A Veteran of the Telecom Bust Navigates the AI Boom

Ciena CEO Gary Smith is “suitably paranoid,” but optimistic.

WSJ • Oct 23, 2026

Ciena vs. Nokia: Which Optical Networking Stock is the Better Buy?

CIEN and NOK ride booming AI-driven optical networking demand, but differences in growth, valuation and supply constraints could determine the better buy.

Zacks Investment Research • Oct 23, 2026

4 Cloud Computing Stocks to Bet on for Solid Long-Term Gains

Alphabet, Microsoft, Arista and Ciena are poised to benefit from booming cloud computing demand, fueled by AI adoption and expanding infrastructure.

Zacks Investment Research • Oct 22, 2026

CIEN Wins Space Norway Cable Deal: Can Subsea Networking Drive Growth?

Ciena secures a Space Norway contract to modernize Arctic subsea cables and deploy advanced networking technology, boosting capacity and connectivity.

Zacks Investment Research • Oct 21, 2026

Networking Stocks Rally as Tech Rebound Lifts AI Gear Makers: Ciena and Arista Climb 4%, but Cisco Barely Moves

Networking hardware is leading a broad technology rebound, and suppliers of optical links and Ethernet switches for AI data centers are drawing the biggest buying.

24/7 Wall Street • Oct 19, 2026

Ciena: AI Demand Is Outrunning Supply

Ciena is rated Buy, driven by surging AI-related demand and robust backlog growth, with a 37% YoY revenue increase in Q3 FY2026. CIEN targets ~30% revenue CAGR through FY2029, with management guiding for a 50% adjusted gross margin and a 32–35% adjusted operating margin. Backlog reached $8.5B in Q3 FY2026 and is expected to exceed $10B by year-end, reflecting strong order momentum outpacing shipments.

Seeking Alpha • Oct 14, 2026

Ciena's revenue could grow up to 40% as AI demand outstrips supply, says Bank of America

Bank of America expects Ciena Corporation (NYSE:CIEN), the optical networking equipment maker, to deliver revenue growth of 35% to 40% in the calendar year 2026 as demand for artificial intelligence infrastructure outstrips available supply. The bank maintains a 'buy' rating on the shares with a $550 price target, supported by rising cloud-provider spending and expanding opportunities to connect data centres.

Proactive Investors • Oct 13, 2026

Ciena Corporation (CIEN) Price Forecast: Breakout Signals Broader Upside Potential

Ciena has triggered a monthly bullish reversal, with a pullback toward key support offering traders a potential entry ahead of a possible continuation higher.

FXEmpire • Oct 12, 2026

Can Ciena Sustain Margin Gains Despite Rising Component Demand?

CIEN's record Q3 results reflect surging AI and data center demand, rising margins and strategic supply chain investments, with ambitious fiscal 2029 targets.

Zacks Investment Research • Oct 12, 2026

Ciena Appoints Monika Fahlbusch as Chief People Officer

FULTON, Md.--(BUSINESS WIRE)--Ciena Corporation (NYSE: CIEN) today announced the appointment of Monika Fahlbusch as Executive Vice President and Chief People Officer, effective today. She will report to President and CEO Gary Smith and lead the company's global People & Culture organization. Fahlbusch joins Ciena with more than thirty years of global leadership experience and deep expertise across human resources, including integrating AI, data, and analytics into how organizations shape an.

Business Wire • Oct 12, 2026