매크로 컨텍스트

테마

Test & Measurement Equipment (Tollgate)

핵심 동인

  • Surging optical transceiver production volumes
  • Data center field testing demand
  • LightDirect platform expansion
  • Automated test solutions

리스크

  • Keysight territory expansion
  • Transceiver price decline → test cost pressure
  • Telecom equipment investment cycle volatility

애널리스트 컨센서스

최저 9.3 USD최고 42 USD
현재가컨센서스 목표가

2026. 6. 15. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • Optical products segment revenue
  • LightDirect new module shipments
  • Data center customer expansion
  • Margin rate

리뷰 트리거

  • Optical test revenue decline
  • Key customer loss
  • Competitor price offensive

무효화 조건

  • Optical communications testing demand sharp decline
  • Keysight territory encroachment
  • Financial deterioration

Related ETFs

ETFs covering the same theme as VIAV — alternatives when direct holding is constrained or diversification is preferred

All ETFs

Comments

생성: 2026. 2. 25.수정: 2026. 2. 25.가격 기준: 2026. 6. 15.