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 7,315 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
14%
downside
Avg. target
$80
1%
downside
High target
$90
11%
upside
8 analyst ratings
4 positive
50%
3 neutral
38%
1 negative
13%
Morgan Stanley Meta Marshall | 14%downside $70 | Underweight Downgraded | 8 Jul 2025 |
UBS David Vogt | 4%downside $78 | Neutral Maintained | 6 Jun 2025 |
B. Riley Securities Dave Kang | 11%upside $90 | Buy Maintained | 6 Jun 2025 |
Evercore ISI Group Amit Daryanani | 8%downside $75 | In-Line Maintained | 6 Jun 2025 |
Rosenblatt Mike Genovese | 4%downside $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
6 hours 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 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.
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.
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.
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.
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.
Negative
The Motley Fool
1 month 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
1 month ago
Bear Of The Day: Ciena (CIEN)
This company recently missed earnings and as a result, estimates have dropped.
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.
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.
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