CIEN Ciena
Coherent optics for data-centre interconnect
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
CIEN · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-09-03EarningsBeat / raise
Reported EPS 2.11 vs 1.73 expected (+22.1% surprise).
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7
2026-06-04EarningsBeat / raise
Reported EPS 1.64 vs 1.46 expected (+12.3% surprise).
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6
2026-03-05EarningsBeat / raise
Reported EPS 1.35 vs 1.17 expected (+15.6% surprise).
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5
2025-12-11EarningsBeat / raise
Reported EPS 0.91 vs 0.77 expected (+18.2% surprise).
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4
2025-09-04EarningsBeat / raise
Reported EPS 0.67 vs 0.53 expected (+27.6% surprise).
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3
2025-06-05EarningsMiss / cut
Reported EPS 0.42 vs 0.52 expected (-18.9% surprise).
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2
2025-03-11EarningsBeat / raise
Reported EPS 0.64 vs 0.41 expected (+54.7% surprise).
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1
2024-12-12EarningsMiss / cut
Reported EPS 0.54 vs 0.65 expected (-17.5% surprise).
Latest headlines
Auto-updated daily- Is Ciena Stock Really Expensive?2026-10-22
- Ciena (CIEN) Has $8.5 Billion in Backlog, but Can It Justify Its Premium?2026-10-21
- CIEN Wins Space Norway Cable Deal: Can Subsea Networking Drive Growth?2026-10-21
- Did Analyst Upgrade Just Shift Ciena (CIEN) Investment Narrative?2026-10-21
- Ciena (CIEN): Is the AI-Optical Boom Enough to Carry It Into the S&P 500?2026-10-20
- What Was Ciena Telling You Before Its Stock Ran?2026-10-20
- Networking Stocks Rally as Tech Rebound Lifts AI Gear Makers: Ciena and Arista Climb 4%, but Cisco Barely Moves2026-10-19
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-09-03 | 1.73 | 2.11 | +22.1% |
| 2026-06-04 | 1.46 | 1.64 | +12.3% |
| 2026-03-05 | 1.17 | 1.35 | +15.6% |
| 2025-12-11 | 0.77 | 0.91 | +18.2% |
| 2025-09-04 | 0.53 | 0.67 | +27.6% |
| 2025-06-05 | 0.52 | 0.42 | −18.9% |
| 2025-03-11 | 0.41 | 0.64 | +54.7% |
| 2024-12-12 | 0.65 | 0.54 | −17.5% |
| 2024-09-04 | 0.26 | 0.35 | +34.5% |
| 2024-06-06 | 0.15 | 0.27 | +80.1% |
| 2024-03-07 | 0.48 | 0.66 | +38.8% |
| 2023-12-07 | 0.69 | 0.75 | +8.7% |
| 2023-08-31 | 0.51 | 0.59 | +16.1% |
| 2023-06-06 | 0.61 | 0.74 | +20.7% |
| 2023-03-06 | 0.36 | 0.64 | +77.3% |
| 2022-12-08 | 0.08 | 0.61 | +684.1% |
| 2022-09-01 | 0.34 | 0.33 | −1.9% |
| 2022-06-02 | 0.54 | 0.5 | −7.4% |
| 2022-03-07 | 0.45 | 0.47 | +4.1% |
| 2021-12-09 | 0.85 | 0.85 | −0.6% |
| 2021-09-02 | 0.79 | 0.92 | +16.4% |
| 2021-06-03 | 0.48 | 0.62 | +28.6% |
| 2021-03-04 | 0.45 | 0.52 | +16.2% |
| 2020-12-10 | 0.63 | 0.6 | −4.4% |
About Ciena
Website ↗Ciena Corporation, a network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India. It operates through Networking Platforms, Platform Software and Services, Blue Planet Automation Software and Services, and Global Services segments. The Networking Platforms segment consists optical networking, routing, and switching products and services. This segment products include the 6500 Packet-Optical Platform, Waveserver modular interconnect system, the 6500 Reconfigurable Line System, and coherent pluggable transceivers; and the 3000 family of service delivery platforms and the 5000 family of service aggregation, as well as the 8100 Coherent Routing platforms and virtualization software. The Platform Software and Services segment offers navigator network control suite; and …
Cluster scale pushes past copper. 800G→1.6T pluggables ramp now; co-packaged optics shift value toward the switch and laser.
What would prove us wrong. Weakens if transceiver ASP collapses with surplus module capacity.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| COHR Coherent | Lasers, InP capacity and optical transceivers | $224.3 | +7.18% | −24.2% | +21.5% | |
| LITE Lumentum | EML and CW lasers for 800G/1.6T | $834.8 | +10.40% | −11.3% | +126.5% | |
| FN Fabrinet | Precision optical manufacturing for transceivers | $334.1 | +6.10% | −19.9% | −26.6% | |
| AAOI Applied Optoelectronics | US-made optical modules and lasers | $73.00 | +8.13% | −28.0% | +109.4% | |
| 300308.SZ Zhongji Innolight | Largest 800G/1.6T transceiver maker | ¥594.5 | −2.96% | −33.5% | −2.3% | |
| 300502.SZ Eoptolink | High-speed optical modules | ¥251.7 | −3.57% | −40.7% | −18.1% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.