NYSE
340.50USD
+6.17 (+1.85%)
We have scored 82 news catalysts on Ciena Corporation (CIEN) over the past 12 months. The biggest single-day move next to one of them came Aug 12, 2026, when CIEN closed +11.5%: “Nokia, Celestica, and Applied Optoelectronics Rally After Lumentum Sparks Broad Optics Rally”. Coverage across the window leans positive (average ticker sentiment +0.51). Most of the impact sits in sector technology and revenue growth rate.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
50.6B
P/E
—
EPS
—
Beta
1.31
52W range
133.67-637.51
Day range
327.84–375.20
Open
350.09
Prev close
334.33
Volume
3.9M
Avg volume
2.6M
Dividend
0.00
IPO
1997-02-07
Analysts publish price targets on CIEN, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
18 analyst price targets from $347 to $650
as of 2026-09-11
The market is 35% below the median target — more cautious than the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Ciena Corporation — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Ciena Corporation, taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for CIEN: .
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Ciena Corporation is a global technology company focused on telecommunications infrastructure. It delivers integrated solutions – including specialized hardware, software applications, and professional services – designed to facilitate the efficient transmission, routing, switching, aggregation, delivery, and overall management of video, data, and voice traffic across communication networks worldwide. Within its Networking Platforms division, Ciena develops and supplies advanced hardware and integrated solutions. These products are specifically engineered to optimize the convergence of various optical transport methods (like coherent optical transport and optical transport network switching) with packet switching, enabling high-performance data handling. The product portfolio spans a range of packet-optical platforms (e.g., the 6500, 5400, and Z-Series), reconfigurable switching systems (such as the 5430), Waveserver interconnect systems, and dedicated switches for service delivery and aggregation (including the 3000 and 5000 families). This segment also provides the essential operating system software and advanced features embedded within its hardware offerings. Ciena's Blue Planet Automation Software and Services arm is dedicated to intelligent network automation. It offers solutions for orchestrating services across multiple network domains, maintaining precise network inventory, optimizing data routes, coordinating virtualized network functions (NFV), and delivering insightful analytics, alongside related support. The Platform Software and Services segment provides unified management platforms, exemplified by its OneControl system, as well as other software tools for comprehensive network planning, operational control, and ongoing oversight. Finally, the Global Services segment delivers end-to-end client support. This includes strategic consulting, detailed network architecture design, expert installation and deployment, ongoing maintenance, and comprehensive training programs. The company distributes its cutting-edge products and services to network operators through both direct sales forces and indirect channel partners. Established in 1992, Ciena Corporation maintains its corporate headquarters in Hanover, Maryland.
At $341, the stock sits at the absolute bottom of 18 published models, rejecting the 16 bull cases to lean heavily against the narrative of sustained AI-driven growth and backlog conversion.
What the disagreement turns on
Can Ciena actually convert its record $7.7bn backlog into revenue at its guided 19% operating margin without major delays, and the wired data cannot settle this because it cannot measure hyperscaler capex fulfillment or backlog conversion rates.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
