These smaller tech stocks are punching well above their weight

Shares of small-cap tech stocks have outperformed their large-cap peers by an extreme magnitude.

Market Watch • 12 hours ago

Diamond Hill Capital Management Mid Cap Strategy Q1 2026 Drivers And Decisions

Regal Rexnord outperformed in Q1 as the company reported strong orders for a new data center product, which should support solid revenue growth in 2027. Diamond Hill initiated a position in Antero Resources, a natural gas exploration and production company, to gain exposure given a constructive long-term outlook for US natural gas. Carrier Global is now a focused, high-quality business that Diamond Hill believes is in an excellent position to continue to gain market share and improve margins long-term.

Seeking Alpha • May 8, 2026

Ciena Announces Reporting Date and Web Broadcast for Fiscal Second Quarter 2026 Results

HANOVER, Md.--(BUSINESS WIRE)--Ciena Corporation, the global leader in high-speed connectivity, announces its fiscal second quarter financial results on Thursday, June 4, 2026.

Business Wire • May 7, 2026

Applied Optoelectronics Crashes 14%, Coherent Slides 10%, Lumentum Falls 7% as Optics Trade Cools

The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR | COHR Price Prediction) is off 10% and Lumentum (NASDAQ:LITE) is sliding 7%.

24/7 Wall Street • May 7, 2026

Grab These 5 Large-Cap Growth Stocks in May to Tap Wall Street Rally

MU, CIEN, STX, FIVE and MUSA are large-cap growth stocks riding on AI demand, strong earnings growth and market momentum into May.

Zacks Investment Research • May 7, 2026

Enrich Your Portfolio With These 4 Top-Ranked Liquid Stocks

ALHC, AGX, CIEN, and SIMO make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

Zacks Investment Research • May 6, 2026

Why Ciena (CIEN) is Poised to Beat Earnings Estimates Again

Ciena (CIEN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Zacks Investment Research • May 5, 2026

These Eight S&P 500 Stocks Have Doubled In 2026. No. 3 Reports On Tuesday.

The benchmark index is up in 2026, but Sandisk and Intel are among eight S&P 500 stocks that have at least doubled.

Investors Business Daily • May 4, 2026

Jim Cramer on Ciena: “Up 100% Is a Little Bit Too Hot for Me”

On the April 29, 2026 episode of Mad Money, a caller named Dave from Illinois asked Jim Cramer and Jeff Marks for a deeper dive on Ciena (NYSE:CIEN | CIEN Price Prediction), noting that “this stock's performance since the middle of last year has been nothing short of spectacular, up 500%.

24/7 Wall Street • May 1, 2026

Ciena Corp.: Buy As Backlog To Cash Is Rolling

Ciena is positioned as the leading pure-play optical networking provider for hyperscaler-driven AI data center expansion. CIEN's backlog surged to $7 billion in Q1, up from $5 billion last quarter and under $3 billion in 2023, fueling rapid cash generation. Despite a premium valuation (forward PE 120x), I rate CIEN a buy, citing robust industry tailwinds and accelerating backlog conversion.

Seeking Alpha • May 1, 2026