NYSE:CIEN

Ciena (CIEN)

321.00
+3.54 (1.12%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
45 watching
0
Investor Insights
star iconSep 5, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Ciena (CIEN-N) has garnered mixed expert opinions, with one expert expressing caution due to its recent 100% price increase, indicating it's currently too hot to handle and suggesting they might hold off on investing for the time being. Conversely, another expert highlights its impressive performance, noting a 66% rise in the first quarter, positioning it as one of the top performers within the S&P 500. The consensus seems to lean towards the stock's potential for continued growth, especially in light of ongoing developments in data center construction, which are likely to propel further advancements for Ciena. Therefore, while one expert raises a red flag regarding valuation, the other paints a positive picture of its future as long as the industry demands remain robust. This divergence in perspectives reflects the typical uncertainty in stock evaluations, particularly for those experiencing rapid growth.

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Consensus
Mixed
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Valuation
Overvalued
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Anixter, AXE
WAIT

It's run up 100% which is too hot for him, so he'll hold off for now.

BUY

Up 66% in Q1 and one of the best performers on the S&P. It'll keep rising as long as the data centre build happens.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jul 28/22, Down 17.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CIEN has triggered its stop at $42.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 13%, when combined with our previous entry recommendation.   

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate CIEN, a 5G, router, and switches infrastructure company as a TOP PICK. No doubt supply chain delays, including sourcing out of China has been an issue, but the company has $4 billion in order backlogs. The company trades at 15x next year's earnings compared to peers at 34x. We recommend trailing up the stop loss (from $35) to $42, looking to achieve $72.50 -- upside potential over 42%. Yield 0% (Analysts’ price target is $72.35)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly With an order backlog reaching $4 billion, CIEN, a 5G, router, and switches infrastructure company is a TOP PICK. No doubt supply chain delays, including sourcing out of China has been an issue, but as things return to normal growth will rebound. The company trades at 17x earnings compared to peers at 34x. Management has revised down their guidance, so forward expectations will be tempered. We recommend setting a stop loss at $35, looking to achieve $74 -- upside potential over 57%. Yield 0% (Analysts’ price target is $73.71)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 04/21, Up 0.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CIEN has triggered its stop at $51. We recommend covering the remaining position at this time. Combined with the previous recommendation to cover half the position, this results in a total net investment return of 9%.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 04/21, Up 18.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CIEN has achieved its $60 target. To be disciplined, we recommend covering 50% of the holding and trailing up the stop (from $39) to $51. If triggered, this would all but guarantee a minimum investment return over 9%.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly CIEN is an internet network solutions company that is well poised for the growth in 5G. Recently reported earnings of $0.52 per share beat analyst expectations by 15%. Less than 2/3 of revenue is derived in North America, providing global diversification. The company holds $1.3 billion in cash. Announcements by the Biden Administration to strengthen internet infrastructure will keep demand for their 5G applications growing. We would buy this with a stop loss at $39, looking to achieve $60 -- upside potential over 19%. Yield 0% (Analysts’ price target is $59.56)
DON'T BUY
They had a terrible quarter and set other tech stocks down with it. Be careful with this.
PAST TOP PICK
(A Top Pick Apr 22/19, Up 26%) Still likes this optical networking company (i.e. streaming broadband) very much. They're competing with Huawei, so CIEN will benefit as western companies and governments fear industrial espionage of the former.
DON'T BUY
A wireline provider in the telecom space. He does not think they are well positioned for the 5G revolution. A good company that is buying back stock, but he would not be a buyer.
TOP PICK
They're in optimal networking with Google, Facebook and Amazon among their customers. They're getting a boost, because they are a supplier of choice--Huawei is getting shut out of certain markets (Analysts’ price target is $44.22)
COMMENT

At the present time, this is trading up at quite an astonishing price to book level. In his FMV view, it is about 25% overvalued. There hasn’t been a lot of growth in the BV for some period of time. However, earnings have been notching up nicely. This is what he would call speculatively priced.

SELL
Would sell and buy Cisco (CSCO-Q) instead.
DON'T BUY
Has a lot of cash but the stock has dropped in the wink of an eye. Losing money.
Showing 1 to 15 of 30 entries

Ciena (CIEN) Frequently Asked Questions

What is Ciena stock symbol?

Ciena is a American stock, trading under the symbol CIEN (previously CIEN-N on Stockchase) on the New York Stock Exchange (CIEN). It is usually referred to as NYSE:CIEN or CIEN

Is Ciena a buy or a sell?

In the last year, 1 stock analyst issued a Buy, Sell, or Hold rating on CIEN (previously CIEN-N on Stockchase). 1 analyst recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is WAIT. Read the latest stock experts' ratings for Ciena.

Is Ciena a good investment or a top pick?

Ciena was recommended as a Top Pick by Jim Cramer - Mad Money on 2026-04-29. Read the latest stock experts ratings for Ciena.

Why is Ciena stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Ciena.

Is Ciena worth watching?

Ciena is followed by 45 investors on Stockchase and is a trending stock that is worth watching.

What is Ciena stock price?

On 2026-09-04, Ciena (CIEN) stock closed at a price of $321.00.