77.75 USD
-0.70
0.89%
At close Jul 11, 4:00 PM EDT
After hours
77.75
+0.00
0.00%
1 day
-0.89%
5 days
-3.79%
1 month
7.66%
3 months
32.27%
6 months
-5.46%
Year to date
-6.60%
1 year
62.25%
5 years
48.49%
10 years
220.09%
 

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 7,312 funds
0
Analysts bullish %
of 8 analysts

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

Low target
$70
10%
downside
Avg. target
$80
3%
upside
High target
$90
16%
upside

8 analyst ratings

positive
50%
neutral
38%
negative
13%
Morgan Stanley
Meta Marshall
10%downside
$70
Underweight
Downgraded
8 Jul 2025
UBS
David Vogt
0%upside
$78
Neutral
Maintained
6 Jun 2025
B. Riley Securities
Dave Kang
16%upside
$90
Buy
Maintained
6 Jun 2025
Evercore ISI Group
Amit Daryanani
4%downside
$75
In-Line
Maintained
6 Jun 2025
Rosenblatt
Mike Genovese
0%upside
$78
Neutral
Maintained
6 Jun 2025

Financial journalist opinion

Based on 7 articles about CIEN published over the past 30 days

Positive
Zacks Investment Research
2 weeks 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.
CIEN, Telxius Hit a Pioneering 1.3 Tb/s Wavelength Across the Atlantic
Neutral
Business Wire
2 weeks 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.
Telxius and Ciena Achieve First Live 1.3 Tb/s Data Transmission Across the Atlantic
Positive
Seeking Alpha
3 weeks 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.
Ciena: Reasonable Valuation And Attractive Growth Outlook (Upgrade)
Neutral
WSJ
3 weeks 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.
Ciena Taps Marc Graff as CFO
Neutral
Business Wire
3 weeks 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.
Ciena Appoints Marc D. Graff as Senior Vice President and Chief Financial Officer
Negative
The Motley Fool
3 weeks 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.
1 Artificial Intelligence (AI) Growth Stock to Buy Following Its Latest Plunge
Negative
Zacks Investment Research
4 weeks ago
Bear Of The Day: Ciena (CIEN)
This company recently missed earnings and as a result, estimates have dropped.
Bear Of The Day: Ciena (CIEN)
Neutral
Zacks Investment Research
1 month ago
Deciphering Ciena (CIEN) International Revenue Trends
Explore Ciena's (CIEN) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Deciphering Ciena (CIEN) International Revenue Trends
Neutral
Business Wire
1 month ago
Ciena Publishes Report Analyzing the Impact of AI, DCI, and Cloud Evolution on Wave Services Demand
HANOVER, Md.--(BUSINESS WIRE)--Ciena (NYSE: CIEN) has compiled a new report on wavelength services – the first of its kind – that explores the key drivers of the need for high-speed connectivity. The report examines the critical role of wave services in enabling the expansion of interconnected data centers driven by Artificial Intelligence (AI), the growing importance of low latency and data sovereignty for AI workloads, and the build-out of terrestrial and critical submarine network infrastruc.
Ciena Publishes Report Analyzing the Impact of AI, DCI, and Cloud Evolution on Wave Services Demand
Neutral
Benzinga
1 month ago
Ciena Poised For Growth On Cloud Demand, But Analysts Warn About Margin Pressure, Tariff Costs
Wall Street analysts responded to Ciena Corp.'s CIEN second-quarter financial results on Thursday.
Ciena Poised For Growth On Cloud Demand, But Analysts Warn About Margin Pressure, Tariff Costs
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