Viavi Solutions is a huge beneficiary of 1.6T tailwinds and appears to have shown 3.2T test gear at OFC 2026. x.com 

Viavi Solutions is one of the best ways to play co-packaged optics and photonics, and the dilution-driven dip is a good entry. Viavi is raising $500M to repay its $450M Term Loan B, about 2% dilution that cleans up the balance sheet, yet shares fell almost 6% after hours. At roughly 39x 2027 estimates it is cheap versus photonics and CPO peers, and fundamentally less risky. CPO is a 2028-and-beyond story, so this is a longer-term holding. x.com  x.com  x.com  x.com  x.com 

VIAVI Solutions benefits from every fight in the interconnect layer, since copper versus optical and pluggable versus co-packaged all raise test intensity whoever wins. Its quarter beat cleanly: revenue rose 52.5% to $443.1 million, operating margin expanded 960bp to 24%, and Q1 EPS guidance of $0.40-0.42 crushed the $0.28 estimate. The test segment grew 69.2%. CEO Oleg Khaykin called CPO delay fears nonsense, saying yield issues mean more testing, with CPO revenue starting this quarter. x.com  … Show more

VIAVI is a picks-and-shovels winner as AI data-center optical testing becomes its main growth driver. Revenue rose 42.8% to $406.8M on data-center and aerospace and defense demand, non-GAAP EPS jumped 80% to $0.27 with a 21% operating margin, and its network and service enablement segment grew 54.4% as Spirent contributes. Next-quarter guidance calls for $427-437M of revenue. The photonics buildout needs high-volume test and measurement, and data-center capex is surging. x.com  x.com 

Viavi's earnings were incredible, with revenue up 52.5% to $443.1M and non-GAAP operating margin rising to 24.0% from 14.4%. Non-GAAP EPS jumped to $0.34 from $0.13, which should drive a huge day for the stock. x.com 

Viavi remains a bottleneck play worth holding after beating estimates and guiding above consensus. Per @MartyChargin, quarterly EPS of $0.27 beat by $0.04 and revenue rose 42.8% to $406.8M, while June-quarter guidance of $0.29-0.31 EPS and $427-437M revenue tops consensus. x.com 

Viavi's AI data-center testing business is running ahead of plan. Q4 revenue of $443.1M and a 24.0% operating margin topped the high end of guidance, data center more than doubled year over year excluding Spirent, and the Q1 guide of $450M-$460M and $0.40-$0.42 EPS beats a $432M and $0.28 street. The $500M quarter moved up to calendar 2027 from fiscal 2028. CEO Oleg Khaykin called CPO yield-delay worries nonsense, since yield problems mean more testing, with CPO revenue starting this quarter. … Show more

Viavi Solutions can reach $90-$100 by 2028 as earnings scale and it keeps its rerating as an AI hardware enabler. It once traded at 13-16x forward earnings as slow-growth telecom instrumentation, but now trades near 38x 2027 estimates. Consensus non-GAAP EPS rises from about $0.94 in FY2026 to $1.83 by FY2028, and a bull case with stronger Spirent synergies reaches $2.25-$2.50. As a premier testing bottleneck for 1.6T and 3.2T optical deployments, it can sustain a 38-40x multiple. x.com 

Nihon Dempa Kogyo remains attractive despite SiTime having fixed its jitter issue months ago. Quartz timing is mostly dead in many uses, but it still has a place in some defense and space applications. x.com 

Tower Semiconductor has a fresh defense catalyst. With Axiro Semiconductor, it is ramping to volume production of Ku- and X-band radar beamforming chips built on Tower's silicon germanium technology in its US fabs, aimed at US defense radar and satellite communications, per TipRanks. Tower also has a collaboration with Lightwave Logic on high-speed optical modulators for its silicon photonics process. x.com