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.
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.
This company recently missed earnings and as a result, estimates have dropped.
2 Sep 2025 (74 Days) Date | | - Cons. EPS | - EPS |
5 Jun 2025 Date | | - Cons. EPS | 0.06 EPS |
4 Jun 2025 Date | | - Cons. EPS | - EPS |
5 Mar 2025 Date | | - Cons. EPS | 0.31 EPS |
5 Dec 2024 Date | | - Cons. EPS | - EPS |
2 Sep 2025 (74 Days) Date | | - Cons. EPS | - EPS |
5 Jun 2025 Date | | - Cons. EPS | 0.06 EPS |
4 Jun 2025 Date | | - Cons. EPS | - EPS |
5 Mar 2025 Date | | - Cons. EPS | 0.31 EPS |
5 Dec 2024 Date | | - Cons. EPS | - EPS |
Communication Equipment Industry | Technology Sector | Mr. Gary B. Smith CEO | LSE Exchange | US1717793095 ISIN |
US Country | 8,795 Employees | - Last Dividend | 25 Sep 2006 Last Split | 7 Feb 1997 IPO Date |
Ciena Corporation is a global provider of hardware and software services catering to the delivery of video, data, and voice traffic across metro, aggregation, and access networks. The company's offerings are designed to facilitate the convergence of various networking technologies, including coherent optical transport, open optical networking, optical transport network switching, as well as IP routing and switching services. Established in 1992, Ciena has its headquarters in Hanover, Maryland, and extends its services worldwide, supporting the increasingly complex demands of communication networks.