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Ciena Corporation provides networking hardware, software, and services that support the infrastructure layer of the AI ecosystem through high-speed data transmission and optical networking solutions.
Snapshot
| Country |
USA
|
| Exchange | Nasdaq |
| AI Layer |
chipsinfra
|
| Category |
2.40 Photonic Components, Transceivers & Integration
3.40 Networking Hardware & Silicon
|
| Sentiment |
62.0% |
| USD Mkt Cap | 49.57B |
| USD Revenue | 6.02B |
| USD Net Income | 654.41M |
| P/E | 74.69 |
| fwd P/E | 30.09 |
| PEG | 0.58 |
| Price 3M | -22.5% |
| Price 6M | +4.2% |
| Price 1Y | +167.7% |
| Price 2Y | +525.6% |
| USD Share Price | 351.38 |
Price & Size
| Price |
349.54 USD |
| Market Cap |
49.57B USD |
| Shares Outstanding |
141.81M |
| Shares Float |
141.13M |
| 52w Low |
131.45 USD |
| 52w High |
637.51 USD |
| Avg Volume |
2.49M |
Valuation
| P/E (trailing) |
74.7x |
| P/E (forward) |
30.1x |
| P/B |
16.23x |
| Enterprise Value |
50.22B USD |
| Book Value / Share |
21.54 USD |
| PEG Ratio |
0.58x |
| P/S |
8.23x |
| EV / Revenue |
8.34x |
| EV / EBITDA |
48.97x |
Income
| Revenue |
6.02B USD |
| Revenue / Share |
42.38 USD |
| EBITDA |
1.03B USD |
| Net Income |
654.41M USD |
| EPS (trailing) |
4.68 USD |
| EPS (forward) |
11.62 USD |
Margins & Profitability
| Gross Margin |
44.1% |
| Operating Margin |
18.1% |
| Profit Margin |
10.9% |
| EBITDA Margin |
17.0% |
| Return on Equity |
22.4% |
| Return on Assets |
7.7% |
Growth
| Revenue Growth |
37.0% |
| Earnings Growth |
422.9% |
Cash & Debt
| Total Cash |
2.63B USD |
| Total Debt |
3.29B USD |
| Free Cash Flow |
633.37M USD |
| Operating Cash Flow |
1.05B USD |
| Debt / Equity |
1.07x |
| Current Ratio |
3.80x |
| Quick Ratio |
2.90x |
Analyst Consensus
| Target (Mean) |
504.13 USD |
| Target (Median) |
520.00 USD |
| Target (High) |
660.00 USD |
| Target (Low) |
325.00 USD |
| Recommendation |
buy |
| # Analysts |
19 |
Identifiers
| ISIN | US1717793095 |
| CUSIP | 171779309 |
| FIGI | BBG000C0J7C8 |
| SEDOL | B1VNZR9 |
Sentiment 62.0%
as of Sep 11, 2026
Positive drivers
Strong demand for high-speed optical networking solutions driven by AI data center expansions boosted Ciena's order backlog. Recent partnerships with hyperscale cloud providers highlighted Ciena's role in enabling low-latency AI infrastructure. Positive analyst upgrades cited robust revenue growth projections for fiscal 2026.
Neutral / mixed
Broader semiconductor supply chain stabilization provided mixed signals without clear acceleration. Market reactions to Federal Reserve policy updates created short-term volatility in tech valuations. Ciena's valuation multiples remained in line with sector averages amid ongoing AI hype cycles.
Negative drivers
Intense competition from larger players like Cisco and Nokia pressured margins in certain product segments. Delayed customer deployments due to capex caution in enterprise markets weighed on near-term guidance. Macroeconomic uncertainty around global trade policies introduced downside risks to international sales.
Bottom line
Overall sentiment for Ciena remains moderately positive, anchored by AI-driven tailwinds but tempered by competitive and macro headwinds. The 30-day window reflects cautious optimism with room for upside if AI infrastructure spending accelerates.