8Mon·

Viavi Solutions exceeds expectations and gives a very optimistic outlook - share with up-gap!

$VIAV (+0.7%)

Hello my dears,

I personally find the company and its growth very exciting.

If you like, I can introduce you to the company with multiples. Write me in the comments if you are interested.


Viavi Solutions is a specialist in network testing and security technologies and is currently benefiting from dynamic developments in the data center sector as well as growing demand from the defense and aerospace industries.


On January 29, the company reported strong quarterly figures, with both sales of USD 369.3 million (growth: 36.4%) and earnings per share of 0.22 exceeding expectations. Growth is expected to continue. Sales of between USD 386 million and USD 400 million are expected for the current quarter. Management particularly emphasized the high demand in the data center sector, with the expansion of AI infrastructure requiring massive test and measurement capacities for new high-speed networks (e.g. 800G/1.6T Ethernet). Viavi is an important supplier here. The CEO said that the predictability of orders has increased from 1 to 1.5 quarters in the past to up to 3 quarters now.


The share will open with an up-gap after the Q2 figures. The strength can now be followed. (VIAV)

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20 Comments

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Hello my dear,

I don't necessarily need a comprehensive introduction.

I think that even 3 months is a very short period of time to plan orders, which in my view speaks against stability.

I see at most moderate upside here, rather greater downside potential.

But: interesting to take a look at. Thanks for the short presentation.🙏🏻🫶🏻
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@All-in-or-nothing I just had a quick look at the profit flow chart. Looks like margins are rather low. That's not really your case
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@Tenbagger2024 I also have weaker margin profiles in my portfolio, it's not like that. However, I am then convinced of my investment thesis based on other factors.😉

Unfortunately, I don't have one at the moment.
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My dear. Viva la vida
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@TradingHase My dear, how was your trading day?
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@Tenbagger2024 Darkest red 🤷🏼‍♂️ at the end only with blue eyes and -1.5% still around frames.
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@TradingHase stay brave
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@Tenbagger2024 Jo, thinking about buying 2 more $MSFT tomorrow 🤔
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@TradingHase
Certainly not a bad decision. Software is having a hard time right now. I got into Celestia today
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@Tenbagger2024 oh are you really.👍🏻 Has she come back any further? Haven't looked at all.
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@All-in-or-nothing
Saw the buy recommendation from Bank of America. Almost got in at the daily low
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@All-in-or-nothing
I think that's enough with AI values for now. Too high cluster risk
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@Tenbagger2024 I understand. I've actually had enough too. Although I'm still looking at $INOD. Unfortunately, the Palantir Boost got in the way a bit.
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@All-in-or-nothing
I also see potential at $EXLS. The share has already been beaten up a lot
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@Tenbagger2024 But you're already invested there, right?
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