Ciena (CIEN) Panoramica del titolo
Ciena Corporation, azienda specializzata in tecnologie di rete, fornisce hardware, software e servizi a vari operatori di rete nelle Americhe, in Europa, in Medio Oriente, in Africa, nell'Asia Pacifica, in Giappone e in India. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 6/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
CIEN Community Fair Values
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Analyst Price Targets
Concorrenti di Ciena Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$349.54 |
| Massimo di 52 settimane | US$637.51 |
| Minimo di 52 settimane | US$130.13 |
| Beta | 1.31 |
| Variazione di 1 mese | -19.10% |
| Variazione a 3 mesi | -21.62% |
| Variazione di 1 anno | 166.26% |
| Variazione a 3 anni | 616.12% |
| Variazione a 5 anni | 557.77% |
| Variazione dall'IPO | 169.92% |
Notizie e aggiornamenti recenti
Seeking Alpha • 7h
Ciena's Q3 Delivers Textbook Buying Opportunity (Upgrade)
Summary Ciena Corp. presents a textbook asymmetric buying opportunity after a post-earnings sell-off driven by expectations mismatch, not fundamentals. Ciena expects to exit FY26 with >$10B, which implies >17-18% sequential acceleration, the sharpest q/q growth jump in 4 quarters, setting the stage for strong revenue growth surprises next year. Plus, price hikes across product lines and a 50 bps margin expansion are expected, signaling strong pricing power amidst a robust demand environment for Ciena. I am upgrading Ciena further to Strong Bullish, seeing 47-55% upside potential as market mispricing creates compelling entry points despite macro risks. Read the full article on Seeking Alpha
Aggiornamento narrativa • Sep 03
CIEN: AI Networking Backlog Will Support Sustained Elevated Future P E Multiple
Ciena's analyst fair value estimate has been trimmed by about $14 to $551.86, as analysts weigh reduced price targets across the Street against ongoing AI driven demand, strong order backlogs, and supply constraints that still limit how quickly those orders can convert to revenue. Analyst Commentary Recent research on Ciena shows a wide spread of views on where the stock should trade, even as most analysts point to strong AI and data center demand, solid order backlog, and ongoing supply constraints that influence how quickly that demand can turn into reported results.Recent updates
Seeking Alpha • 7h
Ciena's Q3 Delivers Textbook Buying Opportunity (Upgrade)
Summary Ciena Corp. presents a textbook asymmetric buying opportunity after a post-earnings sell-off driven by expectations mismatch, not fundamentals. Ciena expects to exit FY26 with >$10B, which implies >17-18% sequential acceleration, the sharpest q/q growth jump in 4 quarters, setting the stage for strong revenue growth surprises next year. Plus, price hikes across product lines and a 50 bps margin expansion are expected, signaling strong pricing power amidst a robust demand environment for Ciena. I am upgrading Ciena further to Strong Bullish, seeing 47-55% upside potential as market mispricing creates compelling entry points despite macro risks. Read the full article on Seeking AlphaAggiornamento narrativa • Sep 03
CIEN: AI Networking Backlog Will Support Sustained Elevated Future P E Multiple
Ciena's analyst fair value estimate has been trimmed by about $14 to $551.86, as analysts weigh reduced price targets across the Street against ongoing AI driven demand, strong order backlogs, and supply constraints that still limit how quickly those orders can convert to revenue. Analyst Commentary Recent research on Ciena shows a wide spread of views on where the stock should trade, even as most analysts point to strong AI and data center demand, solid order backlog, and ongoing supply constraints that influence how quickly that demand can turn into reported results.
Aggiornamento narrativa • Aug 19
CIEN: AI Infrastructure Hype Will Outrun Supply Bottlenecks And Rich Pricing
Analysts have modestly raised the fair value estimate for Ciena, increasing the target from about $355 to about $363. This revision is supported by research indicating a larger addressable market, AI-related fiber and data center demand, and generally higher price targets on the stock from several firms.Aggiornamento narrativa • Jul 10
CIEN: AI Demand Will Eventually Collide With Supply Constraints And Overheated Expectations
Ciena's analyst price target has been lifted sharply from $191.58 to $354.53 as analysts factor in stronger AI networking demand, expanding data center opportunities, and higher modeled revenue growth and profit margins, even with some near term supply and valuation constraints still in focus. Analyst Commentary Research coverage on Ciena is broadly constructive, but it is not one sided.Aggiornamento narrativa • Jun 26
CIEN: AI Networking Backlog Will Ultimately Sustain Elevated P E Multiple
Analysts have lifted their blended price target for Ciena to $565.71 from $452.12, reflecting higher assumptions for revenue growth, profit margins, and future P/E multiples following recent "beat and raise" quarters, a growing AI networking opportunity, and expanding backlog. Analyst Commentary Recent research on Ciena highlights a wide range of views on how much of the AI networking and optical demand story is already reflected in the stock and where execution risks may sit from here.Articolo di analisi • Jun 19
Ciena (CIEN) Stock Could Be 5.3% Undervalued After Its Recent 21% Pullback
Ciena (CIEN) has been drawing attention after a month in which the stock declined about 21%, even as its total return over the past three months remained positive. This has prompted investors to reassess the company’s recent performance. See our latest analysis for Ciena. Set against a 74.03% year to date share price return and a very large 1 year total shareholder return, Ciena’s recent 20.98% 1 month share price decline signals fading short term momentum after a strong longer term run. If...
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Rendimenti per gli azionisti
| CIEN | US Communications | US Mercato | |
|---|---|---|---|
| 7D | 8.9% | -0.05% | -2.2% |
| 1Y | 166.3% | 47.4% | 13.1% |
Ritorno vs Industria: CIEN ha superato il US Communications che ha restituito 47.4 % nell'ultimo anno.
Rendimento vs Mercato: CIEN ha superato il mercato US che ha restituito 13.1 % nell'ultimo anno.
Volatilità dei prezzi
| CIEN volatility | |
|---|---|
| CIEN Average Weekly Movement | 10.8% |
| Communications Industry Average Movement | 7.9% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di CIEN è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 11% ) di CIEN è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1992 | 8,989 | Gary Smith | www.ciena.com |
Ciena Corporation, azienda specializzata in tecnologie di rete, fornisce hardware, software e servizi a vari operatori di rete nelle Americhe, in Europa, in Medio Oriente, in Africa, nella regione Asia-Pacifico, in Giappone e in India. Opera attraverso i segmenti Networking Platforms, Platform Software and Services, Blue Planet Automation Software and Services e Global Services. Il segmento Networking Platforms comprende prodotti e servizi di rete ottica, routing e switching.
Ciena Corporation Riepilogo dei fondamenti
| CIEN statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$47.44b |
| Utili (TTM) | US$654.41m |
| Ricavi(TTM) | US$6.02b |
75.7x
Rapporto P/E8.2x
Rapporto P/SCIEN è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CIEN Conto economico (TTM) | |
|---|---|
| Ricavi | US$6.02b |
| Costo del fatturato | US$3.37b |
| Profitto lordo | US$2.65b |
| Altre spese | US$2.00b |
| Utili | US$654.41m |
Ultimi utili riportati
Aug 01, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 4.61 |
| Margine lordo | 44.07% |
| Margine di profitto netto | 10.87% |
| Rapporto debito/patrimonio netto | 105.7% |
Come si è comportato CIEN nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/11 21:52 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/08/01 |
| Utili annuali | 2025/11/01 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Ciena Corporation è coperta da 38 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| James Kelleher | Argus Research Company |
| Timothy Long | Barclays |
| Jeffrey Kvaal | Barclays |