Ciena/$CIEN

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About Ciena

Ciena is a telecommunications equipment provider focused on optical transport technologies, with clients in a number of industries such as communication services providers, web-scale providers, cable operators, government, and large enterprises worldwide. The company provides equipment, software, and services that support transport, switching, aggregation, service delivery, and data traffic management.

Ticker

$CIEN

Sector

Communication

Primary listing

NYSE

Employees

8,614

Ciena Metrics

BasicAdvanced
$19B
139.22
$0.98
1.17
-

What the Analysts think about Ciena

Analyst ratings (Buy, Hold, Sell) for Ciena stock.

Bulls say / Bears say

Fiscal Q2 revenue surged 24% year-over-year to $1.13 billion, and Ciena posted a $9 million GAAP profit, reversing a $16.8 million loss from a year ago, reflecting strong demand for its optical networking solutions as AI-related spending rises. (WSJ)
Ciena projected fiscal Q3 revenue of $1.13 billion to $1.21 billion, topping the $1.10 billion consensus and targeting approximately 14% annual growth—signaling solid visibility and ongoing top-line momentum. (WSJ)
CEO Gary Smith noted that networks are now essential for monetizing AI investments, making Ciena a critical enabler for hyperscale AI infrastructure and fueling a jump in orders. (WSJ)
Q2 adjusted EPS of $0.42 missed the $0.52 consensus as higher incentive compensation pushed adjusted operating expenses up to $369 million, highlighting ongoing margin pressure despite strong revenue growth. (WSJ)
Geopolitical uncertainty threatens supply-chain stability, with CFO Jim Moylan introducing tariff surcharges and preparing for potential trade-war fallout after years of navigating economic challenges. (WSJ)
Demand is still heavily concentrated among hyperscalers, and adoption of enterprise AI is projected to lag by several years, which may cap total addressable market growth until broader enterprise spending accelerates. (WSJ)
Data summarised monthly by Lightyear AI. Last updated on 6 Sept 2025.

Ciena Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Ciena Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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