Entities / Company
Ciena.
telecommunications company
- Reports this week
- 3
- Active events
- 4
- Connections
- 147
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
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Citigroup raised price targets and ratings, and a filing was required under Rule 10b5-1, while MarketBeat aggregated consensus data.Some support2 reports
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Space Norway awarded Ciena a turnkey contract to modernize subsea cable systems connecting Svalbard and Jan Mayen.Some support1 report
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Meta's business is expanding Ciena's addressable market, leading Bank of America to expect revenue growth for Ciena.Some support1 report
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Optical networking stocks, including AXT, Lumentum, and Ciena, fell sharply amid concerns over the silicon photonics market.Some support1 report
Earlier this month
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Openreach selected Ciena's optical technology on October 9, 2026.Some support1 report
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Both the iShares Morningstar and Vanguard Small-Cap ETFs target small-cap stocks, with Roku, Ciena, and Astera Labs being listed holdings.Some support8 reports
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Tempus and Ciena experienced significant daily price movements following reports on AI diagnostics.Some support1 report
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Raymond James Financial boosted the price target for Ciena shares.Some support5 reports
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Cramer gave positive opinions on Ciena and Santander stock, while expressing concern about Europe.Some support2 reports
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CtrlS is expanding its operations in India and has begun deploying network platforms supplied by Ciena.Some support2 reports
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Buffett's essay discusses how share prices don't reflect business value, specifically mentioning Gentherm Incorporated.Well supported39 reports3 developments inside
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A US proposal restricts Chinese optical transceivers, involving companies like Ciena and Microsoft.Some support2 reports1 development inside
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Ciena and NetApp are benefiting from the enterprise AI infrastructure boom.Some support2 reports1 development inside
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Ciena, Coherent, and Lumentum are noted for having different approaches within the optical networking market.Some support3 reports1 development inside
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Analysts compared the business strengths and market targets of Ciena and F5, Inc.Some support1 report
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Ciena and Nokia operate in the optical data center interconnect market.Some support3 reports
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Ciena was selected to provide high-capacity connectivity and manage key route upgrades across West Africa, South Africa, and Western Europe.Some support1 report
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Silicom and Ciena are being compared as technology companies.Some support1 report
One to three months ago
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Ciena is involved in the deployment of optical networking to deliver AI services directly to consumers.Well supported3 reports
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Ciena is providing technology solutions to support the growth of data centers in New Zealand.Some support2 reports
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Telstra is expanding its network using Ciena's technology between Melbourne and Sydney.Some support1 report
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Both Ciena and Applied Optoelectronics operate within the optical networking market.Some support1 report
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Ciena's future growth is being analyzed, with expert Atif Malik predicting increases driven by supply boosts, utilizing data from FactSet.Some support1 report
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Both networking firms Ciena and Nokia are down 40-50% from their 52-week high.Some support1 report
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Ciena, Cisco, and Arista Networks are operating in the same broader technology market, facing varying market tailwinds and headwinds.Some support3 reports
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Ciena conducted research targeting Indian telecom providers.Some support1 report
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Ciena and Nebius Group have shown consistency in their market outlook.Some support1 report
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Analysts evaluated Nvidia and Broadcom as part of the sector, while Ciena experienced a price target reduction.Some support1 report
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Ciena Corporation is headquartered in Hanover, MD.Some support4 reports
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Lumentum and Ciena are benefiting from the AI optical connectivity boom, with Lumentum's Q4 revenue reframing the supply chain.Some support2 reports
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Ciena and Quantum Corridor are building advanced optical and quantum networking infrastructure connecting data centers in Chicago and Hammond, Indiana.Some support2 reports
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Ciena filed Form 13F reports with the Securities and Exchange Commission on May 27, 2026.Well supported6 reports
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Ciena acquired the firm whose platform Blue Planet manages, while AI pressures telcos to cut costs.Some support1 report
Gone quiet
No new reports in 90+ days-
Ciena's systems support AI infrastructure build-out, while S&P Global reported on Ciena's stock performance.Well supported3 reports
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A report from Dublin in July 2025 details how AT&T, Lumen, Ciena, and Amdocs are integrating AI models and developing AI-ready network products to reduce manual processes.Some support1 report1 development inside
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Ciena announced an AI proof of concept with Telefónica, while SEC filings reported institutional investment changes.Some support1 report
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Ciena and Google are both facing shifts in network demand, impacting their operations.Some support1 report
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Market shifts are affecting tech sector valuations, highlighting the critical technology needed for AI.Some support2 reports1 development inside
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Nvidia's new infrastructure project is underway, with potential benefits for Ciena.Some support2 reports
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Ciena and Colt completed a quantum-safe data transmission trial utilizing a transatlantic route connected to London.Some support3 reports
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A representative made multiple stock transactions on June 1, 2026, involving companies such as Ciena, HealthEquity, AutoZone, and SoftBank Group.Some support6 reports
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Ciena is positioned to benefit significantly from the AI data center boom and Trump-era tariffs.Some support1 report
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Bank of America raised target price on Ciena, while TD Cowen lifted its price objective, with average rating data reported by MarketBeat.Some support2 reports
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Ciena received consensus ratings from MarketBeat, alongside multiple price target increases from Morgan Stanley, Bank of America, and Needham & Company.Some support2 reports
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CCM is a division of Ciena, and the company is backed by OSS expertise.Some support1 report
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Ciena made required filings with the SEC on June 16, 2026.Some support1 report1 development inside
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The CEO of Ciena sold shares of the company on June 17, 2026, and this transaction was disclosed in a document filed with the SEC.Some support3 reports
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Ciena benefits from tariffs and onshoring trends associated with the Trump administration.Some support1 report
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Ciena's board of directors approved a stock buyback program on June 10, 2026.Some support1 report
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Ciena's advanced WaveLogic technology is being utilized by Vocus, Lumen, and Southern Cross, achieving milestones with partners like Telxius.Speculative1 report
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Ciena could benefit from Trump-era tariffs, leading analysts to assign a Neutral rating and UBS to raise its price target due to 5G demand growth.Speculative1 report
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Gary B Smith sold 6,800 shares in Ciena on July 4, 2025.Speculative1 report
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Kirby L. Wolfe initiates coverage of Ciena, rating the company as Outperform.Speculative1 report
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Ciena is successfully leveraging its AI-driven platforms, winning contracts for GPU clusters, though profit growth is currently lagging behind revenue gains.Some support1 report
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Morgan Stanley downgraded Ciena stock to Underweight while noting Ciena benefits from optical AI market opportunities.Some support3 reports
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Ciena announces its role in the global telecom market by providing specialized hardware and software for global operators.Well supported6 reports1 development inside
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Ciena provided WaveLogic 6 to BR.Digital to meet growing demand, with Rodrigo Alfonso serving as VP of Operations.Some support1 report
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Ciena began using LinkedIn for company updates and following.Some support1 report
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Ciena and Ooma are telecommunications companies.Some support2 reports
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Willcom deployed Ciena's WaveRouter technology, contributing to economic growth in South Africa.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching Ciena
Events traced to Ciena, step by step, newest firstAround Ciena this week
News at the entities that move Ciena most-
SEC StructuralSalmon Group, an SEC-licensed financing company, is expanding its platform into the Philippines.Moves Ciena
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Bank of America OperationalBank of America downgraded the shares of Wat (Q24571971) on July 21, 2026.Moves Ciena
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Arista Networks OperationalContravisory Investment Management Inc. increased its position in Arista Networks shares.Moves Ciena
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Raymond James Financial TransactionalMarketBeat reports average rating and reduced price target for PNC stock.Moves Ciena
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Securities and Exchange Commission StructuralCitigroup reaffirmed an outperform rating on Barrett Business Services, Inc. while the SEC mandated 13F filings for investment disclosures.Moves Ciena
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TD Cowen TransactionalTD Cowen reiterated a buy rating on MBX Biosciences shares, and Citigroup restated an outperform rating on the company.Moves Ciena
Connections
The 40 strongest of 147, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
CCM Structural
CCM operates as a division of Ciena.
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representative Transactional
The representative purchased shares of Ciena on May 29, 2026, with transaction values between $1,001 and $15,000.
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CtrlS Structural
CtrlS relies on Ciena's network platforms, including WaveLogic and line systems, for its deployment operations.
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SEC Structural
Ciena is subject to mandatory regulatory filings and oversight by the SEC.
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Gary Smith Structural
Gary Smith holds executive leadership roles, including President and CEO, of Ciena.
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Bank of America Operational
Bank of America provides investment coverage, including raising price targets and increasing share positions, for Ciena.
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Arista Networks Operational
Ciena and Arista Networks are direct competitors benefiting from and challenged by market trends like AI infrastructure spending.
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Nvidia Operational
Ciena leverages Nvidia's AI technology within its networking solutions, establishing a co-participant role in the AI infrastructure market.
Show all 40 connections
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F5, Inc. Operational
The two companies actively compete in the market, comparing business strengths and market targets.
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UBS Operational
Ciena and UBS are market rivals whose pricing and strategic moves are observed to influence the other's market standing.
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Telxius Structural
Ciena supplies enabling technology and services that are critical for Telxius to provide its high-capacity transmission services.
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Telstra Structural
Telstra relies on Ciena's technology to facilitate its network expansion.
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GPU Structural
Ciena provides connectivity infrastructure necessary for operating GPU clusters in hyperscale data centers.
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Nasdaq Operational
Ciena is a stock traded on Nasdaq, and its performance actively influences the exchange's overall market movement.
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Lumentum Holdings Operational
Lumentum Holdings and Ciena are competitors operating within the optical networking sector.
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Citigroup Mentioned together
Citigroup provides financial analysis, including price targets and buy ratings, on Ciena's stock.
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Morgan Stanley Mentioned together
Morgan Stanley provides financial ratings and price targets for Ciena.
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Colt Technology Services Transactional
The companies successfully completed a quantum-safe data transmission trial.
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Raymond James Financial Transactional
Raymond James Financial influenced Ciena's market valuation by issuing a report that raised the price target on Ciena shares.
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Securities and Exchange Commission Structural
Ciena is required to file regulatory reports, such as Form 13F, with the Securities and Exchange Commission.
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Cisco Operational
Ciena and Cisco are direct competitors in the networking equipment market, leveraging shared trends like 400G/800G migration and AI infrastructure build-out.
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Nokia Operational
Ciena and Nokia are direct competitors, evidenced by talent poaching and shared market downturns.
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South Africa Operational
Ciena's technology and connectivity services are reported to drive economic growth and provide high-capacity connectivity within South Africa.
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Extreme Networks Operational
Both companies are major players in the networking equipment market and are direct competitors.
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Telefónica Deutschland Transactional
Ciena is engaged in an AI proof of concept collaboration with Telefónica Deutschland.
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TD Cowen Transactional
TD Cowen provided financial analysis and coverage for Ciena, including price target adjustments.
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Applied Optoelectronics Operational
Both Ciena and Applied Optoelectronics are active competitors operating within the optical networking market.
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Meta Operational
Meta's business expansion is cited as a factor that increases Ciena's addressable market.
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Silicom Operational
The two companies are identified as technology peers engaged in direct market competition.
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Spark Structural
Spark relies on Ciena's technology to provide its core services.
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Dell Technologies Operational
Ciena and Dell Technologies are identified as competitors in the downstream AI supplier market.
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Gildan Activewear Operational
The evidence indicates both companies operate as publicly traded entities within a competitive market structure.
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Gary Smith Transactional
CEO Gary Smith executed a sale of shares in Ciena.
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board of directors Structural
The board of directors governs Ciena, approving corporate actions such as buyback programs.
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Space Norway Transactional
Space Norway awarded Ciena a turnkey contract on October 1, 2026.
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Donald Trump Shared context
Ciena is discussed as a company that stands to benefit from the trade policies and onshoring trends associated with Donald Trump's political platform.
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MarketBeat Mentioned together
MarketBeat reports and aggregates consensus and average ratings for Ciena.
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Cramer Mentioned together
Cramer provided a positive investment opinion on Ciena stock.
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Nebius Group Operational
The companies operate within the AI technology sector and share consistent market outlooks.
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Western Europe Operational
Ciena provides high-capacity connectivity services and infrastructure utilized within the markets of Western Europe.
History
Events by the month they beganOctober 2026
6 events- Space Norway awarded Ciena a turnkey contract to modernize subsea cable systems connecting Svalbard and Jan Mayen.
- Meta's business is expanding Ciena's addressable market, leading Bank of America to expect revenue growth for Ciena.
- Optical networking stocks, including AXT, Lumentum, and Ciena, fell sharply amid concerns over the silicon photonics market.
- Openreach selected Ciena's optical technology on October 9, 2026.
- Tempus and Ciena experienced significant daily price movements following reports on AI diagnostics.
- Cramer gave positive opinions on Ciena and Santander stock, while expressing concern about Europe.
September 2026
13 events- CtrlS is expanding its operations in India and has begun deploying network platforms supplied by Ciena.
- Ciena and NetApp are benefiting from the enterprise AI infrastructure boom.
- Ciena, Coherent, and Lumentum are noted for having different approaches within the optical networking market.
- Analysts compared the business strengths and market targets of Ciena and F5, Inc.
- Ciena and Nokia operate in the optical data center interconnect market.
- Ciena was selected to provide high-capacity connectivity and manage key route upgrades across West Africa, South Africa, and Western Europe.
- Silicom and Ciena are being compared as technology companies.
- Ciena is providing technology solutions to support the growth of data centers in New Zealand.
- Telstra is expanding its network using Ciena's technology between Melbourne and Sydney.
- Both Ciena and Applied Optoelectronics operate within the optical networking market.
- Ciena's future growth is being analyzed, with expert Atif Malik predicting increases driven by supply boosts, utilizing data from FactSet.
- Both networking firms Ciena and Nokia are down 40-50% from their 52-week high.
- Ciena, Cisco, and Arista Networks are operating in the same broader technology market, facing varying market tailwinds and headwinds.
August 2026
6 events- A US proposal restricts Chinese optical transceivers, involving companies like Ciena and Microsoft.
- Ciena conducted research targeting Indian telecom providers.
- Ciena and Nebius Group have shown consistency in their market outlook.
- Analysts evaluated Nvidia and Broadcom as part of the sector, while Ciena experienced a price target reduction.
- Lumentum and Ciena are benefiting from the AI optical connectivity boom, with Lumentum's Q4 revenue reframing the supply chain.
- Ciena and Quantum Corridor are building advanced optical and quantum networking infrastructure connecting data centers in Chicago and Hammond, Indiana.
Show 2 earlier months
July 2026
6 events- Raymond James Financial boosted the price target for Ciena shares.
- Ciena acquired the firm whose platform Blue Planet manages, while AI pressures telcos to cut costs.
- Ciena's systems support AI infrastructure build-out, while S&P Global reported on Ciena's stock performance.
- Ciena announced an AI proof of concept with Telefónica, while SEC filings reported institutional investment changes.
- Ciena and Google are both facing shifts in network demand, impacting their operations.
- Nvidia's new infrastructure project is underway, with potential benefits for Ciena.
June 2026
29 events- Citigroup raised price targets and ratings, and a filing was required under Rule 10b5-1, while MarketBeat aggregated consensus data.
- Both the iShares Morningstar and Vanguard Small-Cap ETFs target small-cap stocks, with Roku, Ciena, and Astera Labs being listed holdings.
- Buffett's essay discusses how share prices don't reflect business value, specifically mentioning Gentherm Incorporated.
- Ciena is involved in the deployment of optical networking to deliver AI services directly to consumers.
- Ciena Corporation is headquartered in Hanover, MD.
- Ciena filed Form 13F reports with the Securities and Exchange Commission on May 27, 2026.
- A report from Dublin in July 2025 details how AT&T, Lumen, Ciena, and Amdocs are integrating AI models and developing AI-ready network products to reduce manual processes.
- Market shifts are affecting tech sector valuations, highlighting the critical technology needed for AI.
- Ciena and Colt completed a quantum-safe data transmission trial utilizing a transatlantic route connected to London.
- A representative made multiple stock transactions on June 1, 2026, involving companies such as Ciena, HealthEquity, AutoZone, and SoftBank Group.
- Ciena is positioned to benefit significantly from the AI data center boom and Trump-era tariffs.
- Bank of America raised target price on Ciena, while TD Cowen lifted its price objective, with average rating data reported by MarketBeat.
- Ciena received consensus ratings from MarketBeat, alongside multiple price target increases from Morgan Stanley, Bank of America, and Needham & Company.
- CCM is a division of Ciena, and the company is backed by OSS expertise.
- Ciena made required filings with the SEC on June 16, 2026.
- The CEO of Ciena sold shares of the company on June 17, 2026, and this transaction was disclosed in a document filed with the SEC.
- Ciena benefits from tariffs and onshoring trends associated with the Trump administration.
- Ciena's board of directors approved a stock buyback program on June 10, 2026.
- Ciena's advanced WaveLogic technology is being utilized by Vocus, Lumen, and Southern Cross, achieving milestones with partners like Telxius.
- Ciena could benefit from Trump-era tariffs, leading analysts to assign a Neutral rating and UBS to raise its price target due to 5G demand growth.
- Gary B Smith sold 6,800 shares in Ciena on July 4, 2025.
- Kirby L. Wolfe initiates coverage of Ciena, rating the company as Outperform.
- Ciena is successfully leveraging its AI-driven platforms, winning contracts for GPU clusters, though profit growth is currently lagging behind revenue gains.
- Morgan Stanley downgraded Ciena stock to Underweight while noting Ciena benefits from optical AI market opportunities.
- Ciena announces its role in the global telecom market by providing specialized hardware and software for global operators.
- Ciena provided WaveLogic 6 to BR.Digital to meet growing demand, with Rodrigo Alfonso serving as VP of Operations.
- Ciena began using LinkedIn for company updates and following.
- Ciena and Ooma are telecommunications companies.
- Willcom deployed Ciena's WaveRouter technology, contributing to economic growth in South Africa.