Ciena Gestion
Gestion contrôle des critères 3/4
Le PDG Ciena est Gary Smith, nommé en May2001, a un mandat de 25.08 ans. La rémunération annuelle totale est $ 18.53M, composée du salaire de 5.8% et des bonus 94.2%, y compris les actions et options de la société. détient directement 0.065% des actions de la société, d'une valeur de $ 39.52M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.6 ans et 17.1 ans.
Informations clés
Gary Smith
Directeur général
US$18.5m
Rémunération totale
| Pourcentage du salaire du PDG | 5.80% |
| Durée du mandat du directeur général | 25.1yrs |
| Propriété du PDG | 0.06% |
| Durée moyenne d'occupation des postes de direction | 4.6yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 17.1yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jun 09
CIEN: AI Data Center Backlog Will Drive Optical Networking Upside
Analysts have lifted the Ciena fair value estimate from $470 to $720 as they factor in higher assumed revenue growth, a richer future P/E multiple and strong AI networking demand, while acknowledging pressure on profit margins and a slightly higher discount rate. Analyst Commentary Bullish analysts are broadly positive on Ciena, pointing to recent earnings, order trends, and AI related demand as key reasons for lifting valuation frameworks.Seeking Alpha • Jun 04
Why Ciena Fell By Nearly 20% After Posting Second Quarter Results
Summary Ciena Corporation delivered a 497% one-year return, driven by robust AI-related demand and 40% YoY revenue growth in Q2. CIEN posted $1.64 adjusted EPS and expanded adjusted gross margin, with Q3 guidance at $1.62B revenue and 45% gross margin. Strategic focus on optical, submarine, and data center interconnect positions CIEN for multi-year growth, despite extended lead times. CIEN stock valuation remains elevated (D grade), but CIEN's growth, profitability, and industry leadership justify premium pricing. The industry 2030E (forecast) is a risk factor for CIEN shareholders. Read the full article on Seeking Alpha
Mise à jour du récit • May 26
CIEN: AI Data Center Hype Will Ultimately Trigger P/E Multiple Compression
Analysts have lifted the fair value estimate for Ciena from $378.11 to $452.12 as they factor in higher modeled revenue growth, improved profit margins and sustained sector demand, reflected in a series of recent price target increases across the Street. Analyst Commentary Recent research on Ciena clusters around rising expectations for optical networking demand linked to data center and AI infrastructure spending, but opinions differ on how much upside is already reflected in the stock and how sustainable current trends may be.Mise à jour du récit • Apr 29
CIEN: AI Data Center Momentum Will Ultimately Face P/E Multiple Compression
Ciena's updated analyst price target has moved higher to around $378 from about $341, as analysts factor in higher modeled revenue growth, a slightly different discount rate, modestly adjusted profit margin expectations, and a richer future P/E multiple supported by recent research citing AI driven optical demand, strong data center positioning, and solid order trends across key customers. Analyst Commentary Recent Street research on Ciena highlights a mix of optimism around AI driven optical demand and data center exposure, alongside more tempered views on valuation and supply constraints.Mise à jour du récit • Apr 15
CIEN: AI Networking Hype Will Face Future Multiple Compression Risk
Ciena's updated analyst price target has increased significantly to $340.94 from $237.13. Analysts cite stronger AI-driven networking demand, a larger optical opportunity, higher long-term revenue growth and margin assumptions, and expectations for a richer future P/E multiple as key factors supporting this move.Mise à jour du récit • Apr 01
CIEN: AI Data Center Buildout Will Support Optical Networking Upside
Narrative Update on Ciena The analyst price target for Ciena has been lifted from $305 to $470 as analysts factor in expectations for higher revenue, stronger profit margins, and a richer future P/E multiple supported by recent research highlighting AI infrastructure demand, robust optical orders, and improved margin performance. Analyst Commentary Recent research coverage on Ciena has leaned positive, with a series of price target revisions, rating upgrades, and fresh initiations that highlight how analysts are framing the company around AI infrastructure, data center connectivity, and execution in its core optical business.
Mise à jour du récit • Mar 17
CIEN: AI Optical Euphoria Will Eventually Face Supply And Delivery Constraints
Analysts lifted the fair value estimate for Ciena to $191.58 from $119.13, reflecting updated assumptions around AI driven optical networking demand, stronger profitability expectations, and higher projected future P/E multiples after a broad wave of price target increases across the Street. Analyst Commentary Street research around Ciena has leaned positive, with multiple firms lifting price targets and highlighting themes such as AI driven optical demand, data center buildouts, and strong interest from cloud and telco customers.Mise à jour du récit • Mar 03
CIEN: Extended Rally Will Confront AI Supply Constraints And Execution Hurdles
Analysts have raised their average price targets on Ciena into a range of $280 to $380, citing stronger confidence in revenue growth potential tied to AI data center demand and new optical technologies. Market-based estimates now imply a fair value of about $119 and a forward P/E of roughly 33x, with slightly lower profit margin assumptions.Mise à jour du récit • Feb 17
CIEN: Extended Rally Will Face Pressure As Execution Risks Intensify
Analysts have lifted their fair value estimate for Ciena from about $90.71 to roughly $126.51, reflecting updated assumptions for revenue, profit margins, and a higher future P/E multiple following recent sector research and a valuation reset after the stock’s sharp advance. Analyst Commentary Recent Street research around optical and photonics peers has come with recalibrated expectations, and that more cautious tone has spilled over to Ciena.Article d’analyse • Feb 11
Ciena Corporation (NYSE:CIEN) Looks Just Right With A 30% Price Jump
Ciena Corporation ( NYSE:CIEN ) shares have continued their recent momentum with a 30% gain in the last month alone...Mise à jour du récit • Feb 03
CIEN: AI Optical Tailwinds Will Face Valuation And Execution Headwinds
Analysts kept their long term fair value view on Ciena steady at about $237 per share, making only slight tweaks to inputs such as the discount rate and future P/E. They are balancing prior upgrades tied to AI and hyperscale optical demand with a more cautious stance after the stock's strong run and a recent rating shift to Neutral.Mise à jour du récit • Jan 19
CIEN: Hyperscale AI Optical Demand And IT Spending Will Support Upside
Analysts have lifted their price target on Ciena to US$200 from US$120, citing expectations for solid results supported by hyperscale and AI driven optical demand, as well as ongoing infrastructure spending in IT hardware and networking. Analyst Commentary Bullish analysts are pointing to Ciena as a key beneficiary of rising demand for optical networking tied to hyperscale data centers and AI related workloads.Mise à jour du récit • Jan 05
CIEN: Hyperscale And AI Optical Demand Will Drive Future Upside Potential
Narrative Update on Ciena The analyst price target for Ciena has moved from US$150 to US$305. This change reflects analysts' updated assumptions for faster revenue growth, higher profit margins, and a richer future P/E multiple, supported by recent research citing data center and AI driven optical demand, stronger networking fundamentals, and the Nubis acquisition.Mise à jour du récit • Dec 21
CIEN: AI Data Center Tailwinds Will Meet Rising Execution And Cost Risks
Analysts have raised their price target on Ciena by approximately $70 to about $200, reflecting higher expected revenue growth, improved profit margins, and accelerating AI and data center driven optical demand, including benefits from the Nubis acquisition. Analyst Commentary Bullish analysts highlight a broad reset higher in expectations, with multiple firms lifting targets into the $175 to $200 range as conviction grows around Ciena's ability to monetize AI and data center demand while integrating Nubis to enhance its optical portfolio.Article d’analyse • Dec 21
Ciena Corporation (NYSE:CIEN) Stocks Shoot Up 29% But Its P/S Still Looks Reasonable
Ciena Corporation ( NYSE:CIEN ) shares have continued their recent momentum with a 29% gain in the last month alone...Mise à jour du récit • Dec 07
CIEN: AI Optical Momentum Will Struggle To Sustain Recently Elevated Market Expectations
Analysts have raised their fair value estimate for Ciena to $167 from $152.63, citing stronger hyperscale and AI driven optical demand, rising data center investment, and the margin and growth tailwinds expected from the Nubis acquisition. Analyst Commentary Bullish analysts see Ciena as a primary beneficiary of accelerating hyperscale and AI driven optical demand, with rising data center investment and the Nubis acquisition underpinning expectations for durable double digit growth and margin expansion.Mise à jour du récit • Nov 23
CIEN: Share Price Momentum Will Face Headwinds If Execution Stumbles Amid AI Hype
Ciena's analyst price target has been raised from $142.06 to $152.63. Analysts cite the company's strengthening position in AI-driven data center markets and continued momentum in hyperscale optical demand as key factors in the upward revision.Mise à jour du récit • Nov 07
CIEN: Recent Share Price Rally Will Face Pressure From Overstretched Expectations
Ciena's analyst price targets have risen significantly in recent updates. This reflects growing optimism around the company's expanding data center exposure and healthy sector momentum.Mise à jour du récit • Oct 24
Cloud And AI Networking Demand Will Drive New Market Opportunities
Ciena’s analyst price target has increased by approximately $9 to $142, as analysts point to accelerating data center investment, margin expansion, and strong networking sector momentum as key drivers of this upward revision. Analyst Commentary Recent analyst activity has signaled a strong shift in sentiment around Ciena, with price target upgrades and ratings changes highlighting both opportunities and risks facing the company as it navigates the evolving networking and data center landscape.Article d’analyse • Oct 15
Optimistic Investors Push Ciena Corporation (NYSE:CIEN) Shares Up 26% But Growth Is Lacking
Despite an already strong run, Ciena Corporation ( NYSE:CIEN ) shares have been powering on, with a gain of 26% in the...Mise à jour du récit • Oct 10
Cloud And AI Optical Networks Will Unlock New Opportunities
Ciena's analyst price target has increased from $127.22 to $132.69, as analysts point to the company's expanding data center opportunities and recent strategic initiatives as key drivers behind the upgrade. Analyst Commentary Recent research updates have highlighted both optimism and caution from the analyst community regarding Ciena’s prospects, following a series of upgrades, price target increases, and timely strategic moves.Mise à jour du récit • Sep 26
Cloud And AI Optical Networks Will Unlock New Opportunities
Analysts have raised Ciena's price target following strong Q3 results, robust AI and cloud-driven demand, and strategic acquisitions, though some caution that valuation now reflects much of this momentum; as a result, the consensus price target has increased from $123.97 to $127.22. Analyst Commentary Bullish analysts are raising price targets following Ciena's strong fiscal Q3 results, significant order growth, and an improved revenue growth outlook for FY26 (notably raised to 17%, well above consensus).Mise à jour du récit • Sep 11
Cloud And AI Optical Networks Will Unlock New Opportunities
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.Mise à jour du récit • Aug 27
Growing AI And Cloud Demand Will Drive Future Market Share With WaveLogic 6 Extreme
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.Article d’analyse • Aug 26
Ciena Corporation (NYSE:CIEN) Investors Are Less Pessimistic Than Expected
When you see that almost half of the companies in the Communications industry in the United States have price-to-sales...Article d’analyse • Aug 04
These 4 Measures Indicate That Ciena (NYSE:CIEN) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Feb 26
Ciena Q1 Earnings Preview: AI And Data Center Spending Needs To Be Strong
Summary Ciena Corporation's Q1 '25 earnings report is expected to show flat revenue growth, with EPS estimates of $0.41 non-GAAP and $0.14 GAAP on $1.05B in revenues. Key focus areas include AI-driven demand, data center spending, and the performance of new products like WaveLogic 6 Extreme and Nano. Management's confidence in long-term growth (8%-11%) hinges on robust AI and data center investments by tech giants like Meta, Amazon, and Alphabet. CIEN's future outlook and backlog growth will be critical indicators of its ability to overcome recent revenue stagnation and capitalize on AI trends. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| May 02 2026 | n/a | n/a | US$438m |
| Jan 31 2026 | n/a | n/a | US$229m |
| Nov 01 2025 | US$19m | US$1m | US$123m |
| Aug 02 2025 | n/a | n/a | US$141m |
| May 03 2025 | n/a | n/a | US$105m |
| Feb 01 2025 | n/a | n/a | US$79m |
| Nov 02 2024 | US$14m | US$1m | US$84m |
| Jul 27 2024 | n/a | n/a | US$138m |
| Apr 27 2024 | n/a | n/a | US$154m |
| Jan 27 2024 | n/a | n/a | US$228m |
| Oct 28 2023 | n/a | n/a | US$255m |
| Jul 29 2023 | n/a | n/a | US$221m |
| Apr 29 2023 | n/a | n/a | US$202m |
| Jan 28 2023 | n/a | n/a | US$183m |
| Oct 29 2022 | n/a | n/a | US$153m |
| Jul 30 2022 | n/a | n/a | US$199m |
| Apr 30 2022 | n/a | n/a | US$426m |
| Jan 29 2022 | n/a | n/a | US$491m |
| Oct 30 2021 | n/a | n/a | US$500m |
| Jul 31 2021 | n/a | n/a | US$462m |
| May 01 2021 | n/a | n/a | US$366m |
| Jan 30 2021 | n/a | n/a | US$354m |
| Oct 31 2020 | US$11m | US$988k | US$361m |
| Aug 01 2020 | n/a | n/a | US$377m |
| May 02 2020 | n/a | n/a | US$321m |
| Feb 01 2020 | n/a | n/a | US$282m |
| Nov 02 2019 | n/a | n/a | US$253m |
Rémunération vs marché: La rémunération totale de Gary ($USD 18.53M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.60M ).
Rémunération et revenus: La rémunération de Gary a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Gary Smith (66 yo)
25.1yrs
Titularisation
US$18,530,396
Compensation
Mr. Gary B. Smith is Independent Director of Planet Labs PBC from July 10, 2025. Mr. Smith joined the Planet Labs PBC on July 10, 2025. Mr. Smith has been Principal Executive Officer of Cyan, Inc. since Au...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 25.1yrs | US$18.53m | 0.065% $ 39.5m | |
| Senior VP & CFO | less than a year | US$13.00m | 0.0015% $ 913.7k | |
| Senior Vice President of Global Customer Engagement | no data | US$5.24m | 0.012% $ 7.4m | |
| Senior Vice President of Global Research & Development | 2.7yrs | US$3.80m | 0.0037% $ 2.3m | |
| Senior VP | 17.6yrs | US$4.23m | 0.13% $ 81.8m | |
| Vice President of Investor Relations | 15.8yrs | pas de données | pas de données | |
| Senior VP | 3.4yrs | pas de données | 0.040% $ 24.6m | |
| Senior VP of Global Marketing & Communications | 3.4yrs | pas de données | pas de données | |
| Senior VP & GM of Blue Planet | 3.4yrs | pas de données | 0.011% $ 6.5m | |
| Chief Technologist of Research Networks | no data | pas de données | pas de données | |
| Country Head of Indonesia | 6.9yrs | pas de données | pas de données | |
| Regional Managing Director | 5.8yrs | pas de données | pas de données |
4.6yrs
Durée moyenne de l'emploi
57yo
Âge moyen
Gestion expérimentée: L'équipe de direction de CIEN est considérée comme expérimentée (ancienneté moyenne 4.6 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 25.7yrs | US$18.53m | 0.065% $ 39.5m | |
| Independent Director | 19.8yrs | US$344.97k | 0.0079% $ 4.8m | |
| Independent Chairman | 25.6yrs | US$434.92k | 0.0028% $ 1.7m | |
| Member of Government Advisory Board | 21yrs | pas de données | pas de données | |
| Lead Independent Director | 17.1yrs | US$344.97k | 0.017% $ 10.4m | |
| Member of Partner Advisory Council | 17.1yrs | pas de données | pas de données | |
| Member of Partner Advisory Council | 17.1yrs | pas de données | pas de données | |
| Member of Partner Advisory Council | 17.1yrs | pas de données | pas de données | |
| Member of Partner Advisory Council | 17.1yrs | pas de données | pas de données | |
| Member of Partner Advisory Council | 17.1yrs | pas de données | pas de données | |
| Independent Director | 7.7yrs | US$350.97k | 0.0059% $ 3.6m | |
| Independent Director | 6.8yrs | US$354.97k | 0.0021% $ 1.3m |
17.1yrs
Durée moyenne de l'emploi
71yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la CIEN est chevronné et expérimenté ( 17.1 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/17 07:30 |
| Cours de l'action en fin de journée | 2026/06/17 00:00 |
| Les revenus | 2026/05/02 |
| Revenus annuels | 2025/11/01 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Ciena Corporation est couverte par 35 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Timothy Long | Barclays |
| Jeffrey Kvaal | Barclays |