CIEN Share Price Performance
US$178.26
108.13 (154.19%)
170.1% overvalued intrinsic discount
US$66.00
Fair Value
Price US$178.26
AnalystLowTarget US$66.00
AnalystConsensusTarget US$142.06
AnalystHighTarget US$105.00
Fair ValueUS$90.71
Share Pricen/a
Ciena Corporation Stock Price
- 3 Narratives written by author
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- 32 Fair Values set on narratives written by author
CIEN Community Narratives
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Fair Value US$90.71 96.5% overvalued intrinsic discount
Saturating AI And Cloud Demand Will Cripple Optical Margins
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Fair Value US$142.06 25.5% overvalued intrinsic discount
Cloud And AI Networking Demand Will Drive New Market Opportunities
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Fair Value US$150 18.8% 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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AN
US$142.06
25.5% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
15.34% p.a.
Profit Margin
9.62%
Future PE
36.79x
Share price in 2028
US$178.77
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
96.5% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
13.2% p.a.
Profit Margin
8.94%
Future PE
25.65x
Share 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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AN
US$150
18.8% overvalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
14.44% p.a.
Profit Margin
12.03%
Future PE
30.51x
Share price in 2028
US$190.13
Recently Updated Narratives
AN
Cloud And AI Networking Demand Will Drive New Market Opportunities
Fair Value: US$142.06 25.5% overvalued intrinsic discount
12 followersusers have followed this narrative
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AN
Cloud, AI And 5G Trends Will Drive Optical Network Demand
Fair Value: US$150 18.8% overvalued intrinsic discount
0 followersusers have followed this narrative
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AN
Saturating AI And Cloud Demand Will Cripple Optical Margins
Fair Value: US$90.71 96.5% overvalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Ciena Corporation Key Details
Last Reported Earnings
Aug 02, 2025
Next Reporting Earnings
Dec 11, 2025
- 1.00
- 41.57%
- 3.10%
- 55.2%
About CIEN
- Founded
- 1992
- Employees
- 8614
- 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 consist of a range of products and solutions for convergence of coherent optical transport, open optical networking, optical transport network switching, IP routing, and switching services. This segments products include the 6500 Packet-Optical Platform, Waveserver modular interconnect system, the 6500 Reconfigurable Line system, Coherent ELS open line system, O-NID edge OTN demarcation device, coherent pluggable transceivers, and the 5400 family of Packet-Optical platforms; and the 3000 family of service delivery platforms and the 5000 family of service aggregation, as well as the 8100 Coherent IP networking platforms, WaveRouter product, virtualization software, the 6500 Packet Transport system, the 8700 Packetwave platform, and SD-Edge software and passive optical network routing and switching portfolio products. The Platform Software and Services segment offers Navigator Network Control Suite domain controller solution, OneControl unified management system, and data and planning tools. The Blue Planet Automation Software and Services segment comprises inventory management, multi-domain service orchestration, multi-cloud orchestration, route optimization and analysis, and unified assurance and analytics. The Global Services segment provides maintenance support and training, installation and deployment, and consulting and network design services. Ciena Corporation was incorporated in 1992 and is headquartered in Hanover, Maryland.
