Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$52.7B
142M shares
52-week range
$84.41 – $637.51
54% from low
Sector
TELEPHONE & TELEGRAPH APPARATUS
Exchange
NYSE
CS
Ciena is a leader in high-speed optical connectivity, providing systems, components, and automation software for telecom providers and enterprises, such as data centers, to enable long-distance connectivity. The company operates through four primary business segments: networking platforms, platform software and services, Blue Planet automation software, and global services. While telecom carriers remain important customers, cloud providers and hyperscalers now drive a significant portion of the business. To meet the demands of AI data centers, customers are adopting Ciena's WaveLogic 6 platform, the first to support 1.6 terabits-per-second capacity.
www.ciena.comNo one on the platform currently holds CIEN.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2026-03-31 | 809,522 | $314.3M |
| Bridgewater Associatesas of 2026-03-31 | 143,846 | $55.8M |
| Execution date | Ratio |
|---|---|
| 2006-09-25 | 1-for-7reverse |
No one on the platform has traded CIEN yet.
| 97,800 |
| $38.0M |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$CIEN Share Price: $371.96 Contract Selected: Aug 21, 2026 $370 Calls Buy Zone: $23.80 – $29.40 Target Zone: $39.19 – $47.89 Potential Upside: 56% ROI Time to Expiration: 21 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$AXTI $LITE $COHR $AAOI $CIEN We're rolling now ladies and gentlemen...the optical trade is BACK thanks to $AXTI! Appreciate all the follows/subscribes lately. This has definitely been our most profitable month ever.
View on StockTwits ↗$CIEN running hot up 10% to 363, these vertical breakouts can fade fast. holding above prior close 330 so far. what level are you guys watching here
View on StockTwits ↗$CIEN confluence: maximum drawdown coincides with 200MA and 6-month VPOC
View on StockTwits ↗$AXTI $AXTI$COHR $AAOI $CIEN $LITE device and system makers like Coherent and Applied Optoelectronics depend on multiple raw material providers rather than relying exclusively on AXT Inc., even though AXT remains a primary global supplier of blank indium phosphide substrate wafers. $AXTI$COHR $AAOI $CIEN $LITE device and system makers like Coherent and Applied Optoelectronics depend on multiple raw material providers rather than relying exclusively on AXT Inc., even though AXT remains a primary global supplier of blank indium phosphide substrate wafers.
View on StockTwits ↗$AXTI$COHR $AAOI $CIEN $LITE device and system makers like Coherent and Applied Optoelectronics depend on multiple raw material providers rather than relying exclusively on AXT Inc., even though AXT remains a primary global supplier of blank indium phosphide substrate wafers.
View on StockTwits ↗$AXTI $LITE $COHR $AAOI $CIEN rely on indium phosphide (InP) optical components for high-speed data transmission, Aaoi cohr cien do depend exclusively on AXT Inc. While AXT is a major global supplier of blank InP substrate wafers, optical device and system makers typically use multiple qualified raw material providers to secure their supply chains
View on StockTwits ↗$ join the momentum party $MU $CIEN $TTMI $GLW $LRCX
View on StockTwits ↗$AXTI $AXTI $LITE $COHR $AAOI $CIEN rely on indium phosphide (InP) optical components for high-speed data transmission, Aaoi cohr cien do depend exclusively on AXT Inc. While AXT is a major global supplier of blank InP substrate wafers, optical device and system makers typically use multiple qualified raw material providers to secure their supply chains
View on StockTwits ↗$AXTI $LITE $COHR $AAOI $CIEN Up 15% since our post this morning and earnings haven't even dropped. Love it! 🎯🚀💰
View on StockTwits ↗$AXTI $LITE $COHR $AAOI $CIEN rely on indium phosphide (InP) optical components for high-speed data transmission, Aaoi cohr corn do depend exclusively on AXT Inc. While AXT is a major global supplier of blank InP substrate wafers, optical device and system makers typically use multiple qualified raw material providers to secure their supply chains
View on StockTwits ↗$SNDK $MU $COHR $SOXX $CIEN look at all the trash I dumped today, so much richer! About 20%+ collectively
View on StockTwits ↗🎯🎯 BULLSEYE STRONG BUY ALERT: $AXTI 🎯🎯 AXT, Inc. ($AXTI) just landed a massive multi-year agreement worth $87M+ with Lumentum ($LITE) through 2031, shifting its growth trajectory. Optical giants are scrambling for indium phosphide (InP) substrates—the core bottleneck for AI interconnects. This $LITE deal, plus a $22.3M prepayment from Coherent ($COHR), puts nearly $66M in cash onto AXTI's balance sheet ($43.5M from $LITE due in 30 days). Getting this much upfront cash de-risks expansion and resets AXTI's valuation baseline. Remember - the above amounts are DEPOSITS, and likely nowhere near the full value of the deals. We expect $AXTI to have a blowout earnings report this evening (and conference call) that should also give peers $AAOI $CIEN a boost as well. We've been nailing most of our picks lately including the July semiconductor sell-off, so follow and subscribe to our posts to get the next alert! 💰🎯
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.