Added to YB: 2026-08-07
Pitch date: 2026-08-06
CIEN [bullish]
Ciena Corporation
-15.14%
current return
Author Info
Equity research team focused on tech stocks (with special interest in cybersecurity and cloud). Sign up for their newsletter.
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
$49.5B
Pitch Price
$411.04
Price Target
N/A
Dividend
N/A
EV/EBITDA
47.87
P/E
77.94
EV/Sales
8.29
Sector
Communications Equipment
Category
growth
Surviving the AI-Infra Correction: Inside Our 3Q26 Rebalance - Ciena Corporation
CIEN (added to position): Raised from ~0.4% to ~1%. Only +7% in Q2 on light news, room to catch up vs AI-infra peers. Coherent optics leader (WaveLogic 6 Extreme, sole 1.6Tb/s in volume) enables scale-across (1-30km+) AI cluster links & fixes SiPh-OCS insertion loss. Blue-ocean scale-across still valued as mature DCI/telecom.
Read full article (2 min)