Analyst Expectations For Ciena's Future
Throughout the last three months, 18 analysts have evaluated Ciena (NYSE:CIEN), offering a diverse set of opinions from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 10 | 2 | 6 | 0 | 0 |
| Last 30D | 0 | 0 | 1 | 0 | 0 |
| 1M Ago | 1 | 0 | 1 | 0 | 0 |
| 2M Ago | 0 | 0 | 0 | 0 | 0 |
| 3M Ago | 9 | 2 | 4 | 0 | 0 |
In the assessment of 12-month price targets, analysts unveil insights for Ciena, presenting an average target of $250.67, a high estimate of $330.00, and a low estimate of $175.00. Surpassing the previous average price target of $185.00, the current average has increased by 35.5%.
Investigating Analyst Ratings: An Elaborate Study
The standing of Ciena among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Amit Daryanani | Evercore ISI Group | Raises | In-Line | $330.00 | $240.00 |
| Ruben Roy | Stifel | Raises | Buy | $280.00 | $270.00 |
| Tal Liani | B of A Securities | Maintains | Neutral | $260.00 | $260.00 |
| Meta Marshall | Morgan Stanley | Raises | Equal-Weight | $213.00 | $195.00 |
| David Vogt | UBS | Raises | Neutral | $230.00 | $120.00 |
| Atif Malik | Citigroup | Raises | Buy | $280.00 | $230.00 |
| Tim Long | Barclays | Raises | Overweight | $279.00 | $138.00 |
| Samik Chatterjee | JP Morgan | Raises | Overweight | $250.00 | $215.00 |
| Meta Marshall | Morgan Stanley | Raises | Equal-Weight | $195.00 | $185.00 |
| Jim Kelleher | Argus Research | Raises | Buy | $280.00 | $135.00 |
| Mike Genovese | Rosenblatt | Raises | Buy | $305.00 | $175.00 |
| Tal Liani | B of A Securities | Raises | Buy | $260.00 | $200.00 |
| Ryan Koontz | Needham | Raises | Buy | $280.00 | $240.00 |
| Ruben Roy | Stifel | Raises | Buy | $230.00 | $152.00 |
| Ryan Koontz | Needham | Raises | Buy | $240.00 | $130.00 |
| Ryan Koontz | Needham | Raises | Buy | $240.00 | $130.00 |
| Mike Genovese | Rosenblatt | Maintains | Buy | $175.00 | $175.00 |
| Meta Marshall | Morgan Stanley | Raises | Equal-Weight | $185.00 | $140.00 |
Key Insights:
- Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Ciena. This insight gives a snapshot of analysts' perspectives on the current state of the company.
- Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Ciena compared to the broader market.
- Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Ciena's stock. This comparison reveals trends in analysts' expectations over time.
To gain a panoramic view of Ciena's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
Stay up to date on Ciena analyst ratings.
Get to Know Ciena Better
Ciena is a telecommunications equipment provider focused on optical transport technologies, with clients in a number of industries such as communication services providers, web-scale providers, cable operators, government, and large enterprises worldwide. The company provides equipment, software, and services that support transport, switching, aggregation, service delivery, and data traffic management.
A Deep Dive into Ciena's Financials
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Revenue Growth: Ciena's remarkable performance in 3M is evident. As of 31 October, 2025, the company achieved an impressive revenue growth rate of 20.27%. This signifies a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 1.44%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 0.71%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of 0.34%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.6.
Understanding the Relevance of Analyst Ratings
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
This article was generated by Benzinga's automated content engine and reviewed by an editor.