Citi analyst Atif Malik maintains $Ciena (CIEN.US)$ with a buy rating, and adjusts the target price from $68 to $84.
According to TipRanks data, the analyst has a success rate of 73.2% and a total average return of 33.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Ciena (CIEN.US)$'s main analysts recently are as follows:
The firm is enhancing its sales and earnings projections for FY26 by 3% and 4%, respectively, highlighting the increased adoption of pluggables in and around the data center, an opportunity not included in the previous 6%-8% growth forecast. The potential for the company is viewed more positively due to expanding opportunities, including AI, which could justify a reduced discount compared to its networking peers.
The firm forecasts a recovery in telecom optical spending, which had been subdued in the first half of FY24. With encouraging signs of sequential demand improvement in key market segments - Webscale and Telco, positive sentiment remains high for Ciena. It has been observed that Ciena's customer inventories across these segments are stabilizing, and a recent achievement could potentially enhance its market share in FY25.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
花旗分析師Atif Malik維持$Ciena (CIEN.US)$買入評級，並將目標價從68美元上調至84美元。
根據TipRanks數據顯示，該分析師近一年總勝率為73.2%，總平均回報率為33.9%。
此外，綜合報道，$Ciena (CIEN.US)$近期主要分析師觀點如下：
該公司將對26財年的銷售和收益預測分別提高了3％和4％，這突顯了數據中心及其周邊地區對可插拔設備的採用率有所提高，此前6％-8％的增長預測中未包含這一機會。由於包括人工智能在內的機會不斷擴大，人們對該公司的潛力給予了更加積極的評價，與網絡同行相比，這可能證明降低折扣是合理的。
該公司預測，電信光學支出將回升，該支出在24財年上半年一直受到抑制。隨着Webscale和電信等關鍵細分市場的需求連續改善的令人鼓舞的跡象，Ciena的樂觀情緒仍然很高。據觀察，Ciena在這些細分市場的客戶庫存正在穩定，最近取得的成就有可能提高其在25財年的市場份額。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
