Added to YB: 2025-12-12
Pitch date: 2025-12-10
CIEN [neutral]
Ciena Corporation
-7.58%
current return
Author Info
No bio for this author
Company Info
Ciena Corporation, a network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India.
Market Cap
$31.3B
Pitch Price
$236.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
77.65
P/E
226.47
EV/Sales
6.93
Sector
Communications Equipment
Category
growth
Ciena Write-up w/Mgmt Analysis (CIEN)
CIEN (overview): AI networking re-rating - moved from cyclical telco to core AI infrastructure supplier. Stock up 200% to $200+ (~40x FY26 EPS) on cloud/hyperscaler demand surge. Tech lead in coherent WAN, scale-across GPU clusters, DCOM solutions. FY26 guide: 17% rev growth, 15-16% op margin. Risk: elevated valuation vs cycle/execution risk.
Read full article (31 min)