CIENTechnology · Communication EquipmentThe 20 Wall Street analysts covering Ciena Corp. hold a median 12-month price target of $520 — +53.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 63 of 100 as at 8 Sept 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Ciena Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (98): Analysts have, on balance, been raising their forecasts.
Volatility (14): The share price moves around a lot.
Size (5): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CIEN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +53.8% from it.
Of the 20 most recent actions, 1 moved their price target up and 10 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 4 Sept 2026 | B. Riley Securities | Maintains | Neutral | $413 → $347 |
| 4 Sept 2026 | Barclays | Maintains | Overweight | $607 → $475 |
| 4 Sept 2026 | JP Morgan | Maintains | Overweight | $635 → $605 |
| 4 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | $490 → $425 |
| 4 Sept 2026 | Rosenblatt | Maintains | Buy | $720 → $525 |
| 4 Sept 2026 | TD Cowen | Maintains | Buy | $575 → $400 |
| 4 Sept 2026 | UBS | Maintains | Neutral | $508 → $394 |
| 3 Sept 2026 | Needham | Maintains | Buy | $600 → $520 |
| 31 Aug 2026 | B. Riley Securities | Maintains | Neutral | $516 → $413 |
| 26 Aug 2026 | Needham | Reiterates | Buy | $600 |
| 26 Aug 2026 | Needham | Reiterates | Buy | — |
| 24 Aug 2026 | Rosenblatt | Maintains | Buy | — |
| 24 Aug 2026 | Rosenblatt | Maintains | Buy | $720 |
| 19 Aug 2026 | Northland Capital Markets | Upgrade | Outperform | — |
| 19 Aug 2026 | Northland Capital Markets | Upgrade | Outperform | $450 → $500 |
| 18 Aug 2026 | TD Cowen | Maintains | Buy | $675 → $575 |
| 18 Aug 2026 | TD Cowen | Maintains | Buy | — |
| 23 June 2026 | Needham | Reiterates | Buy | $600 |
| 23 June 2026 | Needham | Reiterates | Buy | — |
| 5 June 2026 | Barclays | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CIEN appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 9 Sept 2026, Ciena Corp. returned +176.6% against +18.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 9% of US stocks
Cheaper than 17% of US stocks
Cheaper than 6% of US stocks
Cheaper than 6% of US stocks
Higher than 82% of US stocks
Higher than 95% of US stocks
Higher than 55% of US stocks
Higher than 77% of US stocks
Higher than 71% of US stocks
Higher than 83% of US stocks
Higher than 87% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Ciena Corp. has a market value of $45.5B and an enterprise value of $46.2B.
Revenue in the twelve months to 30 Apr 2026: $5.6B. The latest quarter grew 37.0% year on year.
Net income over the same four quarters: $438.3M, a 7.9% net margin.
Diluted earnings per share, trailing twelve months: $3.00.
Free cash flow in the twelve months to 30 Apr 2026: $832.7M, after $200.1M of capital spending.
Ciena Corp. spent $559.7M on share buybacks in the twelve months to 30 Apr 2026.
Trailing P/E: 76.8×; forward P/E: 29.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Ciena Corp. employs 8,898 people — $626K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Ciena Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
A Zacks Investment Research article highlights Ciena (CIEN) as a solid growth stock choice, citing its solid growth attributes as a reason it could produce exceptional returns.
Why it matters — The article presents a favorable view of Ciena's growth potential, which could reinforce investor interest in the stock.
Ciena's (CIEN) stock declined approximately 14-17% over the past month, raising questions about entry points as supply constraints limit growth. The article notes that AI-driven demand, backlog, and guidance signal momentum despite the recent decline.
Why it matters — CIEN watchers would care because the sharp monthly share-price drop, driven by supply constraints, contrasts with reportedly strong demand and backlog signals, affecting how investors assess the company's near-term outlook.
Ciena's Q3 earnings report, despite strong earnings and revenue along with continued robust demand for AI and optical networking, left investors with more questions than answers, and shares fell after the report was released.
Why it matters — CIEN watchers would care because the strong AI-driven optical networking demand did not translate into a positive share reaction, which may signal uncertainty about the company's near-term outlook.
Zacks Research highlights Ciena and NetApp following record earnings reports this week, suggesting investors shouldn't overlook these AI-driven tech stocks despite the attention given to mega-cap AI names.
Why it matters — The article positions Ciena as an AI-driven tech stock worth attention following its record earnings, signaling positive recognition for the company's recent performance.
Ciena, in its fiscal Q3 earnings call, projected at least 30% revenue growth in fiscal 2027 with backlog exceeding $10 billion, while identifying component supply as the key constraint on converting that demand into growth.
Why it matters — A CIEN watcher would care because the company's outlook hinges on strong backlog and demand, but component supply constraints could limit how much of that demand it can actually fulfil.
The 20 Wall Street analysts covering Ciena Corp. have a median 12-month price target of $520, with estimates ranging from $325 to $660. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 20 analysts covering Ciena Corp., 14 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Ciena Corp. 63 out of 100 across roughly 4,600 US stocks as at 8 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Sept 2026, Ciena Corp. ranks 63 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (98 of 100).
No one can know that. What the data says: the median 12-month target from 20 analysts implies +53.8% from the last close, and Ticker Nerd's factor model ranks Ciena Corp. 63 out of 100 as at 8 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Ciena Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CIEN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $325 to $660 over the next 12 months.
Ciena Corp. returned +176.6% over the 12 months to 9 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Ciena Corporation is a network technology company that provides hardware, software, and services for communications networks. Ciena focuses on high-speed connectivity solutions that help operators transport, switch, automate, and manage voice, video, and data traffic across modern digital infrastructure.
The most recent item we track (Zacks Investment Research, 9 Sept 2026): "Looking for a Growth Stock? 3 Reasons Why Ciena (CIEN) is a Solid Choice". A Zacks Investment Research article highlights Ciena (CIEN) as a solid growth stock choice, citing its solid growth attributes as a reason it could produce exceptional returns.
Ciena Corporation is a network technology company that provides hardware, software, and services for communications networks. Ciena focuses on high-speed connectivity solutions that help operators transport, switch, automate, and manage voice, video, and data traffic across modern digital infrastructure. Its portfolio includes optical networking systems, routing and switching platforms, automation software, and global support services designed to improve network capacity, service delivery, and operational efficiency. The company serves communications service providers, cloud and internet-platform operators, cable and broadband providers, governments, and enterprise customers. Ciena plays an important role in the broader telecommunications and networking market by enabling the high-bandwidth connectivity needed for data centers, cloud services, and carrier networks. Based in Hanover, Maryland, and founded in 1992, Ciena Corporation is recognized as a specialist in adaptive, software-driven networking solutions.
CEO Mr. Gary B. Smith · 8,898 employees · United States · https://www.ciena.com
