Ciena Corporation (NYSE:CIEN) is one of the stocks Jim Cramer offered insights on. When a caller mentioned the stock during the lightning round, Cramer remarked: “It has moved a great deal. That was an amazing quarter. I think there’s, it was so great. The next quarter is going to be great, too. I’m not going to fight you on it because… this Ciena is much better than the Ciena of 2000 when a lot of us lost money in the first three months of the year, if you remember that.” Photo by Adam Nowakowski on U ...

The booming demand for high-speed networking in data centers has supercharged this tech stock.Nvidia (NVDA +3.80%) and Broadcom (AVGO +3.12%) are among the leading names in the artificial intelligence (AI) hardware space. Their chips are deployed in massive numbers by cloud computing companies, hyperscalers, and AI companies for AI model training and inference.Not surprisingly, both Broadcom and Nvidia have been witnessing remarkable growth lately. Nvidia reported an impressive 62% jump in revenue last mont ...

Ciena Corporation, a Zacks Rank #1 (Strong Buy), has seen its shares surge this year as the company benefits from an accelerating transformation driven by artificial intelligence and explosive demand for networking solutions. Ciena is a global technology provider of hardware, software, and related services for network operators.The stock has broken out to a multi-decade high in 2025 on increasing volume. Shares continue to display relative strength as buying pressure accumulates in this market leader.Ciena ...

We came across a bullish thesis on Ciena Corporation on Make Money, Make Time’s Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on CIEN. Ciena Corporation's share was trading at $209.84 as of December 16th. CIEN’s trailing and forward P/E were 246.87 and 48.54 respectively according to Yahoo Finance. Top 10 Stocks Offering High Upside Potential in Data Centers and AI Source:Pixabay Ciena Corporation, a network technology company, provides hardware, software, and se ...

In the current session, the stock is trading at $213.96, after a 4.93% increase. Over the past month, Ciena Inc. (NYSE:CIEN) stock increased by 20.17%, and in the past year, by 142.66%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.A Look at Ciena P/E Relative to Its CompetitorsThe P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to ...

核心观点 - 投资者可考虑投资Ciena (CIEN) 因其盈利预期近期持续显著改善 且短期股价已展现强劲动能 这一趋势可能随盈利前景的持续改善而延续 [1] - 盈利预期的上调趋势源于分析师对公司盈利前景的乐观情绪 该趋势应反映在其股价中 历史实证研究表明盈利预期修正趋势与短期股价走势高度相关 [2] - Ciena的股票已获得Zacks Rank 1 (强力买入) 评级 研究表明该评级股票显著跑赢标普500指数 [9] 盈利预期修正详情 - **当前季度预期**：公司预计每股收益为1.06美元 较去年同期报告的数值增长65.6% [6] - **当前季度预期修正**：过去30天内 Zacks对Ciena的共识预期上调了53.02% 期间有6次上调 无负面修正 [6] - **当前年度预期**：公司全年预计每股收益为5.15美元 较上年同期数据增长95.1% [7] - **当前年度预期修正**：过去一个月内有7次预期上调 无负面修正 共识预期在此期间提升了22.98% [7][8] 股价表现与投资建议 - Ciena股价在过去四周内已上涨12.2% 表明投资者正押注于其强劲的预期修正 [10] - 建议投资者可考虑立即将该公司加入投资组合 以从其盈利增长前景中获益 [10] Zacks评级系统背景 - Zacks Rank系统共分五级 从1 (强力买入) 到5 (强力卖出) [3] - 自2008年以来 Zacks 1评级股票的平均年回报率为+25% 拥有经外部审计的优异表现记录 [3] - 该评级工具旨在帮助投资者有效利用盈利预期修正的力量做出正确的投资决策 [9]

公司评级与目标价调整 - Raymond James维持Ciena Corporation“跑赢大盘”评级 并将其目标股价从120美元大幅上调至250美元 [1] 财务表现与业绩展望 - 公司2026财年增长展望上调至21%-29% 高于此前17%的增长预期 [2] - 尽管市场担忧其2026财年第一季度的疲软预测 但公司业务多元化、需求扩大、超大规模销售增强及新产品推出等因素抵消了这些担忧 [2][3] 业务驱动因素与增长动力 - 新架构Scaleacross是增长的主要驱动力 该架构能使多个AI训练数据中心作为一个统一系统运行 [3] - 随着运营商在多个数据中心扩展训练集群 公司认为今年仅仅是这一增长趋势的开始 [3] 公司背景 - Ciena Corporation是一家电信硬件和软件供应商 [3]

Have you evaluated the performance of Ciena's (CIEN) international operations for the quarter ending October 2025? Given the extensive global presence of this developer of high-speed networking technology, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. It ...

核心观点 - 分析师在2023年10月对Ciena Corporation给出买入评级 基于其坚实的业务基本面 重大项目执行以及不断扩大的总可寻址市场 本次文章旨在提供最新情况 [1] - 分析师采用基于基本面的价值投资方法 认为低估值倍数股票不一定便宜 其寻找的是能以最可承受价格提供最佳长期持久性的公司 这些公司通常具有稳定的长期增长 无周期性以及稳健的资产负债表 [1] - 尽管投资成功公司存在风险 例如可能支付过高价格 但在某些情况下 公司的发展跑道非常广阔 以至于短期价格的重要性会降低 [1] 投资方法论 - 投资方法基于基本面分析 专注于价值投资 [1] - 不认同低估值倍数股票必然便宜这一普遍误解 [1] - 倾向于选择具有稳定长期增长 无周期性 且资产负债表稳健的公司 [1] - 承认投资成功公司存在支付过高价格的风险 但认为当公司发展前景极为广阔时 短期价格因素的重要性会下降 [1] 先前研究回顾 - 此前在2023年10月覆盖Ciena Corporation时 给出了买入评级 [1] - 给出买入评级的理由包括公司坚实的业务基本面 重大项目的执行情况以及不断扩大的总可寻址市场 [1]

核心观点 - 分析师在2023年10月对Ciena Corporation给出了买入评级 基于其坚实的业务基本面 主要项目的执行以及不断扩大的总可寻址市场 本次文章旨在提供更新 [1] 投资方法论 - 分析师采用基于基本面的价值投资方法 不认同许多投资者持有的低估值倍数股票必然便宜的常见误解 [1] - 寻找能以最可承受价格提供最佳长期持久性的公司 因此倾向于被具有稳定长期增长 无周期性以及稳健资产负债表的公司所吸引 [1] - 投资成功公司也存在风险 因为可能最终支付过高价格 估值很重要 但在某些情况下 发展跑道非常广阔 以至于价格在短期内的重要性会低得多 [1]