Optics Stocks Divide: Coherent and Cisco Drop After Earnings While Nokia and Ciena Soar

The optics complex is splitting in two this morning. Coherent (NYSE:COHR | COHR Price Prediction) is trading down 4.94% and Cisco Systems (NASDAQ:CSCO) is down 8.48% after both reported fiscal fourth-quarter results last night.

24/7 Wall Street • 16 hours ago

Lumentum Puts The Insane Opportunity for Companies like Marvell and Ciena Into Focus With One Stunning Quote

Shares of Lumentum (NASDAQ:LITE | LITE Price Prediction) are trading at $936.95 in Thursday's session, hovering near flat after opening at $925.02.

24/7 Wall Street • 15 hours ago

Ciena: A Steadier Way Into The Optical AI Trade

Ciena is upgraded to Buy as growth-adjusted valuations now present an attractive entry, following a ~30% pullback from prior highs. CIEN's Q2 fundamentals show accelerating revenue growth (~40% YoY), robust AI-driven demand, and resilient gross margins despite input cost pressures. Operating leverage is improving, with operating margins at ~19.5%—double last year's levels and above guidance, supported by a diversified revenue mix.

Seeking Alpha • Aug 12, 2026

Ciena: AI's Optical Bottleneck Can Keep The Earnings Cycle Running

Ciena is transforming into a leading AI networking company, leveraging its full optical stack and deep hyperscaler relationships. CIEN's fiscal Q2 2026 saw 40% YoY revenue growth, a $7.7B backlog, and raised guidance, with hyperscaler/cloud-provider revenue now 46% of total. WaveLogic 6 Extreme, Hyper-Rail, and pluggable optics anchor CIEN's competitive moat, driving multi-year hyperscaler programs and expanding the addressable market.

Seeking Alpha • Aug 11, 2026

Ciena Down 29% in Past 3 Months: Should Investors Buy, Hold or Sell?

CIEN's AI-driven optical networking demand is fueling record revenue and a $7.7 billion backlog, but supply constraints and costs pose key risks.

Zacks Investment Research • Aug 10, 2026

Ciena Corporation: AI Hyperscalers Demand For Hyper-Rails To Drive Market Momentum

Ciena Corporation is positioned as a leading AI networking solution provider, driven by innovations like Hyper-Rail photonics and AI-driven automation. CIEN's Networking Platforms segment delivered $1.27B in Q2'26 revenue (81.1% of total), with Hyper-Rail photonic already receiving its first hyperscaler order. I rate CIEN a Buy, projecting a 47.4% price upside to $607.90, supported by strong execution, multi-year visibility, and robust backlog growth.

Seeking Alpha • Aug 10, 2026

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

HANOVER, Md.--(BUSINESS WIRE)--Ciena expects to announce its fiscal third quarter financial results on Thursday, September 3, 2026 before the open of the U.S. financial markets.

Business Wire • Aug 6, 2026

Diamond Hill Small-Mid Cap Fund Q2 2026 Portfolio Review

The Fund increased 9.71% compared to a 20.26% increase for the Russell 2500 Index. We initiated a position in managed care provider Centene. Shares of website design software provider Wix.com were sold as the company's core business has experienced slowing growth due to AI-driven vibe coding.

Seeking Alpha • Aug 7, 2026

e& UAE Unveils Future-Ready DWDM Network Powered by Ciena's High-Speed Connectivity Solutions

ABU DHABI, United Arab Emirates & HANOVER, Md.--(BUSINESS WIRE)--e& UAE, the telecom arm of e& (ADX: EAND), is deploying Ciena's (NYSE: CIEN) next-generation optical and software solutions to build a future-ready, high-capacity Dense Wavelength Division Multiplexing (DWDM) network capable of handling surging traffic demands. This network enhancement will enable e& UAE to power the next wave of digital growth with greater scalability, ultra-high-capacity, and the foundation needed fo.

Business Wire • Aug 5, 2026

Quantum Corridor, Ciena, and Toshiba Complete World's First 1.6 Tb/s Quantum-Safe Optical Encryption Milestone on Live Commercial Network

HAMMOND, Ind. & HOUSTON & HANOVER, Md.--(BUSINESS WIRE)--Quantum Corridor, Ciena (NYSE: CIEN) and Toshiba have completed a successful trial of high-speed quantum-safe networking on Quantum Corridor's live commercial network in the Midwest United States. The trial demonstrates how organizations can immediately protect critical in-flight data with Ciena's WaveLogic 6 Extreme (WL6e) 1.6 Tb/s quantum-safe encryption capabilities, which support a hybrid security approach using NIST-certified PQC alg.

Business Wire • Aug 4, 2026