Ciena Inkomsten in het verleden
Verleden criteriumcontroles 4/6
De winst van Ciena is gedaald met een gemiddeld jaarlijks percentage van -20.7%, terwijl de winst van de Communications -industrie jaarlijks daalde met 0.9%. De inkomsten zijn groeide met een gemiddeld percentage van 7.4% per jaar. Het rendement op het eigen vermogen Ciena bedraagt 15.2% en de nettomarge bedraagt 7.9%.
Belangrijke informatie
-20.73%
Groei van de winst
-18.32%
Groei van de winst per aandeel
| Communications Groei van de industrie | 31.77% |
| Inkomstengroei | 7.42% |
| Rendement op eigen vermogen | 15.15% |
| Nettomarge | 7.87% |
| Laatste winstupdate | 02 May 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • 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.Analyseartikel • 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...
Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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 AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe Ciena geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 02 May 26 | 5,569 | 438 | 852 | 900 |
| 31 Jan 26 | 5,124 | 229 | 838 | 877 |
| 01 Nov 25 | 4,770 | 123 | 820 | 848 |
| 02 Aug 25 | 4,542 | 141 | 791 | 815 |
| 03 May 25 | 4,265 | 105 | 762 | 792 |
| 01 Feb 25 | 4,050 | 79 | 739 | 773 |
| 02 Nov 24 | 4,015 | 84 | 731 | 767 |
| 27 Jul 24 | 4,020 | 138 | 724 | 761 |
| 27 Apr 24 | 4,146 | 154 | 712 | 761 |
| 27 Jan 24 | 4,368 | 228 | 714 | 756 |
| 28 Oct 23 | 4,387 | 255 | 706 | 751 |
| 29 Jul 23 | 4,228 | 221 | 688 | 728 |
| 29 Apr 23 | 4,028 | 202 | 668 | 689 |
| 28 Jan 23 | 3,845 | 183 | 657 | 658 |
| 29 Oct 22 | 3,633 | 153 | 646 | 625 |
| 30 Jul 22 | 3,703 | 199 | 655 | 605 |
| 30 Apr 22 | 3,823 | 426 | 672 | 602 |
| 29 Jan 22 | 3,708 | 491 | 665 | 582 |
| 30 Oct 21 | 3,621 | 500 | 639 | 566 |
| 31 Jul 21 | 3,408 | 462 | 617 | 556 |
| 01 May 21 | 3,396 | 366 | 589 | 539 |
| 30 Jan 21 | 3,456 | 354 | 574 | 532 |
| 31 Oct 20 | 3,532 | 361 | 586 | 530 |
| 01 Aug 20 | 3,672 | 377 | 597 | 534 |
| 02 May 20 | 3,656 | 321 | 607 | 544 |
| 01 Feb 20 | 3,627 | 282 | 610 | 550 |
| 02 Nov 19 | 3,572 | 253 | 597 | 548 |
| 03 Aug 19 | 3,504 | 237 | 587 | 541 |
| 04 May 19 | 3,362 | 201 | 574 | 523 |
| 31 Jan 19 | 3,227 | 162 | 565 | 502 |
| 03 Nov 18 | 3,094 | -345 | 554 | 492 |
| 31 Jul 18 | 2,939 | 751 | 543 | 476 |
| 30 Apr 18 | 2,849 | 761 | 531 | 472 |
| 31 Jan 18 | 2,826 | 785 | 519 | 477 |
| 28 Oct 17 | 2,802 | 1,262 | 512 | 475 |
| 31 Jul 17 | 2,773 | 138 | 496 | 469 |
| 30 Apr 17 | 2,715 | 112 | 491 | 468 |
| 31 Jan 17 | 2,649 | 88 | 490 | 461 |
| 31 Oct 16 | 2,601 | 73 | 483 | 452 |
| 31 Jul 16 | 2,576 | 22 | 480 | 447 |
| 30 Apr 16 | 2,509 | 12 | 474 | 431 |
| 31 Jan 16 | 2,490 | 19 | 465 | 421 |
| 31 Oct 15 | 2,446 | 12 | 457 | 414 |
| 31 Jul 15 | 2,345 | -5 | 443 | 405 |
Kwaliteitswinsten: CIEN heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (7.9%) CIEN } zijn hoger dan vorig jaar (2.5%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van CIEN is de afgelopen 5 jaar met 20.7% per jaar gedaald.
Versnelling van de groei: De winstgroei van CIEN over het afgelopen jaar ( 319.4% ) overtreft het 5-jarig gemiddelde ( -20.7% per jaar).
Winst versus industrie: De winstgroei CIEN over het afgelopen jaar ( 319.4% ) overtrof de Communications -sector 11.5%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 15.2% ) van CIEN wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/29 05:01 |
| Aandelenkoers aan het einde van de dag | 2026/06/26 00:00 |
| Inkomsten | 2026/05/02 |
| Jaarlijkse inkomsten | 2025/11/01 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Ciena Corporation wordt gevolgd door 35 analisten. 17 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| James Kelleher | Argus Research Company |
| Timothy Long | Barclays |
| Jeffrey Kvaal | Barclays |