FTNT vs VIAV
Fortinet vs Viavi Solutions — AI-powered side-by-side comparison
VS
VIAV
Viavi Solutions
62
Buy
| Metric | FTNT | VIAV |
|---|
| AI Score |
66
|
62
|
| Price |
$152.01
|
$36.95
|
| P/E Ratio |
53.14×
|
-287.77×
|
| ROE |
149.8%
|
-2.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
80.4%
|
57.7%
|
| Debt / Equity |
0.32×
|
0.48×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
38.4
|
37.8
|
| Beta |
1.058
|
1.234
|
| Expected Upside |
—
|
+47.3%
|
AI Committee View
Current Innellis committee reasoning for FTNT versus VIAV.
FTNT leads by 4 points.
FTNT scores 66/100 (Buy) versus VIAV at 62/100 (Buy).
FTNT Committee View
75% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- News sentiment is positive (+0.27 across 39 articles, 14d) — News
Bear Case
- MACD histogram negative -- bearish momentum — Technical
VIAV Committee View
60% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 33.5% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Bollinger bandwidth of 33.5% signals elevated volatility — Risk