CIEN

Ciena Corporation

$351.15

+$15.22 (4.53%)Oct 27 close

Information TechnologyS&P 500 Compare Technicals

1M 3M 6M 1Y 2Y

CIENSPY

Wall St. Highest PT $660.00 (+88.0%) Wall St. Avg PT $512.99 (+46.1%)

Underwater Drawdown %Max DD -49.4%Current -44.0%

Relative Strength vs SPY+78.8% vs SPYOutperforming

+$9.20 (2.69%)

−$5.76 (1.61%)

+$0.64 (0.18%)

−$122.54 (25.87%)

YTD

+$117.28 (50.15%)

+$168.61 (92.37%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar

Wall Street analyst consensus

Buy

21 analysts · mean score 1.71

1 = Strong Buy · 5 = Sell

Strong Buy1152%

Buy524%

Hold524%

Underperform00%

Sell00%

Wall Street consensus · as of Oct 14, 2026

Analyst price targets

Current price$351.15

Average target$512.99

+$161.84 (+46.1%) upsideaverage target vs current price

CurrentAverageMedian

Low$347.00

Median$536.50

High$660.00

12-month Wall Street target range · as of Oct 14, 2026

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$48.8B

P/E (last 12 months)77.0

P/E (next 12 months, estimated)29.0

52-week range$159.56 – $637.51

Revenue growth (latest quarter vs a year ago)+37.0%

Dividend yieldNo dividend

Analyst consensusBuy (20)

Average analyst price target$512.99 (+46%)

What they do

Ciena Corporation, a network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India. It operates through Networking Platforms, Platform Software and Services, Blue Planet Automation Software and Services, and Global Services segments. The Networking Platforms segment consists optical networking, routing.

Technology · Communication Equipment

Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum

78th percentile in sector

B+

12-1 return: +85.2%
Percentile within its GICS sector across the S&P 1500.

Growth

83rd percentile in sector

A-

Revenue growth (YoY): +37.0%
Percentile within its GICS sector across the S&P 1500.

Value

16th percentile in sector

Forward E/P: 3.6% · EBITDA/EV: 2.1%
Percentile within its GICS sector across the S&P 1500.

Profitability

60th percentile in sector

B-

Profit margin: +10.9% · Return on equity: +22.4%
Percentile within its GICS sector across the S&P 1500.

Revisions

Not enough data yet

–

EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Held by 2 of 7 live models: Momentum Top 15, SURVYR. Physical AI Grid & Power.

Momentum Top 15

6.7% of the book · ranked 10 of 499

Held SURVYR. Physical AI Grid & Power

6.0% of the book · Fiber, EPC & Optical Interconnect (25%) sleeve · ranked 11 of 160

Held Quality Growth

ranked 46 of 360 · Composite (0-1) 0.7

Momentum Blend

Not in the current book

New Highs Growth

Outside this model's universe or screens

SURVYR. Barbell Momentum & T-Bill Shield

Outside this model's universe or screens

SURVYR. Long Book

Not in the current book

Why it's in the Momentum Top 15 #10 of 499

Qualified on 12-1 momentum of +162.8% (its gain from 12 months to 1 month before 2026-09-30). Ranked 10th of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-27) it ranks 26th.

Why it's in the SURVYR. Physical AI Grid & Power #11 of 160

Qualified on 6.0% weight, 800G/1.6T coherent optical pluggables connecting distributed AI clusters. Ranked 11th of 160 at the 2026-10-01 rebalance.

What would knock it out: Drops out if it falls outside the top 14 at the next rebalance (Oct 30).

Earnings & events

CIEN earningsNext report in 43 days

Next report

Thu Dec 10, 2026Before the open

EPS consensus$2.08

Revenue consensus–

Last 4 quarters · EPS vs estimate

Sep 3, 2026$2.11est $1.73+22.1%Above estimates

Jun 4, 2026$1.64est $1.46+12.3%Above estimates

Mar 5, 2026$1.35est $1.17+15.6%Above estimates

Dec 11, 2025$0.91est $0.77+18.2%Above estimates

In line = within 1% of the estimate.

EstimateActual (beat)Actual (miss)

News & catalysts

More news

Amazon Stock And Other Mega Cap Tech Names For The AI Infrastructure Reset

Simply Wall St. · Oct 23

4 Cloud Computing Stocks to Bet on for Solid Long-Term Gains

Zacks · Oct 22

What Was Ciena Telling You Before Its Stock Ran?

Trefis · Oct 20

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

24/7 Wall St. · Oct 19

Taiwan Semiconductor Q3 Earnings & Revenues Top Estimates, Margins Up

Zacks · Oct 15

Research

Momentum Top 15: rebalance of Sep 30, 2026Oct 22, 2026 Momentum Top 15: the October 2026 book, a rough start, and what the backtest says to expectOct 18, 2026

Insider trades

Diperna Dino

EVP & Chief R&D Officer · 2026-10-15

Sell
$155.8K

Diperna Dino

EVP & Chief R&D Officer · 2026-10-15

Sell
$153.1K

Gage Brodie

EVP & Chief Product & Tech · 2026-10-15

Sell
$412.9K

Smith Gary B

Director, President & CEO · 2026-10-15

Sell
$1.0M

Rothenstein David M

EVP & Chief Strategy Officer · 2026-10-15

Sell
$870.2K

Phipps Jason

EVP & Chief Customer Officer · 2026-10-01

Sell
$933.8K

Kosaraju Sheela

EVP & Chief Legal Officer · 2026-10-01

Sell
$746.3K

Graff Marc D.

EVP & Chief Financial Officer · 2026-10-01

Sell
$34.5K

Smith Gary B

Director, President & CEO · 2026-10-01

Sell
$1.1M

Cumello Joseph

EVP & General Mgr. · 2026-09-25

Sell
$568.6K

Claflin Bruce L.

Director · 2026-09-24

Sell
$1.0M

Nevens Thomas Michael

Director · 2026-09-23

Sell
$1.3M

Stats refreshed 2026-10-27 18:03:07 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026