Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$49.6B
142M shares
52-week range
$131.45 – $637.51
38% from low
Sector
TELEPHONE & TELEGRAPH APPARATUS
Exchange
NYSE
CS
P/S (TTM)
7.8
EV / FCF (TTM)
62.3
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.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 7.6% | 10.0% | 13.4% | — | — | — |
| Rev. Growth % | 18.8% | 6.2% | ||||
| Profit Margin % | 2.6% | 5.7% | 8.3% | |||
| Free Cash Flow Margin % | 13.9% | 6.1% | 6.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +23.7% on the P/E track.
At today's price, your expected annual return is +32.3% on the P/E track.
At today's price, your expected annual return is +39.2% on the P/E track.
| 97,800 |
| $38.0M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $6.4B | +36.6% | $7.17 | $6.69–$7.30 | 44.9× | 11 |
| 2027 | $8.4B | +30.8% | $11.74 | $7.84–$12.80 | 27.4× | 8 |
| 2028 | $10.7B | +27.6% | $16.77 | $11.40–$19.65 | 19.2× | 5 |
| 2029 | $13.3B | +23.9% | $22.49 | $20.45–$23.86 | 14.3× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-09-03 | $1.73 | $2.11 | +22.0% |
| 2026-06-04 | $1.46 | $1.64 | +12.3% |
| 2026-03-05 | $1.17 | $1.35 | +15.4% |
| 2025-12-11 | $0.78 | $0.91 | +16.7% |
| 2025-09-04 | $0.53 | $0.67 | +26.4% |
| 2025-06-05 | $0.52 | $0.42 | -18.9% |
| 2025-03-11 | $0.41 | $0.64 | +54.7% |
| 2024-12-12 | $0.66 |
| $0.54 |
| -18.2% |
| -2.52% |
| $33.0B |
| — |
| HPEHewlett Packard Enterprise Company | $55.41 | -10.76% | $73.4B | — |
| SATSEchoStar Corporation | $86.98 | -5.04% | $25.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
$CIEN this one has already made a 50% pullback from that all time high...that is not a healthy "pullback" is closer to a bear market.
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$ANET $CIEN $CLS $ALAB $CRDO Absolutely brutal day for these names, especially Astera and Credo. We're all cash right now and have some great trade ideas for tomorrow. Check out our profile and join Bullseye Private Alerts. First 2 weeks are on us.
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wow really a ton of bull shit here today. back to the scare price of ER. bunch of crap $CIEN
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$CIEN Ciena announces launch of Ciena Ventures Ciena announced the launch of Ciena Ventures, a new corporate venture capital, CVC, program designed to complement the company's organic investments and strategic acquisitions. With an initial commitment of $200M, Ciena Ventures will invest in early-stage companies and technology-focused venture funds that align with Ciena's strategic focus areas and help advance the future of networking and connectivity in the AI era. "As technologies such as AI reshape the networking landscape, Ciena Ventures provides another vehicle for executing on our long-term strategy and capital allocation priorities," said David Rothenstein, Executive Vice President and Chief Strategy Officer, Ciena.
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Is this sector done? $SOXL $AEHR $CIEN $AXTI $COHR The ai beneficiaries? 1.2 trillion I thought for next year
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$CIEN Every cloud.....appreciate the dip
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$ALAB $ANET $CIEN $CLS $CRDO 🚨 AI TRADE IS FAR FROM OVER. 🚨 The market keeps trying to call a top while the biggest technology buildout in decades is still ramping. AI needs GPUs, CPUs, networking, servers, storage, memory, power and data centers, and that means multiple ways to win. 🔥 This isn’t just a chip trade anymore. It’s an entire AI infrastructure ecosystem. 📈 Compute demand expanding 📈 Hyperscaler CAPEX pouring into AI 📈 Data-center capacity racing to catch demand 📈 Storage + memory requirements exploding 📈 AI servers becoming the backbone of the next computing cycle Wall Street will rotate between winners, but the AI spending cycle itself is the monster trend. I’m not chasing one ticker — I’m following the MONEY. 💰🤖 AI infrastructure could be the gold rush of this decade… and these companies are selling the picks, shovels, servers AND storage. 🐂🔥 STAY BULLISH. THE BUILDOUT IS JUST GETTING STARTED. 🚀
View on StockTwits ↗🎯 Bullseye Strong Sell Alert: $ANET $CIEN $CLS $ALAB $CRDO 🎯 Before we get flooded with hate messages: the last time we initiated a mass strong sell call was July 1st. We went 15 for 15, and it ended up being our most profitable month in 30 years of trading. Full details are in the pinned post on our profile. Elon Musk, Sam Altman, and Dario Amodei have spent years publicly clashing, but this weekend they agreed on one message: slow the pace of AI development. OpenAI postponed its IPO over safety concerns yesterday, and we strongly feel Anthropic will follow suit. We think this is a black swan moment for the AI trade. Sentiment sets the multiple, not next quarter's EPS. When the people building these models lead with risk instead of roadmap, the re-rate comes first and the numbers catch up later. The tickers above are the connectivity backbone of the AI buildout, the switches, optics, and interconnects everything else depends on. If the pace of spend slows, these names will likely take a massive hit. Follow and subscribe to our posts so you don't miss any future alerts. 🎯
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
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.