Market Cap
$49.9B
CIEN
CIENA CORP
$386.92 ▲ +2.05%
Prev close $379.14Market cap$49.9B
ConsensusBuy
12-mo target$512.99 (+32.6%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (7 insiders)High Impact Filing (8/10)37 New Institutional Positions13 Institutional Exits Media & Telecom
Snapshot
The big-picture read on CIEN right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (73%)
Inst. Holders
50 funds
Inst. Value
$53.0B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $12.6M sell
Insider Net $
-$12.6M
Social Sentiment
79° Bullish
SEC Reports
20
Price chart 30d +9.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 25, 2026 Insider
Cumello Joseph sold 1,586 shares
EVP & General Mgr. @ $358.52 ($568.6K)
Sep 24, 2026 Insider
Claflin Bruce L. sold 2,857 shares
Director @ $355.91 ($1.0M)
Sep 24, 2026 Insider
NEVENS THOMAS MICHAEL gifted 2,797 shares
Director
Sep 24, 2026 short_volume
Sep 3, 2026 SEC Short Volume: CIEN — 58.1% short (0.4M / 0.6M)
Short: 352,880 | Exempt: 44 | TRF Vol: 607,685 | Short Ratio: 58.1% | Off-exchange volume (dark pool
Ciena reported a record fiscal Q3 2026 with revenue of $1.67B (+37% YoY) and adjusted EPS of $2.11 (+215% YoY), signific
8-K — Impact 8/10
Three CIEN insiders, including the CEO and CFO, sold a total of $4.00M in open-market sales over a 3-day window. At a $6
CLUSTER — Impact 3/10
Institutional 13F cluster for CIEN shows mixed activity in Q2 2026: 4 asset managers added $63.4M while 3 trimmed $58.0M
INST-CLUSTER — Impact 3/10
Jun 30, 2026 Inst.
AMERICAN CENTURY COMPANIES INC — DOUBLED
1,851,788 shares ($908.4M)
Analyst ratings buy % +2.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
73% rate it Buy or better · 26 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Bernstein | INITIATE | Outperform | 51% |
| Sep 21, 2026 | Evercore ISI Group | UPGRADE | Outperform | 59% |
| Sep 17, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Sep 17, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Sep 17, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 17, 2026 | Needham | REITERATE | Buy | 50% |
| Sep 4, 2026 | B. Riley Securities | MAINTAIN | Neutral | 54% |
| Sep 4, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 4, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 4, 2026 | UBS | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 12 | 7 | 0 | 0 | 73% | |
| Aug 1, 2026 | 7 | 11 | 8 | 0 | 0 | 69% | |
| Jul 1, 2026 | 7 | 11 | 8 | 0 | 0 | 69% | |
| Jun 1, 2026 | 7 | 11 | 8 | 0 | 0 | 69% | |
| May 1, 2026 | 7 | 11 | 7 | 0 | 0 | 72% | |
| Apr 1, 2026 | 7 | 11 | 7 | 0 | 0 | 72% | |
| Mar 1, 2026 | 6 | 10 | 8 | 0 | 0 | 67% | |
| Feb 1, 2026 | 6 | 10 | 8 | 0 | 0 | 67% |
Price targets
Where 20 covering analysts think CIEN trades over the next 12 months.
$512.99 +32.6% upside Strong Buy
Current$386.92 Low$347.00 Median$536.50 High$660.00 20 analysts
$347.00$660.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
79°
Bullish
BearishNeutralBullish
Recent posts
CIEN looks like the same setup I saw on Dell last week — thoughts?
▲ 1 · 💬 7· ⚡ 0.5
CIEN 🚀
▲ 1 · 💬 0· ⚡ 0.5
Ciena just showed why AI infrastructure is bigger than Nvidia
▲ 1 · 💬 0· ⚡ 0.5
CIEN earnings setup: bullish positioning, but elevated IV changes the trade setup
▲ 1 · 💬 0· ⚡ 0.5
AVGO and CIEN
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 3 bullish, 1 bearish, 1 mixed, 15 neutral · avg impact 3.6/10.
BULLISH8-K8/10
Ciena reported a record fiscal Q3 2026 with revenue of $1.67B (+37% YoY) and adjusted EPS of $2.11 (
Sep 3, 2026
NEUTRALCLUSTER3/10
Three CIEN insiders, including the CEO and CFO, sold a total of $4.00M in open-market sales over a 3
Aug 19, 2026
NEUTRALINST-CLUSTER3/10
Institutional 13F cluster for CIEN shows mixed activity in Q2 2026: 4 asset managers added $63.4M wh
Jul 24, 2026
NEUTRALCLUSTER2/10
Four CIEN insiders, including the CEO and Chief Strategy Officer, sold a total of $3.01M in open-mar
Jul 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 24, 2026
short_volume
Short Volume: CIEN — 58.1% short (0.4M / 0.6M)
Short: 352,880 | Exempt: 44 | TRF Vol: 607,685 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
trading_halt
Halt Resumed: CIEN — trading resumed after T3 (News and Resumption Times)
Halted 2026-09-16T17:43:28.000Z | Resumed 2026-09-16T18:11:43.000Z
Sep 16, 2026
trading_halt
Trading Halt: CIEN — T1 (News Pending)
Ciena Corporation Common Stock | Market: NYSE | Code: T1 — News Pending
Sep 16, 2026
trading_halt
Trading Halt: CIEN — T3 (News and Resumption Times)
Ciena Corporation Common Stock | Market: NYSE | Code: T3 — News and Resumption Times
Sep 8, 2026
ftd
FTD: CIEN — 39,058 shares ($12.5M) failed to deliver
Settlement: 20260908, Price: $321.00, FTD Value: $12,537,618, CIENA CORP COM NEW
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.62 | $1.49–$1.86 | 1143.8% | +17.8% | 5↑ 0↓ | $1.8B | 5 |
| Next Q | $2.36 | $2.10–$2.59 | 74.7% | +17.8% | 13↑ 0↓ | $1.8B | 15 |
| Current FY | $7.17 | $6.99–$7.33 | 171.4% | +9.3% | 16↑ 0↓ | $6.4B | 19 |
| Next FY | $10.24 | $9.82–$11.28 | 76.5% | +26.6% | 7↑ 0↓ | $8.4B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.617 | — |
| 7d ago | $1.617 | — |
| 30d ago | $1.373 | +0.244 |
| 60d ago | $1.373 | +0.244 |
| 90d ago | $1.373 | +0.244 |
Institutional ownership
Which big funds own CIEN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $53.0B total value (107,904,303 shares) as of 2026-Q2. Top holders: FMR, BlackRock,, JPMORGAN. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 19,113,538 | $9.4B | 17.7% | — |
| BlackRock, Inc. | 12,718,494 | $6.2B | 11.8% | — |
| JPMORGAN CHASE & CO | 11,206,209 | $5.4B | 10.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,233,803 | $4.5B | 8.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,680,665 | $3.8B | 7.1% | — |
| STATE STREET CORP | 6,680,578 | $3.3B | 6.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,370,462 | $1.6B | 3.1% | — |
| AMERICAN CENTURY COMPANIES INC | 1,851,788 | $908.4M | 1.7% | DOUBLED +245.6% |
| BANK OF AMERICA CORP /DE/ | 1,788,582 | $877.4M | 1.7% | — |
| Capital World Investors | 1,755,602 | $861.2M | 1.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 535,842 | 1,851,788 | +245.6% | $908.4M |
| NORGES BANK | NEW | — | 1,703,155 | — | $835.5M |
| Nuveen, LLC | ADD | 844,193 | 1,391,429 | +64.8% | $682.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 851,932 | 1,145,480 | +34.5% | $561.9M |
| Legal & General Group Plc | ADD | 648,383 | 887,054 | +36.8% | $435.2M |
| VOYA INVESTMENT MANAGEMENT LLC | TRIM | 1,205,099 | 731,614 | -39.3% | $358.9M |
| Amundi | ADD | 431,232 | 675,105 | +56.6% | $331.2M |
| Capital Research Global Investors | NEAR_EXIT | 2,750,050 | 656,554 | -76.1% | $322.1M |
| Jericho Capital Asset Management L.P. | TRIM | 1,656,172 | 561,513 | -66.1% | $275.5M |
| Pictet Asset Management Holding SA | DOUBLED | 59,834 | 414,698 | +593.1% | $203.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net -$12.6M — $0.00 bought, $12.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Cumello Joseph | EVP & General Mgr. | SELL | 1,586 | $358.52 | $568.6K |
| Sep 24, 2026 | Claflin Bruce L. | Director | SELL | 2,857 | $355.91 | $1.0M |
| Sep 24, 2026 | NEVENS THOMAS MICHAEL | Director | GIFT | 2,797 | — | — |
| Sep 23, 2026 | NEVENS THOMAS MICHAEL | Director | SELL | 3,738 | $359.04 | $1.3M |
| Sep 20, 2026 | Graff Marc D. | EVP & Chief Financial Officer | TAX W/H | 286 | $348.80 | $99.8K |
| Sep 20, 2026 | Kosaraju Sheela | EVP & Chief Legal Officer | TAX W/H | 156 | $348.80 | $54.4K |
| Sep 20, 2026 | Kosaraju Sheela | EVP & Chief Legal Officer | TAX W/H | 691 | $348.80 | $241.0K |
| Sep 20, 2026 | Kosaraju Sheela | EVP & Chief Legal Officer | TAX W/H | 549 | $348.80 | $191.5K |
| Sep 20, 2026 | Kosaraju Sheela | EVP & Chief Legal Officer | TAX W/H | 330 | $348.80 | $115.1K |
| Sep 20, 2026 | Kosaraju Sheela | EVP & Chief Legal Officer | TAX W/H | 189 | $348.80 | $65.9K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CIEN.
Shares short
3,590,902
Settlement Sep 15, 2026
Change vs prior
+7.3%
Semi-monthly cycle
Days to cover
1.2
At avg daily volume
Of shares outstanding
≈2.5%
Estimate — not % of float
| Halted | Code | Reason | Status |
|---|---|---|---|
| Sep 16, 2026 | T3 | Resumption Scheduled | Resumed |
| Sep 16, 2026 | T1 | News Pending | Not resumed |
All CIEN filing & press-release reports (24)
- 8-K reportSep 3, 2026
- CLUSTER reportAug 19, 2026
- INST-CLUSTER reportJul 24, 2026
- CLUSTER reportJul 17, 2026
- CLUSTER reportJul 17, 2026
- CLUSTER reportJul 7, 2026
- CLUSTER reportJul 6, 2026
- CLUSTER reportJul 6, 2026
- CLUSTER reportJun 30, 2026
- 144 reportJun 25, 2026
- INST-CLUSTER reportJun 19, 2026
- CLUSTER reportJun 17, 2026
- CLUSTER reportJun 17, 2026
- 8-K reportJun 11, 2026
- 8-K reportJun 8, 2026
- 8-K reportJun 4, 2026
- CLUSTER reportMay 19, 2026
- CLUSTER reportApr 17, 2026
- 144 reportApr 15, 2026
- 144 reportApr 15, 2026
- CLUSTER reportApr 3, 2026
- CLUSTER reportMar 24, 2026
- CLUSTER reportMar 18, 2026
- 8-K reportMar 5, 2026