Ciena Corporation

NYSE:CIEN Aktierapport

Börsvärde: US$80.6b

Ciena Utdelningar och återköp

Utdelning kriterier kontrolleras 0/6

Ciena har inte registrerat sig för att betala utdelning.

Viktig information

n/a

Avkastning på utdelning

0.6%

Återköpsavkastning

Total avkastning till aktieägarna0.6%
Framtida utdelningsavkastning0%
Utdelningstillväxtn/a
Nästa utbetalningsdag för utdelningn/a
Ex utdelningsdagn/a
Utdelning per aktien/a
Utdelningsandeln/a

Senaste utdelnings- och återköpsuppdateringar

Inga uppdateringar

Recent updates

Uppdatering av berättelse 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.
Seeking Alpha May 22

Ciena's Rerating May Be Running Ahead Of Its Economics

Summary Ciena (CIEN) benefits from AI-driven networking complexity and improved cloud provider exposure, but lacks the explosive pricing power seen in peer scarcity trades. CIEN's revenue growth is durable and less cyclical, with cloud provider mix rising from ~25% to ~42% over two years, smoothing historical telecom-driven volatility. Gross margins remain stable around ~45%, with no AI-driven margin inflection; economic profile aligns with high-quality infrastructure hardware, not scarcity-driven AI plays. I maintain a Hold rating, as recent valuation rerating outpaces fundamental improvements; upcoming results must show margin inflection or sustained mix quality for upside. Read the full article on Seeking Alpha
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Ny berättelse Mar 19

Ciena Corporation (CIEN): The Optical Backbone of the AI Revolution

Ciena Corporation (CIEN) is currently one of the most explosive stories in the networking sector, closing the March 18, 2026, session at $385.26 USD , a robust 4.11% daily gain. The stock has been on a tear, surging over 73% in the last three months as it effectively "outperforms" many of its hardware peers in the early 2026 trading cycle.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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 Alpha
Seeking Alpha Dec 16

Ciena Delivers Strong Q4 Earnings, But Valuation Demands Precision

Summary Ciena Corporation has shown impressive growth, with a nearly 100% YTD return and a strong annualized ROR of 15.12% since 2015. Ciena's advanced tech, like the WaveLogic 6 Extreme, addresses growing bandwidth demands, but profitability pressures and inventory management challenges persist. Long-term growth prospects in cloud and AI are promising, but the stock's current high price leaves little room for error. Despite strong performance and market enthusiasm, Ciena's high valuation and need for near-perfect execution make it a cautious "hold" for investors. Read the full article on Seeking Alpha

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: Otillräcklig data för att avgöra om CIEN s utdelningar per aktie har varit stabila tidigare.

Växande utdelning: Otillräcklig data för att avgöra om CIEN s utdelningsbetalningar har ökat.


Utdelningsavkastning jämfört med marknaden

Ciena Utdelningsavkastning jämfört med marknaden
Hur är CIEN:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (CIEN)n/a
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.2%
Genomsnitt för branschen (Communications)1.7%
Prognosanalytiker (CIEN) (upp till 3 år)0%

Anmärkningsvärd utdelning: Det går inte att utvärdera CIEN s utdelningsavkastning mot de lägsta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.

Hög utdelning: Det går inte att utvärdera CIEN s utdelningsavkastning mot de översta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.


Vinstutdelning till aktieägarna

Resultattäckning: Otillräcklig data för att beräkna CIEN s utbetalningskvot för att avgöra om dess utdelningar täcks av intäkter.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Det går inte att beräkna hållbarheten för utdelningar eftersom CIEN inte har rapporterat några utbetalningar.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/29 18:24
Aktiekurs vid dagens slut2026/05/29 00:00
Intäkter2026/01/31
Årlig intjäning2025/11/01

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Ciena Corporation bevakas av 35 analytiker. 17 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
James KelleherArgus Research Company
Timothy LongBarclays
Jeffrey KvaalBarclays