Ciena: Remain Buy-Rated With Caution On Valuation
Ciena Corporation remains a buy as it capitalizes on robust AI demand, expanding its role in hyperscaler and AI networking architectures. CIEN's breakthroughs with Scale-Across and DCOM projects, especially partnerships with Meta, significantly expand its addressable market and customer stickiness. Rapid growth in CIEN's high-speed interconnect portfolio and the Nubis acquisition position CIEN for continued leadership in AI-driven data center connectivity.
Ciena (CIEN) is a Great Momentum Stock: Should You Buy?
Does Ciena (CIEN) have what it takes to be a top stock pick for momentum investors? Let's find out.
Will Ciena (CIEN) Gain on Rising Earnings Estimates?
Ciena (CIEN) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
CIEN Q3 Earnings & Sales Top, Stock Up on 91% Y/Y Bottom-Line Growth
Ciena posts a revenue and earnings surge, lifts outlook with AI-driven demand and sees shares jump over 23% on strong fiscal Q3 2025 results.
Ciena Q3 Review: Will Continue To Ride The AI Wave
Ciena Corporation delivered strong Q3 results, driven by AI infrastructure demand and high-speed connectivity, but I believe the stock is trading at a premium. Management's focus on margin expansion and a shift to software/AI-driven solutions is impressive, with operating margin targets raised for 2026. Despite solid execution and optimistic guidance, I view the current valuation as stretched, even under bullish assumptions for growth and profitability.
Ciena Corporation (CIEN) Q3 2025 Earnings Call Transcript
Ciena Corporation (NYSE:CIEN ) Q3 2025 Earnings Call September 4, 2025 8:30 AM EDT Company Participants Gregg Lampf - Vice President of Investor Relations Gary Smith - CEO, President & Director Marc Graff - Senior VP & CFO Scott McFeely - Executive Advisor Conference Call Participants George Notter - Wolfe Research, LLC Samik Chatterjee - JPMorgan Chase & Co, Research Division Meta Marshall - Morgan Stanley, Research Division Ruben Roy - Stifel, Nicolaus & Company, Incorporated, Research Division Simon Leopold - Raymond James & Associates, Inc., Research Division Timothy Long - Barclays Bank PLC, Research Division Timothy Savageaux - Northland Capital Markets, Research Division Amit Daryanani - Evercore ISI Institutional Equities, Research Division David Vogt - UBS Investment Bank, Research Division Karl Ackerman - BNP Paribas Exane, Research Division Ryan Koontz - Needham & Company, LLC, Research Division Presentation Operator Good morning, everyone, and welcome to Ciena's Fiscal Third Quarter 2025 Financial Results Conference Call. [Operator Instructions] Please also note, today's event is being recorded.
Ciena Stock Spikes on Earnings. It's a Sign of Strong AI Spending.
The networking-equipment company breezes past earnings and revenue expectations in its fiscal third quarter.
Why Ciena (CIEN) is a Top Momentum Stock for the Long-Term
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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.
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.
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 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.
