Ciena Corporation

CIEN • Communication Equipment

$342.76

— 0.00 (0.00%)

ResultadosÚltimo reporte: 1 ago 2026

PERFIL EQUILIBRADONeutralConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Perfil mixto. La empresa no es necesariamente mala, pero la valoración, el crecimiento o el balance todavía no justifican una señal más fuerte.

Capitalización

$50.03B

Crecimiento

2.0%

Flujo de caja

4/5

Tendencia

Mostly stable

Evidencia

Crecimiento positivo de ingresos · 9.5%Flujo de caja libre positivo · 4.68Flujo de caja libre consistente · 4/5Nivel de deuda manejable · 0.58Liquidez saludable · 2.73

Datos financieros hasta: 1 ago 2026, 12:00 a.m. UTCÚltima actualización de earnings: 1 ago 2026, 12:00 a.m. UTCÚltima actualización del perfil: 4 sept 2026, 12:05 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$342.76

Change0.00%

Shares Out145.97M

Market Cap$50.03B

Enterprise Value$47.64B

52W Range110.90 - 637.51

Beta1.32

P/E76.45

P/S8.31

P/B16.37

P/FCF69.59

EV/Sales7.91

Price$342.76

Change0.00%

Shares Out145.97M

Market Cap$50.03B

Enterprise Value$47.64B

52W Range110.90 - 637.51

Beta1.32

P/E76.45

P/S8.31

P/B16.37

P/FCF69.59

EV/Sales7.91

EV/EBITDA56.67

EV/FCF66.26

Earnings Yield1.31%

FCF Yield1.44%

Dividend Yield0.00%

Gross Margin42.04%

Oper. Margin6.52%

Profit Margin2.59%

Debt/Eq0.58

Current Ratio2.73

Quick Ratio2.09

Revenue 5Y2.01%

FCF 5Y7.44%

Target$500.38

Target Upside45.99%

Target Median$525.00

Target Range347.00 - 615.00

Volume7.52M

Avg Volume2.57M

EPS Surprise0.18

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

29/100

Fortaleza financiera

Deuda, caja, estabilidad

77/100

Potencial de crecimiento

Ingresos y expansión

94/100

Atractivo del precio

Barata o cara hoy

29/100

Por qué este puntaje▼

Crecimiento positivo de ingresos · 9.5%Flujo de caja libre positivo · 4.68Flujo de caja libre consistente · 4/5Nivel de deuda manejable · 0.58Liquidez saludable · 2.73Múltiplo de ganancias caro · 219

Analyst view

Analyst sentiment and price target

CIEN

Analyst sentiment

Based on 42 analyst votes · 2026-10-20

89/100

Bullish

Hold

Bearish

Precio objetivo

2026-09-04

Bajo

$347.00

Promedio

$492.00

Mediana

$500.00

Alto

$650.00

Resumen de la compañía

IPO: 2/7/1997

Industria: Communication Equipment

P/B i: 16.37

Deuda / Patrimonio i: 0.58

Margen operativo: 6.52%

Margen neto: 2.59%

ROE i: -

ROIC: -

Salud financiera

Puntaje15 / 20

Deuda / Patrimonio: 0.58

Ratio corriente: 2.73

Ratio rápido: 2.09

Estado: Good

Transacciones internas

Actividad reciente de ejecutivos e insiders

SMITH GARY B

Transacción: 09/01/2026

VENTA

Cambio

-2,952

Precio

$362.90

Presentación

09/02/2026

Tipo

VENTA

Gage Brodie

Transacción: 08/17/2026

VENTA

Cambio

-1,200

Precio

$439.24

Presentación

08/18/2026

Tipo

VENTA

SMITH GARY B

Transacción: 08/17/2026

VENTA

Cambio

-2,952

Precio

$447.78

Presentación

08/18/2026

Tipo

VENTA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
SMITH GARY B	VENTA	-2,952	$362.90	09/01/2026	09/02/2026
Gage Brodie	VENTA	-1,200	$439.24	08/17/2026	08/18/2026
SMITH GARY B	VENTA	-2,952	$447.78	08/17/2026	08/18/2026
Rothenstein David M	VENTA	-2,500	$438.10	08/14/2026	08/18/2026
Graff Marc D.	VENTA	-4,995	$430.72	08/14/2026	08/18/2026
SMITH GARY B	VENTA	-2,952	$379.81	08/03/2026	08/04/2026
Graff Marc D.	VENTA	-14,441	$377.05	08/01/2026	08/04/2026
DiPerna Dino	VENTA	-391	$449.15	07/15/2026	07/17/2026
Gage Brodie	VENTA	-1,200	$449.15	07/15/2026	07/17/2026
Rothenstein David M	VENTA	-2,500	$420.91	07/15/2026	07/17/2026
SMITH GARY B	VENTA	-2,952	$421.10	07/15/2026	07/17/2026
SMITH GARY B	VENTA	-2,952	$468.83	07/01/2026	07/06/2026
Phipps Jason	VENTA	-2,629	$466.20	07/01/2026	07/06/2026
Graff Marc D.	VENTA	-126	$466.20	07/01/2026	07/06/2026
Kosaraju Sheela	VENTA	-2,013	$466.20	07/01/2026	07/06/2026
Cumello Joseph	VENTA	-1,586	$466.33	06/26/2026	06/30/2026
Graff Marc D.	VENTA	-126	$449.36	06/24/2026	06/26/2026
Hoffman Grant	OTRO	0	Not reported	06/22/2026	06/23/2026
Hoffman Grant	COMPRA	+6,517	Not reported	06/22/2026	06/23/2026
Cumello Joseph	VENTA	-180	$428.22	06/20/2026	06/23/2026

Sobre la compañía

Ciena Corporation

Ciena Corporation is a global technology company focused on telecommunications infrastructure. It delivers integrated solutions – including specialized hardware, software applications, and professional services – designed to facilitate the efficient transmission, routing, switching, aggregation, delivery, and overall management of video, data, and voice traffic across communication networks worldwide. Within its Networking Platforms division, Ciena develops and supplies advanced hardware and integrated solutions. These products are specifically engineered to optimize the convergence of various optical transport methods (like coherent optical transport and optical transport network switching) with packet switching, enabling high-performance data handling. The product portfolio spans a range of packet-optical platforms (e.g., the 6500, 5400, and Z-Series), reconfigurable switching systems (such as the 5430), Waveserver interconnect systems, and dedicated switches for service delivery and aggregation (including the 3000 and 5000 families). This segment also provides the essential operating system software and advanced features embedded within its hardware offerings. Ciena's Blue Planet Automation Software and Services arm is dedicated to intelligent network automation. It offers solutions for orchestrating services across multiple network domains, maintaining precise network inventory, optimizing data routes, coordinating virtualized network functions (NFV), and delivering insightful analytics, alongside related support. The Platform Software and Services segment provides unified management platforms, exemplified by its OneControl system, as well as other software tools for comprehensive network planning, operational control, and ongoing oversight. Finally, the Global Services segment delivers end-to-end client support. This includes strategic consulting, detailed network architecture design, expert installation and deployment, ongoing maintenance, and comprehensive training programs. The company distributes its cutting-edge products and services to network operators through both direct sales forces and indirect channel partners. Established in 1992, Ciena Corporation maintains its corporate headquarters in Hanover, Maryland.

Fuente - Link

Competidores

ASTS BR CRDO ERIC HPE SATS TDY TER WIT ZM

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

Networking Stocks Rally as Tech Rebound Lifts AI Gear Makers: Ciena and Arista Climb 4%, but Cisco Barely Moves

Networking hardware is leading a broad technology rebound, and suppliers of optical links and Ethernet switches for AI data centers are drawing the biggest buying.

24/7 Wall Street

First Citizens Bank & Trust Co. Buys New Holdings in Ciena Corporation $CIEN

First Citizens Bank and Trust Co. bought a new stake in Ciena Corporation (NYSE: CIEN) in the quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 2,505 shares of the communications equipment provider's stock, valued at approximately $881,000. A number of other institutional investors

Defense World

Ciena: AI Demand Is Outrunning Supply

Ciena is rated Buy, driven by surging AI-related demand and robust backlog growth, with a 37% YoY revenue increase in Q3 FY2026. CIEN targets ~30% revenue CAGR through FY2029, with management guiding for a 50% adjusted gross margin and a 32–35% adjusted operating margin. Backlog reached $8.5B in Q3 FY2026 and is expected to exceed $10B by year-end, reflecting strong order momentum outpacing shipments.

Seeking Alpha

Ciena's revenue could grow up to 40% as AI demand outstrips supply, says Bank of America

Bank of America expects Ciena Corporation (NYSE:CIEN), the optical networking equipment maker, to deliver revenue growth of 35% to 40% in the calendar year 2026 as demand for artificial intelligence infrastructure outstrips available supply. The bank maintains a 'buy' rating on the shares with a $550 price target, supported by rising cloud-provider spending and expanding opportunities to connect data centres.

Proactive Investors

Why Ciena, Lumentum and other optical stocks were among the market's biggest losers on Monday

The sharp moves could partly be a reaction to recent cautious commentary on AI spending.

Market Watch

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-06-04	1.46	1.64	0.18
2026-03-05	1.17	1.35	0.18
2025-12-11	0.78	0.91	0.13
2025-09-04	0.53	0.67	0.14
2025-06-05	0.518	0.42	-0.098
2025-03-11	0.4136	0.64	0.2264
2024-12-12	0.66	0.54	-0.12
2024-09-04	0.2689	0.35	0.0811
2024-06-06	0.1562	0.27	0.1138
2024-03-07	0.47	0.66	0.19
2023-12-07	0.69	0.75	0.06
2023-08-31	0.53	0.59	0.06