Shared on11 Sep 25Fair value Increased 2.96%
Analysts raised their price target on Ciena to $123.97 following exceptional Q3 results, upward revisions to long-term revenue guidance driven by robust AI/cloud demand, and improved backlog visibility, though some caution remains on valuation after the stock's major rally. Analyst Commentary Bullish analysts cite Ciena's Q3 results exceeding expectations on both revenue and earnings, with a "strong beat and raise" quarter and the highest order quarter in company history.
Shared on27 Aug 25Fair value Increased 40%
Analysts have raised Ciena’s price target to $87.50 on surging demand from cloud providers and AI-driven infrastructure upgrades, though concerns over margin compression and limited earnings growth temper enthusiasm. Analyst Commentary Bullish analysts highlight surging demand for optical transmission and fiber infrastructure, driven by increasing data speeds and AI adoption, boosting Ciena’s revenue growth outlook.
Shared on30 Apr 25Fair value Decreased 0.43%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on23 Apr 25Fair value Decreased 1.69%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on17 Apr 25Fair value Decreased 2.04%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Decreased 2.75%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25Fair value Decreased 4.86%
AnalystConsensusTarget has increased revenue growth from 9.2% to 10.1%, increased profit margin from 8.5% to 9.7% and decreased future PE multiple from 32.9x to 26.7x.
Shared on10 Mar 25Fair value Increased 3.69%
AnalystConsensusTarget has decreased future PE multiple from 42.2x to 32.9x.