Is Viavi Solutions Inc. (NASDAQ:VIAV) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Viavi Solutions Inc. at current levels.
The old JDS Uniphase is back as the pick-and-shovel play on AI datacenter optical build-outs, but the run has been vertical.
Where VIAV is headed
Viavi has spent two decades being written off as a boring telco test-equipment shop, a JDSU zombie shuffling around the ruins of the dot-com bust. That story is dead. The Network and Service Enablement segment is now the tool of choice for validating 800G and 1.6T optical transceivers, the exact components going into every hyperscaler AI cluster from Ashburn to Abilene. Every Nvidia GB200 rack shipped needs its optical interconnects tested. Every Broadcom Tomahawk switch needs verification. Every co-packaged optics prototype coming out of TSMC needs a Viavi box hooked up to it. Revenue growth of 42.8% year-on-year is not a telco recovery story, it is Viavi becoming the Keysight of the AI optical build-out.
Read the full Compass Direction on VIAV
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $38.16).
See the full VIAV analysisGet calls like this, free
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Frequently asked questions
Is Viavi Solutions Inc. (NASDAQ:VIAV) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Viavi Solutions Inc. at current levels. The old JDS Uniphase is back as the pick-and-shovel play on AI datacenter optical build-outs, but the run has been vertical.
What is VIAV's Compass Score?
Viavi Solutions Inc. scores 86/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for VIAV?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the VIAV page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.