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]

Ciena Corporation (NYSE:CIEN) is one of the Hot AI Stocks on Wall Street’s Radar. On December 8, Needham raised its price target on the stock to $240.00 from $130.00 while maintaining a “Buy” rating. The price target rating comes ahead of fiscal fourth-quarter earnings report on December 11 before markets open. Rising hyperscale AI capital expenditure and positive momentum in the telecommunications industry has led to strong demand for both Cloud and Telecom sectors for Ciena. “Ahead of CIEN’s F4Q earnin ...