Price (90d)
$387.53Signal Score (90d)
70Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $4.77B | $123.34M | $0.87 |
| 2024 | $4.01B | $83.96M | $0.58 |
| 2023 | $4.39B | $254.83M | $1.71 |
| 2022 | $3.63B | $152.90M | $1.01 |
| 2021 | $3.62B | $500.20M | $3.22 |
Social Signal Score
Earnings
Thu, Sep 3(in 3 weeks)
Consensus estimate $1.72 per share
Typical surprise +15.4% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Jun 4$1.64 vs $1.46beat
- Thu, Mar 5$1.35 vs $1.17beat
- Thu, Dec 11$0.91 vs $0.78beat
- Thu, Sep 4$0.67 vs $0.53beat
- Thu, Jun 5$0.42 vs $0.52miss
- Tue, Mar 11$0.64 vs $0.41beat
Estimates and results for CIEN via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from CIEN's reported EPS growth of -27.9% a year over 4 years. Historical EPS growth of -28% would project the company towards zero. Floored at -15% as a starting point.
- EPS in 5 years
- $0.38
- Implied price
- $6.93
- Return from $428.77
- -56.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $3.44 — -99.2% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -25.0% | -64.3% | -62.7% | -61.3% | -60.1% | -59.0% |
| -20.0% | -62.0% | -60.2% | -58.8% | -57.5% | -56.3% |
| -15.0% | -59.6% | -57.8% | -56.2% | -54.8% | -53.6% |
| -10.0% | -57.2% | -55.3% | -53.6% | -52.2% | -50.9% |
| -5.0% | -54.8% | -52.8% | -51.0% | -49.5% | -48.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (6)
- Newszacks.com·1d ago·Positive
Will Ciena's Rising Backlog Improve Revenue Visibility Into 2027? CIEN enters 2027 with a $7.7B backlog, strong orders and new products supporting revenue outlook as AI fuels network demand.
View source ↗ - Newsseekingalpha.com·3d ago·Positive
Ciena: A Steadier Way Into The Optical AI Trade Ciena is upgraded to Buy as growth-adjusted valuations now present an attractive entry, following a ~30% pullback from prior highs. CIEN's Q2 fundamentals show accelerating revenue growth (~40% YoY), robust AI-driven demand, and resilient gross margins despite input cost pressures. Operating leverage is improving, with operating margins at ~19.5%—double last year's levels and above guidance, supported by a diversified revenue mix.
View source ↗ - Newsseekingalpha.com·4d ago·Neutral
Ciena: AI's Optical Bottleneck Can Keep The Earnings Cycle Running Ciena is transforming into a leading AI networking company, leveraging its full optical stack and deep hyperscaler relationships. CIEN's fiscal Q2 2026 saw 40% YoY revenue growth, a $7.7B backlog, and raised guidance, with hyperscaler/cloud-provider revenue now 46% of total. WaveLogic 6 Extreme, Hyper-Rail, and pluggable optics anchor CIEN's competitive moat, driving multi-year hyperscaler programs and expanding the addressable m
View source ↗ - Newszacks.com·5d ago·Neutral
Ciena Down 29% in Past 3 Months: Should Investors Buy, Hold or Sell? CIEN's AI-driven optical networking demand is fueling record revenue and a $7.7 billion backlog, but supply constraints and costs pose key risks.
View source ↗ - Newsseekingalpha.com·5d ago·Neutral
Ciena Corporation: AI Hyperscalers Demand For Hyper-Rails To Drive Market Momentum Ciena Corporation is positioned as a leading AI networking solution provider, driven by innovations like Hyper-Rail photonics and AI-driven automation. CIEN's Networking Platforms segment delivered $1.27B in Q2'26 revenue (81.1% of total), with Hyper-Rail photonic already receiving its first hyperscaler order. I rate CIEN a Buy, projecting a 47.4% price upside to $607.90, supported by strong execution, multi-year
View source ↗ - News (Marketaux)seekingalpha.com·7d ago·Negative
Ciena Stock: Not The Best Photonics Idea (NYSE:CIEN) Ciena Stock: Not The Best Photonics Idea (NYSE:CIEN)
View source ↗