Added to YB: 2026-05-04
Pitch date: 2026-04-29
VIAV [neutral]
Viavi Solutions Inc.
-7.77%
current return
Author Info
No bio for this author
Company Info
Viavi Solutions Inc. provides network test, monitoring, and assurance solutions for telecommunications, cloud, enterprises, first responders, military, aerospace, and critical infrastructures in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.
Market Cap
N/A
Pitch Price
$59.99
Price Target
53.00 (+1%)
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Communications Equipment
Category
growth
Following VIAV’s Nov $60 Calls
VIAV (following Nov $60 calls): $249K bet on 300 Nov'26 $60 calls @ $8.30. Q3 FY26 tonight. Q2: rev $369M (+36% YoY), adj EPS $0.22 (beat), 22% EBITDA margin. Bull case: 1) Street PTs doubled to $53 (B.Riley +104%, Northland +82%) still 12% below strike 2) Spirent acq ($410M) adds $180-200M ARR, first full Q today, accretive FY27 3) PCIe 7.0 platform positions for AI buildout 4) 15% defense rev = counter-cyclical floor. Structure covers 3 ERs thru Oct'26, targets trend not single print.
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