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Arphra AIPlain-English read on Ciena Corporation’s valuationAI Issuer Brief
Arphra AILoading cached brief…
Fair value
Football field →Weighted blend
$121.21
-75.17% vs spot
Recommendation
Sell
15 of 16 methods
Method spread
0bull15bear
±5% threshold
Analyst PT consensus: $334.17 (-31.55%)
Price change · trailing returns
Live| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -8.85% | -12.74% | -15.36% | +65.96% | +142.04% | +108.75% | +571.36% | +1051.71% | +703.37% | +2195.30% | +277.00% |
Insider · 30d
History →Bought
$0
0 txns
Sold
$7.7M
10 txns
Net flow
−$7.7M
Aftermarket
LiveLast trade
$478.44
Bid
$451.03
40 sh
Ask
$488.00
100 sh
Spread
$36.970
Recent quarters
All financials →| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q1 Jan 2026 | $1.43B | $150.28M | $1.03 |
| Q4 Nov 2025 | $1.35B | $19.49M | $0.13 |
| Q3 Aug 2025 | $1.22B | $50.31M | $0.35 |
| Q2 May 2025 | $1.13B | $8.97M | $0.06 |
| Q1 Feb 2025 | $1.07B | $44.57M | $0.31 |
| Q4 Nov 2024 | $1.12B | $37.03M | $0.25 |
Analyst view
DB · price_targets + analyst_gradesConsensus target
$334.17
-31.55% upside
Low
$190.00
Median
$340.00
High
$416.00
Recent actions
0 ↑0 ↓8 hold
- May 01, 2026
- Apr 01, 2026
- Mar 01, 2026
- Feb 01, 2026
- Jan 01, 2026
News
DB · news_items- CIEN Turns Supply Constraints Into Opportunity With Another Guidance Hikezacks.com·Jun 05, 2026
- Ciena Corp (CIEN) Q2 2026 Earnings Call Highlights: Record Revenue Growth and Strategic Winsgurufocus.com·Jun 04, 2026
- Why Ciena Stock Is Plummeting Todayfool.com·Jun 04, 2026
- Why Ciena Fell By Nearly 20% After Posting Second Quarter Resultsseekingalpha.com·Jun 04, 2026
- Ciena stock sinks despite earnings beat as investors seek bigger AI upsideinvezz.com·Jun 04, 2026
- Ciena Corporation (CIEN) Q2 2026 Earnings Call Transcriptseekingalpha.com·Jun 04, 2026
- CIEN Q2 Earnings Beat on AI-Led Networking Demand, FY26 View Elevatedzacks.com·Jun 04, 2026
- Ciena reports fiscal Q2 earnings beat, shares slide on guidanceproactiveinvestors.com·Jun 04, 2026
Peers
- TERTeradyne, Inc.$345.42$54.08B
- ERICTelefonaktiebolaget LM Ericsson (publ)$11.76$39.17B
- HPEHewlett Packard Enterprise Company$28.57$37.91B
- SATSEchoStar Corporation$123.18$35.43B
- CRDOCredo Technology Group Holding Ltd$184.38$34.01B
- ZMZoom Communications, Inc.$103.44$30.48B
- TDYTeledyne Technologies Incorporated$640.33$29.67B
- WITWipro Limited$2.03$21.27B
Total assets
$5.86B
Total debt
$1.58B
Cash & equiv
$1.09B
Operating CF
$806.09M
Free cash flow
$665.29M
Buybacks
-$334.51M
Recent insiders
All →| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
SMITH GARY B director, officer: President, CEO | Sell | 2,952 | $1.59M | May 01, 2026 |
DiPerna Dino officer: SVP Global R&D | Sell | 1,322 | $623.71K | Apr 15, 2026 |
Rothenstein David M officer: SVP and Chief Strategy Officer | Sell | 2,500 | $1.17M | Apr 15, 2026 |
Gage Brodie officer: SVP Global Products & Supply | Sell | 1,200 | $566.15K | Apr 15, 2026 |
DiPerna Dino officer: SVP Global R&D | Sell | 1,507 | $710.99K | Apr 15, 2026 |
SMITH GARY B director, officer: President, CEO | Sell | 2,952 | $1.38M | Apr 15, 2026 |
Income statement · annual
5y| Period | Revenue | Op income | Net income | EPS | Net margin |
|---|---|---|---|---|---|
| FY 2025 | $4.77B | $310.79M | $123.34M | $0.85 | +2.59% |
| FY 2024 | $4.01B | $191.21M | $83.96M | $0.58 | +2.09% |
| FY 2023 | $4.39B | $384.85M | $254.83M | $1.71 | +5.81% |
| FY 2022 | $3.63B | $257.23M | $152.9M | $1.00 | +4.21% |
| FY 2021 | $3.62B | $527.49M | $500.2M | $3.19 | +13.81% |