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Ciena raises FY2026 revenue outlook to $6.3B amid AI-led demand and sees TAM reaching ~$50B by 2029

Ciena Corp: Chart Analysis

Chart of the Week: Ciena Hey everyone. Happy Wednesday. Time to show you our chart of the week. So this week, for the first Wednesday in June, it’s gonna be Ciena; symbol CIEN. Jus...

Ciena: Backlog Becomes A Multi-Year Runway

Ciena (CIEN): AI-Driven Connectivity Demand Is Turning Into Stronger Revenue Visibility

Ciena: Up 80% YTD And Still Cheap

Stifel Raises its Price Target on Ciena (CIEN)

Why Ciena Stock More Than Doubled in the First Half of 2026

Ciena's optical networking systems became essential AI infrastructure in 2026. But the rally came with a hefty dose of valuation risk.

AI demands to drive multiple optical network architectures, Ciena says

According to Helen Xenos, senior director of portfolio marketing at Ciena, selecting the appropriate optical technology depends on the customer’s primary constraint In sum – what t...

Ciena sees AI networking market reaching $50 billion by 2029

Hyperscalers are focused on monetizing their AI compute investments, which continues to direct a larger share of spending towards network infrastructure, observes Ciena chief Gary...

Ciena: Great AI Prospects, But The Hurdle Is Too High

Colt and Ciena Complete Quantum-Safe Transatlantic Network Trial

Insider Brief PRESS RELEASE — Colt Technology Services (Colt), the global digital infrastructure company, and Ciena (NYSE: CIEN), the global leader in high-speed connectivity, have...

AI boom reshapes optical networking as hyperscaler spending accelerates

Spending patterns in the optical market are increasingly shaped by hyperscalers rather than traditional telecom operators – says Ciena, Nokia, and Dell’Oro on an RCR webinar. In su...

Why Ciena Stock Tumbled by Nearly 6% on Tuesday

It was a tough trading session for many tech stocks.

Why Ciena Stock Stumbled Today

It's floating a large-scale convertible notes issue.

Quant snapshot: Ciena, Tilly’s among top-rated names as Here Group, Oddity Tech lag

Colt и Ciena успешно испытали «постквантовый» трансатлантический 800-Гбит/с канал

Компании Colt Technology Services и Ciena успешно провели «самую быструю» квантово-защищённую передачу данных через Атлантику. Трафик между Нью-Йорком и Лондоном передавался со ско...

ADTRAN (ADTN): Quantum-Safe Optical Transport Adds a Security Layer to AI Data Center Connectivity

The Next AI Infrastructure Battle is Optical

For most of the last decade, the optical layer connecting data centers was an IT plumbing decision, delegated to network engineers and reviewed by executives only when something br...

Unlock the power of scale-across with Cisco converged silicon, systems, and optics

Discover why network operators are turning to scale-across networking to meet the demands of AI traffic, why scale-across success requires converging silicon, systems, and optics,...

Corning’s Rise in AI Infrastructure – Key Partnerships Emerging

Corning's growing prominence in AI infrastructure, particularly within the hyperscaler community, signals a pivotal role in optical connectivity for next-gen data centers. With agr...

Pacific subsea networks emerge as AI expansion grid – as Telstra, Google, FLAG reshape global routing

A reciprocal infrastructure deal between Telstra and Google, a new India-Singapore route from FLAG, and a record-breaking fiber transmission test from Japan’s NICT all point to the...

Calix (CALX): FCC Gateway Clearance Supports a More Durable Broadband AI Platform Case

AI Networking to Skyrocket – Ciena Predicts $50B Market by 2029

The artificial intelligence networking market is set to skyrocket, with Ciena predicting it will hit $50 billion by 2029. This explosive growth highlights the increasing emphasis o...

Taara beams fiber-class data through the air to keep AI buildouts moving

Taara Beam swaps mechanical mirrors for a fingernail-sized photonic chip In sum – what we know: Fiber gets all the credit, and for good reason. It’s the backbone of global connecti...