Ciena Corporation — News

Atika Capital Management LLC cut its holdings in Ciena Corporation (NYSE: CIEN) by 27.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 43,651 shares of the communications equipment provider's stock after selling 16,349 shares during

defenseworld.net - 2026-07-24 03:51:22

Allspring Global Investments Holdings LLC acquired a new stake in shares of Ciena Corporation (NYSE: CIEN) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 16,690 shares of the communications equipment provider's stock, valued at approximately $6,933,000. Other hedge funds

defenseworld.net - 2026-07-24 03:51:21

AGX, CIEN, HUBS and SMTC make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

zacks.com - 2026-07-23 09:46:05

AI stock volatility has created discounts from 52-week highs. SNDK, WDC and CIEN stand out with strong growth drivers and upside potential.

zacks.com - 2026-07-22 09:41:08

Assetmark Inc. lifted its holdings in shares of Ciena Corporation (NYSE: CIEN) by 4,003.2% during the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,659 shares of the communications equipment provider's stock after purchasing an additional 16,253 shares during the quarter. Assetmark Inc.'s holdings in Ciena

defenseworld.net - 2026-07-22 03:57:02

Here is how Ciena (CIEN) and Arista Networks (ANET) have performed compared to their sector so far this year.

zacks.com - 2026-07-21 10:41:18

California Public Employees Retirement System cut its position in Ciena Corporation (NYSE: CIEN) by 1.3% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 237,900 shares of the communications equipment provider's stock after selling 3,067 shares during the quarter. California

defenseworld.net - 2026-07-20 04:09:19

Ciena Corporation  CIEN and Nokia  NOK are benefiting from the rapid adoption of artificial intelligence (AI), which is driving strong demand for high-speed networking infrastructure. As hyperscalers and service providers expand AI deployments, both companies are strengthening their optical networking, routing and switching portfolios to support higher-capacity, low-latency connectivity.

zacks.com - 2026-07-16 12:40:26

VONG delivers superior 5-year returns and lower drawdowns, while VBK offers higher recent gains with broader diversification across 579 holdings.

fool.com - 2026-07-14 15:16:45

GOOGL, MSFT, AMZN and CIEN offer cloud exposure as AI demand, scalability and cost efficiency fuel long-term market growth.

zacks.com - 2026-07-14 11:36:07

Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.

investorplace.com - 2026-07-14 00:00:00

The U.S. just classified AI as a national security asset. That's a permanent floor under sovereign AI infrastructure spending.

investorplace.com - 2026-07-11 00:00:00

CIEN is riding the AI-driven optical networking demand, record revenue and a growing backlog. See what's fueling its outlook despite supply constraints.

zacks.com - 2026-07-10 12:21:07

Shares of Ciena (CIEN 0.18%) rose 109.8% in the first half of 2026, according to data from S&P Global Market Intelligence. The networking equipment veteran more than doubled due to accelerating demand for optical networking infrastructure tied to artificial intelligence workloads.

fool.com - 2026-07-10 12:05:58

AGX, CIEN, DDS and SMTC stand out as liquid, efficient stocks with growth potential, backed by solid ratios, asset use and recent revenue gains.

zacks.com - 2026-07-09 11:16:10

CIEN's Blue Planet AI PoC with Telefonica Deutschland shows how AI-driven network automation could boost software growth and enterprise 5G opportunities.

zacks.com - 2026-07-07 10:51:16

Ciena benefits from unprecedented demand for optical connectivity, driving revenue acceleration, expanding backlog, and improving gross margins. CIEN's backlog surged 47% to $2.3B, with rapid revenue flow-through and strong demand for coherent pluggables and multi-rail line systems. Gross margin guidance has increased to nearly 45%, with operating margins projected at 19% adjusted, reflecting robust pricing power and operational leverage.

seekingalpha.com - 2026-07-07 06:45:26

Ciena is initiated with a buy rating, citing robust exposure to AI infrastructure and multi-year capex tailwinds. CIEN demonstrates accelerating revenue growth, posting a 31% YoY top-line increase and 312% bottom-line growth, both far outpacing peers. Despite a 65x forward P/E, CIEN trades at a 37% discount on forward PEG versus peers, supported by superior margins and low leverage.

seekingalpha.com - 2026-07-07 02:49:01

JPMorgan's concentrated small-cap fund outpaced Vanguard over one year, but carries higher volatility and a steeper expense ratio.

fool.com - 2026-07-06 12:27:01

July growth picks include MU, STX, DELL, PLTR and CIEN as easing inflation fears and AI demand shape the market outlook.

zacks.com - 2026-07-06 08:56:04

Ciena (CIEN) delivered a Q2 beat-and-raise, with revenue of $1.57B, record $7.7B backlog, and raised FY26 revenue midpoint to $6.3B. Multi-rail Hyper-Rail platform win marks a multi-year, high-margin growth catalyst, with deployment ramping in FY27 and deepening CIEN's competitive moat. Management refreshed TAM to $50B by 2029, with strong co-creation dynamics and expanding portfolio positioning CIEN for sustained leadership in optical networking.

seekingalpha.com - 2026-07-06 03:13:14

Efficiency-focused screening highlights five stocks with above-industry operating and turnover metrics that may offer strong profit potential.

zacks.com - 2026-07-02 09:25:19

Ciena (CIEN +2.41%) could be one of the most intriguing hidden AI infrastructure stories in the market. As AI clusters spread across larger data centers, the network itself may become the bottleneck.

fool.com - 2026-07-01 07:25:56

The AI build-out conversation tends to start and stop with chips. But the companies quietly landing multi-year, multi-billion-dollar contracts right now aren't making semiconductors—they're making the glass, connectors, and routing systems that hold the entire data center ecosystem together.

marketbeat.com - 2026-06-29 14:06:17

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough... These 7 Stocks Will Solve AI's Most Important Bottleneck

247wallst.com - 2026-06-29 09:58:08

Three semi stocks, a networking stalwart and a quantum computing name set to receive the Tradr treatment NEW YORK, June 26, 2026 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, announced that it expects to launch five single stock leveraged ETFs on Wednesday, July 1. The Cboe-listed funds seek to deliver two times (200%) the daily performance of a specific underlying stock.

prnewswire.com - 2026-06-26 08:00:00

The U.S. just classified AI as a national security asset. That's a permanent floor under sovereign AI infrastructure spending.

investorplace.com - 2026-06-25 00:00:00

AI and chip shares recovered modestly on Wednesday as investors looked ahead to Micron Technology (MU) after Tuesday's selloff in memory names. Micron was still

gurufocus.com - 2026-06-24 14:34:00

CIEN and ANET are capitalizing on booming AI networking demand, but differences in growth outlook, estimates and valuation may sway investors.

zacks.com - 2026-06-23 09:16:09

[url="]Telefónica Deutschland[/url] and [url="]Blue Planet[/url], a division of [url="]Ciena[/url] (NYSE: CIEN), have successfully completed a joint proof of

gurufocus.com - 2026-06-23 09:00:00

BERLIN--(BUSINESS WIRE)--Telefónica Deutschland and Blue Planet, a division of Ciena (NYSE: CIEN), have successfully completed a joint proof of concept (PoC) exploring the use of AI agents to accelerate the design and fulfillment of advanced 5G network slicing services. The initiative demonstrates how agentic AI can help communications service providers address the growing operational complexity of next‑generation services while significantly reducing service design time. As part of Telefónica.

businesswire.com - 2026-06-23 09:00:00

Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.

investorplace.com - 2026-06-22 00:00:00

ALHC, AGX, AGYS and CIEN make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

zacks.com - 2026-06-19 09:30:44

HANOVER, Md.--(BUSINESS WIRE)--Blue Planet, a division of Ciena (NYSE: CIEN), is closing the governance gap in network operations by unveiling Blue Planet Configuration and Change Management (CCM), unifying device configuration, change, and lifecycle management across multi-vendor networks. Backed by Blue Planet's deep Operations Support System (OSS) expertise, CCM replaces fragmented tools and manual processes with AI-driven workflows to reduce risk, prevent outages, and strengthen the foundat.

businesswire.com - 2026-06-17 09:00:00

Sterling, Dell and Ciena pair yearlong price surges with one-week pullbacks as market momentum turns upbeat after the U.S.-Iran peace deal.

zacks.com - 2026-06-16 11:52:17

Optical networking is becoming the next bottleneck in the AI infrastructure space, and that's great news for these three companies.

fool.com - 2026-06-16 11:39:00

On June 15, 2026, Ciena Corp (CIEN) shares rose 3.9% today, reaching a current price of $463.41. Despite today's positive move, the stock has faced volatility,

gurufocus.com - 2026-06-15 18:11:00

CIEN helped deliver a quantum-safe 800GbE data trial across 6,900 km between New York and London, marking a transatlantic security and speed milestone.

zacks.com - 2026-06-15 10:35:27

The AI buildout is spreading beyond NVDA. Four infrastructure stocks are capturing a $700 billion wave most investors keep selling too soon.

investorplace.com - 2026-06-15 00:00:00

Everyone wants to find the next Nvidia – legendary investor Louis Navellier thinks a better question might be: Can you hold it once you do? In today's Friday Digest takeover, Louis explains why today's AI boom reminds him of the internet buildout of the late 1990s.

investorplace.com - 2026-06-12 17:00:00

CIEN lands the industry's first multi-rail order as its new RLS Hyper-Rail targets AI-driven demand and aims for revenue and margin gains from 2027.

zacks.com - 2026-06-12 10:36:16

HANOVER, Md.--(BUSINESS WIRE)--Ciena Corporation Announces Closing of $2.875 billion of 0.00% Convertible Senior Notes.

businesswire.com - 2026-06-11 16:15:00

CIEN's strong free cash flow and rising AI-driven demand boost growth, but balancing heavy reinvestment with shareholder returns remains the key challenge.

zacks.com - 2026-06-10 14:16:10

[url="]Colt Technology Services[/url] (Colt), the global digital infrastructure company, and [url="]Ciena[/url] (NYSE: CIEN), the global leader in high-speed c

gurufocus.com - 2026-06-10 04:00:00

LONDON--(BUSINESS WIRE)--Colt Technology Services (Colt), the global digital infrastructure company, and Ciena (NYSE: CIEN), the global leader in high-speed connectivity, have completed one of the fastest quantum-safe data transmissions ever demonstrated and the fastest across a transatlantic route. The landmark trial successfully protected live data running across 6900km of Colt's subsea and terrestrial network between New York and London with Ciena's WaveLogic 6 Extreme (WL6e) encryption solu.

businesswire.com - 2026-06-10 04:00:00

Many investors are cycling out of legacy titles in the sector. Recent economic data isn't helping the situation, nor is the company's upsizing of a convertible notes issue.

fool.com - 2026-06-09 19:11:17

CIEN beats Q2 estimates, raises fiscal 2026 revenue guidance and builds a larger backlog as AI network demand fuels cloud and optical growth.

zacks.com - 2026-06-09 11:46:03

The demand for optical networking components is exceeding supply, and that's driving remarkable growth for Ciena.

fool.com - 2026-06-09 08:58:00

[url="]CienaÂ[/url]Corporation (NYSE: CIEN) (the “Company”), the global leader in high-speed connectivity, today announced that it has priced its private

gurufocus.com - 2026-06-08 23:00:00

HANOVER, Md.--(BUSINESS WIRE)--Ciena today announced that it has priced its private offering of $2.5 billion aggregate principal amount of 0.00% convertible senior notes due 2031.

businesswire.com - 2026-06-08 22:45:00