CIEN Share Price Performance
US$218.44
127.30 (139.68%)
231.0% overvalued intrinsic discount
US$66.00
Fair Value
Price US$218.44
AnalystLowTarget US$66.00
AnalystConsensusTarget US$167.00
AnalystHighTarget US$105.00
Fair ValueUS$90.71
Share Pricen/a
Ciena Corporation Stock Price
- 3 Narratives written by author
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- 38 Fair Values set on narratives written by author
CIEN Community Narratives
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Fair Value US$90.71 140.8% overvalued intrinsic discount
Saturating AI And Cloud Demand Will Cripple Optical Margins
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Fair Value US$167 30.8% overvalued intrinsic discount
Cloud And AI Networking Demand Will Drive New Market Opportunities
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Fair Value US$150 45.6% overvalued intrinsic discount
Cloud, AI And 5G Trends Will Drive Optical Network Demand
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Cloud And AI Networking Demand Will Drive New Market Opportunities
Key Takeaways Rapid cloud and AI adoption is driving demand for Ciena's advanced optical networking, expanding its market and ensuring sustained revenue growth. Strategic partnerships, R&D focus shift, and record orders position Ciena for margin improvement and robust earnings amid industrywide digital transformation.Read more
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US$167
30.8% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
15.52% p.a.
Profit Margin
9.57%
Future PE
43.2x
Price in 2028
US$209.95
Saturating AI And Cloud Demand Will Cripple Optical Margins
Key Takeaways Market saturation, industry commoditization, and reliance on a few major customers expose Ciena to sudden declines in revenue, margin pressure, and earnings volatility. Rapid technological shifts and disruptive innovations by competitors threaten Ciena's technology lead and long-term market share.Read more
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AN
US$90.71
140.8% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
13.2% p.a.
Profit Margin
8.94%
Future PE
25.65x
Price in 2028
US$114.98
Cloud, AI And 5G Trends Will Drive Optical Network Demand
Key Takeaways Ciena's unique technology lead and deep cloud partnerships position it for accelerated market share gains, resilient revenue, and less cyclical, recurring earnings growth. Expansion into software and global markets adds further growth optionality, operating leverage, and potential for sustained margin and earnings improvement.Read more
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US$150
45.6% overvalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
14.44% p.a.
Profit Margin
12.03%
Future PE
30.51x
Price in 2028
US$190.13
Trending Discussion
Recently Updated Narratives
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CIEN: AI Optical Momentum Will Struggle To Sustain Recently Elevated Market Expectations
Fair Value: US$167 30.8% overvalued intrinsic discount
14 followersusers have followed this narrative
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AN
Cloud, AI And 5G Trends Will Drive Optical Network Demand
Fair Value: US$150 45.6% overvalued intrinsic discount
1 followerusers have followed this narrative
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AN
Saturating AI And Cloud Demand Will Cripple Optical Margins
Fair Value: US$90.71 140.8% overvalued intrinsic discount
3 followersusers have followed this narrative
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Snowflake Analysis
Ciena Corporation Key Details
About CIEN
- Founded
- 1992
- Employees
- 9000
- CEO
- WebsiteView website
Ciena Corporation, a network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India. It operates through Networking Platforms, Platform Software and Services, Blue Planet Automation Software and Services, and Global Services segments. The Networking Platforms segment consists optical networking, routing, and switching products and services. This segment products include the 6500 Packet-Optical Platform, Waveserver modular interconnect system, the 6500 Reconfigurable Line System, and coherent pluggable transceivers; and the 3000 family of service delivery platforms and the 5000 family of service aggregation, as well as the 8100 Coherent Routing platforms and virtualization software. The Platform Software and Services segment offers navigator network control suite; and software subscription services, consulting, network migration and integration, installation and upgrade support services, and technical support solutions. The Blue Planet Automation Software and Services segment inventory management, orchestration, route optimization and analysis, and unified assurance and analytics software; and sells subscription, installation, support, consulting, and design services related to the Blue Planet automation platform. The Global Services segment provides services for advisory and enablement, implementation, and maintenance, support, and learning activities. Ciena Corporation was incorporated in 1992 and is headquartered in Hanover, Maryland.
