Ciena Analysts Boost Their Forecasts Following Better-Than-Expected Q4 Earnings

Benzinga

2025/12/12

Ciena Corp (NYSE:CIEN) reported better-than-expected fourth-quarter results and issued upbeat first-quarter sales guidance on Thursday.

The company reported a quarterly revenue growth of 20.3% year-on-year to $1.35 billion, beating the analyst consensus estimate of $1.29 billion. The American telecom networking equipment and software services supplier reported adjusted EPS of 91 cents, beating the analyst consensus estimate of 77 cents.

Ciena expects first-quarter revenue of $1.350 billion-$1.430 billion (compared to $1.252 billion analyst consensus estimate) and an adjusted gross margin of 43%-44%. It expects fiscal 2026 revenue of $5.70 billion-$6.10 billion (versus the $4.71 billion analyst consensus estimate) and an adjusted gross margin of 42%-44%.

“Our record fiscal fourth quarter and full-year performance reinforces our position as the global leader in high-speed connectivity with an expanding role in the AI ecosystem,” said Gary Smith, president and CEO, Ciena. “Looking ahead, we are confident in our growth trajectory over the coming years, driven by durable demand from our cloud and service provider customers and a growing set of opportunities inside and around the data center.”

Ciena shares fell 1.8% to $238.00 in pre-market trading.

These analysts made changes to their price targets on Ciena following earnings announcement.

B of A Securities analyst Tal Liani maintained Ciena with a Buy and raised the price target from $200 to $260.
Rosenblatt analyst Mike Genovese maintained the stock with a Buy and raised the price target from $175 to $305.

Considering buying CIEN stock? Here’s what analysts think:

Read This Next:

Lululemon, Broadcom And 3 Stocks To Watch Heading Into Friday

Photo via Shutterstock

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The American telecom networking equipment and software services supplier reported adjusted EPS of 91 cents, beating the analyst consensus estimate of 77 cents.</p>\n<p>Ciena expects first-quarter revenue of $1.350 billion-$1.430 billion (compared to $1.252 billion analyst consensus estimate) and an adjusted gross margin of 43%-44%. It expects fiscal 2026 revenue of $5.70 billion-$6.10 billion (versus the $4.71 billion analyst consensus estimate) and an adjusted gross margin of 42%-44%.</p>\n<p>“Our record fiscal fourth quarter and full-year performance reinforces our position as the global leader in high-speed connectivity with an expanding role in the AI ecosystem,” said Gary Smith, president and CEO, Ciena. “Looking ahead, we are confident in our growth trajectory over the coming years, driven by durable demand from our cloud and service provider customers and a growing set of opportunities inside and around the data center.”</p>\n<p>Ciena shares fell 1.8% to $238.00 in pre-market trading.</p>\n<p>These analysts made changes to their price targets on Ciena following earnings announcement.</p>\n<ul>\n<li>B of A Securities analyst Tal Liani maintained Ciena with a Buy and raised the price target from $200 to $260.</li>\n<li>Rosenblatt analyst Mike Genovese maintained the stock with a Buy and raised the price target from $175 to $305.</li>\n</ul>\n<p><strong>Considering buying CIEN stock? Here’s what analysts think:</strong> </p>\n<figure><img decoding=\"async\" height=\"565\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/12092603/image-3-125-1024x565.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/12092603/image-3-125-1024x565.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/12092603/image-3-125-300x166.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/12092603/image-3-125-768x424.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/12092603/image-3-125.png 1111w\" width=\"1024\"/></figure>\n<p><strong>Read This Next: </strong></p>\n<ul>\n<li><strong><a href=\"https://laohu8.com/S/LULU\">Lululemon</a>, Broadcom And 3 Stocks To Watch Heading Into Friday</strong></li>\n</ul>\n<p>Photo via Shutterstock</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ciena Analysts Boost Their Forecasts Following Better-Than-Expected Q4 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCiena Analysts Boost Their Forecasts Following Better-Than-Expected Q4 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-12-12 22:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>Ciena Corp</strong> (NYSE:CIEN) reported better-than-expected fourth-quarter results and issued upbeat first-quarter sales guidance on Thursday.</p>\n<p>The company reported a quarterly revenue growth of 20.3% year-on-year to $1.35 billion, beating the analyst consensus estimate of $1.29 billion. The American telecom networking equipment and software services supplier reported adjusted EPS of 91 cents, beating the analyst consensus estimate of 77 cents.</p>\n<p>Ciena expects first-quarter revenue of $1.350 billion-$1.430 billion (compared to $1.252 billion analyst consensus estimate) and an adjusted gross margin of 43%-44%. It expects fiscal 2026 revenue of $5.70 billion-$6.10 billion (versus the $4.71 billion analyst consensus estimate) and an adjusted gross margin of 42%-44%.</p>\n<p>“Our record fiscal fourth quarter and full-year performance reinforces our position as the global leader in high-speed connectivity with an expanding role in the AI ecosystem,” said Gary Smith, president and CEO, Ciena. “Looking ahead, we are confident in our growth trajectory over the coming years, driven by durable demand from our cloud and service provider customers and a growing set of opportunities inside and around the data center.”</p>\n<p>Ciena shares fell 1.8% to $238.00 in pre-market trading.</p>\n<p>These analysts made changes to their price targets on Ciena following earnings announcement.</p>\n<ul>\n<li>B of A Securities analyst Tal Liani maintained Ciena with a Buy and raised the price target from $200 to $260.</li>\n<li>Rosenblatt analyst Mike Genovese maintained the stock with a Buy and raised the price target from $175 to $305.</li>\n</ul>\n<p><strong>Considering buying CIEN stock? Here’s what analysts think:</strong> </p>\n<figure><img decoding=\"async\" height=\"565\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/12092603/image-3-125-1024x565.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/12092603/image-3-125-1024x565.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/12092603/image-3-125-300x166.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/12092603/image-3-125-768x424.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/12/12092603/image-3-125.png 1111w\" width=\"1024\"/></figure>\n<p><strong>Read This Next: </strong></p>\n<ul>\n<li><strong><a href=\"https://laohu8.com/S/LULU\">Lululemon</a>, Broadcom And 3 Stocks To Watch Heading Into Friday</strong></li>\n</ul>\n<p>Photo via Shutterstock</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CIEN","symbol_name":"Ciena科技","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/price-target/25/12/49361035/ciena-analysts-boost-their-forecasts-following-better-than-expected-q4-earnings","article_id":"2590502327","we_media_id":"1052270027","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590502327","pubTimestamp":1765549637,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Benzinga","introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"summary":" ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"CIEN":"Ciena科技"},"translate_title":"Ciena分析师在第四季度盈利好于预期后上调预测","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CIEN":1.5},"content_text":"Ciena Corp (NYSE:CIEN) reported better-than-expected fourth-quarter results and issued upbeat first-quarter sales guidance on Thursday.\nThe company reported a quarterly revenue growth of 20.3% year-on-year to $1.35 billion, beating the analyst consensus estimate of $1.29 billion. The American telecom networking equipment and software services supplier reported adjusted EPS of 91 cents, beating the analyst consensus estimate of 77 cents.\nCiena expects first-quarter revenue of $1.350 billion-$1.430 billion (compared to $1.252 billion analyst consensus estimate) and an adjusted gross margin of 43%-44%. It expects fiscal 2026 revenue of $5.70 billion-$6.10 billion (versus the $4.71 billion analyst consensus estimate) and an adjusted gross margin of 42%-44%.\n“Our record fiscal fourth quarter and full-year performance reinforces our position as the global leader in high-speed connectivity with an expanding role in the AI ecosystem,” said Gary Smith, president and CEO, Ciena. “Looking ahead, we are confident in our growth trajectory over the coming years, driven by durable demand from our cloud and service provider customers and a growing set of opportunities inside and around the data center.”\nCiena shares fell 1.8% to $238.00 in pre-market trading.\nThese analysts made changes to their price targets on Ciena following earnings announcement.\n\nB of A Securities analyst Tal Liani maintained Ciena with a Buy and raised the price target from $200 to $260.\nRosenblatt analyst Mike Genovese maintained the stock with a Buy and raised the price target from $175 to $305.\n\nConsidering buying CIEN stock? Here’s what analysts think: \n\nRead This Next: \n\nLululemon, Broadcom And 3 Stocks To Watch Heading Into Friday\n\nPhoto via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport,express","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}