Viavi Solutions Inc. (VIAV): A Bull Case Theory

We came across a bullish thesis on Viavi Solutions Inc. on Viavi Solutions Inc. In this article, we will summarize the bulls’ thesis on VIAV. Viavi Solutions Inc.’s share was trading at $10.31 as of July 23^rd. VIAV’s trailing and forward P/E were 515.50 and 17.86, respectively according to Yahoo Finance.

Viavi Solutions Inc. (NASDAQ: VIAVI) is a global leader in network test, monitoring, and assurance solutions that underpin the reliable deployment of AI applications across data centers and enterprise networks. The company’s technology enables high-speed, high-integrity data infrastructure critical for AI workloads, supporting both hyperscale and enterprise data centers as AI transitions from the compute build-out to application deployment.

Viavi’s offerings ensure network performance from the core data centers, where compute is concentrated, to the edge, where AI inference increasingly takes place. Its advanced optical technologies serve a broad range of industries, reinforcing its role as an indispensable enabler in the AI ecosystem. With AI entering Phase 2, the acceleration of application deployment, the demand for reliable and efficient network infrastructure has become more urgent, as the return on heavy capital expenditure depends on seamlessly running these AI systems.

Viavi is well-positioned to capitalize on this need, providing the critical assurance that network systems will function smoothly as AI-driven workloads scale. The company was recently added to the portfolio and subsequently increased during broader market weakness, reflecting strong conviction in its growth trajectory.

Viavi stands to benefit meaningfully as the focus shifts from building AI compute capacity to unlocking value through the widespread deployment of AI applications, particularly at the network edge, where its solutions are mission-critical. This unique positioning creates a compelling investment case as Viavi’s role becomes increasingly integral to the realization of AI’s next growth phase.

Previously, we covered a bullish thesis on Trex Company, Inc. (TREX) by Stock Analysis Compilation in June 2025, which highlighted structural growth in composite decking, Trex’s market leadership, and strong secular tailwinds. The company’s stock price has appreciated by approximately 18.18% since our coverage as the thesis played out. The thesis still stands as composite adoption rises. The Viavi Solutions Inc. author shares a contrarian view, emphasizing AI-driven network infrastructure growth.

READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.

Disclosure: None.