Expect Ciena's Optical AI Program Wins To Surge In 2026

Ciena Corp. is experiencing a structural demand surge for optical networking in AI data centers, driving robust revenue and margin expansion. Management projects FY26 revenues to accelerate 23.7% to $5.9B, supported by a $5B backlog, meaningfully rising purchase obligations, and new hyperscaler wins. Gross margins are expected to expand by 80bp and operating margins by 500bp, with rapidly falling inventories signaling strong sales momentum.

Seeking Alpha • 13 hours ago

Why Ciena Stock Rocked the Market in December

The networking equipment supplier exited its fiscal 2025 with a bang. It published fourth-quarter results that easily topped analyst estimates.

The Motley Fool • Jan 12, 2026

Boost Your Portfolio Returns With These 4 Top-Performing Liquid Stocks

CIEN, EVER, PAAS and GCT make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

Zacks Investment Research • Jan 9, 2026

Best Growth Stocks to Buy for January 9th

CIEN and CMC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on January 9th, 2026.

Zacks Investment Research • Jan 9, 2026

Buy 3 Communication Components Stocks Flying High on Massive AI Boom

CIEN, LITE and GLW lead the Communication Components group riding on surging AI-driven network demand.

Zacks Investment Research • Jan 8, 2026

These ‘underappreciated' AI stocks could finally get their chance to shine

Other networking-oriented stocks have more than tripled in the past year, but not Cisco and Arista.

Market Watch • Jan 7, 2026

5 Momentum Stocks to Buy for January After a Mixed December

January momentum looks intact as HOOD, MDB, IOT, CIEN and CNM stand out after December's mixed finish.

Zacks Investment Research • Jan 7, 2026

Best Growth Stocks to Buy for January 7th

BWMN, CIEN and CMC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on January 7th, 2026.

Zacks Investment Research • Jan 7, 2026

Why Ciena (CIEN) is a Top Momentum Stock for the Long-Term

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Zacks Investment Research • Jan 6, 2026

Ciena to Webcast Financial Community Event – January 13, 2026

HANOVER, Md.--(BUSINESS WIRE)--Ciena announces its expected participation at the Needham Growth Conference with the financial community on Tuesday, January 13, 2026 @ 3:45 p.m. ET.

Business Wire • Jan 6, 2026