Best signals are more pure play from $FORM and $VIAV.
状态日期：2026-05-27
Serenity观点
看多
推文立场
价格动量
看多
60D / 252D
信号分数
56
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
8.4%
稳定
概览
作者立场：看多；价格动量：看多。最新证据：Best signals are more pure play from $FORM and $VIAV. 暂无 AI 结论。
近 7 天有 0 条新闻、近 30 天 4 条披露，需要复核新增信息质量。
近期推文
Serenity观点
看多
价格动量
看多
首次提出
2026-03-17 20:38
来源
llm
更新时间
2026-04-30 05:54
作者立场：看多；价格动量：看多。最新证据：Best signals are more pure play from $FORM and $VIAV.
当前观点证据
Best signals are more pure play from $FORM and $VIAV.
Serenity 变化
The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet: ... $VIAV- Test & Measurement
Best signals are more pure play from $FORM and $VIAV.
Monitoring the situation for you (testing/yields edition): $VIAV and $FORM earnings: Extremely Bullish ... For $VIAV: -> $406.8M vs. $393M (beat) 42.8% Y/Y growth. -> $.27 EPS vs $0.2-$0.24 Guidance was $427m-$437m, i...
Yeah $VIAV $AEHR are all great. I just personally like the smaller MC names like Aehr, since it implies higher upside, but higher beta since it's less proven.
YTD Returns of Each Index Stock: ... $VIAV: +88.71%
You can definitely make an ETF of stuff like $FORM, $KEYS, $VIAV... sit back and chill. But... I personally like to try and pick a few of the highest upside winners personally.
新鲜度
复核时间：2026-05-27
证据
年度数据
最新期
2025
营收
1B
营收同比
8.4%
毛利率
56.8%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
Filing body read (8-K 2026-05-21) VIAVI披露已签署普通股公开发行承销协议，合计发行12,777,777股普通股、净募资约5.572亿美元，并拟主要用于偿还4.50亿美元7年期定期贷款。 Material changes: 2026年5月19日，公司与Stifel和Needham & Company等承销商签署承销协议。; 公司公开发行11,111,111股普通股，发行价为每股45.00美元。; 公司授予承销商30天内购买最多1,666,666股额外普通股的选择权，承销商已于2026年5月20日全额行使。. Risks: Existing shareholders face dilution from the new common stock issuance.; The underwriting agreement includes customary conditions to closing and termination provisions.; The underwriting agreement includes indemnification obligations, including for Securities Act liabilities.. Next checks: Review Exhibit 1.1 Underwriting Agreement for detailed lock-up exceptions, termination rights, indemnities, and closing conditions.; Review Exhibit 5.1 legal opinion regarding validity of issued shares.; Check the final prospectus supplement dated May 19, 2026 and filed May 20, 2026 for fuller offering details and risk disclosures..
近期推文
立场
看多
价格动量
看多
Best signals are more pure play from $FORM and $VIAV.
24h / 7天 / 30天
24h
0
7D
0
30D
2
Beta
1.23
敏感度
高关注高 beta
情绪风险
高
估值风险
偏高
背景
technology-communication-equipment
-
等待 GPT xhigh 分析。
研究问题
背景
technology-communication-equipment
状态日期：2026-05-27
复核时间：2026-05-27
作者立场
看多
llm
价格动量
看多
60D / 252D
信号分数
56
新增信息排序
24h 提及
0
短线新增
7天提及
0
低
30天提及
2
长周期热度
7日新闻
0
低
30日披露
4
8-K
收入同比
8.4%
稳定
Beta
1.23
高关注高 beta
llm · 2026-04-30 05:54
The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet: ... $VIAV- Test & Measurement
Best signals are more pure play from $FORM and $VIAV.
Monitoring the situation for you (testing/yields edition): $VIAV and $FORM earnings: Extremely Bullish ... For $VIAV: -> $406.8M vs. $393M (beat) 42.8% Y/Y growth. -> $.27 EPS vs $0.2-$0.24 Guidance was $427m-$437m, i...
Yeah $VIAV $AEHR are all great. I just personally like the smaller MC names like Aehr, since it implies higher upside, but higher beta since it's less proven.
YTD Returns of Each Index Stock: ... $VIAV: +88.71%
You can definitely make an ETF of stuff like $FORM, $KEYS, $VIAV... sit back and chill. But... I personally like to try and pick a few of the highest upside winners personally.
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
1B
营收同比
8.4%
毛利率
56.8%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
technology-communication-equipment
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 1B | - | 56.8% | 11.3% | 5.6% |
| 2022 | 1B | 7.8% | 59.1% | 14.3% | 1.2% |
| 2023 | 1B | -14.4% | 57.0% | 9.0% | 2.3% |
| 2024 | 1B | -9.6% | 56.9% | 4.3% | -2.6% |
| 2025 | 1B | 8.4% | 56.8% | 6.5% | 3.2% |
24h / 7天 / 30天
24h
0
7D
0
30D
2
风险: 高 · 低
简读 + 重点消息
消息简读
0 条 7日新闻，压力 低。
重点消息
新增披露摘要
披露分析
Filing body read (8-K 2026-05-21) VIAVI披露已签署普通股公开发行承销协议，合计发行12,777,777股普通股、净募资约5.572亿美元，并拟主要用于偿还4.50亿美元7年期定期贷款。 Material changes: 2026年5月19日，公司与Stifel和Needham & Company等承销商签署承销协议。; 公司公开发行11,111,111股普通股，发行价为每股45.00美元。; 公司授予承销商30天内购买最多1,666,666股额外普通股的选择权，承销商已于2026年5月20日全额行使。. Risks: Existing shareholders face dilution from the new common stock issuance.; The underwriting agreement includes customary conditions to closing and termination provisions.; The underwriting agreement includes indemnification obligations, including for Securities Act liabilities.. Next checks: Review Exhibit 1.1 Underwriting Agreement for detailed lock-up exceptions, termination rights, indemnities, and closing conditions.; Review Exhibit 5.1 legal opinion regarding validity of issued shares.; Check the final prospectus supplement dated May 19, 2026 and filed May 20, 2026 for fuller offering details and risk disclosures..
近期披露
beta / 动量 / 主题
Beta
1.23
状态
高关注高 beta
立场
看多
动量
看多
积极观察 · 偏高
板块定位
technology-communication-equipment