Head to Head

AXTI vs VIAV: which is the better buy in 2026?

On Alexandria's Compass, Viavi Solutions Inc. has the edge with a 89/100 score versus 84/100 for AXTI. Here is how they stack up, factor by factor.

AXT, Inc.

NASDAQ:AXTI

84/100 Compass
True NorthHold$3.4B

The InP demand wave AXT waited a decade for is finally here, but $82 already prices in flawless execution through 2027.

Full AXTI analysis

Viavi Solutions Inc.

NASDAQ:VIAV

Edge
89/100 Compass
True NorthAccumulate$8.2B

The old JDS Uniphase is back as the pick-and-shovel play on AI datacenter optical build-outs, but the run has been vertical.

Full VIAV analysis

Factor by factor

FactorAXTIVIAV
Revenue Growth9886
Profitability3837
Valuation3959
Momentum4047
Theme Purity7171
Moat5050
Catalysts7878
Market Position5050

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Frequently asked questions

Is AXTI or VIAV the better buy in 2026?

By Compass Score, Viavi Solutions Inc. (NASDAQ:VIAV) edges it at 89/100 versus 84/100 for AXTI. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare AXTI and VIAV?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.