Ciena's New Growth Phase Is Inside The Data Center [Seeking Alpha]
Ciena Corporation (CIEN)
Last ciena corporation earnings: 3/5 07:00 am
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US:NASDAQ Investor Relations:
ciena2017ir.q4web.com/financials/default.aspx
Company Research
Source: Seeking Alpha
I reiterate CIEN as a 'Strong Buy' following Q1 2026 results showing 33% y/y revenue growth to $1.43 billion and 11% EPS growth. Direct cloud provider revenue surged 76%, now representing 42% of total revenue, indicating robust hyperscaler demand. The backlog increased by $2 billion to $7 billion, with new orders extending into 2027, suggesting durable, forward-stretching demand. Sundry Photography/iStock Editorial via Getty Images Investment Thesis In my last piece on Ciena Corporation ( CIEN ), I argued that the network was the rook in the AI stack. I am still believing that. In fact, one line from that article still This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in CIEN over the next 72 hours. I wrote this article myself, and it expresses my o
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CIEN
News
- Ciena (CIEN) had its price target raised by Morgan Stanley from $286.00 to $405.00. They now have an "equal weight" rating on the stock.MarketBeat
- Ciena (CIEN) had its price target raised by JPMorgan Chase & Co. from $380.00 to $550.00. They now have an "overweight" rating on the stock.MarketBeat
- Ciena price target raised at BofA on AI networking strength, optical ‘super-cycle' [Yahoo! Finance]Yahoo! Finance
- Ciena (CIEN) had its price target raised by Bank of America Corporation from $355.00 to $550.00. They now have a "buy" rating on the stock.MarketBeat
- Quantum Computing ETFs Are Dying. Pivot to These 3 AI ETFs [Yahoo! Finance]Yahoo! Finance
CIEN
Earnings
- 3/5/26 - Beat
CIEN
Sec Filings
- 4/17/26 - Form 4
- 4/17/26 - Form 4
- 4/17/26 - Form 4
- CIEN's page on the SEC website