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Upturn AI SWOT - About
CIEN 
Ciena Corp (CIEN)
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Upturn Advisory Summary
06/06/2025: CIEN (4-star) is a WEAK-BUY. BUY since 23 days. Profits (0.08%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
16 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $81.86
Year Target Price $81.86
| 7 | Strong Buy |
| 4 | Buy |
| 5 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 32.16% | Avg. Invested days 45 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/06/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.61B USD | Price to earnings Ratio 112.49 | 1Y Target Price 81.86 |
Price to earnings Ratio 112.49 | 1Y Target Price 81.86 | ||
Volume (30-day avg) 16 | Beta 1.12 | 52 Weeks Range 44.89 - 101.44 | Updated Date 06/30/2025 |
52 Weeks Range 44.89 - 101.44 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.73 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-06-04 | When Before Market | Estimate 0.5178 | Actual 0.42 |
Profitability
Profit Margin 2.46% | Operating Margin (TTM) 3.09% |
Management Effectiveness
Return on Assets (TTM) 2.29% | Return on Equity (TTM) 3.7% |
Valuation
Trailing PE 112.49 | Forward PE 35.84 | Enterprise Value 11943756942 | Price to Sales(TTM) 2.72 |
Enterprise Value 11943756942 | Price to Sales(TTM) 2.72 | ||
Enterprise Value to Revenue 2.8 | Enterprise Value to EBITDA 31.14 | Shares Outstanding 141367008 | Shares Floating 140014334 |
Shares Outstanding 141367008 | Shares Floating 140014334 | ||
Percent Insiders 0.83 | Percent Institutions 100.69 |
Analyst Ratings
Rating 4 | Target Price 81.86 | Buy 4 | Strong Buy 7 |
Buy 4 | Strong Buy 7 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Ciena Corp
Company Overview
History and Background
Ciena Corp. was founded in 1992. It initially focused on developing long-distance optical networking equipment. Over time, it expanded its portfolio through acquisitions and internal development, becoming a leader in optical transport, routing, and switching systems.
Core Business Areas
- Networking Platforms: Provides optical transport and switching platforms for building high-capacity networks.
- Platform Software and Analytics: Offers software solutions for network management, automation, and analytics to improve network performance and efficiency.
- Blue Planet Automation: Provides multi-domain service orchestration, inventory management, and analytics software.
- Services: Offers a range of professional services, including network design, implementation, and maintenance.
Leadership and Structure
Ciena is led by David M. Nash as President and CEO. The company has a typical corporate structure with functional departments such as engineering, sales, marketing, and finance. The Board of Directors provides oversight.
Top Products and Market Share
Key Offerings
- WaveLogic 5 Extreme: High-performance coherent optical transponder that enables long-haul and submarine network capacity. The competitors for this product are Infinera, Nokia, and Huawei. Ciena has a leading position with approximately 35% market share based on coherent port shipments
- 8100 Coherent Networking Platform: High-capacity optical transport platform designed for metro and long-haul applications. Competitors: Infinera, Nokia, and Cisco.
- Blue Planet: Software platform for network automation, orchestration, and analytics. Market share data is difficult to pinpoint, but its a key offering for Ciena. Competitors: Amdocs, Netcracker, and Ericsson.
Market Dynamics
Industry Overview
The optical networking market is driven by increasing bandwidth demands from cloud computing, video streaming, and 5G. The industry is competitive and characterized by technological innovation.
Positioning
Ciena is a leading provider of optical networking equipment, software, and services. Its competitive advantages include its technology leadership, broad product portfolio, and strong customer relationships.
Total Addressable Market (TAM)
The optical networking equipment market is estimated at approximately $20 billion globally. Ciena is well-positioned to capture a significant portion of this market.
Upturn SWOT Analysis
Strengths
- Technology leadership in optical networking
- Broad product portfolio
- Strong customer relationships
- Global presence
- Innovation capabilities
Weaknesses
- Reliance on telecommunications service providers
- Exposure to economic cycles
- Dependence on component supply chain
- Slower adoption rate of Blue Planet
Opportunities
- 5G network deployments
- Growing demand for cloud computing
- Increasing adoption of software-defined networking (SDN)
- Expansion into new geographies
- Growth in data center interconnect (DCI) market
Threats
- Intense competition
- Technological disruptions
- Geopolitical risks
- Economic downturns
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- INFN
- NOK
- CSCO
- HUAWEI (Unlisted)
Competitive Landscape
Ciena's advantages include its technology leadership and comprehensive portfolio. Disadvantages include competition from larger, more diversified players. Huawei isn't a US listed company.
Major Acquisitions
Beniac Networks
- Year: 2008
- Acquisition Price (USD millions): 96
- Strategic Rationale: Expanded Ciena's switching capabilities and addressable market.
Packet Design
- Year: 2018
- Acquisition Price (USD millions): 66
- Strategic Rationale: Expanded Ciena's analytics and optimization capabilities.
Growth Trajectory and Initiatives
Historical Growth: Ciena has historically grown through organic initiatives and strategic acquisitions. Growth has been linked to bandwidth demand and technology advancements.
Future Projections: Analyst estimates indicate continued growth for Ciena, driven by 5G, cloud, and SDN adoption. The actual growth rate may vary.
Recent Initiatives: Recent initiatives include the launch of new WaveLogic coherent solutions, expansion of Blue Planet capabilities, and strategic partnerships.
Summary
Ciena is a strong player in the optical networking market, driven by its innovative technologies. Its robust product portfolio allows it to capitalize on increasing bandwidth demand. Competition is intense, and Ciena must proactively adapt to technological advancements. Strategic acquisitions are key to augmenting long term goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Industry Reports
- Analyst Research
- Ciena Investor Relations Website
Disclaimers:
The data provided is based on publicly available information. It is not financial advice. Market share data is approximate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ciena Corp
Exchange NYSE | Headquaters Hanover, MD, United States | ||
IPO Launch date 1997-02-07 | CEO, President & Director Mr. Gary B. Smith | ||
Sector Technology | Industry Communication Equipment | Full time employees 8570 | Website https://www.ciena.com |
Full time employees 8570 | Website https://www.ciena.com | ||
Ciena Corporation, a network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India. It operates through Networking Platforms, Platform Software and Services, Blue Planet Automation Software and Services, and Global Services segments. The Networking Platforms segment consist of a range of products and solutions for convergence of coherent optical transport, open optical networking, optical transport network switching, IP routing, and switching services. This segments products include the 6500 Packet-Optical Platform, Waveserver modular interconnect system, the 6500 Reconfigurable Line system, Coherent ELS open line system, O-NID edge OTN demarcation device, coherent pluggable transceivers, and the 5400 family of Packet-Optical platforms; and the 3000 family of service delivery platforms and the 5000 family of service aggregation, as well as the 8100 Coherent IP networking platforms, WaveRouter product, virtualization software, the 6500 Packet Transport system, the 8700 Packetwave platform, and SD-Edge software and passive optical network routing and switching portfolio products. The Platform Software and Services segment offers Navigator Network Control Suite domain controller solution, OneControl unified management system, and data and planning tools. The Blue Planet Automation Software and Services segment comprises inventory management, multi-domain service orchestration, multi-cloud orchestration, route optimization and analysis, and unified assurance and analytics. The Global Services segment provides maintenance support and training, installation and deployment, and consulting and network design services. Ciena Corporation was incorporated in 1992 and is headquartered in Hanover, Maryland.
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