Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
CIEN's lower valuation and stronger price gains stand out, but ANET's software edge and growth potential keep it in the game.
Ciena and Telxius achieve a record 1.3 Tb/s transatlantic transmission, boosting global optical network capacity with WaveLogic 6 Extreme.
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.
Explore Ciena's (CIEN) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Wall Street analysts responded to Ciena Corp.'s CIEN second-quarter financial results on Thursday.
Ciena's fiscal Q2 2025 results reflect surging demand for high-speed connectivity in cloud computing and AI amid evolving tariff rates and rising costs.
Ciena is deeply embedded in secular growth trends—cloud, AI, 5G, and hyperscaler expansion—driving strong revenue and strategic contract wins. Despite robust top-line growth and product traction, margins remain pressured by product mix, supply chain issues, and concentration risk among hyperscaler clients. Valuation is stretched: Ciena trades at a significant premium to peers and its own history, with high multiples unsupported by recent earnings or cash flow trends.
Ciena (CIEN) shares tumbled nearly 14% Thursday after the networking systems company's fiscal second-quarter profit fell short of analysts' estimates.
Ciena Corporation (NYSE:CIEN ) Q2 2025 Earnings Conference Call June 5, 2025 8:30 AM ET Company Participants Gary B. Smith - CEO, President & Director Gregg M.