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Analysts initiated coverage: Buy on FORM ($200), NUVB ($12); Outperform on CIEN ($440); Neutral on EXPD ($180); Equal-Weight on SFD ($22).

Detailed price information for Corning Inc (GLW-N) from The Globe and Mail including charting and trades.

Ciena (NYSE:CIEN) has outperformed the market over the past 10 years by 18.54% on an annualized basis producing an average annual return of 32.08%. Currently, Ciena has a market capitalization of $49.40 billion. Buying

Ciena Corporation (NYSE:CIEN) is positioned to benefit from the growing importance of optical networking as artificial intelligence infrastructure expands. As AI data centers scale, the need to move massive volumes of data between GPUs, servers, and data centers is driving demand for faster and higher-bandwidth optical connectivity. Wall Street’s view on Ciena has shifted sharply. […]

Detailed price information for Arista Networks Inc (ANET-N) from The Globe and Mail including charting and trades.

Evercore ISI upgraded Ciena to Outperform with a $550 target, citing its role in AI data connectivity. The stock has rebounded 17% after strong revenue growth and a backlog nearing $10 billion.

Wall Street is revising assumptions about these S&P 500 stocks thanks to booming AI backlogs and transformed fundamentals.

Cisco is sliding 6% while its closest networking rivals barely flinch and the broader tech sector actually gains ground, and no company announcement explains why the stock is moving alone.

Why Ciena Stock Is Back In Focus After Its Special Call Ciena (CIEN) moved back onto investor watchlists after a recent special call highlighted record third quarter fiscal 2026 results, new financial targets for 2029, and a planned overhaul of its reporting structure. Ciena’s special call came against a backdrop of sharp price swings. The share price has rallied 4.92% in the past day and 14.49% over the past week, even after a decline of 7.54% over 30 days and a 20.42% drop over 90 days...

Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls

Evercore’s upgrade follows Ciena’s new three-year targets, which call for sustained revenue growth and significant margin expansion through fiscal 2029.

Ciena (NYSE:CIEN) outlined financial objectives through fiscal 2029, including a target of approximately $14 billion in revenue, gross margins of about 50%, and operating margins of 32% to 35%, as the company expects demand for optical systems and interconnect products to continue outpacing industry

Detailed price information for Ciena Corp (CIEN-N) from The Globe and Mail including charting and trades.

Ciena stock climbed after the optical gear maker announced new financial targets, including 30% sales growth, at an investor briefing.

Ciena has been on a remarkable run over the past few years, helped by growing interest in AI-related networking, which puts a spotlight on whether the current share price is properly grounded in its earnings. After a sharp pullback in recent weeks despite upbeat company news, the core issue is whether the stock’s recent history or its profit power should carry more weight in your assessment. Over the past 3 years, Ciena has returned roughly 7x for shareholders, which raises the question of...

Detailed price information for Ciena Corp (CIEN-N) from The Globe and Mail including charting and trades.

FULTON, Md., September 16, 2026--Ciena held its Investor Forum today 9/16/26 at its R&D facility in Ottawa, Ontario, Canada and announced its three-year financial targets.

Ciena just bounced hard off a brutal month-long slide, and the buying looks less like optimism and more like investors finally catching up to a number management dropped weeks ago.

Ciena just bounced hard off a brutal month-long selloff, but Corning is barely moving while the broader market sits in the red. The divergence inside the optics sector points to something more specific than a simple reversal.

Detailed price information for Cisco Systems Inc (CSCO-Q) from The Globe and Mail including charting and trades.

FULTON, Md., September 14, 2026--Ciena Corporation (NYSE: CIEN) today announced the launch of Ciena Ventures, a new corporate venture capital (CVC) program designed to complement the company’s organic innovation investments and strategic acquisitions. With an initial commitment of $200 million, 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

On September 3, Ciena Corporation (NYSE:CIEN) reported third-quarter fiscal 2026 results that turned heads across the networking industry. Revenue climbed 37% year over year to $1.67 billion, adjusted earnings per share more than tripled to $2.11, and the company’s order backlog swelled to $8.5 billion. Behind those numbers sits a company management says is still […]

Ciena announced that three hyperscaler clients chose its optical solutions for distributed AI training applications. Find out why CIEN stock is a buy.