CienaCIEN
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
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
24% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 80
24% more call options, than puts
Call options by funds: $184M | Put options by funds: $149M
2% more funds holding
Funds holding: 528 [Q4 2024] → 536 (+8) [Q1 2025]
1% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 182
3.17% less ownership
Funds ownership: 98.61% [Q4 2024] → 95.44% (-3.17%) [Q1 2025]
31% less capital invested
Capital invested by funds: $11.9B [Q4 2024] → $8.2B (-$3.68B) [Q1 2025]
45% less funds holding in top 10
Funds holding in top 10: 11 [Q4 2024] → 6 (-5) [Q1 2025]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
UBS David Vogt | 8%upside $78 | Neutral Maintained | 6 Jun 2025 |
Morgan Stanley Meta Marshall | 1%upside $73 | Equal-Weight Maintained | 6 Jun 2025 |
B. Riley Securities Dave Kang | 25%upside $90 | Buy Maintained | 6 Jun 2025 |
Evercore ISI Group Amit Daryanani | 4%upside $75 | In-Line Maintained | 6 Jun 2025 |
Rosenblatt Mike Genovese | 8%upside $78 | Neutral Maintained | 6 Jun 2025 |
Financial journalist opinion
Based on 22 articles about CIEN published over the past 30 days









