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US1717793095
A0LDA7
CIE1.DE

Ciena

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Previsão

O preço-alvo médio dos analistas é € 412,37 (+37,00%). A mediana é € 420,13 (+39,58%).

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  • 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. » Mais em 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. » Mais em 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. » Mais em de.investing.com

Em 2022, Ciena já distribuiu € 0,26 em dividendos. A última distribuição ocorreu em março de 2022.

Dados financeiros da empresa

No último trimestre, Ciena registou receitas de € 1,45 bi e um ganho líquido de € 230,93 mi
(EUR) agosto de 2026
YoY
Receitas 1,45 bi 37,72%
Ganho bruto 658,13 mi 51,67%
Ganho líquido 230,93 mi 432,19%
EBITDA 261,06 mi 143,48%

Dados fundamentais

Métrica Valor
Capitalização bolsista
€ 40,81 bi
Número de ações
141,55 mi
Máximo/mínimo de 52 semanas
€ 549,41 - € 112,03
Dividendos Não
Beta
1,31
PER (PE Ratio)
72,42
PEG (PEG Ratio)
0,19
P/VC (PB Ratio)
15,55
P/V (PS Ratio)
7,87

Perfil da empresa

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 Hanover Maryland, md
EUA
Site
Setor
Tecnologias da informação
Indústria
Equipamentos, instrumentos e componentes eletrónicos
Entrada em bolsa
07/02/1997
Colaboradores 8.989

Análise aprofundada

Símbolos de ticker

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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
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