Ciena Corporation

NYSE:CIEN Stok Raporu

Piyasa değeri: US$47.9b

Ciena Gelecekteki Büyüme

Future kriter kontrolleri 6/6

Ciena kazanç ve gelirin sırasıyla yıllık 29.4% ve 20.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 29.3% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 36.2% olacağı tahmin edilmektedir.

Anahtar bilgiler

29.4%

Kazanç büyüme oranı

29.31%

EPS büyüme oranı

Communications kazanç büyümesi24.7%
Gelir büyüme oranı20.2%
Gelecekteki özkaynak getirisi36.24%
Analist kapsamı

Good

Son güncelleme04 Sep 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • Sep 04

Ciena: The Business Is Better Than Ever, But The Stock Isn't Cheap

Summary Ciena Corporation is capitalizing on surging AI and hyperscaler demand, driving a record backlog and robust margin expansion. CIEN delivered 37% YoY revenue growth and doubled adjusted operating margin to 22.5%, with 2026 revenue guidance raised to $6.42 billion. Despite strong execution, CIEN trades at a premium valuation (~44x 2026E EPS), with significant customer concentration and industry supply constraints posing risks. I maintain a Hold rating on CIEN stock: fundamentals have improved, but the share price has already priced in much of the upside. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.

Kazanç ve Gelir Büyüme Tahminleri

NYSE:CIEN - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
10/31/202810,6221,9411,8761,72313
10/31/20278,3581,3721,1741,13817
10/31/20266,42485549779516
8/1/20266,0216548141,055N/A
5/2/20265,5694388331,033N/A
1/31/20265,124229742930N/A
11/1/20254,770123665806N/A
8/2/20254,542141605784N/A
5/3/20254,265105292451N/A
2/1/20254,05079205352N/A
11/2/20244,01584378515N/A
7/27/20244,020138285361N/A
4/27/20244,146154447529N/A
1/27/20244,368228607700N/A
10/28/20234,38725562168N/A
7/29/20234,228221-149-42N/A
4/29/20234,028202-359-256N/A
1/28/20233,845183-474-379N/A
10/29/20223,633153-259-168N/A
7/30/20223,70319922102N/A
4/30/20223,823426303376N/A
1/29/20223,708491410495N/A
10/30/20213,621500462542N/A
7/31/20213,408462385474N/A
5/1/20213,396366492580N/A
1/30/20213,456354370447N/A
10/31/20203,532361411494N/A
8/1/20203,672377472546N/A
5/2/20203,656321N/A454N/A
2/1/20203,627282N/A467N/A
11/2/20193,572253N/A413N/A
8/3/20193,504237N/A241N/A
5/4/20193,362201N/A246N/A
1/31/20193,227162N/A179N/A
11/3/20183,094-345N/A229N/A
7/31/20182,939751N/A300N/A
4/30/20182,849761N/A262N/A
1/31/20182,826785N/A297N/A
10/28/20172,8021,262N/A235N/A
7/31/20172,773138N/A233N/A
4/30/20172,715112N/A260N/A
1/31/20172,64988N/A248N/A
10/31/20162,60173N/A290N/A
7/31/20162,57622N/A237N/A
4/30/20162,50912N/A278N/A
1/31/20162,49019N/A255N/A
10/31/20152,44612N/A262N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: CIEN 'nin tahmini kazanç büyümesi (yıllık 29.4% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: CIEN şirketinin kazançlarının (yıllık 29.4% ) US pazarından (yıllık 17.3% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: CIEN şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: CIEN şirketinin gelirinin (yıllık 20.2% ) US pazarından (yıllık 13.5% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: CIEN şirketinin gelirinin (yıllık 20.2% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: CIEN 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 36.2 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/10 04:10
Gün Sonu Hisse Fiyatı2026/09/10 00:00
Kazançlar2026/08/01
Yıllık Kazançlar2025/11/01

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Ciena Corporation 38 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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