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Ciena Analysts Boost Their Forecasts Following Better-Than-Expected Q4 Earnings - Ciena (NYSE:CIEN)
Benzinga· 2025-12-12 14:27
公司业绩表现 - 第四季度营收同比增长20.3%至13.5亿美元,超出市场预期的12.9亿美元 [1] - 第四季度调整后每股收益为0.91美元,超出市场预期的0.77美元 [1] - 公司第四季度及全年业绩创下纪录,巩固了其在高速连接领域的全球领导者地位 [3] 未来业绩指引 - 预计第一季度营收在13.5亿至14.3亿美元之间,高于市场预期的12.52亿美元 [2] - 预计第一季度调整后毛利率在43%至44%之间 [2] - 预计2026财年营收在57亿至61亿美元之间,远高于市场预期的47.1亿美元 [2] - 预计2026财年调整后毛利率在42%至44%之间 [2] 增长驱动因素 - 增长前景受到云和服务提供商客户持久需求的推动 [3] - 在数据中心内部及周边拥有不断增长的机会 [3] - 公司在人工智能生态系统中的作用正在扩大 [3] 市场反应与分析师观点 - 财报发布后,公司股价在盘前交易中下跌1.8%至238.00美元 [3] - 美国银行证券分析师维持“买入”评级,并将目标价从200美元上调至260美元 [5] - Rosenblatt分析师维持“买入”评级,并将目标价从175美元大幅上调至305美元 [5]
Ciena Analysts Boost Their Forecasts Following Better-Than-Expected Q4 Earnings
Benzinga· 2025-12-12 14:27
Ciena Corp (NYSE:CIEN) reported better-than-expected fourth-quarter results and issued upbeat first-quarter sales guidance on Thursday.The company reported a quarterly revenue growth of 20.3% year-on-year to $1.35 billion, beating the analyst consensus estimate of $1.29 billion. The American telecom networking equipment and software services supplier reported adjusted EPS of 91 cents, beating the analyst consensus estimate of 77 cents.Ciena expects first-quarter revenue of $1.350 billion-$1.430 billion (com ...
Crude Oil Down 2%; Ciena Posts Upbeat Earnings
Benzinga· 2025-12-11 17:27
U.S. stocks traded mixed midway through trading, with the Nasdaq Composite falling more than 100 points on Thursday.The Dow traded up 1.34% to 48,703.91 while the NASDAQ fell 0.57% to 23,519.07. The S&P 500 also rose, gaining, 0.01% to 6,886.94.Check This Out: Wall Street’s Most Accurate Analysts Give Their Take On 3 Energy Stocks With Over 9% Dividend YieldsLeading and Lagging SectorsMaterials shares jumped by 2.3% on Thursday.In trading on Thursday, information technology stocks fell by 1.1%.Top HeadlineC ...