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Stock impact report

Ciena: A Stock To Benefit From AI Infrastructure Buildout [Seeking Alpha]

Ciena Corporation (CIEN) 
Last ciena corporation earnings: 3/5 07:00 am Check Earnings Report
Company Research Source: Seeking Alpha
CIEN delivered a $1.35Bn quarter, beating EPS by $0.14 and revenue by $60.93Mn, and guided for FY26 revenue of $5.7–$6.1Bn with ~17% margins. AI infrastructure spending is reframing CIEN as a critical commercialization layer, not just legacy telco plumbing. CIEN's forward growth metrics, revenue, EBITDA, and EPS significantly outpace sector medians, supporting a multi-year demand thesis. Getty Images Investment Thesis I am rating Ciena Corporation ( CIEN ) a strong Buy because the market still treats optical networking like an old telco spend. All this while, management is describing something much closer to an AI-era capacity land grab. They 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 mysel Show less Read more
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