Viavi Solutions: Strong Profit Growth Makes Valuation More Attractive

Impact · against what's priced in

Viavi Solutions shows strong growth potential driven by 1.6T and CPO technologies for AI data centers and resilient aerospace and defense demand. This combination of high-growth AI exposure and a stable defense revenue stream suggests upside as margins expand.

VIAV+0.60

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In context

Robust growth in 1.6T and CPO technologies for AI data centers, combined with strong aerospace and defense demand, provides a catalyst for further margin expansion and valuation upside.

Read from the article alone

• earnings▲2%
• VIAV
• aerospace defense
• ai data centers
• cpo tech
• margins
• optical testing

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