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LITE vs VIAV
Which Stock Would AI Choose? Lumentum Holdings Inc. (LITE) vs. Viavi Solutions Inc. (VIAV) Stock Comparison
Key Takeaways
- Lumentum Holdings Inc. (LITE) has delivered substantially stronger recent price momentum than Viavi Solutions Inc. (VIAV), with outsized gains tied to AI-driven demand for optical components.
- Both companies operate in the optical communications and photonics sector, yet Lumentum Holdings Inc. (LITE) focuses more directly on high-speed data center and AI infrastructure solutions, while Viavi Solutions Inc. (VIAV) emphasizes network test, monitoring, and assurance products.
- Viavi Solutions Inc. (VIAV) reported robust fiscal fourth-quarter results with 52.5% year-over-year revenue growth, signaling solid execution across its segments.
- Lumentum Holdings Inc. (LITE) trades at a significantly higher market capitalization and has shown greater year-to-date and one-year returns compared with Viavi Solutions Inc. (VIAV).
- Sector tailwinds from expanding AI and cloud networks support both stocks, though Lumentum Holdings Inc. (LITE) exhibits higher volatility consistent with its concentrated exposure to data-center optics.
- Market sentiment remains constructive for optical technology providers, with relative performance favoring Lumentum Holdings Inc. (LITE) in recent market activity.
Introduction
Investors and traders seeking exposure to the optical communications and photonics industry often evaluate Lumentum Holdings Inc. (LITE) and Viavi Solutions Inc. (VIAV) together because both companies supply critical technologies for data centers, telecommunications networks, and advanced sensing applications. This comparison highlights differences in business focus, recent stock behavior, and positioning within the broader technology supply chain. Portfolio managers, growth-oriented investors, and those monitoring AI infrastructure trends may find the analysis useful for assessing relative opportunities and risks in the current market environment.
Lumentum Holdings Inc. (LITE) Overview and Recent Performance
Lumentum Holdings Inc. (LITE) designs and manufactures optical and photonic products, including components and modules used in cloud data centers, AI infrastructure, and telecommunications networks. The company operates primarily through its Cloud & Networking and Industrial Tech segments. In recent weeks, Lumentum Holdings Inc. (LITE) shares have extended strong gains, reflecting sustained investor interest in AI-related optical connectivity. Market activity shows notable price appreciation driven by expectations around data-center demand and upcoming earnings, with the stock maintaining elevated levels relative to broader market benchmarks. Sentiment has been supported by industry-wide indicators of accelerating AI deployment, positioning the company as a direct beneficiary of these trends.
Viavi Solutions Inc. (VIAV) Overview and Recent Performance
Viavi Solutions Inc. (VIAV) provides network test, monitoring, and assurance solutions alongside optical security and performance products serving telecommunications, enterprise, government, and aerospace markets. The company reports results across Network and Service Enablement and Optical Security and Performance Products segments. Recent market activity for Viavi Solutions Inc. (VIAV) has been influenced by its fiscal fourth-quarter earnings release, which showed revenue growth exceeding 50% year over year. The stock has posted solid year-to-date gains, though at a more moderate pace than some peers in the optical space. Sentiment reflects steady demand signals from data-center and aerospace end markets, contributing to a constructive backdrop without the same degree of volatility observed in more concentrated AI-component plays.
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Head-to-Head Comparison
Lumentum Holdings Inc. (LITE) and Viavi Solutions Inc. (VIAV) both participate in the optical technology ecosystem but differ in primary revenue drivers. Lumentum Holdings Inc. (LITE) derives significant exposure from high-speed optical modules for AI and cloud data centers, creating greater sensitivity to infrastructure spending cycles. Viavi Solutions Inc. (VIAV) balances its portfolio with test-and-measurement tools and optical coatings, offering broader end-market diversification that includes aerospace and government applications. In recent market activity, Lumentum Holdings Inc. (LITE) has demonstrated stronger price momentum and larger market capitalization, while Viavi Solutions Inc. (VIAV) has shown resilience through consistent earnings beats and more moderate volatility. Risk factors include supply-chain dependencies and competitive intensity for both firms, with Lumentum Holdings Inc. (LITE) carrying higher valuation multiples reflective of its growth profile. Sector sentiment favors optical providers overall, yet the trade-off centers on growth concentration versus stability.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, and relative market positioning, Tickeron’s AI would currently assign a higher probability of favorable near-term performance to Lumentum Holdings Inc. (LITE). The stock’s stronger recent price trajectory and direct alignment with AI data-center demand provide a clearer catalyst profile compared with Viavi Solutions Inc. (VIAV)’s more diversified but slower-moving growth path. This assessment remains probabilistic and subject to evolving market conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LITE is a Buy and VIAV is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
LITE’s FA Score shows that 1 FA rating(s) are green whileVIAV’s FA Score has 0 green FA rating(s).
- LITE’s FA Score: 1 green, 4 red.
- VIAV’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
LITE’s TA Score shows that 5 TA indicator(s) are bullish while VIAV’s TA Score has 5 bullish TA indicator(s).
- LITE’s TA Score: 5 bullish, 3 bearish.
- VIAV’s TA Score: 5 bullish, 3 bearish.
Price Growth
LITE (@Telecommunications Equipment) experienced а +12.85% price change this week, while VIAV (@Telecommunications Equipment) price change was +10.82% for the same time period.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was +3.16%. For the same industry, the average monthly price growth was +3.49%, and the average quarterly price growth was +29.59%.
Reported Earning Dates
LITE is expected to report earnings on Nov 10, 2026.
VIAV is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Telecommunications Equipment (+3.16% weekly)The Telecommunications Equipment industry produces voice and data communications equipment, which includes fiber optic delivery products, digital signal processors, high-speed voice, data and video delivery. Additionally, satellite systems, global positioning systems, wireless data systems, personal communications equipment, telephone handsets and payload equipment for satellites also fall into this category. Apple Inc., QUALCOMM Incorporated and Nokia are major global players in this segment.
| LITE | VIAV | LITE / VIAV | |
| Capitalization | 82.6B | 10.6B | 779% |
| EBITDA | 552M | 119M | 464% |
| Gain YTD | 152.983 | 141.919 | 108% |
| P/E Ratio | 143.22 | 350.50 | 41% |
| Revenue | 2.49B | 1.37B | 182% |
| Total Cash | 3.17B | 501M | 633% |
| Total Debt | 3.31B | 1.14B | 292% |
LITE | VIAV | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 41 | 19 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 92 Overvalued | |
PROFIT vs RISK RATING 1..100 | 25 | 45 | |
SMR RATING 1..100 | 43 | 95 | |
PRICE GROWTH RATING 1..100 | 34 | 38 | |
P/E GROWTH RATING 1..100 | 97 | 79 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
LITE's Valuation (83) in the Telecommunications Equipment industry is in the same range as VIAV (92) in the Electronic Equipment Or Instruments industry. This means that LITE’s stock grew similarly to VIAV’s over the last 12 months.
LITE's Profit vs Risk Rating (25) in the Telecommunications Equipment industry is in the same range as VIAV (45) in the Electronic Equipment Or Instruments industry. This means that LITE’s stock grew similarly to VIAV’s over the last 12 months.
LITE's SMR Rating (43) in the Telecommunications Equipment industry is somewhat better than the same rating for VIAV (95) in the Electronic Equipment Or Instruments industry. This means that LITE’s stock grew somewhat faster than VIAV’s over the last 12 months.
LITE's Price Growth Rating (34) in the Telecommunications Equipment industry is in the same range as VIAV (38) in the Electronic Equipment Or Instruments industry. This means that LITE’s stock grew similarly to VIAV’s over the last 12 months.
VIAV's P/E Growth Rating (79) in the Electronic Equipment Or Instruments industry is in the same range as LITE (97) in the Telecommunications Equipment industry. This means that VIAV’s stock grew similarly to LITE’s over the last 12 months.
| LITE | VIAV | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 70% |
| Stochastic ODDS (%) | 1 day ago 73% | 1 day ago 65% |
| Momentum ODDS (%) | 1 day ago 81% | 1 day ago 70% |
| MACD ODDS (%) | 1 day ago 78% | 1 day ago 79% |
| TrendWeek ODDS (%) | 1 day ago 79% | 1 day ago 73% |
| TrendMonth ODDS (%) | 1 day ago 82% | 1 day ago 76% |
| Advances ODDS (%) | 1 day ago 80% | 1 day ago 73% |
| Declines ODDS (%) | 16 days ago 75% | 16 days ago 68% |
| BollingerBands ODDS (%) | 1 day ago 67% | 1 day ago 58% |
| Aroon ODDS (%) | 1 day ago 81% | 1 day ago 68% |
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VIAV and
Correlation & Price change
A.I.dvisor indicates that over the last year, VIAV has been loosely correlated with LITE. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if VIAV jumps, then LITE could also see price increases.
| Ticker / NAME | Correlation To VIAV | 1D Price Change % | ||
|---|---|---|---|---|
| VIAV | 100% | +12.27% | ||
| LITE - VIAV | 61% Loosely correlated | +13.63% | ||
| HLIT - VIAV | 52% Loosely correlated | +4.80% | ||
| CRNT - VIAV | 50% Loosely correlated | +0.91% | ||
| AAOI - VIAV | 50% Loosely correlated | +2.79% | ||
| SILC - VIAV | 44% Loosely correlated | +1.48% | ||
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