driven by strong optical networks demand from AI infrastructure investments. The company projects fiscal 2027 revenue growth of at least 30% to $8.3-8.4B, though supply constraints remain a limiting factor. Competitors Corning and Viavi Solutions also benefit from AI infrastructure and optical connectivity tailwinds.

  

• Zacks Investment Research 4 sept

  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.