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 ...

Following my coverage on Ciena Corporation ( CIEN ) in October '23, in which I recommended a buy rating given the solid fundamentals, execution of major projects, and an expanding TAM, this post is to provide an update onI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to b ...

Following my coverage on Ciena Corporation ( CIEN ) in October '23, in which I recommended a buy rating given the solid fundamentals, execution of major projects, and an expanding TAM, this post is to provide an update onI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to b ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended November 1, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934 Securities registered pursuant to Section 12(b) of the Act: For the transition period from to Commission file number 001-36250 Ciena Corporation (Exact name of registrant as speci ...

We recently published 10 Firms Stealing the Spotlight; 4 Are Climbing to Record Highs. Ciena Corporation (NYSE:CIEN) is one of the best performers on Thursday. Ciena Corporation extended its rally to a 6th day on Thursday to hit a new 24-year high as investors cheered its impressive earnings performance in the full fiscal year of 2025, alongside an upbeat outlook for next year. At intra-day trading, Ciena Corporation (NYSE:CIEN) jumped to its highest price of $248 before trimming gains to finish the day ...

Ciena Corp (NYSE:CIEN) stock gave up its Thursday gains despite Wall Street analysts boosting their price forecasts on the stock.It delivered a standout fourth-quarter result and issued upbeat guidance that points to accelerating growth in 2026.Rosenblatt analyst Mike Genovese maintained Ciena with a Buy rating and raised the price forecast from $175 to $305.Also Read: AI Demand Fuels Ciena Growth, CEO Sees Strong 2026 MomentumStrong Q4 Performance And Expanding BacklogGenovese said Ciena closed fiscal four ...

五大评级上调 - 杰富瑞将露露乐蒙评级从“跑输大盘”上调至“持有”，目标价从120美元上调至170美元，认为首席执行官即将离任是“重大利好” [5][10] - 瑞银将美国航空评级从“中性”上调至“买入”，目标价从14美元上调至20美元，认为市场未充分认识到企业客户营收复苏将使其未来几年利润“大幅提升” [5][10] - 摩根大通将花旗集团评级从“中性”上调至“增持”，目标价从107美元上调至124美元，认为2026年稳健的经济和强劲的市场业务将使花旗比同行获益更多 [5][10] - 古根海姆将百时美施贵宝评级从“中性”上调至“买入”，给出2026年62美元目标价，认为其投资性价比和管线驱动的风险收益比“颇具吸引力” [5][10] - 德意志银行将忠实航空评级从“持有”上调至“买入”，目标价105美元，指出2026年美国国内航空运力供需“相对均衡”及廉航希望实现正回报，将营造“良好的运营环境” [5][10] 五大评级下调 - 摩根大通将Roblox评级从“增持”下调至“中性”，目标价从145美元下调至100美元，认为用户活跃度承压、预订量增速放缓及利润率收窄将使该股在2026年迎来“阶段性休整” [5][10] - 贝尔德将贝宝评级从“跑赢大盘”下调至“中性”，目标价从83美元下调至66美元，称四季度交易量“波动”、2026年开启新投资周期及平台升级时间不确定，使短期“利空出清”可能性低 [5][10] - 斯蒂菲尔将RH评级从“买入”下调至“持有”，目标价从320美元下调至165美元，指出公司年内第二次下调2025财年营收及EBITDA指引，反映全年需求正逐步放缓 [5][10] - 诺斯兰将思佳讯评级从“跑赢大盘”下调至“市场持平”，目标价190美元，认为结合当前估值及一季度产能“售罄”，2026财年业绩指引等利好已“完全体现在当前股价中” [5][10] - 凯投银行将维瓦系统评级从“增持”下调至“行业标配”，称渠道调研显示大型制药客户在软件评估阶段更倾向选择赛富时，意味着维瓦系统可能遭遇更多订单流失 [5][10] 五大首次覆盖评级 - 花旗首次覆盖波音，给予“买入”评级及265美元目标价，称其为“极具吸引力的大盘股转型标的” 同时首次覆盖通用电气航空、L3哈里斯技术、RTX公司和诺斯罗普・格鲁曼，均给予“买入”评级 对洛克希德・马丁、通用动力和博思艾伦则首次给予“中性”评级 [5][9] - 杰富瑞首次覆盖莫德纳，给予“持有”评级及30美元目标价，表示2026年其新冠及RSV疫苗海外销售额有望增长，同时运营费用预计下降约8%，但仍需更多业绩增量达成指引 [5][11] - 瑞银首次覆盖AppFolio，给予“买入”评级及285美元目标价，渠道调研显示该公司暂无支出放缓迹象，也未面临新增的竞争压力 [5][11] - 加拿大皇家银行旗下考恩首次覆盖泰勒科技，给予“买入”评级及650美元目标价，称其为“公共部门市场的领先供应商”，有望依托2027-2028年加速的云迁移项目，实现20%的可持续SaaS业务增速 [6][11] - 杰富瑞首次覆盖贝吉獾仪表，给予“买入”评级及220美元目标价，补充称该股近期回落为这只具备“高个位数有机增长复利能力”的标的提供了“颇具吸引力的入场时机” [6][11]

Key Takeaways Ciena's Q4 revenue rose 20.3% to $1.35B while adjusted EPS jumped 68.5% on operating model gains.Cloud and telecom demand, AI-driven infrastructure and strong orders pushed results above guidance.A $5B backlog and raised 2026 outlook highlight sustained momentum in optical and cloud markets.Ciena Corporation (CIEN) reported fourth-quarter fiscal 2025 (ended Nov. 1) results, wherein adjusted earnings per share (EPS) of 91 cents beat the Zacks Consensus Estimate of 77 cents. Also, the bottom lin ...

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 ...

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 ...