Viavi Insider Sells 25,000 Shares as Stock Climbs 13% This Week, Signals Profit‑Taking, Not Panic

Insider Selling in a Bull Market: What Viavi’s Recent Transaction Signals

Viavi Solutions Inc. has just seen a sizable share sale by owner COLVIN DONALD A, who off‑loaded 25,000 common shares on Feb 26, 2026 at an average price of $29.23. The trade represents roughly 1 % of the shares he held after the sale (147,053 shares) and comes just two days after the stock closed at $29.13. The move is noteworthy because it coincides with a sharp uptick in social‑media chatter (buzz ≈ 142 %) and a modestly positive sentiment (+20), suggesting that the sale is not triggering panic among retail investors.

Implications for the Stock and the Business

For investors, the sale is a neutral signal. A 1 % sell‑off in a 6.3 billion‑dollar company is unlikely to sway the market price, especially in the context of an industry‑wide rally (the stock is up 13.6 % this week and 50 % this month). The timing – after a recent product launch (the DCX 700 multifiber test set) and amid a broader communications‑equipment upturn – implies that the owner is likely harvesting gains rather than reacting to operational concerns. In the long term, Viavi’s earnings outlook remains clouded by a negative price‑to‑earnings ratio (-144), but the company’s expanding portfolio of network‑performance tools positions it well for the growing demand for cloud‑and‑video infrastructure.

What Has COLVIN DONALD A Done in the Past?

A quick scan of his filing history shows a pattern of active trading but a net accumulation of shares. Over the past year he has bought and sold roughly equal amounts of common stock and restricted stock units, ending 2025 with 172,053 shares. His most recent big moves were in early November 2025, when he bought 23,529 shares and later sold 23,050 shares in a single day. His trading frequency is higher than most executives but lower than the company’s CEO, OLEG KHAYKIN, who has sold over 1.5 million shares in February alone. COLVIN’s transactions tend to cluster around key corporate announcements, suggesting that he may be timing his sales to capture upside while still maintaining a significant equity stake.

Key Takeaway for Investors

The February 26 sale is a routine, profit‑taking move that does not indicate any underlying distress at Viavi. The company’s recent product rollout, strong quarterly performance, and the broader rally in the communications‑equipment sector provide a solid backdrop for continued upside. Investors should monitor the next quarter’s earnings and any further insider activity—particularly from the CEO and senior management—to gauge whether the current momentum will sustain or whether a broader market pullback could erode gains.