Viavi Solutions Director Sells $2.72M Shares Despite 43% Revenue Surge

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Viavi Solutions director Richard Belluzzo sold 51,110 shares at $53.30, netting $2.72 million and retaining 160,740 shares. This comes after Q3 revenue rose 43% to $406.8 million with EPS of $0.27, while fair value estimates at $13.09 contrast with its $52.40 trading price.

1. Insider Sale Details

On May 4, director Richard Belluzzo sold 51,110 shares of Viavi Solutions at $53.30 per share, generating proceeds of approximately $2.72 million. Post-transaction, Belluzzo retains 160,740 shares, marking a significant insider sale amid recent strong stock performance.

2. Q3 Financial Performance

Viavi Solutions reported Q3 revenue of $406.8 million, a 43% increase from $284.8 million a year earlier, with EPS of $0.27 versus $0.15 last year. These results exceeded analyst expectations and spurred a more than 15% stock rally following the earnings release.

3. Valuation Concerns

Despite robust financial growth, valuation models peg Viavi’s fair value at just $13.09 per share, far below its recent trading price of $52.40. This disparity has fueled debate over whether the stock is trading at an unsustainable premium.

4. Insider Selling Trend

Insiders have offloaded $12.2 million worth of Viavi stock over the past three months, suggesting potential caution among company insiders. Observers are watching further insider activity for clues on executive sentiment and stock valuation.

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