CIEN · Ciena Corp
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $342M | Q2 FY 2026 | — |
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| Adjusted Gross Margin non-GAAP | 44.9% | Q2 FY 2026 | — |
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| Adjusted Operating Margin non-GAAP | 19.5% | Q2 FY 2026 | — |
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| Cloud provider revenue share | 46% | Q2 FY 2026 | — |
| DSO | 71 | Q2 FY 2026 | — |
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| Free cash flow non-GAAP | $219M | Q2 FY 2026 | — |
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| Net debt | $138M | Q2 FY 2026 | — |
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| WL6 Extreme customers | 110 | Q2 FY 2026 | — |
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| Adjusted EPS non-GAAP | $1.35 | Q1 FY 2026 | — |
| Adjusted Operating Expense non-GAAP | $383M | Q1 FY 2026 | — |
| Direct Cloud Provider as percentage of total revenue | 42% | Q1 FY 2026 | — |
| Direct Cloud Provider revenue YoY growth | 76% | Q1 FY 2026 | — |
| EMEA revenue YoY growth | 27% | Q1 FY 2026 | — |
| Global Services revenue YoY growth | 26% | Q1 FY 2026 | — |
| Non-telco as percentage of total revenue | 53% | Q1 FY 2026 | — |
| Shares repurchased | 0.4M | Q1 FY 2026 | — |
| Total shareholder return five-year CAGR | 44% | Q1 FY 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Communication Equipment — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CIEN
this stock
Ciena Corp
|
$53.57B | +61.8% | +18.8% | 126.2 | 2.1% |
|
CSCO
Cisco Systems, Inc.
|
$433.28B | +42.7% | +2.8% | 36.5 | 1.5% |
|
LITE
Lumentum Holdings Inc.
|
$85.77B | +142.8% | +24.6% | — | 8.1% |
|
MSI
Motorola Solutions, Inc.
|
$80.52B | +26.8% | +5.7% | 38.3 | 1.9% |
|
HPE
Hewlett Packard Enterprise Co
|
$69.27B | +117.8% | +13.8% | 48.0 | 4.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CIEN | -4.4% | +0.4% | +18.8% | +0.4% | +61.8% |
| SPY | +0.5% | +3.0% | +13.4% | +3.0% | +12.8% |
| vs SPY | -4.9% | -2.6% | +5.4% | -2.6% | +49.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.