Vistance Networks (VISN)
NASDAQ:VISN
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Vistance Networks
(NASDAQ:VISN)
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Rating:58Neutral
Price Target:
$13.00
▼(-31.90% Downside)
Action:ReiteratedDate:05/06/26
The score is held back primarily by below-average financial performance quality (declining TTM revenue, volatile net income, and balance-sheet inconsistency) despite solid positive TTM free cash flow. Technicals are a meaningful positive with strong trend confirmation, while valuation remains weak due to a negative P/E and no dividend data. Earnings-call commentary adds support via the RUCKUS sale and shareholder-return plans, but operational headwinds and execution risks cap upside.
Positive Factors
Free Cash Flow Generation
Consistent positive TTM operating cash flow and FCF provide durable internal funding for capex, R&D, buybacks and distributions. Reliable cash generation cushions earnings volatility, supports deleveraging or M&A, and underpins sustained capital allocation flexibility.
Negative Factors
TTM Revenue Contraction
A ~13.8% TTM revenue decline signals a multi‑year contraction from the 2022 peak, eroding scale and operating leverage. Even with improved gross and EBITDA margins, sustained top‑line shrinkage constrains long‑term margin expansion, investment capacity and growth credibility.
Read all positive and negative factors
Positive Factors
Negative Factors
Free Cash Flow Generation
Consistent positive TTM operating cash flow and FCF provide durable internal funding for capex, R&D, buybacks and distributions. Reliable cash generation cushions earnings volatility, supports deleveraging or M&A, and underpins sustained capital allocation flexibility.
Read all positive factors
Vistance Networks (VISN) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$2.75B
Dividend YieldN/A
Average Volume (3M)4.55M
Price to Earnings (P/E)―
Beta (1Y)2.32
Revenue Growth-15.71%
EPS Growth77.14%
CountryUS
Employees20,000
SectorTechnology
Sector Strength88
IndustryCommunication Equipment
Share Statistics
EPS (TTM)-0.14
Shares Outstanding225,569,630
10 Day Avg. Volume4,922,730
30 Day Avg. Volume4,552,903
Financial Highlights & Ratios
PEG Ratio>-0.01
Price to Book (P/B)14.49
Price to Sales (P/S)2.06
P/FCF Ratio15.75
Enterprise Value/Market Cap0.11
Enterprise Value/Revenue0.07
Enterprise Value/Gross Profit0.19
Enterprise Value/Ebitda0.37
Forecast
1Y Price Target
$17.00Price Target Upside-10.95% Downside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)1.16
Revenue Forecast (FY)$2.08B
Vistance Networks Business Overview & Revenue Model
Company Description
Vistance Networks, Inc. provides infrastructure solutions for communications, data center, and entertainment networks in the United States, Europe, the Middle East, Africa, the Asia Pacific, Caribbean, and Latin America. The company operates in th...
Vistance Networks Earnings Call Summary
Earnings Call Date:Apr 30, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 06, 2026
Earnings Call Sentiment Positive
The call highlighted several material positive developments: a strategic sale of RUCKUS that will unlock substantial cash and fund a large shareholder distribution, strong Q1 revenue and profitability growth across both Aurora and RUCKUS, meaningful backlog and order momentum, and healthy liquidity and capital flexibility. Offsetting these positives are near-term operational and market headwinds — notably DDR4 memory supply/pricing pressure, projected Aurora EBITDA compression in 2026 driven by legacy declines and stranded costs, high customer concentration in Aurora, and a Q1 cash outflow driven by working capital and incentive timing. Overall, leadership presented clear mitigations (supplier/engineering actions, focus on DOCSIS 4.0 and PON, potential bolt-on M&A) and a path to unlock shareholder value via the RUCKUS sale, making the tone constructive despite identifiable risks.Positive Updates
Strategic Sale of RUCKUS Networks
Entered into definitive agreement to sell RUCKUS Networks to Belden for $1.846 billion in cash; transaction expected to close in H2 2026, net cash impact ~ $1.7 billion after fees and taxes, and company expects to distribute a significant portion of excess cash to shareholders (Board approved and paid a $10/share special distribution on April 27).
Negative Updates
DDR4 Memory Supply and Pricing Headwinds
Ongoing tight DDR4 memory supply and higher pricing; management estimates memory-related drag of roughly $30 million vs prior year and notes limited visibility beyond Q2 2026 despite mitigation actions (supplier relationships, inventory, product redesign, pricing).
Read all updates
Q1-2026 Updates
Positive
Negative
Strategic Sale of RUCKUS Networks
Entered into definitive agreement to sell RUCKUS Networks to Belden for $1.846 billion in cash; transaction expected to close in H2 2026, net cash impact ~ $1.7 billion after fees and taxes, and company expects to distribute a significant portion of excess cash to shareholders (Board approved and paid a $10/share special distribution on April 27).
Read all positive updates
Company Guidance
Management guided full‑year 2026 adjusted EBITDA for Vistance at $350–$400 million and for the stand‑alone Aurora business at $225–$250 million (excluding RUCKUS stranded costs), said Q2 adjusted EBITDA should be essentially flat with Q1 (Q1 adjusted EBITDA was $87 million), and expects Aurora’s second half to be stronger even though full‑year Aurora EBITDA is likely down versus 2025 due to legacy declines, memory headwinds and stranded costs. They expect the RUCKUS sale to Belden for $1.846 billion (≈$1.7 billion net) to close in H2 2026 and fund a significant special distribution within 60 days of close (the Board also approved a $10/share distribution paid April 27 and a $100 million buyback); liquidity guidance included ~ $125 million cash at end‑Q2 and year‑end cash of $150–$200 million excluding RUCKUS proceeds, a new $300 million revolver (borrowing base ≈ $175 million), backlog of $843 million (up 33% QoQ) and order rates up 37% sequentially and 49% YoY.Vistance Networks Financial Statement Overview
Summary
Income Statement
44
Neutral
Balance Sheet
38
Negative
Cash Flow
62
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 4.00B | 1.93B | 4.21B | 4.57B | 7.52B | 8.59B |
| Gross Profit | 1.56B | 817.50M | 1.34B | 1.36B | 2.16B | 2.12B |
| EBITDA | 811.00M | 226.10M | 648.10M | 238.60M | 85.30M | 813.00M |
| Net Income | 600.00K | 1.41B | -287.60M | -1.51B | -1.29B | -462.60M |
Balance Sheet | ||||||
| Total Assets | 5.44B | 9.37B | 8.75B | 9.37B | 11.69B | 13.26B |
| Cash, Cash Equivalents and Short-Term Investments | 2.52B | 754.40M | 564.90M | 543.80M | 373.00M | 360.30M |
| Total Debt | 66.00M | 7.26B | 9.39B | 9.32B | 9.67B | 9.70B |
| Total Liabilities | 848.50M | 9.10B | 10.98B | 11.18B | 12.13B | 12.36B |
| Stockholders Equity | 4.59B | 274.60M | -2.23B | -1.81B | -445.70M | 899.50M |
Cash Flow | ||||||
| Free Cash Flow | 226.20M | 252.60M | 247.80M | 236.60M | 88.70M | -9.10M |
| Operating Cash Flow | 283.20M | 322.90M | 273.10M | 297.30M | 190.00M | 122.30M |
| Investing Cash Flow | 10.50B | 1.98B | -57.20M | 30.90M | -82.10M | -136.80M |
| Financing Cash Flow | -8.72B | -2.05B | -83.00M | -181.70M | -65.00M | -139.50M |
Vistance Networks Technical Analysis
Positive
19.09
Price Trends
18.30
Positive
18.48
Positive
16.32
Positive
Market Momentum
0.28
Negative
60.93
Neutral
73.37
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For VISN, the sentiment is Positive. The current price of 19.09 is above the 20-day moving average (MA) of 18.51, above the 50-day MA of 18.30, and above the 200-day MA of 16.32, indicating a bullish trend. The MACD of 0.28 indicates Negative momentum. The RSI at 60.93 is Neutral, neither overbought nor oversold. The STOCH value of 73.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VISN.
Vistance Networks Risk Analysis
Vistance Networks disclosed 34 risk factors in its most recent earnings report. Vistance Networks reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Vistance Networks Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | $2.21B | 40.13 | 6.76% | ― | 6.40% | 16.96% | |
67 Neutral | $4.46B | 21.08 | 19.14% | 0.17% | 9.28% | 14.45% | |
64 Neutral | $3.08B | 47.32 | 21.07% | ― | 14.90% | ― | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
59 Neutral | $12.40B | 313.93 | -6.92% | ― | 30.59% | -1171.00% | |
58 Neutral | $2.75B | -0.68 | -172.82% | ― | -15.71% | 77.14% | |
57 Neutral | $4.73B | -30.79 | -13.90% | ― | -0.69% | -3584.62% |
* Technology Sector Average
VISN
Vistance Networks
12.21
9.82
409.81%
BDC
Belden
114.65
9.79
9.34%
DGII
Digi International
58.85
30.78
109.65%
EXTR
Extreme Networks
23.54
8.99
61.79%
VIAV
Viavi Solutions
53.00
43.99
488.24%
PI
IMPINJ
155.13
57.45
58.81%
Vistance Networks Corporate Events
Business Operations and StrategyM&A Transactions
Vistance Networks To Divest RUCKUS Segment To Belden
Positive
May 5, 2026
On April 29, 2026, Vistance Networks, Inc. agreed to sell its RUCKUS reporting segment to Belden Inc. for $1.846 billion in cash on a cash-free, debt-free basis, with closing expected in the second half of 2026 subject to antitrust clearance, carv...
Business Operations and StrategyM&A Transactions
Vistance Sells RUCKUS Unit to Refocus on Aurora
Positive
Apr 30, 2026
On April 30, 2026, Vistance Networks agreed to sell its RUCKUS Networks business to Belden Inc. for $1.846 billion in cash, with closing targeted for the second half of 2026, subject to regulatory and other customary approvals. Vistance expects ab...
Business Operations and StrategyStock BuybackDividendsFinancial DisclosuresM&A Transactions
Vistance Networks Boosts Q1 Results, Expands Share Buyback
Positive
Apr 30, 2026
On April 30, 2026, Vistance Networks reported first-quarter 2026 net sales of $471.8 million, up 21.6% year over year, driven by growth in both RUCKUS and Aurora, while non-GAAP adjusted EBITDA rose 85% to $87.3 million and core adjusted EBITDA ma...
Regulatory Filings and Compliance
Vistance Networks Announces Entry Into Material Definitive Agreement
Neutral
Apr 8, 2026
The company has released a highly truncated filing-style statement that contains no substantive descriptive information about its business, industry, products, or services. As a result, no meaningful context can be derived about Vistance Networks&...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.