Ciena Corp

CIEN: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Ciena Earnings: Optical Networking Demand Shows No Signs of Slowing, but Expectations Remain High

Martin Szumski

Sep 3, 2026

Ciena reported incredibly strong results, with revenue up 37% and adjusted operating margin up 1,180 basis points from a year ago. However, for the second consecutive quarter, an earnings beat and a guidance raise sent shares down by nearly double digits as investors' expectations remain sky-high.

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Ciena Corp

Ciena Earnings: Optical Networking Demand Shows No Signs of Slowing, but Expectations Remain High

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