Vistance Networks (VISN)
NASDAQ:VISN
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Vistance Networks
(NASDAQ:VISN)
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Rating:58Neutral
Price Target:
$18.50
▼(-4.15% Downside)
Action:ReiteratedDate:03/24/26
The score is held back primarily by financial quality and risk: a severe revenue decline, thin operating profitability, and high leverage (per the financial statement analysis) despite positive cash flow. Offsetting this are a very low P/E valuation and a generally positive earnings call with 2026 EBITDA guidance, improved liquidity/deleveraging metrics, and a planned special cash distribution; technical signals are broadly neutral and do not materially add support.
Positive Factors
Strong cash generation & liquidity
Consistent operating cash flow and material liquidity create durable funding for operations, debt reduction and strategic investments. Even with a slight YoY FCF decline, sustained cash generation supports continued deleveraging, capital returns and resilience to short-term revenue swings over the next 2–6 months.
Negative Factors
Very high leverage remains
A capital structure with multi‑billion debt and historically negative equity leaves the company exposed to earnings or cash‑flow setbacks. Elevated leverage increases refinancing and covenant risk, limits strategic flexibility and can force austerity in capex or R&D if revenue or margins underperform over the coming quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong cash generation & liquidity
Consistent operating cash flow and material liquidity create durable funding for operations, debt reduction and strategic investments. Even with a slight YoY FCF decline, sustained cash generation supports continued deleveraging, capital returns and resilience to short-term revenue swings over the next 2–6 months.
Read all positive factors
Vistance Networks (VISN) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$4.28B
Dividend YieldN/A
Average Volume (3M)4.72M
Price to Earnings (P/E)2.8
Beta (1Y)2.55
Revenue Growth9.86%
EPS Growth99.11%
CountryUS
Employees20,000
SectorTechnology
Sector Strength88
IndustryCommunication Equipment
Share Statistics
EPS (TTM)0.17
Shares Outstanding225,462,860
10 Day Avg. Volume4,239,303
30 Day Avg. Volume4,719,571
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 Cap2.52
Enterprise Value/Revenue2.32
Enterprise Value/Gross Profit6.09
Enterprise Value/Ebitda11.52
Forecast
1Y Price Target
$23.00Price Target Upside19.17% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)1.18
Revenue Forecast (FY)$2.04B
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:Feb 26, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:Apr 30, 2026
Earnings Call Sentiment Positive
The call highlighted strong operational and financial performance in 2025 with substantial revenue and core adjusted EBITDA growth, record amplifier shipments at Aurora, accelerating Ruckus Wi‑Fi 7 traction, material cash generation, improved liquidity and meaningful deleveraging. Management provided constructive 2026 guidance ($350M–$400M core adjusted EBITDA) while candidly disclosing near-term challenges: DDR4 memory supply/cost pressures (~$20M EBITDA impact), stranded costs from the CCS divestiture (~$30M included in guidance), a likely Aurora EBITDA pullback due to mix, customer concentration, and non‑recurring benefits in 2025 that won’t repeat. Overall, positives (strong growth, cash, deleveraging, and product momentum) materially outweigh the listed headwinds, which are described with mitigation plans and expected to moderate over time.Positive Updates
Strong Full-Year Revenue Growth
Vistance Networks reported full-year net sales of $1.93 billion for continuing operations (up 40% year-over-year). On a core basis (ex-CCS) net sales were $5.7 billion, up 35% versus prior year.
Negative Updates
DDR4 Memory Supply Tightness and Cost Pressure
Tight DDR4 memory supply and price increases are impacting both businesses; management factored an approximate $20 million EBITDA headwind into 2026 guidance and is pursuing redesigns, alternative suppliers and passing most price increases to customers with some lag.
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Q4-2025 Updates
Positive
Negative
Strong Full-Year Revenue Growth
Vistance Networks reported full-year net sales of $1.93 billion for continuing operations (up 40% year-over-year). On a core basis (ex-CCS) net sales were $5.7 billion, up 35% versus prior year.
Read all positive updates
Company Guidance
Management guided 2026 core adjusted EBITDA of $350–$400 million (which includes ~$30 million of stranded CCS costs and assumes ~ $20 million of DDR4 memory-related headwinds), expects Ruckus to deliver low‑teen adjusted EBITDA growth with mid‑teens revenue growth and the potential for low‑20s EBITDA margins, anticipates Aurora revenue to grow but to see EBITDA pressure from mix normalization and stranded costs (a year‑over‑year pullback vs. 2025 partially offset by rising DOCSIS 4.0 revenue), expects Q1 revenue and adjusted EBITDA to be in line with Q4, plans a special cash distribution of at least $10.00 per share by April, and emphasized strong liquidity and balance‑sheet metrics (cash $923M, total available liquidity $1.54B, free cash flow in Q4 $255M, and net leverage ~4.8x as of 1/31/2026).Vistance Networks Financial Statement Overview
Summary
Income Statement
54
Neutral
Balance Sheet
18
Very Negative
Cash Flow
46
Neutral
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.93B | 4.21B | 4.57B | 7.52B | 8.59B |
| Gross Profit | 817.50M | 1.34B | 1.36B | 2.16B | 2.12B |
| EBITDA | 226.10M | 648.10M | 238.60M | 85.30M | 813.00M |
| Net Income | 1.41B | -287.60M | -1.51B | -1.29B | -462.60M |
Balance Sheet | |||||
| Total Assets | 9.37B | 8.75B | 9.37B | 11.69B | 13.26B |
| Cash, Cash Equivalents and Short-Term Investments | 754.40M | 564.90M | 543.80M | 373.00M | 360.30M |
| Total Debt | 7.26B | 9.39B | 9.32B | 9.67B | 9.70B |
| Total Liabilities | 9.10B | 10.98B | 11.18B | 12.13B | 12.36B |
| Stockholders Equity | 274.60M | -2.23B | -1.81B | -445.70M | 899.50M |
Cash Flow | |||||
| Free Cash Flow | 252.60M | 247.80M | 236.60M | 88.70M | -9.10M |
| Operating Cash Flow | 322.90M | 273.10M | 297.30M | 190.00M | 122.30M |
| Investing Cash Flow | 1.98B | -57.20M | 30.90M | -82.10M | -136.80M |
| Financing Cash Flow | -2.05B | -83.00M | -181.70M | -65.00M | -139.50M |
Vistance Networks Technical Analysis
Positive
19.30
Price Trends
18.25
Positive
18.39
Positive
16.11
Positive
Market Momentum
0.26
Negative
65.52
Neutral
85.87
Negative
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 19.3 is above the 20-day moving average (MA) of 18.26, above the 50-day MA of 18.25, and above the 200-day MA of 16.11, indicating a bullish trend. The MACD of 0.26 indicates Negative momentum. The RSI at 65.52 is Neutral, neither overbought nor oversold. The STOCH value of 85.87 is Negative, 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 | $2.03B | 34.52 | 6.76% | ― | 1.46% | 78.77% | |
67 Neutral | $4.99B | 19.43 | 19.14% | 0.17% | 13.42% | 31.28% | |
63 Neutral | $9.67B | ― | -5.44% | ― | 15.60% | ― | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
58 Neutral | $4.28B | 2.81 | -172.82% | ― | 9.86% | 99.11% | |
54 Neutral | $2.33B | 70.53 | 12.12% | ― | 14.31% | ― | |
52 Neutral | $3.07B | -469.76 | -5.77% | ― | 4.24% | -141.83% |
* Technology Sector Average
VISN
Vistance Networks
19.30
15.66
430.22%
BDC
Belden
130.24
35.46
37.41%
DGII
Digi International
55.12
28.55
107.45%
EXTR
Extreme Networks
17.64
5.89
50.13%
VIAV
Viavi Solutions
41.48
31.42
312.33%
PI
IMPINJ
104.71
38.33
57.74%
Vistance Networks Corporate Events
Business Operations and StrategyExecutive/Board ChangesDelistings and Listing ChangesM&A Transactions
Vistance Networks closes major divestiture and rebranding transaction
Positive
Jan 15, 2026
On January 9, 2026, Vistance Networks, Inc. completed the $10.5 billion cash sale of its Connectivity and Cable Solutions business to Amphenol Corporation on a cash‑free, debt‑free basis, a transaction deemed a strategic shift that wil...
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.