$VIAV

2 theses
bullish 100%neutral 0%bearish 0%
Avg return (3m)
Win rate (3m)
(0 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jun 10, 4:08 PM ET
$VIAVDDbullish
u/StrawberryOk8459 · 39d ago3 prior · awaiting results
31 call

Time to buy VIAV

VIAV has strong revenue growth (42.8% YoY) driven by AI/data center demand and recent acquisitions, with guidance indicating continued momentum. Despite lower GAAP earnings, non-GAAP profitability improved significantly, and the earnings miss is primarily due to one-time charges and restructuring costs rather than operational weakness.

At post $52.49Now $46.82-10.8% since postedas of Jun 10, 4:08 PM ET
1d
3d+2.8%
1w-2.4%
1m-9.5%
3m
6m
1y
original post →
$VIAVYOLObullish
u/37366034 · 49d ago19 prior · awaiting results

AI Infrastructure Build Out YOLOs

Viavi Solutions provides optical and network testing and monitoring solutions for data center infrastructure. The author is bullish on this enabling technology for AI infrastructure deployment.

At post $44.31Now $46.82+5.7% since postedas of Jun 10, 4:08 PM ET
1d+4.2%
3d+7.8%
1w+2.8%
1m+11.7%
3m
6m
1y
original post →

End of results.