Caricamento quotazioni...
Previsioni
Il prezzo obiettivo medio degli analisti è 418,79 € (+39,90%). La mediana è 419,37 € (+40,09%).
| Acquista |
32 |
| Mantieni |
10 |
| Vendi |
0 |
Notizie Vai al feed delle notizie
Ciena posts record Q3 revenue and raises multi-year outlook on AI-driven optical demand
Ciena reported record Q3 revenue of $1.7 billion and a 22.5% operating margin, driven by strong demand for optical connectivity tied to AI workloads and share gains from WaveLogic 6 Extreme and the RLS platform. Management expects backlog to exceed $10 billion exiting fiscal 2026 and issued preliminary fiscal 2027 guidance of $8.3–8.4 billion (at least 30% growth) with adjusted operating margins of 25–27%. The company is securing long-term supply agreements through 2029, negotiating price increases with customers, and expects Hyper-Rail to drive material, higher-margin revenue in 2027–2028, while supply constraints remain the primary bottleneck. » Altro su finance.yahoo.com
Ciena rises after stronger quarter and AI-driven demand
Ciena beat expectations in Q3 2026 with adjusted EPS of $2.11 (consensus $1.72) and revenue of $1.67 billion, up 33.6% year over year. The company issued revenue guidance for Q4 2026 of $1.75 billion and cited strong demand for optical high‑speed network infrastructure for AI data centers as the driver. Analysts such as Needham view AI demand as a sustainable tailwind; Bank of America reiterated its buy rating despite lowering its price target due to supply constraints. A routine share sale by the CEO under a Rule 10b5‑1 plan was judged not to be a negative signal. » Altro su de.investing.com
Ciena rises after Northland upgrade and target increase
Ciena shares rose about 1.0% in premarket trading after Northland raised its rating from Market Perform to Outperform and lifted the price target from $450 to $500. Northland cites a larger addressable market, supported by data from competitors such as Lumentum and Cisco and planned capacity expansions for pump lasers. The gain follows high volatility in recent days and is muted by a simultaneous price-target cut from TD Cowen (from $675 to $575) as well as ongoing insider sales, including $2.15m by CFO Marc Graff. Investors remain cautious ahead of expected Q3 results on September 3. » Altro su de.investing.com
Dividendi storici Dividendi
Tutte le metriche sui dividendi Tutte le metricheDati finanziari dell'azienda
| (EUR) | agosto 2026 | |
|---|---|---|
| Ricavi | 1,45 Mld | 37,72% |
| Utile lordo | 658,13 Mln | 51,67% |
| Utile netto | 230,93 Mln | 432,19% |
| EBITDA | 261,06 Mln | 143,48% |
Dati fondamentali
| Metrica | Valore |
|---|---|
Capitalizzazione di mercato | 39,09 Mld € |
Numero di azioni | 141,55 Mln |
Massimo/minimo a 52 settimane | 548,41 € - 100,67 € |
| Dividendi | No |
Beta | 1,31 |
Rapporto P/E | 69,48 |
Rapporto PEG | 0,19 |
Rapporto P/B | 14,92 |
Rapporto P/S | 7,55 |
Profilo aziendale
Die Ciena Corporation bietet Netzwerk-Hardware, -Software und -Dienstleistungen an, die den Transport, das Routing, das Switching, die Aggregation, die Servicebereitstellung und das Management von Video-, Daten- und Sprachverkehr in Kommunikationsnetzwerken weltweit unterstützen. Das Unternehmenssegment Networking Platforms bietet Hardware-Netzwerkprodukte und -lösungen an, die für die Konvergenz von kohärentem optischem Transport, optischem Transportnetzwerk-Switching und Packet-Switching optimiert sind. Zu den Produkten gehören die 6500 Packet-Optical Platform, das 5430 Reconfigurable Switching System, das Waveserver Stackable Interconnect System und das 6500 Reconfigurable Line System sowie die 5400 Familie von Packet-Optical Plattformen und die Z-Series Packet-Optical Platform; die 3000 Familie von Service Delivery Switches und Service Aggregation Switches und die 5000 Familie von Service Aggregation Switches sowie die 8700 Packetwave Platform und die Ethernet-Paketkonfiguration für den 5410 Service Aggregation Switch; und das 6500 Packet Transport System. Dieses Segment vertreibt auch Betriebssystemsoftware und erweiterte Softwarefunktionen, die in jedes seiner Produkte integriert sind. Das Unternehmenssegment Blue Planet Automation Software and Services bietet Multi-Domain-Service-Orchestrierung, Inventarisierung, Routenoptimierung und -analyse, Netzwerkfunktionsvirtualisierungs-Orchestrierung, Analysen und damit verbundene Dienstleistungen. Das Segment Plattformsoftware und -dienste bietet OneControl, ein einheitliches Managementsystem und Plattformsoftwaredienste, sowie Verwaltungs-, Kontroll- und Planungssoftware. Das Segment Global Services des Unternehmens bietet Beratungs- und Netzwerkdesign, Installation und Bereitstellung, Wartungssupport und Schulungsdienste. Das Unternehmen vertreibt seine Produkte über direkte und indirekte Vertriebskanäle an Netzbetreiber. Die Ciena Corporation wurde 1992 gegründet und hat ihren Hauptsitz in Hannover, Maryland.
| Nome | Ciena |
| CEO | Gary Smith |
| Sede centrale | Hanover Maryland,
md Stati Uniti |
| Sito web | |
| Settore | Tecnologia dell'informazione |
| Industria | Apparecchiature elettroniche, strumenti e componenti |
| Quotazione in borsa | 07/02/1997 |
| Dipendenti | 8989 |
Deep Dive
Simboli di borsa
| Borsa | Simbolo |
|---|---|
XETRA | CIE1.DE |
NYSE | CIEN |
Düsseldorf | CIE1.DU |
Frankfurt | CIE1.F |
Hamburg | CIE1.HM |
London | 0HYA.L |
München | CIE1.MU |
SIX | CIE1.SW |
Milan | 1CIEN.MI |
London Stock Exchange | 0HYA.L |
Scopri gli asset
Gli azionisti di Ciena investono anche nei seguenti asset