Investing

Ciena : CIEN

CIEN

Stock Data

$428.77

$14.02 (3.17%)

Asset Type

Common Stock

Exchange

NYSE

Currency

USD

Country

USA

Sector

TECHNOLOGY

Industry

COMMUNICATION EQUIPMENT

Ciena Corporation specializes in advanced networking technologies, including hardware and software for the seamless delivery of video, data, and voice traffic across global communications networks. Known for its innovative solutions like the 6500 Packet-Optical Platform and Waveserver, Ciena supports the backbone of today's internet infrastructure. Its offerings extend to automation software and services for network optimization and cloud orchestration, alongside comprehensive global services for network deployment and maintenance. Founded in 1992 and based in Hanover, Maryland, Ciena is a key player in enabling digital connectivity and network transformation.

Latest Activity

GB

Portfolio concentrationGavin BakerAtreides Management

Aug 14

49.6%in the top 5 names · 46 long positions disclosed

• SPACE EXPLORATION TECHN CORP
  32.6%
• MUMICRON TECHNOLOGY INC
  5.7%
• CEREBRAS SYSTEMS INC
  4.8%
• ALABASTERA LABS INC
  4.1%
• CIENCIENA CORP
  2.4%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

Gavin Baker's Atreides Management had nearly half its disclosed long book in five names as of June 30, with a third of it in one private company, SpaceX. The rest is a straight AI infrastructure bet: Micron memory, Cerebras chips, Astera Labs connectivity and Ciena optics.

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All Ciena Articles

267 Articles

Eric Bleeker | Yesterday

Lumentum Puts The Insane Opportunity for Companies like Marvell and Ciena Into Focus With One Stunning Quote

A single quote from Lumentum's CEO reveals just how staggering the AI networking buildout has become, and it reframes why…

Eric Bleeker | Yesterday

Optics Stocks Divide: Coherent and Cisco Drop After Earnings While Nokia and Ciena Soar

Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand…

David Moadel | Aug 13, 2026 at 10:31 AM EDT

Cisco Drops 7% on Gross Margin Fears: Five Firms Raise CSCO Price Target Anyway

Cisco beat earnings, crushed revenue estimates, and racked up billions in AI orders, yet the stock cratered 7% anyway. Five…

Alex Sirois | Aug 13, 2026 at 8:24 AM EDT

Lumentum Still Down Over 90 Days: A Respected Analyst Sees 22% Gains Ahead Following Sharp Upturn

Lumentum blew past earnings estimates and still trades below where it was three months ago, leaving a respected semiconductor analyst…

Gerelyn Terzo | Aug 12, 2026 at 9:36 PM EDT

Lumentum and AXT Ripped Higher. Investors Looking for Broad Optics Exposure Should Consider This Brand-New ETF

Lumentum's blowout quarter sent shockwaves through the entire optical supply chain, and now a brand-new ETF is betting the AI…

Eric Bleeker | Aug 12, 2026 at 5:49 PM EDT

Nokia, Celestica, and Applied Optoelectronics Rally After Lumentum Sparks Broad Optics Rally

Lumentum's blowout earnings lit a fire under the entire optical networking sector, sending rivals surging despite having nothing new to…

David Moadel | Aug 12, 2026 at 1:22 PM EDT

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning,…

Michael Williams | Aug 10, 2026 at 2:13 PM EDT

LYTE’s $72 Million Debut Masks a Concentration Bet on Three Optical Giants

Roundhill's new photonics ETF grabbed attention with a massive opening day, but underneath the excitement sits a 12-stock portfolio where…

Alex Sirois | Aug 4, 2026 at 11:14 AM EDT

Corning Dropped 25% Over a Month: A Major U.S. Bank Expects 66% Gains Over The Near Term

Corning just handed investors one of the steepest single-stock declines in its peer group, yet at least one major Wall…

Rich Duprey | Jun 29, 2026 at 9:58 AM EDT

These 7 Stocks Will Solve AI’s Most Important Bottleneck

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers,…

Eric Bleeker | Jun 5, 2026 at 10:33 AM EDT

Why Tortoise AI Infrastructure ETF (TCAI) Is One the Best AI ETFs

Data centers used to top out at around 50 megawatts. The next wave of facilities will draw more than a…

David Moadel | May 11, 2026 at 11:52 AM EDT

Applied Optoelectronics Rips 24%, Lumentum Jumps 17%, Coherent Rallies 13% as Optics Trade Catches Fire

The optical-networking complex is ripping higher at midday Monday, with all three of the group’s marquee names posting double-digit gains.…

David Moadel | May 7, 2026 at 3:17 PM EDT

Applied Optoelectronics Crashes 14%, Coherent Slides 10%, Lumentum Falls 7% as Optics Trade Cools

The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while…

Omor Ibne Ehsan | May 1, 2026 at 9:09 AM EDT

Jim Cramer on Ciena: “Up 100% Is a Little Bit Too Hot for Me”

On the April 29, 2026 episode of Mad Money, a caller named Dave from Illinois asked Jim Cramer and Jeff…

Lee Jackson | May 1, 2026 at 7:59 AM EDT

Here Are Friday’s Top Wall Street Analyst Research Calls: Avis Budget, Caterpillar, Celestica, Commvault Systems, Ciena, Dutch Bros. e.l.f. Beauty, Hershey, Roblox, and More

Pre-Market Stock Futures: Futures are trading mixed as we get ready to finish off another wild week. What a difference…