Ciena Corp (CIEN)

$554.46 -37.11 (-6.27%)
Market Cap 78.40B
Revenue (ttm) 4.77B
Net Income (ttm) 123.34M
EPS (ttm) N/A
PE Ratio 258.33
Forward PE 115.49
Profit Margin 2.59%
Debt to Equity Ratio 0.55
Volume 2,423,300
Avg Vol 2,689,326
Day's Range N/A - N/A
Shares Out 141.40M
Stochastic %K 47%
Beta 1.24
Analysts Strong Sell
Price Target $405.33

Company Profile

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 consists optical networking, routing, and switching products and services. This segment products include the 6...

Industry: Communication Equipment
Sector: Technology
Phone: 410 694 5700
Address:
7035 Ridge Road, Hanover, United States
ChipDistribution7
ChipDistribution7 May. 17 at 7:38 PM
Let’s be real on $AAOI. Every AI GPU cluster needs high-speed optical interconnects — not optional, it’s physics. As data rates push 800G+, electrical limits force fiber-based solutions at scale. That’s where the demand curve sits for 2026 ramps. Market cap still ~mid-teens $B vs peers like $LITE / $COHR / $CIEN at much larger valuations, despite the same structural tailwind from AI infra buildout. This is basically a “picks & shovels of GPU bandwidth” trade — but execution still matters more than narrative. Follow me 👉@ChipDistribution7 for real-time updates and everything. Let’s make moves!
0 · Reply
Bazzzigar
Bazzzigar May. 15 at 1:19 PM
$CIEN FTV
0 · Reply
DonCorleone77
DonCorleone77 May. 15 at 12:02 PM
$CIEN Ciena price target raised to $675 from $425 at TD Cowen TD Cowen analyst Sean O'Loughlin raised the firm's price target on Ciena to $675 from $425 and keeps a Buy rating on the shares as part of an off-cycle compute semiconductor earnings preview. AI capex dollars continue to move higher as investors seek for the next "bottleneck" to infrastructure builds, the analyst tells investors in a research note. TD says this has driven a "bifurcation within the infrastructure trade" as the largest accelerator companies underperform while optical names trade higher on expectations of coming shortages. TD upped estimates citing ongoing momentum. The firm no sees $1.3 trillion in data center silicon spending by 2030, up from $1.2 trillion previously.
0 · Reply
opgenopgen
opgenopgen May. 14 at 2:33 PM
$CIEN BluGlass BLG.AX is the next big multibagger! BluGlass signs $1.3M agreement to advance photonics manufacturing collaboration*** https://x.com/aktienboersen/status/2051829071252787559
0 · Reply
YouVSYou
YouVSYou May. 14 at 11:06 AM
$POET just stepped deeper into the AI photonics war. $50M supply deal signed with Lumilens for optical engines tied to next-gen AI infrastructure. Framework could scale toward $500M over 5 years if execution hits. This is all about solving the AI data bottleneck — faster GPU communication, lower latency, higher bandwidth. 800G + 1.6T optics are where the money is flowing next. 👀 Chart still looks constructive above key breakout zone. 🔹 Bulls want: 13.80-14.00 held 🔹 Break/hold over 14.74 (R2) opens: 17.64 → 20.55 🔹 If momentum really catches: 23+ not crazy 🔹 Lose 12.84 and momentum cools fast $AAOI $LITE $CIEN $MRVL traders probably watching this space closely now too Dips given under $7 undefeated
0 · Reply
ronirona
ronirona May. 13 at 11:50 PM
$CSCO Have been following this stock for 25 years. I am pretty sure I never seen this stock pop 20% on earnings. Never under John Chambers nor Chuck Robbins. Again it's not the earnings or estimates itself but basically declaring they are another $AMD $CIEN $NOK
3 · Reply
TRADER_JAKER
TRADER_JAKER May. 13 at 11:40 PM
$CIEN $VIAV Should see big gains tomorrow at market open after $CSCO earnings blowout
1 · Reply
MorganHoratio
MorganHoratio May. 13 at 10:28 PM
All these stocks hit new 52 WEEK HIGHS at some point today Hewlett Packard $HPE Flextronics $FLEX Monolithic Power $MPWR Ciena $CIEN eBay $EBAY This list of 52-week highs maps out the "Hard Tech" backbone of the AI era! $HPE’s surging AI server demand, $MPWR’s dominance in power management, and $FLEX’s strategic spin-off of its AI data center unit prove that capital is rotating into the physical and energy layers of AI. Even $EBAY hitting new highs signals a surprising resilience in consumer tech. In the AI infrastructure race, do you bet on $MPWR for "power efficiency" or $CIEN for "connectivity"? Who do you think is the most undervalued "Foundational" play right now? Let’s hear your picks below!
0 · Reply
Narkat
Narkat May. 13 at 8:56 PM
$CSCO thank you. next $CIEN
0 · Reply
msufans
msufans May. 13 at 9:47 AM
$LITE vs $CIEN which one is the best? $CIEN $800 by the end of the month
0 · Reply
Latest News on CIEN
Ciena price target raised to $675 from $425 at TD Cowen

2026-05-15T13:54:45.000Z - 2 days ago

Ciena price target raised to $675 from $425 at TD Cowen

These smaller tech stocks are punching well above their weight

May 9, 2026, 8:00 AM EDT - 8 days ago

These smaller tech stocks are punching well above their weight

COHU ICHR LITE MXL SIMO SNDK UCTT

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

May 7, 2026, 9:00 AM EDT - 10 days ago

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

Ciena price target raised to $585 from $430 at Stifel

2026-05-05T11:42:03.000Z - 12 days ago

Ciena price target raised to $585 from $430 at Stifel

COHR LITE

The Big 3: CIEN, SLB & ADBE

Apr 27, 2026, 1:01 PM EDT - 20 days ago

The Big 3: CIEN, SLB & ADBE

SLB ADBE

Top Fiber Optics Stocks In 2026

Apr 23, 2026, 10:24 AM EDT - 24 days ago

Top Fiber Optics Stocks In 2026

COHR LITE

These 20 stocks in the now-cheap tech sector are positioned for the fastest growth through 2028

Apr 14, 2026, 9:55 AM EDT - 4 weeks ago

These 20 stocks in the now-cheap tech sector are positioned for the fastest growth through 2028

AMD ANET APP AVGO CRWD DDOG FICO

Ciena Shares Higher from Big Money Boosts

Apr 10, 2026, 8:29 AM EDT - 5 weeks ago

Ciena Shares Higher from Big Money Boosts

These stocks in the S&P 500 are rising the most after Trump's cease-fire announcement

Apr 8, 2026, 10:49 AM EDT - 5 weeks ago

These stocks in the S&P 500 are rising the most after Trump's cease-fire announcement

AMAT ANET AVGO CCL COHR CRWD GLW

Final Trades: Cisco, Digital Realty and Ciena

Apr 2, 2026, 3:26 PM EDT - 6 weeks ago

Final Trades: Cisco, Digital Realty and Ciena

CSCO DLR

Big winners of today's rally are heavily involved in data centers, says Jim Cramer

Apr 1, 2026, 7:15 PM EDT - 6 weeks ago

Big winners of today's rally are heavily involved in data centers, says Jim Cramer

COHR INTC LITE MU SNDK STX TER

Vodafone Idea Deploys Ciena's WaveLogic 6 Extreme to Deliver High-Capacity Connectivity

Mar 31, 2026, 9:00 AM EDT - 6 weeks ago

Vodafone Idea Deploys Ciena's WaveLogic 6 Extreme to Deliver High-Capacity Connectivity

Ciena Transcript: AGM 2026

Mar 26, 2026, 4:00 PM EDT - 7 weeks ago

Ciena Transcript: AGM 2026

Quantum Computing Inc. and Ciena Demonstrate Next-Generation Quantum-Secured Communications with High-Speed Encryption using PQC and QKD at OFC 2026

Mar 11, 2026, 8:30 AM EDT - 2 months ago

Quantum Computing Inc. and Ciena Demonstrate Next-Generation Quantum-Secured Communications with High-Speed Encryption using PQC and QKD at OFC 2026

QUBT

Ciena Brings AI Networking Expertise to OFC 2026

Mar 10, 2026, 9:00 AM EDT - 2 months ago

Ciena Brings AI Networking Expertise to OFC 2026

Ciena Solidifies AI Networking Leadership, Unveils New Innovations for High-Speed Connectivity

Mar 10, 2026, 9:00 AM EDT - 2 months ago

Ciena Solidifies AI Networking Leadership, Unveils New Innovations for High-Speed Connectivity

These 6 stocks could be major winners of an upcoming optics ‘supercycle'

Mar 7, 2026, 8:00 AM EST - 2 months ago

These 6 stocks could be major winners of an upcoming optics ‘supercycle'

AAOI COHR CSCO FN LITE

Ciena Stock Stabilizes After Big Drop. Why Wall Street Thinks It Will Bounce Back.

Mar 6, 2026, 10:01 AM EST - 2 months ago

Ciena Stock Stabilizes After Big Drop. Why Wall Street Thinks It Will Bounce Back.

Ciena Earnings Call Transcript: Q1 2026

Mar 5, 2026, 8:30 AM EST - 2 months ago

Ciena Earnings Call Transcript: Q1 2026

Ciena Beats Earnings Estimates Thanks to AI Demand. The Stock Is Falling.

Mar 5, 2026, 7:15 AM EST - 2 months ago

Ciena Beats Earnings Estimates Thanks to AI Demand. The Stock Is Falling.

Ciena Reports Fiscal First Quarter 2026 Financial Results

Mar 5, 2026, 7:00 AM EST - 2 months ago

Ciena Reports Fiscal First Quarter 2026 Financial Results

These S&P 500 stocks are falling the hardest on Tuesday

Mar 3, 2026, 10:41 AM EST - 2 months ago

These S&P 500 stocks are falling the hardest on Tuesday

ALB APO ARES BX FCX GEV GLW

Ciena Unveils the Industry's Highest-Density, Lowest-Power Pluggable Optical Engine to Meet Data Center AI Demands

Feb 25, 2026, 9:00 AM EST - 2 months ago

Ciena Unveils the Industry's Highest-Density, Lowest-Power Pluggable Optical Engine to Meet Data Center AI Demands

Lumen Boosts AI Network Transformation with Blue Planet's AI Studio and Agents

Feb 19, 2026, 9:00 AM EST - 3 months ago

Lumen Boosts AI Network Transformation with Blue Planet's AI Studio and Agents

LUMN

Ciena Announces Internet Availability of 2026 Annual Meeting Proxy Materials

Feb 12, 2026, 11:00 AM EST - 3 months ago

Ciena Announces Internet Availability of 2026 Annual Meeting Proxy Materials

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

Feb 5, 2026, 9:00 AM EST - 3 months ago

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

Ciena returns to S&P 500 after getting booted 17 years ago

Feb 4, 2026, 7:07 PM EST - 3 months ago

Ciena returns to S&P 500 after getting booted 17 years ago

Ciena Set to Join S&P 500; Arrowhead Pharmaceuticals to Join S&P MidCap 400; ADT and OneSpaWorld Holdings to Join S&P SmallCap 600

Feb 4, 2026, 6:15 PM EST - 3 months ago

Ciena Set to Join S&P 500; Arrowhead Pharmaceuticals to Join S&P MidCap 400; ADT and OneSpaWorld Holdings to Join S&P SmallCap 600

ADT ARWR DAY DVAX OSW

This AI stock just got called up to the S&P 500

Feb 4, 2026, 6:13 PM EST - 3 months ago

This AI stock just got called up to the S&P 500

Telekom Srbija and Mtel Deploy Ciena Optical Technology to Improve Cross-Border Connectivity

Jan 29, 2026, 9:00 AM EST - 3 months ago

Telekom Srbija and Mtel Deploy Ciena Optical Technology to Improve Cross-Border Connectivity

Trans Pacific Networks Selects Ciena Technology to Boost Undersea Connectivity on Echo and Tabua Cables

Jan 27, 2026, 9:00 AM EST - 3 months ago

Trans Pacific Networks Selects Ciena Technology to Boost Undersea Connectivity on Echo and Tabua Cables

Arista Networks Vs Ciena: Which Is The Stronger Buy Today?

Jan 20, 2026, 1:30 PM EST - 4 months ago

Arista Networks Vs Ciena: Which Is The Stronger Buy Today?

ANET

Ciena Transcript: 28th Annual Needham Growth Conference Virtual

Jan 13, 2026, 3:45 PM EST - 4 months ago

Ciena Transcript: 28th Annual Needham Growth Conference Virtual

These ‘underappreciated' AI stocks could finally get their chance to shine

Jan 7, 2026, 12:55 PM EST - 4 months ago

These ‘underappreciated' AI stocks could finally get their chance to shine

ANET CLS CSCO LITE META ORCL

Ciena to Webcast Financial Community Event – January 13, 2026

Jan 6, 2026, 9:00 AM EST - 4 months ago

Ciena to Webcast Financial Community Event – January 13, 2026

Ciena Earnings Call Transcript: Q4 2025

Dec 11, 2025, 8:30 AM EST - 5 months ago

Ciena Earnings Call Transcript: Q4 2025

Ciena Reports Fiscal Fourth Quarter 2025 and Year-End Financial Results

Dec 11, 2025, 7:00 AM EST - 5 months ago

Ciena Reports Fiscal Fourth Quarter 2025 and Year-End Financial Results

Constl & Ciena Achieve Breakthrough 1 Tbps Transmission Across 1,450 km Long-Haul Network Using WaveLogic 6 Extreme

Dec 4, 2025, 9:00 AM EST - 5 months ago

Constl & Ciena Achieve Breakthrough 1 Tbps Transmission Across 1,450 km Long-Haul Network Using WaveLogic 6 Extreme

Josh Brown's best stocks in the market: Morgan Stanley, Baker Hughes and Ciena

Dec 2, 2025, 1:38 PM EST - 5 months ago

Josh Brown's best stocks in the market: Morgan Stanley, Baker Hughes and Ciena

BKR MS

JPMorgan Has 15 Ideas for 'Bargain Hunting' Tech Stock Investors

Nov 22, 2025, 6:45 AM EST - 6 months ago

JPMorgan Has 15 Ideas for 'Bargain Hunting' Tech Stock Investors

ANET APH CLS COHR DELL FLEX FN

These 15 stocks are still showing momentum — and a market-beating edge

Nov 20, 2025, 3:45 PM EST - 6 months ago

These 15 stocks are still showing momentum — and a market-beating edge

BE CRDO GH INSM LITE MP MU

Ciena Announces Reporting Date and Web Broadcast for Fiscal Fourth Quarter and Year End 2025 Results

Nov 13, 2025, 9:00 AM EST - 6 months ago

Ciena Announces Reporting Date and Web Broadcast for Fiscal Fourth Quarter and Year End 2025 Results

Fidium and Ciena Supercharge Connectivity in Texas Triangle Megaregion

Nov 7, 2025, 5:07 PM EST - 6 months ago

Fidium and Ciena Supercharge Connectivity in Texas Triangle Megaregion

10 stocks that let you invest like Nvidia in the next hot AI trade

Nov 1, 2025, 7:30 AM EDT - 7 months ago

10 stocks that let you invest like Nvidia in the next hot AI trade

ALAB ANET APH COHR CRDO FN LITE

Global content providers choose Colt and Ciena to meet growth in demand for AI content, gaming and streaming

Oct 28, 2025, 5:00 AM EDT - 7 months ago

Global content providers choose Colt and Ciena to meet growth in demand for AI content, gaming and streaming

Trans Americas Fiber System Deploys Ciena High-Capacity Optical Technology on TAM-1 Submarine Cable

Oct 21, 2025, 3:00 AM EDT - 7 months ago

Trans Americas Fiber System Deploys Ciena High-Capacity Optical Technology on TAM-1 Submarine Cable

FLAG Improves Undersea Connectivity between Key Markets with Ciena WaveLogic 6

Oct 14, 2025, 9:00 AM EDT - 7 months ago

FLAG Improves Undersea Connectivity between Key Markets with Ciena WaveLogic 6

EXA Infrastructure Turns Up New Ashburn-Atlanta Route With Ciena

Oct 14, 2025, 9:00 AM EDT - 7 months ago

EXA Infrastructure Turns Up New Ashburn-Atlanta Route With Ciena

Great Plains Communications Deploys Ciena Coherent Routing Solutions to Upgrade Network in Illinois and Indiana

Oct 8, 2025, 11:00 AM EDT - 7 months ago

Great Plains Communications Deploys Ciena Coherent Routing Solutions to Upgrade Network in Illinois and Indiana

Comcast Deploys Ciena Technology to Extend Fiber Impact

Sep 30, 2025, 9:00 AM EDT - 8 months ago

Comcast Deploys Ciena Technology to Extend Fiber Impact

Ciena to Acquire Nubis Communications to Expand its Inside the Data Center Strategy and Further Address Growing AI Workloads

Sep 22, 2025, 9:00 AM EDT - 8 months ago

Ciena to Acquire Nubis Communications to Expand its Inside the Data Center Strategy and Further Address Growing AI Workloads

REDIMadrid Launches End-to-End Quantum Secure Data Transport Project with Ciena

Sep 9, 2025, 9:00 AM EDT - 8 months ago

REDIMadrid Launches End-to-End Quantum Secure Data Transport Project with Ciena

Ciena stock soars 22% on Thursday: what's driving CIEN's bullish momentum

Sep 4, 2025, 10:36 AM EDT - 9 months ago

Ciena stock soars 22% on Thursday: what's driving CIEN's bullish momentum

Ciena Earnings Call Transcript: Q3 2025

Sep 4, 2025, 8:30 AM EDT - 9 months ago

Ciena Earnings Call Transcript: Q3 2025

Ciena Stock Spikes on Earnings. It's a Sign of Strong AI Spending.

Sep 4, 2025, 7:20 AM EDT - 9 months ago

Ciena Stock Spikes on Earnings. It's a Sign of Strong AI Spending.

Ciena Reports Fiscal Third Quarter 2025 Financial Results

Sep 4, 2025, 7:00 AM EDT - 9 months ago

Ciena Reports Fiscal Third Quarter 2025 Financial Results

DFA and Ciena Shatter Fibre Capacity Records in World-First Trial in Partnership with Willcom

Aug 27, 2025, 9:00 AM EDT - 9 months ago

DFA and Ciena Shatter Fibre Capacity Records in World-First Trial in Partnership with Willcom

ChipDistribution7
ChipDistribution7 May. 17 at 7:38 PM
Let’s be real on $AAOI. Every AI GPU cluster needs high-speed optical interconnects — not optional, it’s physics. As data rates push 800G+, electrical limits force fiber-based solutions at scale. That’s where the demand curve sits for 2026 ramps. Market cap still ~mid-teens $B vs peers like $LITE / $COHR / $CIEN at much larger valuations, despite the same structural tailwind from AI infra buildout. This is basically a “picks & shovels of GPU bandwidth” trade — but execution still matters more than narrative. Follow me 👉@ChipDistribution7 for real-time updates and everything. Let’s make moves!
0 · Reply
Bazzzigar
Bazzzigar May. 15 at 1:19 PM
$CIEN FTV
0 · Reply
DonCorleone77
DonCorleone77 May. 15 at 12:02 PM
$CIEN Ciena price target raised to $675 from $425 at TD Cowen TD Cowen analyst Sean O'Loughlin raised the firm's price target on Ciena to $675 from $425 and keeps a Buy rating on the shares as part of an off-cycle compute semiconductor earnings preview. AI capex dollars continue to move higher as investors seek for the next "bottleneck" to infrastructure builds, the analyst tells investors in a research note. TD says this has driven a "bifurcation within the infrastructure trade" as the largest accelerator companies underperform while optical names trade higher on expectations of coming shortages. TD upped estimates citing ongoing momentum. The firm no sees $1.3 trillion in data center silicon spending by 2030, up from $1.2 trillion previously.
0 · Reply
opgenopgen
opgenopgen May. 14 at 2:33 PM
$CIEN BluGlass BLG.AX is the next big multibagger! BluGlass signs $1.3M agreement to advance photonics manufacturing collaboration*** https://x.com/aktienboersen/status/2051829071252787559
0 · Reply
YouVSYou
YouVSYou May. 14 at 11:06 AM
$POET just stepped deeper into the AI photonics war. $50M supply deal signed with Lumilens for optical engines tied to next-gen AI infrastructure. Framework could scale toward $500M over 5 years if execution hits. This is all about solving the AI data bottleneck — faster GPU communication, lower latency, higher bandwidth. 800G + 1.6T optics are where the money is flowing next. 👀 Chart still looks constructive above key breakout zone. 🔹 Bulls want: 13.80-14.00 held 🔹 Break/hold over 14.74 (R2) opens: 17.64 → 20.55 🔹 If momentum really catches: 23+ not crazy 🔹 Lose 12.84 and momentum cools fast $AAOI $LITE $CIEN $MRVL traders probably watching this space closely now too Dips given under $7 undefeated
0 · Reply
ronirona
ronirona May. 13 at 11:50 PM
$CSCO Have been following this stock for 25 years. I am pretty sure I never seen this stock pop 20% on earnings. Never under John Chambers nor Chuck Robbins. Again it's not the earnings or estimates itself but basically declaring they are another $AMD $CIEN $NOK
3 · Reply
TRADER_JAKER
TRADER_JAKER May. 13 at 11:40 PM
$CIEN $VIAV Should see big gains tomorrow at market open after $CSCO earnings blowout
1 · Reply
MorganHoratio
MorganHoratio May. 13 at 10:28 PM
All these stocks hit new 52 WEEK HIGHS at some point today Hewlett Packard $HPE Flextronics $FLEX Monolithic Power $MPWR Ciena $CIEN eBay $EBAY This list of 52-week highs maps out the "Hard Tech" backbone of the AI era! $HPE’s surging AI server demand, $MPWR’s dominance in power management, and $FLEX’s strategic spin-off of its AI data center unit prove that capital is rotating into the physical and energy layers of AI. Even $EBAY hitting new highs signals a surprising resilience in consumer tech. In the AI infrastructure race, do you bet on $MPWR for "power efficiency" or $CIEN for "connectivity"? Who do you think is the most undervalued "Foundational" play right now? Let’s hear your picks below!
0 · Reply
Narkat
Narkat May. 13 at 8:56 PM
$CSCO thank you. next $CIEN
0 · Reply
msufans
msufans May. 13 at 9:47 AM
$LITE vs $CIEN which one is the best? $CIEN $800 by the end of the month
0 · Reply
msufans
msufans May. 13 at 9:42 AM
$CIEN will we see $ 800 by the end of the month?
0 · Reply
CrayonGraphs
CrayonGraphs May. 13 at 4:06 AM
$SNDK $WDC $STX $NVDA $CIEN $BITCHCOIN but up? recap[itulate and dont be exit volatility...GL!
0 · Reply
opgntozero
opgntozero May. 11 at 7:42 PM
$CIEN BluGlass Limited BLG.AX is the next cien https://x.com/aktienboersen/status/2051931877678702766
0 · Reply
WAJeff
WAJeff May. 11 at 4:22 PM
$CIEN $592.70 52 week high
0 · Reply
HericuleParrot
HericuleParrot May. 11 at 4:08 PM
$CIEN solddat 500 , missing it now
0 · Reply
cfromhertz
cfromhertz May. 11 at 3:30 PM
$GLW nice continuation to new highs optical group strong today $AAOI $LITE $CIEN $VIAV etc
0 · Reply
StockAuthority123
StockAuthority123 May. 11 at 12:53 PM
$QCOM meme stocks from the dotcom bubble finishing assembling for a last dance before the drop. $MSTR $SNDK $QCOM $CIEN $GLW
0 · Reply
MachetePanda
MachetePanda May. 7 at 7:52 PM
$CIEN In here
0 · Reply
Iwannagofast1
Iwannagofast1 May. 7 at 7:09 PM
$CIEN this is up 625% in one year, although I only made 245% on it thanks for the partial year of amazing returns!!!
0 · Reply
BeauvoirDeBull
BeauvoirDeBull May. 7 at 7:09 PM
$HPE this has optical networking but isn’t getting the love $CIEN is getting. HPE is one to watch for long term
0 · Reply
WAJeff
WAJeff May. 7 at 7:01 PM
$CIEN add 520.50
1 · Reply
naz2hi
naz2hi May. 7 at 5:37 PM
$AAOI … one lingering concern some analysts have expressed ahead today's Q1 ER concerns the delayed ramp of AAOI's 800G products will have on the company's Q1 results. Which is expected to be somewhat negative given the resulting unfavorable remaining product mix in Q1, with heavier reliance on lower-margin 400G products. And thus, creating a headwind to gross margin despite strength in CATV. Additionally, capacity constraints and supply chain limitations are expected to continue to cap revenue upside, preventing the company from fully meeting strong customer demand. As well as, increasingly stiff competition from Lumentum ($LITE), Ciena ($CIEN) and Coherent ($COHR) in the optical networking market. Especially, now following Coherent and Lumentums partnerships with NVIDIA.
0 · Reply