Ciena Corporation (CIEN) News
Track canonical SquawkNews coverage tagged to CIEN, Ciena Corporation. This hub brings together deduplicated headlines about united states, markets catalysts, earnings, analyst actions, and wider market events so traders can review how a developing story changed over time. It contains 65 indexed stories across 24 publication days and is ordered by the same first-publication timeline used by LiveCast.
M
Evercore upgrades Ciena to Outperform, lifts PT to $550
Evercore ISI raised its Ciena (CIEN) rating to ‘Outperform’ from ‘In Line’ and increased its price target to $550 from $375, implying 58% upside from the current level.
EQUITY | Sep 21, 2026, 01:36 PM UTC
M
Ciena upgraded to Outperform; price target raised to $550
Evecore ISI analyst Amit Daryanani upgraded Ciena to Outperform from In Line and raised his price target to $550, citing optical networking becoming critical for the AI buildout. Shares advanced Monday on the upgrade.
EQUITY | Sep 21, 2026, 12:46 PM UTC
M
Ciena shares jump after company issues three-year financial targets
Ciena stock rose 8.7% to $370.80 after issuing its three-year financial targets, surprising Wall Street.
EARNINGS | Sep 17, 2026, 02:12 PM UTC
M
Ciena sets targets for ~30% revenue growth through 2029
Ciena said at its Investor Forum in Ottawa it targets around 30% revenue growth from fiscal 2026 through 2029, alongside higher margins, as it outlined three-year financial targets for fiscal 2029.
EARNINGS | Sep 16, 2026, 07:18 PM UTC
M
Ciena targets revenue CAGR of about 30% for 2026-2029
Ciena said it targets about 30% revenue CAGR from 2026 through 2029.
EQUITY | Sep 16, 2026, 06:39 PM UTC
M
Ciena sets FY2029 targets and will revise reporting segments
Ciena said it plans to adopt new reporting segments beginning in fiscal 2027 (Optical Systems, Interconnects, Global Services, and Routing and Other) and outlined three-year financial targets for fiscal 2029.
EQUITY | Sep 16, 2026, 05:53 PM UTC
L
CIEN - Halted news pending
CIEN - Halted news pending
NEWS | Sep 16, 2026, 05:44 PM UTC
H
Ciena Q3 beats revenue and EPS, but analysts cut price targets
Ciena reported Q3 revenue of $1.67B (+37% YoY), GAAP EPS $1.83 and adjusted $2.11, with ~$8.5B backlog. Networking was $1.36B and services $193.6M, while analysts pared price targets despite a FY guide of ~$6.42B.
EARNINGS | Sep 07, 2026, 11:22 AM UTC
H
Jobs report lifts rate-hike bets as stocks end mixed
U.S. stocks ended the week mixed after August jobs data beat expectations, with employers adding 162,000 positions and unemployment holding at 4.1%, boosting bets the Federal Reserve could raise rates in September.
EARNINGS | Sep 05, 2026, 12:01 PM UTC
H
Ciena shares rise after fiscal Q3 results as analysts cut targets
Ciena shares rose in early trading after strong fiscal third-quarter results. Needham cut its price target to $520 and Rosenblatt to $525, citing valuation pressures despite revenue and non-GAAP earnings beats.
EARNINGS | Sep 04, 2026, 06:58 PM UTC
L
Morgan Stanley maintains Ciena at Equal-Weight
Morgan Stanley maintained an Equal-Weight rating on Ciena.
EQUITY | Sep 04, 2026, 04:21 PM UTC
L
JP Morgan cuts Ciena price target to $605 from $635
JP Morgan cut its Ciena price target to $605.00 per share from $635.00, according to Benzinga (TradingView News).
EQUITY | Sep 04, 2026, 04:20 PM UTC
L
Ciena maintained at neutral by UBS
UBS maintained Ciena at a neutral rating.
EQUITY | Sep 04, 2026, 02:05 PM UTC
L
Ciena maintained at Buy by TD Cowen
TD Cowen maintained a Buy rating on Ciena.
EQUITY | Sep 04, 2026, 01:49 PM UTC
L
Ciena drops more than 7% as AI networking bets unwind
TradingView News says Ciena fell 10.3% on Thursday, with momentum investors unwinding aggressive bets against downstream AI suppliers. Networking peers including Ciena were cited down 40%-50% from 52-week highs.
EQUITY | Sep 04, 2026, 01:36 PM UTC
L
Barclays cuts Ciena price target to $475 from $607
Barclays cut its Ciena price target to $475.00 from $607.00 per share.
EQUITY | Sep 04, 2026, 12:41 PM UTC
L
Rosenblatt cuts Ciena price target to $525
Rosenblatt cut its Ciena price target to $525.00 from $720.00.
EQUITY | Sep 04, 2026, 11:45 AM UTC
L
Ciena maintained at Buy by Needham
Needham maintained a Buy rating on Ciena, according to Benzinga ratings actions.
EQUITY | Sep 03, 2026, 07:44 PM UTC
H
Stocks rally as Waller hints at September rate hold
U.S. stocks rose broadly after Fed Governor Christopher Waller signaled he could support leaving rates on hold this month, while traders pared September hike odds to about 50% from 70% earlier in the week.
EARNINGS | Sep 03, 2026, 05:47 PM UTC
H
Ciena posts 37% Q3 revenue growth and $8.5B backlog on AI demand
Ciena reported record Q3 results: 37% revenue growth, record margins, and a surging $8.5B backlog driven by AI and data center demand. Guidance points to continued double-digit growth, with supply constraints as the main
EARNINGS | Sep 03, 2026, 03:16 PM UTC
H
CIEN posts record Q3 revenue growth, 22.5% operating margin
CIEN reported Q3 revenue growth of 37%, operating margin of 22.5% and EPS of $2.11, driven by AI-related demand across optical and data center segments. Backlog exceeds $8.5 billion; supply constraints are the main limit
EARNINGS | Sep 03, 2026, 02:23 PM UTC
H
Ciena Corporation reports results for the quarter ended April 30 - Earnings Summary
FORECAST CHANGESRECOMMENDATIONSThis summary was machine generated from LSEG data September 3 at 01:31 p.m. UTC. All figures in US dollars unless otherwise stated. (For questions concerning the data in this report, conta
EARNINGS | Sep 03, 2026, 01:31 PM UTC
H
Ciena Q3 bottom line rises to $266.41 million
Ciena reported third-quarter net income of $266.41 million, or $1.83 per share, versus $50.30 million, or $0.35 per share, a year earlier.
EARNINGS | Sep 03, 2026, 11:38 AM UTC
H
Ciena reports record Q3 2026 growth and margin strength
Ciena delivered record Q3 2026 results, including 37% revenue growth and strong margins, led by cloud and APAC segments. Outlook targets continued double-digit growth supported by AI and cloud demand, plus financial flex
EARNINGS | Sep 03, 2026, 11:22 AM UTC
H
Ciena lifts full-year revenue outlook on AI-driven networking demand
Ciena reported a more-than-fivefold increase in third-quarter profit and raised full-year revenue guidance to $6.37 billion, citing networking demand tied to artificial-intelligence investments.
EARNINGS | Sep 03, 2026, 11:16 AM UTC
H
Ciena Q3 FY2026 revenue $1.67B; raises FY26 revenue outlook to $6.42B
Ciena reported fiscal third-quarter 2026 revenue of $1.67 billion and adjusted diluted EPS of $2.11. GAAP diluted net income per share was $1.83. The company raised fiscal 2026 revenue guidance to $6.42 billion (±$50 mil
EARNINGS | Sep 03, 2026, 11:14 AM UTC
H
Ciena shares rise after better-than-expected fiscal third-quarter earnings
Ciena shares rose Thursday after the networking company reported better-than-expected quarterly earnings, citing ongoing AI-driven demand. Adjusted earnings were $2.11 per share for the fiscal third quarter ended Aug. 1.
EARNINGS | Sep 03, 2026, 11:11 AM UTC
H
Ciena's Q3 revenue beats on optical networking strength
OverviewOutlookResult DriversCompany press release:Key DetailsAnalyst CoverageReuters Recommended ReadsFor questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feed
EARNINGS | Sep 03, 2026, 11:10 AM UTC
H
Ciena sees 4Q revenue $1.75B (plus/minus $50M)
Ciena expects 4Q revenue of $1.75B, plus or minus $50M.
EARNINGS | Sep 03, 2026, 11:05 AM UTC
H
Ciena eyes 4Q adjusted gross margin 45%
Ciena sees 4Q adjusted gross margin at 45%, plus or minus 50 basis points.
EARNINGS | Sep 03, 2026, 11:03 AM UTC
L
Ciena reports 3Q adjusted EBITDA of $411.1M
Ciena reported 3Q adjusted EBITDA of $411.1M.
EQUITY | Sep 03, 2026, 11:03 AM UTC
H
CIEN Q3 2026 revenue jumps 37%; adjusted EPS rises 215%
CIEN reported fiscal Q3 2026 revenue up 37% to $1.67 billion and adjusted EPS up 215% to $2.11, citing demand for high-speed connectivity and AI investments. Q4 and full-year 2026 guidance was raised.
EARNINGS | Sep 03, 2026, 11:02 AM UTC
H
Ciena lifts FY2026 sales guidance to $6.370B-$6.470B vs $6.336B est
Ciena raised its FY2026 sales outlook to $6.370 billion-$6.470 billion, up from $6.200 billion-$6.400 billion. The new range is above the $6.336 billion estimate.
EARNINGS | Sep 03, 2026, 11:01 AM UTC
H
Ciena reports fiscal third-quarter 2026 financial results
Ciena announced financial results for its fiscal third quarter ended August 1, 2026.
EARNINGS | Sep 03, 2026, 11:00 AM UTC
M
Ciena posts 3Q net income of $266.4M
Ciena reported 3Q net income of $266.4M.
EQUITY | Sep 03, 2026, 11:00 AM UTC
M
Ciena 3Q revenue $1.67B
Ciena reported 3Q revenue of $1.67B.
EQUITY | Sep 03, 2026, 11:00 AM UTC
H
Ciena reports 3Q EPS of $1.83
Ciena reported 3Q EPS of $1.83.
EARNINGS | Sep 03, 2026, 11:00 AM UTC
H
Dow jumps about 300 points as investors await jobs report
U.S. stocks closed higher Wednesday; the Dow rose about 295 points, while ADP private payrolls increased 38,000 in August, below the 47,000 consensus, and August nonfarm payrolls are due Friday.
EARNINGS | Sep 03, 2026, 06:35 AM UTC
L
U.S. stock futures mixed as traders eye jobs data, earnings
U.S. stock futures were slightly mixed Thursday as traders weighed Middle East volatility, upcoming labor-market data and a full slate of earnings reports.
MACRO | Sep 03, 2026, 06:04 AM UTC
H
Ciena options imply 12.43% move into earnings
Ciena is set to report third-quarter 2026 results before the open, with options pricing a 12.43% move around the print.
EARNINGS | Sep 02, 2026, 07:30 PM UTC
H
Top analysts raise targets on Ciena, Deere, Honeywell, NetApp, Tenax
Five Wall Street analysts adjusted ratings or price targets on Ciena, Deere, Honeywell, NetApp and Tenax on Aug. 31.
EARNINGS | Sep 01, 2026, 07:27 AM UTC
L
Ciena Is Maintained at Neutral by B. Riley Securities
Ciena Is Maintained at Neutral by B. Riley Securities
EQUITY | Aug 31, 2026, 04:52 PM UTC
L
Power, Land Constraints Set to Drive Shift to Distributed AI Data Centers — Market Talk
Power, Land Constraints Set to Drive Shift to Distributed AI Data Centers — Market Talk
EQUITY | Aug 27, 2026, 04:06 AM UTC
L
Ciena price target cut to $550 at BAML; Buy maintained
Hammerstone MarketTalk reports BAML reduced its CIEN price target from $660 to $550 while maintaining a Buy rating.
EQUITY | Aug 20, 2026, 12:13 PM UTC
L
Northland upgrades CIEN to Outperform, lifts target to $500
Northland upgrades CIEN from Market Perform to Outperform and raises its price target to $500 from $450.
EQUITY | Aug 19, 2026, 12:23 PM UTC
M
Ciena upgraded to Outperform at Northland, price target raised to $500
Northland upgrades Ciena (CIEN) to Outperform from Market Perform and raises its price target to $500 from $450.
EQUITY | Aug 19, 2026, 11:55 AM UTC
H
Nasdaq slides as long-end yields pressure chip stocks
The Nasdaq 100 fell 1.7% as 30-year Treasury yields held at 5.30% and rate-hike bets eased, while the optical and AI-hardware complex sold off sharply.
EARNINGS | Aug 18, 2026, 04:40 PM UTC
H
Fiber Optic Stocks Rise
Fiber optic connectivity companies trade higher after Lumentum's strong Q4 results
EARNINGS | Aug 12, 2026, 02:28 PM UTC
M
UAE Unveils Future-Ready DWDM Network Powered by Ciena
Ciena powers UAE's future-ready DWDM network
EQUITY | Aug 05, 2026, 01:04 PM UTC
M
Ciena Achieves 1.6 Tb/s Quantum-Safe Encryption
Ciena completes quantum-safe encryption milestone
EQUITY | Aug 04, 2026, 01:02 PM UTC
H
Nasdaq 100 Enters Correction, SanDisk Sinks Over 50% From Peak: Stock Market Today
The Nasdaq 100 officially slipped into correction territory on Tuesday, falling more than 10% from its early June record high as the AI-driven sell-off deepened on mounting concerns over rising competition from China. Th
MACRO | Jul 28, 2026, 05:21 PM UTC
H
Coherent, Lumentum, Ciena Stocks Fall After Corning Earnings Trigger Sector Selloff
Corning Inc. (NYSE: GLW ) stock fell sharply Tuesday after the company reported second-quarter 2026 results that exceeded analyst estimates, as investors focused on third-quarter revenue guidance that was broadly in line
EARNINGS | Jul 28, 2026, 04:35 PM UTC
H
Corning's AI-Fueled Expectations Crush the Stock
Corning Inc. (NYSE: GLW ), a supplier of specialty glass for Apple Inc.’s iPhone and Apple Watch, stock fell sharply Tuesday despite reporting better-than-expected second-quarter 2026 results, as investors focused on rev
EARNINGS | Jul 28, 2026, 02:32 PM UTC
H
GLW shares tumbled weighing on the Optical sector (CIEN, AAOI, COHR, LITE) after Q2 core sales rose 17%, beating analyst expectations Ad cor
GLW shares tumbled weighing on the Optical sector (CIEN, AAOI, COHR, LITE) after Q2 core sales rose 17%, beating analyst expectations Ad core EPS for Q2 increased 30%, also beating analyst expectations but sales in its O
EARNINGS | Jul 28, 2026, 12:14 PM UTC
L
GLW -15% premarket after results; watch AAOI, LITE, CIEN as comps
GLW -15% premarket after results; watch AAOI, LITE, CIEN as comps
EQUITY | Jul 28, 2026, 11:16 AM UTC
H
NVDA AVGO TSM MU AMD in semis...infrastruture/systems like DELL HPE cooling/power VRT ETN and opticals CIEN AAOI LITE COHR...CRWV NBIS WULF
NVDA AVGO TSM MU AMD in semis...infrastruture/systems like DELL HPE cooling/power VRT ETN and opticals CIEN AAOI LITE COHR...CRWV NBIS WULF CIFR CLSK RIOT HUT IREN in data center...all names to watch tonight with CAPEX h
EARNINGS | Jul 22, 2026, 07:03 PM UTC
L
Underperformers vs S&P sector ETFs (% chg vs ETF) Consumer Discretionary (XLY) - CVNA -2.46%, DHI -1.77%, LEN -1.56%, LOW -1.46%, DPZ - 1.34
Underperformers vs S&P sector ETFs (% chg vs ETF) Consumer Discretionary (XLY) - CVNA -2.46%, DHI -1.77%, LEN -1.56%, LOW -1.46%, DPZ - 1.34% Consumer Staples (XLP) - KO -3.20%, MNST -1.81%, CLX -1.66%, SJM -1.16%, TAP -
RATES | Jul 17, 2026, 07:07 PM UTC
L
Ai/Data center/power trade under heavy pressure last few days, with big moves today to the downside: neoclouds NBIS -12% CRWV -5%; AI/high-p
Ai/Data center/power trade under heavy pressure last few days, with big moves today to the downside: neoclouds NBIS -12% CRWV -5%; AI/high-performance Computing (HPC) data Centers WULF -7% HUT -11% CIFR -10% IREN -8.75%
EQUITY | Jul 16, 2026, 05:06 PM UTC
L
AAOI -7.3% LITE -6.2% CIEN -5.5% GLW -9.35% as Optical sector seeing broad weakness with AI space, semis, data Centers
AAOI -7.3% LITE -6.2% CIEN -5.5% GLW -9.35% as Optical sector seeing broad weakness with AI space, semis, data Centers
EQUITY | Jul 16, 2026, 03:29 PM UTC