Ciena（CIEN）株式概要
ネットワーク・テクノロジー企業であるシエナ・コーポレーションは、アメリカ大陸、ヨーロッパ、中東、アフリカ、アジア太平洋地域、日本、インドのさまざまなネットワーク事業者にハードウェア、ソフトウェア、サービスを提供している。 詳細
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Analyst Price Targets
Ciena Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$580.23 |
| 52週高値 | US$605.61 |
| 52週安値 | US$70.77 |
| ベータ | 1.25 |
| 1ヶ月の変化 | 8.40% |
| 3ヶ月変化 | 64.03% |
| 1年変化 | 624.74% |
| 3年間の変化 | 1,105.55% |
| 5年間の変化 | 866.89% |
| IPOからの変化 | 348.06% |
最新ニュース
ナラティブの更新 • May 26
CIEN: AI Data Center Hype Will Ultimately Trigger P/E Multiple Compression
Analysts have lifted the fair value estimate for Ciena from $378.11 to $452.12 as they factor in higher modeled revenue growth, improved profit margins and sustained sector demand, reflected in a series of recent price target increases across the Street. Analyst Commentary Recent research on Ciena clusters around rising expectations for optical networking demand linked to data center and AI infrastructure spending, but opinions differ on how much upside is already reflected in the stock and how sustainable current trends may be.Seeking Alpha • May 22
Ciena's Rerating May Be Running Ahead Of Its Economics
Summary Ciena (CIEN) benefits from AI-driven networking complexity and improved cloud provider exposure, but lacks the explosive pricing power seen in peer scarcity trades. CIEN's revenue growth is durable and less cyclical, with cloud provider mix rising from ~25% to ~42% over two years, smoothing historical telecom-driven volatility. Gross margins remain stable around ~45%, with no AI-driven margin inflection; economic profile aligns with high-quality infrastructure hardware, not scarcity-driven AI plays. I maintain a Hold rating, as recent valuation rerating outpaces fundamental improvements; upcoming results must show margin inflection or sustained mix quality for upside. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • May 26
CIEN: AI Data Center Hype Will Ultimately Trigger P/E Multiple Compression
Analysts have lifted the fair value estimate for Ciena from $378.11 to $452.12 as they factor in higher modeled revenue growth, improved profit margins and sustained sector demand, reflected in a series of recent price target increases across the Street. Analyst Commentary Recent research on Ciena clusters around rising expectations for optical networking demand linked to data center and AI infrastructure spending, but opinions differ on how much upside is already reflected in the stock and how sustainable current trends may be.Seeking Alpha • May 22
Ciena's Rerating May Be Running Ahead Of Its Economics
Summary Ciena (CIEN) benefits from AI-driven networking complexity and improved cloud provider exposure, but lacks the explosive pricing power seen in peer scarcity trades. CIEN's revenue growth is durable and less cyclical, with cloud provider mix rising from ~25% to ~42% over two years, smoothing historical telecom-driven volatility. Gross margins remain stable around ~45%, with no AI-driven margin inflection; economic profile aligns with high-quality infrastructure hardware, not scarcity-driven AI plays. I maintain a Hold rating, as recent valuation rerating outpaces fundamental improvements; upcoming results must show margin inflection or sustained mix quality for upside. Read the full article on Seeking Alphaナラティブの更新 • Apr 29
CIEN: AI Data Center Momentum Will Ultimately Face P/E Multiple Compression
Ciena's updated analyst price target has moved higher to around $378 from about $341, as analysts factor in higher modeled revenue growth, a slightly different discount rate, modestly adjusted profit margin expectations, and a richer future P/E multiple supported by recent research citing AI driven optical demand, strong data center positioning, and solid order trends across key customers. Analyst Commentary Recent Street research on Ciena highlights a mix of optimism around AI driven optical demand and data center exposure, alongside more tempered views on valuation and supply constraints.ナラティブの更新 • Apr 15
CIEN: AI Networking Hype Will Face Future Multiple Compression Risk
Ciena's updated analyst price target has increased significantly to $340.94 from $237.13. Analysts cite stronger AI-driven networking demand, a larger optical opportunity, higher long-term revenue growth and margin assumptions, and expectations for a richer future P/E multiple as key factors supporting this move.
ナラティブの更新 • Apr 01
CIEN: AI Data Center Buildout Will Support Optical Networking Upside
Narrative Update on Ciena The analyst price target for Ciena has been lifted from $305 to $470 as analysts factor in expectations for higher revenue, stronger profit margins, and a richer future P/E multiple supported by recent research highlighting AI infrastructure demand, robust optical orders, and improved margin performance. Analyst Commentary Recent research coverage on Ciena has leaned positive, with a series of price target revisions, rating upgrades, and fresh initiations that highlight how analysts are framing the company around AI infrastructure, data center connectivity, and execution in its core optical business.
新しいナラティブ • Mar 19
Ciena Corporation (CIEN): The Optical Backbone of the AI Revolution
Ciena Corporation (CIEN) is currently one of the most explosive stories in the networking sector, closing the March 18, 2026, session at $385.26 USD , a robust 4.11% daily gain. The stock has been on a tear, surging over 73% in the last three months as it effectively "outperforms" many of its hardware peers in the early 2026 trading cycle.
ナラティブの更新 • Mar 17
CIEN: AI Optical Euphoria Will Eventually Face Supply And Delivery Constraints
Analysts lifted the fair value estimate for Ciena to $191.58 from $119.13, reflecting updated assumptions around AI driven optical networking demand, stronger profitability expectations, and higher projected future P/E multiples after a broad wave of price target increases across the Street. Analyst Commentary Street research around Ciena has leaned positive, with multiple firms lifting price targets and highlighting themes such as AI driven optical demand, data center buildouts, and strong interest from cloud and telco customers.ナラティブの更新 • Mar 03
CIEN: Extended Rally Will Confront AI Supply Constraints And Execution Hurdles
Analysts have raised their average price targets on Ciena into a range of $280 to $380, citing stronger confidence in revenue growth potential tied to AI data center demand and new optical technologies. Market-based estimates now imply a fair value of about $119 and a forward P/E of roughly 33x, with slightly lower profit margin assumptions.ナラティブの更新 • Feb 17
CIEN: Extended Rally Will Face Pressure As Execution Risks Intensify
Analysts have lifted their fair value estimate for Ciena from about $90.71 to roughly $126.51, reflecting updated assumptions for revenue, profit margins, and a higher future P/E multiple following recent sector research and a valuation reset after the stock’s sharp advance. Analyst Commentary Recent Street research around optical and photonics peers has come with recalibrated expectations, and that more cautious tone has spilled over to Ciena.分析記事 • Feb 11
Ciena Corporation (NYSE:CIEN) Looks Just Right With A 30% Price Jump
Ciena Corporation ( NYSE:CIEN ) shares have continued their recent momentum with a 30% gain in the last month alone...ナラティブの更新 • Feb 03
CIEN: AI Optical Tailwinds Will Face Valuation And Execution Headwinds
Analysts kept their long term fair value view on Ciena steady at about $237 per share, making only slight tweaks to inputs such as the discount rate and future P/E. They are balancing prior upgrades tied to AI and hyperscale optical demand with a more cautious stance after the stock's strong run and a recent rating shift to Neutral.ナラティブの更新 • Jan 19
CIEN: Hyperscale AI Optical Demand And IT Spending Will Support Upside
Analysts have lifted their price target on Ciena to US$200 from US$120, citing expectations for solid results supported by hyperscale and AI driven optical demand, as well as ongoing infrastructure spending in IT hardware and networking. Analyst Commentary Bullish analysts are pointing to Ciena as a key beneficiary of rising demand for optical networking tied to hyperscale data centers and AI related workloads.ナラティブの更新 • Jan 05
CIEN: Hyperscale And AI Optical Demand Will Drive Future Upside Potential
Narrative Update on Ciena The analyst price target for Ciena has moved from US$150 to US$305. This change reflects analysts' updated assumptions for faster revenue growth, higher profit margins, and a richer future P/E multiple, supported by recent research citing data center and AI driven optical demand, stronger networking fundamentals, and the Nubis acquisition.ナラティブの更新 • Dec 21
CIEN: AI Data Center Tailwinds Will Meet Rising Execution And Cost Risks
Analysts have raised their price target on Ciena by approximately $70 to about $200, reflecting higher expected revenue growth, improved profit margins, and accelerating AI and data center driven optical demand, including benefits from the Nubis acquisition. Analyst Commentary Bullish analysts highlight a broad reset higher in expectations, with multiple firms lifting targets into the $175 to $200 range as conviction grows around Ciena's ability to monetize AI and data center demand while integrating Nubis to enhance its optical portfolio.分析記事 • Dec 21
Ciena Corporation (NYSE:CIEN) Stocks Shoot Up 29% But Its P/S Still Looks Reasonable
Ciena Corporation ( NYSE:CIEN ) shares have continued their recent momentum with a 29% gain in the last month alone...ナラティブの更新 • Dec 07
CIEN: AI Optical Momentum Will Struggle To Sustain Recently Elevated Market Expectations
Analysts have raised their fair value estimate for Ciena to $167 from $152.63, citing stronger hyperscale and AI driven optical demand, rising data center investment, and the margin and growth tailwinds expected from the Nubis acquisition. Analyst Commentary Bullish analysts see Ciena as a primary beneficiary of accelerating hyperscale and AI driven optical demand, with rising data center investment and the Nubis acquisition underpinning expectations for durable double digit growth and margin expansion.ナラティブの更新 • Nov 23
CIEN: Share Price Momentum Will Face Headwinds If Execution Stumbles Amid AI Hype
Ciena's analyst price target has been raised from $142.06 to $152.63. Analysts cite the company's strengthening position in AI-driven data center markets and continued momentum in hyperscale optical demand as key factors in the upward revision.ナラティブの更新 • Nov 07
CIEN: Recent Share Price Rally Will Face Pressure From Overstretched Expectations
Ciena's analyst price targets have risen significantly in recent updates. This reflects growing optimism around the company's expanding data center exposure and healthy sector momentum.ナラティブの更新 • Oct 24
Cloud And AI Networking Demand Will Drive New Market Opportunities
Ciena’s analyst price target has increased by approximately $9 to $142, as analysts point to accelerating data center investment, margin expansion, and strong networking sector momentum as key drivers of this upward revision. Analyst Commentary Recent analyst activity has signaled a strong shift in sentiment around Ciena, with price target upgrades and ratings changes highlighting both opportunities and risks facing the company as it navigates the evolving networking and data center landscape.分析記事 • Oct 15
Optimistic Investors Push Ciena Corporation (NYSE:CIEN) Shares Up 26% But Growth Is Lacking
Despite an already strong run, Ciena Corporation ( NYSE:CIEN ) shares have been powering on, with a gain of 26% in the...ナラティブの更新 • Oct 10
Cloud And AI Optical Networks Will Unlock New Opportunities
Ciena's analyst price target has increased from $127.22 to $132.69, as analysts point to the company's expanding data center opportunities and recent strategic initiatives as key drivers behind the upgrade. Analyst Commentary Recent research updates have highlighted both optimism and caution from the analyst community regarding Ciena’s prospects, following a series of upgrades, price target increases, and timely strategic moves.ナラティブの更新 • Sep 26
Cloud And AI Optical Networks Will Unlock New Opportunities
Analysts have raised Ciena's price target following strong Q3 results, robust AI and cloud-driven demand, and strategic acquisitions, though some caution that valuation now reflects much of this momentum; as a result, the consensus price target has increased from $123.97 to $127.22. Analyst Commentary Bullish analysts are raising price targets following Ciena's strong fiscal Q3 results, significant order growth, and an improved revenue growth outlook for FY26 (notably raised to 17%, well above consensus).ナラティブの更新 • Sep 11
Cloud And AI Optical Networks Will Unlock New Opportunities
Analysts raised their price target on Ciena to $123.97 following exceptional Q3 results, upward revisions to long-term revenue guidance driven by robust AI/cloud demand, and improved backlog visibility, though some caution remains on valuation after the stock's major rally. Analyst Commentary Bullish analysts cite Ciena's Q3 results exceeding expectations on both revenue and earnings, with a "strong beat and raise" quarter and the highest order quarter in company history.ナラティブの更新 • Aug 27
Growing AI And Cloud Demand Will Drive Future Market Share With WaveLogic 6 Extreme
Analysts have raised Ciena’s price target to $87.50 on surging demand from cloud providers and AI-driven infrastructure upgrades, though concerns over margin compression and limited earnings growth temper enthusiasm. Analyst Commentary Bullish analysts highlight surging demand for optical transmission and fiber infrastructure, driven by increasing data speeds and AI adoption, boosting Ciena’s revenue growth outlook.分析記事 • Aug 26
Ciena Corporation (NYSE:CIEN) Investors Are Less Pessimistic Than Expected
When you see that almost half of the companies in the Communications industry in the United States have price-to-sales...分析記事 • Aug 04
These 4 Measures Indicate That Ciena (NYSE:CIEN) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Feb 26
Ciena Q1 Earnings Preview: AI And Data Center Spending Needs To Be Strong
Summary Ciena Corporation's Q1 '25 earnings report is expected to show flat revenue growth, with EPS estimates of $0.41 non-GAAP and $0.14 GAAP on $1.05B in revenues. Key focus areas include AI-driven demand, data center spending, and the performance of new products like WaveLogic 6 Extreme and Nano. Management's confidence in long-term growth (8%-11%) hinges on robust AI and data center investments by tech giants like Meta, Amazon, and Alphabet. CIEN's future outlook and backlog growth will be critical indicators of its ability to overcome recent revenue stagnation and capitalize on AI trends. Read the full article on Seeking AlphaSeeking Alpha • Dec 16
Ciena Delivers Strong Q4 Earnings, But Valuation Demands Precision
Summary Ciena Corporation has shown impressive growth, with a nearly 100% YTD return and a strong annualized ROR of 15.12% since 2015. Ciena's advanced tech, like the WaveLogic 6 Extreme, addresses growing bandwidth demands, but profitability pressures and inventory management challenges persist. Long-term growth prospects in cloud and AI are promising, but the stock's current high price leaves little room for error. Despite strong performance and market enthusiasm, Ciena's high valuation and need for near-perfect execution make it a cautious "hold" for investors. Read the full article on Seeking Alpha株主還元
| CIEN | US Communications | US 市場 | |
|---|---|---|---|
| 7D | -0.6% | -0.2% | 1.6% |
| 1Y | 624.7% | 101.1% | 28.5% |
業界別リターン: CIEN過去 1 年間で101.1 % の収益を上げたUS Communications業界を上回りました。
リターン対市場: CIEN過去 1 年間で28.5 % の収益を上げたUS市場を上回りました。
価格変動
| CIEN volatility | |
|---|---|
| CIEN Average Weekly Movement | 11.1% |
| Communications Industry Average Movement | 9.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: CIEN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CIENの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1992 | 8,989 | Gary Smith | www.ciena.com |
ネットワーク・テクノロジー企業であるシエナ・コーポレーションは、アメリカ大陸、ヨーロッパ、中東、アフリカ、アジア太平洋地域、日本、インドのさまざまなネットワーク事業者にハードウェア、ソフトウェア、サービスを提供している。ネットワーキング・プラットフォーム事業、プラットフォーム・ソフトウェア＆サービス事業、ブループラネット・オートメーション・ソフトウェア＆サービス事業、グローバル・サービス事業を展開している。ネットワーキング・プラットフォーム部門は、光ネットワーキング、ルーティング、スイッチング製品およびサービスで構成されている。このセグメントの製品には、6500 パケット・オプティカル・プラットフォーム、Waveserver モジュラー相互接続システム、6500 リコンフィギュラブル・ライン・システム、コヒーレント・プラガブル・トランシーバー、3000 サービス・デリバリー・プラットフォーム・ファミリー、5000 サービス・アグリゲーション・ファミリー、8100 コヒーレント・ルーティング・プラットフォーム、仮想化ソフトウェアなどがある。プラットフォーム・ソフトウェア＆サービス部門では、ナビゲーター・ネットワーク・コントロール・スイート、ソフトウェア・サブスクリプション・サービス、コンサルティング、ネットワーク移行・統合、設置・アップグレード・サポート・サービス、テクニカルサポート・ソリューションを提供している。ブルー・プラネット・オートメーション・ソフトウェア＆サービス事業では、インベントリ管理、オーケストレーション、経路最適化・分析、統合保証・分析ソフトウェアを提供し、ブルー・プラネット・オートメーション・プラットフォームに関するサブスクリプション、インストール、サポート、コンサルティング、設計サービスを販売している。グローバルサービス部門は、アドバイザリー、イネーブルメント、導入、メンテナンス、サポート、学習活動などのサービスを提供している。シエナ・コーポレーションは1992年に設立され、メリーランド州ハノーバーに本社を置いている。
Ciena Corporation 基礎のまとめ
| CIEN 基礎統計学 | |
|---|---|
| 時価総額 | US$82.04b |
| 収益（TTM） | US$229.05m |
| 売上高(TTM) | US$5.12b |
358.2x
PER（株価収益率16.0x
P/SレシオCIEN は割高か？
公正価値と評価分析を参照収益と収入
| CIEN 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.12b |
| 売上原価 | US$2.97b |
| 売上総利益 | US$2.16b |
| その他の費用 | US$1.93b |
| 収益 | US$229.05m |
直近の収益報告
Jan 31, 2026
次回決算日
Jun 04, 2026
| 一株当たり利益（EPS） | 1.62 |
| グロス・マージン | 42.13% |
| 純利益率 | 4.47% |
| 有利子負債／自己資本比率 | 55.1% |
CIEN の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/31 20:00 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2025/11/01 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Ciena Corporation 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Jeffrey Kvaal | Barclays |
| Timothy Long | Barclays |