CienaCIEN
CIEN
About: Ciena is a telecommunications equipment provider focused on optical transport technologies, with clients in a number of industries such as communication services providers, web-scale providers, cable operators, government, and large enterprises worldwide. The company provides equipment, software, and services that support transport, switching, aggregation, service delivery, and data traffic management.
Employees: 8,657
0
Funds holding %
of 7,429 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
57% more call options, than puts
Call options by funds: $165M | Put options by funds: $105M
50% more funds holding in top 10
Funds holding in top 10: 6 [Q1] → 9 (+3) [Q2]
38% more capital invested
Capital invested by funds: $8.2B [Q1] → $11.3B (+$3.11B) [Q2]
26% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 81
11% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 176
2.92% more ownership
Funds ownership: 95.48% [Q1] → 98.4% (+2.92%) [Q2]
2% more funds holding
Funds holding: 541 [Q1] → 553 (+12) [Q2]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$70
23%
downside
Avg. target
$84
8%
downside
High target
$105
16%
upside
7 analyst ratings
3 positive
43%
3 neutral
43%
1 negative
14%
JP Morgan Samik Chatterjee | 16%upside $105 | Overweight Maintained | 17 Jul 2025 |
Morgan Stanley Meta Marshall | 23%downside $70 | Underweight Downgraded | 8 Jul 2025 |
UBS David Vogt | 14%downside $78 | Neutral Maintained | 6 Jun 2025 |
B. Riley Securities Dave Kang | 1%downside $90 | Buy Maintained | 6 Jun 2025 |
Evercore ISI Group Amit Daryanani | 17%downside $75 | In-Line Maintained | 6 Jun 2025 |
Financial journalist opinion
Neutral
Business Wire
2 weeks ago
Ciena Announces Reporting Date and Web Broadcast for Fiscal Third Quarter 2025 Results
HANOVER, Md.--(BUSINESS WIRE)--Ciena® Corporation (NYSE: CIEN), expects to announce its fiscal third quarter financial results on Thursday, September 4, 2025.
Neutral
Business Wire
2 weeks ago
BR.Digital Expands Network Capacity with Ciena WaveLogic 6
PORTO ALEGRE, Brazil--(BUSINESS WIRE)--BR.Digital, a leading wholesale communication service provider in Brazil, has deployed Ciena's (NYSE: CIEN) WaveLogic 6 Extreme (WL6e) to address the country's growing demand for high-capacity connectivity. BR.Digital successfully achieved 1.1 Tb/s single wavelength transmission on links spanning more than 800 km utilizing Ciena's WL6e, demonstrating the ability to support massive and high-speed data transmission. As data traffic continues to surge, BR.Dig.
Positive
Zacks Investment Research
1 month ago
Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge?
CIEN's lower valuation and stronger price gains stand out, but ANET's software edge and growth potential keep it in the game.
Positive
Zacks Investment Research
2 months ago
CIEN, Telxius Hit a Pioneering 1.3 Tb/s Wavelength Across the Atlantic
Ciena and Telxius achieve a record 1.3 Tb/s transatlantic transmission, boosting global optical network capacity with WaveLogic 6 Extreme.
Neutral
Business Wire
2 months ago
Telxius and Ciena Achieve First Live 1.3 Tb/s Data Transmission Across the Atlantic
HANOVER, Md. & MADRID--(BUSINESS WIRE)--Telxius, a leading global connectivity provider, and Ciena (NYSE: CIEN) recently completed a key milestone and industry first—a 1.3 Tb/s single wavelength transmission carried out across Telxius' 6,600km Marea submarine cable between Virginia Beach, Virginia, and Bilbao, Spain. Powered by Ciena's WaveLogic 6 Extreme (WL6e) technology, the companies also achieved the highest-ever spectral-efficiency transmission across the Atlantic, reaching a record-setti.
Positive
Seeking Alpha
2 months ago
Ciena: Reasonable Valuation And Attractive Growth Outlook (Upgrade)
I am upgrading CIEN to a buy as 2Q25 results confirm a powerful new AI-driven growth cycle, with cloud orders doubling and service provider demand rebounding. CIEN's strategic wins in AI-specific applications and expanded presence in the value chain significantly increase its total addressable market and long-term growth runway. Service provider recovery is accelerating, with record MOFN activity indicating CIEN benefits from global AI infrastructure buildouts beyond just hyperscalers.
Neutral
WSJ
2 months ago
Ciena Taps Marc Graff as CFO
Previously, Graff was CFO at provider of hardware and software solutions Altera, and before that served as CFO and chief operating officer for Intel's data center and AI group.
Neutral
Business Wire
2 months ago
Ciena Appoints Marc D. Graff as Senior Vice President and Chief Financial Officer
HANOVER, Md.--(BUSINESS WIRE)--Ciena® Corporation announced the appointment of Marc D. Graff as Senior Vice President and Chief Financial Officer (CFO) effective August 1, 2025.
Negative
The Motley Fool
2 months ago
1 Artificial Intelligence (AI) Growth Stock to Buy Following Its Latest Plunge
Share prices of Ciena (CIEN -2.60%) plunged nearly 13% in a single day (June 5) following the release of the company's fiscal 2025 second-quarter results (for the three months ended May 3). The steep drop seemed a tad harsh, as its numbers were quite solid.
Negative
Zacks Investment Research
2 months ago
Bear Of The Day: Ciena (CIEN)
This company recently missed earnings and as a result, estimates have dropped.
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