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 ...

For the quarter ended October 2025, Ciena (CIEN) reported revenue of $1.35 billion, up 20.3% over the same period last year. EPS came in at $0.91, compared to $0.54 in the year-ago quarter.The reported revenue represents a surprise of +4.95% over the Zacks Consensus Estimate of $1.29 billion. With the consensus EPS estimate being $0.77, the EPS surprise was +18.18%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their nex ...

Ciena (NYSE:CIEN) Q4 2025 Earnings Call December 11, 2025 08:30 AM ET Company ParticipantsScott McFeely - Executive AdvisorGregg Lampf - VP of Investor RelationsGary Smith - CEOMarc Graff - CFOConference Call ParticipantsRuben Roy - Managing Director and Equity Research AnalystGeorge Notter - Managing Director and Senior Equity Research AnalystSimon Leopold - Managing Director and Senior Equity Research AnalystAtif Malik - Managing Director and Specialty Semiconductors AnalystSamik Chatterjee - Managing Dir ...

Ciena (NYSE:CIEN) Q4 2025 Earnings Call December 11, 2025 08:30 AM ET Company ParticipantsScott McFeely - Executive AdvisorGregg Lampf - VP of Investor RelationsGary Smith - CEOMarc Graff - CFOConference Call ParticipantsRuben Roy - Managing Director and Equity Research AnalystGeorge Notter - Managing Director and Senior Equity Research AnalystSimon Leopold - Managing Director and Senior Equity Research AnalystAtif Malik - Managing Director and Specialty Semiconductors AnalystSamik Chatterjee - Managing Dir ...

Ciena (NYSE:CIEN) Q4 2025 Earnings Call December 11, 2025 08:30 AM ET Speaker4Good morning and welcome to Ciena's Fiscal Fourth Quarter and Year-End 2025 Financial Results Conference Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing star then zero on your telephone keypad. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your telephone keypad. To withdra ...

Ciena (CIEN) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.77 per share. This compares to earnings of $0.54 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +18.18%. A quarter ago, it was expected that this developer of high-speed networking technology would post earnings of $0.52 per share when it actually produced earnings of $0.67, delivering a surprise of +28.85%.Over the la ...

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智通财经APP获悉，受益于云服务商需求攀升及人工智能(AI)基础设施领域日益增长的市场机遇，光通 信设备制造商Ciena(CIEN.US)公布了超预期的第四财季业绩。 财报显示，在截至11月1日的该季度内，Ciena调整后每股收益达0.91美元，显著高于市场普遍预期的 0.77美元;营收同比增长20%至13.5亿美元，也超出分析师预期的12.9亿美元。这一强劲表现主要得益于 其光网络业务的高速增长——该业务营收从上年同期的7.796亿美元增至9.292亿美元。 Smith补充道："展望未来，我们对公司增长轨迹充满信心，这种信心源自云服务与运营商客户持续稳定 的需求，以及数据中心内外不断涌现的新机遇。" 2025财年全年方面，Ciena营收达47.7亿美元，较2024财年的40.1亿美元增长19%;调整后每股收益从上一 财年的1.82美元增至2.64美元。 Ciena总裁兼首席执行官Gary Smith表示："创纪录的第四财季及全年业绩，巩固了我们作为全球高速连 接领导者的地位，同时我们在AI生态系统中扮演的角色正日益扩大。" 财报公布后，该股周四盘前大涨逾9%。截至周三收盘，受强劲业绩以及AI与云计算带宽需求 ...

业绩总结 - Ciena在2025财年的总收入为47.7亿美元，同比增长18.8%（2024财年为40.15亿美元）[46] - Ciena在2025财年的调整后每股收益（EPS）为2.64美元，同比增长45.1%（2024财年为1.82美元）[46] - Ciena在2025财年的自由现金流为6.65亿美元，较2024财年的5.51亿美元增长20.7%[46] - Ciena在2025财年第四季度的总收入为13.52亿美元，同比增长20.3%（2024财年为11.24亿美元）[51] - Ciena在2025财年第四季度的调整后毛利率为43.4%，较2024财年的41.6%提高1.8个百分点[51] 用户数据 - Ciena在2025财年第四季度非电信客户占总收入的55%[50] - Ciena在2025财年第四季度直接云服务提供商的收入同比增长49%，占总收入的42%[50] 未来展望 - 2026财年预计收入在57亿美元到61亿美元之间[65] - 调整后的毛利率预计为43%±1%[65] - 2026财年第一季度预计收入在13.5亿美元到14.3亿美元之间[67] 资本支出与运营费用 - 调整后的运营费用约为15.2亿美元[65] - 资本支出预计在2.5亿到2.75亿美元之间[65] 财务指标 - 第四季度GAAP毛利为577,179千美元，调整后毛利为586,750千美元，调整后毛利率为43.4%[70] - 第四季度GAAP运营费用为566,688千美元，调整后运营费用为408,710千美元[71] - 第四季度GAAP净收入为19,489千美元，调整后净收入为132,917千美元[73] - 第四季度EBITDA为47,849千美元，调整后EBITDA为205,536千美元[75] 市场表现 - 公司在市场上继续受益于技术优势，获得市场份额[64]

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