Posts on CIEN

Latest ideas and analyses related to Ciena Corporation Common Stock

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ADTN , AMZN , CALX , CIEN , CLFD , DZSI , HLIT

+34 pts



Fiber Connect Recap: Ramping FTTH Cycle Should Prove Resilient Against Macro

By josiebe on June 16, 2022, 1:14 p.m.
Tagged topics: conference takeaways

Views: 17, Votes: 5, Responses: 0, Attachments: 1
CSCO , JNPR , CIEN , ANET

+34 pts



Strong Orders, Backlog Should Be a Positive

By mooreideas on June 15, 2022, 5:10 p.m.
Tagged topics: analyst checks

Views: 12, Votes: 5, Responses: 0, Attachments: 1
CALX , COMM , GLW , CIEN

+30 pts



Fiber Connect Conference – Gold in Those Hills

By josiebe on June 15, 2022, 1:30 p.m.
Tagged topics: conference takeaways

Views: 3, Votes: 1, Responses: 0, Attachments: 1
AAPL , QCOM , ANET , CIEN

+36 pts



Key Takeaways from Global Hardware Outlook Call

By puckerman17 on June 7, 2022, 12:52 p.m.
Tagged topics: analyst checks

Views: 21, Votes: 5, Responses: 0, Attachments: 1
ANET , AVYA , CDW , CSCO , CIEN , COMM , DELL , FFIV , FN , HPE , HPQ , IIVI , INFN , JNPR , KEYS , LITE , NATI , NTAP , VIAV , WOLF , XRX

+33 pts



Networking & Hardware - investors finally returning to fundamentals

By bbern3 on April 18, 2022, 10:58 a.m.
Tagged topics: earnings preview

Views: 17, Votes: 2, Responses: 0, Attachments: 1
AAPL , QCOM , ANET , CIEN

+36 pts



Commercial over Consumer with growing concern of recession and signs of reversal for Value over Growth

By bbern3 on April 1, 2022, 11:27 a.m.
Tagged topics: analyst checks

Views: 123, Votes: 3, Responses: 0, Attachments: 1
GLW , CIEN , KEYS , CSCO , CCI , DLR , UNIT

+39 pts



The early stages of a strong optical cycle

By labjordan on March 3, 2022, 4:52 p.m.
Tagged topics: deep dive

Views: 137, Votes: 5, Responses: 0, Attachments: 1
CIEN , GLW , COMM , JNPR , LITE , IIVI , VIAV

+34 pts



Telco and Cable on Track for Double-Digit Growth; Supports Solid Backdrop for Equipment Suppliers

By labjordan on Feb. 11, 2022, 2:45 p.m.
Tagged topics: analyst checks

Views: 25, Votes: 2, Responses: 0, Attachments: 1
AAPL , QCOM , ANET , CIEN , DELL , HPQ , NTAP

+42 pts



$AAPL & $QCOM positioned to outperform on estimates upside and improving supply management

By puckerman17 on Feb. 7, 2022, 11:40 a.m.
Tagged topics: analyst checks

Views: 304, Votes: 5, Responses: 0, Attachments: 1
AAPL , QCOM , QRVO , SWKS , ANET , CIEN , FFIV , KEYS

+82 pts



Handset industry looks attractive given identifiable catalysts through 2022, and discount valuations

By mooreideas on Jan. 25, 2022, 12:51 p.m.
Tagged topics: earnings preview , buy the dip

Views: 352, Votes: 6, Responses: 0, Attachments: 2
AAPL , ANET , CDW , CIEN , FFIV , KEYS , QCOM , TEL , WOLF , DELL , JNPR , ST

+78 pts



Current Value over Growth rotation is driving support for 2021 underperformers rather than focusing on fundamentals

By bbern3 on Jan. 20, 2022, 4:01 p.m.
Tagged topics: sector rotation , growth vs value

Views: 207, Votes: 8, Responses: 2, Attachments: 1
ADI , GFS , MCHP , NXPI , ON , TXN , INTC , AAPL , DELL , HPE , HPQ , ANET , CASA , CIEN , CSCO , INFN , JNPR , PLTR , COMM , GLW , IIVI , LITE

+52 pts



Acute semis shortfalls are easing, but inventory channel checks point to weaker end-demand affecting tech hardware

By bbern3 on Dec. 21, 2021, 11:32 a.m.
Tagged topics: deep dive , supply constrained , semiconductors

Views: 108, Votes: 10, Responses: 0, Attachments: 1
AAPL , QCOM , ANET , CIEN , NTAP , NATI , COMM , CMBM

+82 pts



Prefer Networking over Hardware for 2022 as commercial demand accelerate, $AAPL $QCOM $ANET $CIEN are Top Picks

By mooreideas on Dec. 13, 2021, 12:22 p.m.
Tagged topics: 2022 outlook

Views: 209, Votes: 7, Responses: 1, Attachments: 2
COMM , CIEN , JNPR , VIAV , GLW , CSCO

+32 pts



JP Morgan highlights 6 stocks to leverage the upside from the ramping 5G investment cycle

By mooreideas on June 15, 2021, 7:12 p.m.
Tagged topics: buying opportunity , 5G investment cycle , JP Morgan , networking spend , investor sentiments

Views: 229, Votes: 1, Responses: 0, Attachments: 11