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Ciena Corporation Stock Price

NYSE:CIEN Community·US$47.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 120 Fair Values set on narratives written by author
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CIEN Share Price Performance

US$334.56
202.06 (152.50%)
​
US$551.86
Fair Value
US$334.56
202.06 (152.50%)
39.4% undervalued intrinsic discount
US$551.86
Fair Value
Price US$334.56
AnalystConsensusTarget US$551.86
AnalystHighTarget US$720.00
AnalystLowTarget US$362.67
Thu, 3 Sep 26
Fair ValueUS$551.86
Share Pricen/a

CIEN Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$551.86 39.4% undervalued intrinsic discount

Cloud And AI Networking Demand Will Drive New Market Opportunities

1users have liked this narrative
0users have commented on this narrative
42users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$720 53.5% undervalued intrinsic discount

Cloud, AI And 5G Trends Will Drive Optical Network Demand

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$362.67 7.8% undervalued intrinsic discount

Saturating AI And Cloud Demand Will Cripple Optical Margins

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
CIEN logo
Ciena
39.4% undervalued intrinsic discount

Cloud And AI Networking Demand Will Drive New Market Opportunities

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
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CIEN logo
Ciena
7.8% undervalued intrinsic discount

Saturating AI And Cloud Demand Will Cripple Optical Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 19 Aug
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CIEN logo
Ciena
53.5% undervalued intrinsic discount

Cloud, AI And 5G Trends Will Drive Optical Network Demand

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AN
AnalystHighTarget
AnalystHighTarget
Updated 9 Jun
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Trending Discussion

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Recently Updated Narratives

AN
AnalystConsensusTarget
CIEN logo

CIEN: AI Networking Backlog Will Support Sustained Elevated Future P E Multiple

Fair Value: US$551.86 39.4% undervalued intrinsic discount
42 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
CIEN logo

CIEN: AI Infrastructure Hype Will Outrun Supply Bottlenecks And Rich Pricing

Fair Value: US$362.67 7.8% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
CIEN logo

CIEN: AI Data Center Backlog Will Drive Optical Networking Upside

Fair Value: US$720 53.5% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Exceptional growth potential with excellent balance sheet.

2 Risks
2 Rewards
View Full Analysis

Ciena Corporation Key Details

US$6.0b

Revenue

US$3.4b

Cost of Revenue

US$2.7b

Gross Profit

US$2.0b

Other Expenses

US$654.4m

Earnings

Last Reported Earnings
Aug 01, 2026
Next Reporting Earnings
n/a
4.61
44.07%
10.87%
105.7%
View Full Analysis

About CIEN

Founded
1992
Employees
8989
CEO
Gary Smith
WebsiteView website
www.ciena.com

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.

Recent CIEN News & Updates

Seeking Alpha • 3h

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

Recent updates

No updates

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