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NYSE · Utilities

CIENA CORP CIEN

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.

Sources StockAnalysis company profile stockanalysis.com
Telecommunications Equipment

Company profile

Business mix

  • 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 6500 Packet-Optical Platform, Waveserver modular interconnect system, the 6500 Reconfigurable Line System, and coherent pluggable transceivers.
  • The Platform Software and Services segment offers navigator network control suite; and software subscription services, consulting, network migration and integration, installation and upgrade support services, and technical support solutions.

Current key questions

  • Can demand for the company's products and platforms keep growing within communication equipment?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 162.33 FCF 1.21% Buyback 0.08%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Lone Pine Capital Stephen Mandel 2.5% $314.3M 2026-03-31
Whale Rock Capital Management Alex Sacerdote 1.2% $89.8M 2026-03-31
Bridgewater Associates Ray Dalio 0.2% $55.8M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $47.1M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $404.1M Estimated from net added shares
Reduction amount $28.6M Estimated from net reduced shares
Net share change / base shares +285.4% +967,112 / 338,827
Lone Pine Capital Stephen Mandel 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$292.3M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$292.3M
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$314.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +809,522 (New) Total shares 809,522 Value $314.3M
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 31.5% 13F value change +$26.2M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -32.4% 13F value change +$6.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 161,707 Last 4 periods -17,861 (-11.0%) Total shares 143,846 Value $55.8M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 1.1% 13F value change +$11.7M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -23.9% 13F value change +$5.8M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -11.0% 13F value change +$15.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 177,120 Last 4 periods -55,816 (-31.5%) Total shares 121,304 Value $47.1M
Whale Rock Capital Management Alex Sacerdote 4 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$68.0M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 60.1% 13F value change +$126.9M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -33.2% 13F value change +$14.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -74.1% 13F value change -$119.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +231,267 (New) Total shares 231,267 Value $89.8M

Recent mentions

No public mentions.