Viavi Solutions Inc. has been upgraded to Strong Buy due to its strategic pivot from declining telecom hardware to high-margin AI semiconductor testing and autonomous defense navigation systems. The company's acquisitions and research and development efforts position it uniquely in AI OSAT/OCS and defense markets, supporting long-term growth and improved operating leverage. In Q1-FY2027, Viavi reported 56.9% revenue growth and a 29% non-GAAP operating margin, alongside a $500 million share buyback and tax benefits that enhance capital returns. Despite risks from AI regulation, export controls, and supply chain issues, Viavi's current valuation at about 15.25 times FY2027 earnings suggests potential upside compared to historical averages.
Following Viavi Solutions' strategic shift and positive outlook, its stock price on Pluang has risen notably, trading at USD 33.67 as of Nov 11, 2026, 23:41 WIB. This marks an 8.58% increase in one day, reflecting heightened investor interest. The company's market capitalization stands at $7.63 billion, with a 52-week trading range between $15.92 and $55.33, indicating significant volatility over the past year.
