• In late June 2026, Viavi Solutions was added to several Russell large- and mid-cap indices and launched an Ultra Ethernet Transport validation solution for AI fabrics aimed at hyperscalers, cloud providers and network equipment makers.
• This combination of index reclassification and AI-focused product innovation underscores Viavi’s evolving role as an infrastructure enabler for next-generation high-speed AI networks.
• Next, we’ll examine how Viavi’s new Ultra Ethernet AI fabric validation solution could reshape its investment narrative around data center growth.

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Viavi Solutions Investment Narrative Recap

To own Viavi Solutions, you need to believe its pivot toward data center and AI infrastructure can eventually translate into sustainable, profitable growth despite a history of losses and volatile end markets. The recent move into Russell 1000 and mid-cap indices, alongside the Ultra Ethernet AI fabric validation launch, supports visibility with institutional investors but does not meaningfully change near term dependence on data center demand and smooth execution on recent acquisitions, which remain key catalysts and risks.

The Ultra Ethernet Transport validation solution stands out as the most relevant recent announcement, directly tying Viavi’s test portfolio to emerging AI fabric standards such as UET. For investors focused on data center driven growth, this product reinforces the idea that Viavi is positioning its Network and Service Enablement segment around AI workloads, even as the company still faces cyclical pressure in wireless and service provider markets and must integrate acquired Spirent and Inertial Labs businesses effectively.

Yet behind the AI growth story, investors should also be aware of...

Viavi Solutions' narrative projects $2.4 billion revenue and $555.2 million earnings by 2029. This requires 20.1% yearly revenue growth and a $610.3 million earnings increase from -$55.1 million today.

Uncover how Viavi Solutions' forecasts yield a $64.43 fair value, a 55% upside to its current price.

Exploring Other Perspectives

While consensus expects improvement, the most cautious analysts once modeled revenue at about US$1.9 billion and earnings of roughly US$422 million by 2029, reminding you that views on Viavi’s AI dependent data center exposure can differ sharply and that these pre news assumptions may evolve as the Ultra Ethernet launch and index changes play through.

Explore 4 other fair value estimates on Viavi Solutions - why the stock might be worth as much as 55% more than the current price!

Decide For Yourself

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

• A great starting point for your Viavi Solutions research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Viavi Solutions research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Viavi Solutions' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.