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Ciena

CIEN

시가총액 US$472억

332.73 USD

-23.79

6.67%

장 마감 시점 업데이트됨 10월 16일 PM 4:00 EDT

프리마켓

시간외 거래

330.00

-2.73

0.82%

1일

-6.67%

5일

-24.98%

1개월

-2.28%

3개월

-14.42%

6개월

-32.8%

연초 이후

35.22%

1년

94.83%

5년

537.05%

10년

1,546.36%

소개: Ciena is a leader in high-speed optical connectivity, providing systems, components, and automation software for telecom providers and enterprises, such as data centers, to enable long-distance connectivity. The company operates through four primary business segments: networking platforms, platform software and services, Blue Planet automation software, and global services. While telecom carriers remain important customers, cloud providers and hyperscalers now drive a significant portion of the business. To meet the demands of AI data centers, customers are adopting Ciena's WaveLogic 6 platform, the first to support 1.6 terabits-per-second capacity.

직원 수: 9,080

정보기술 통신 장비

뉴스

긍정적

중립

부정적

투자 심리 3개월

긍정적 65.4%

중립 25%

부정적 9.6%

Ciena: AI Demand Is Outrunning Supply

Ciena is rated Buy, driven by surging AI-related demand and robust backlog growth, with a 37% YoY revenue increase in Q3 FY2026. CIEN targets ~30% revenue CAGR through FY2029, with management guiding for a 50% adjusted gross margin and a 32–35% adjusted operating margin. Backlog reached $8.5B in Q3 FY2026 and is expected to exceed $10B by year-end, reflecting strong order momentum outpacing shipments.

Ciena: AI Demand Is Outrunning Supply

Proactive Investors

Ciena's revenue could grow up to 40% as AI demand outstrips supply, says Bank of America

Bank of America expects Ciena Corporation (NYSE:CIEN), the optical networking equipment maker, to deliver revenue growth of 35% to 40% in the calendar year 2026 as demand for artificial intelligence infrastructure outstrips available supply. The bank maintains a 'buy' rating on the shares with a $550 price target, supported by rising cloud-provider spending and expanding opportunities to connect data centres.

Ciena's revenue could grow up to 40% as AI demand outstrips supply, says Bank of America

Why Ciena, Lumentum and other optical stocks were among the market's biggest losers on Monday

The sharp moves could partly be a reaction to recent cautious commentary on AI spending.

Why Ciena, Lumentum and other optical stocks were among the market's biggest losers on Monday

Ciena Corporation (CIEN) Price Forecast: Breakout Signals Broader Upside Potential

Ciena has triggered a monthly bullish reversal, with a pullback toward key support offering traders a potential entry ahead of a possible continuation higher.

Ciena Corporation (CIEN) Price Forecast: Breakout Signals Broader Upside Potential

Zacks Investment Research

Q3 Earnings Season Begins: Global Week Ahead

Investors will be looking for signs that the recent spike in government borrowing costs may curb dealmaking and lending growth, as well as pressure funding costs across the industry.

Q3 Earnings Season Begins: Global Week Ahead

Zacks Investment Research

Can Ciena Sustain Margin Gains Despite Rising Component Demand?

CIEN's record Q3 results reflect surging AI and data center demand, rising margins and strategic supply chain investments, with ambitious fiscal 2029 targets.

Can Ciena Sustain Margin Gains Despite Rising Component Demand?

Ciena Appoints Monika Fahlbusch as Chief People Officer

FULTON, Md.--(BUSINESS WIRE)--Ciena Corporation (NYSE: CIEN) today announced the appointment of Monika Fahlbusch as Executive Vice President and Chief People Officer, effective today. She will report to President and CEO Gary Smith and lead the company's global People & Culture organization. Fahlbusch joins Ciena with more than thirty years of global leadership experience and deep expertise across human resources, including integrating AI, data, and analytics into how organizations shape an.

Ciena Appoints Monika Fahlbusch as Chief People Officer

Marvell Says Connecting AI Chips Could Be a $37 Billion Business—These 2 Stocks Rallied Too

Marvell Technology Inc. NASDAQ: MRVL is aiming for the stratosphere, and so far, investors seem willing to bet that the semiconductor maker will achieve its goal. At the company's Oct. 6 Investor Day, it outlined a massively ambitious revenue growth trajectory that could lead to a projected $70 billion to $90 billion in fiscal 2031 revenue.

Marvell Says Connecting AI Chips Could Be a $37 Billion Business—These 2 Stocks Rallied Too

Zacks Investment Research

Ciena's Openreach Deal: Can 1.6Tb/s Technology Drive Its Growth?

CIEN's Openreach deployment of 1.6Tb/s optical technology positions it to capitalize on rising bandwidth demand from AI, data centers, cloud adoption and subsea networks.

Ciena's Openreach Deal: Can 1.6Tb/s Technology Drive Its Growth?

The Big 3: CEG, NTAP, CIEN

Jason Brown of the @brownreport turns to a trio of stocks that that have seen numerous headlines over recent trading days. For Constellation Energy (CEG), Jason expects the company to pen more deal linked to AI data center expansions.

The Big 3: CEG, NTAP, CIEN

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