Stifel analyst Ruben Roy maintains $Ciena (CIEN.US)$ with a buy rating, and adjusts the target price from $68 to $75.
According to TipRanks data, the analyst has a success rate of 66.5% and a total average return of 20.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Ciena (CIEN.US)$'s main analysts recently are as follows:
The recent AI/data center webcast by Ciena highlighted the positive aspects of the bullish scenario, specifically the acceleration of data growth fueled by AI and the integration of coherent technology into data centers. There are tangible growth prospects for Ciena in the intra/around data center segments, especially if this advancement leads to data growth surpassing the 25%-30% mark.
Following a recorded webcast that highlighted Ciena's growing prospects and its strategic approach to growth in the AI/data center sectors, additional insights were gained during a subsequent Q&A session with management. The company is seen as well-positioned to benefit from the recovery in telecom service provider markets and is anticipated to gain from the expansion of DCI/internal data center interconnect segments.
The company's prospects within artificial intelligence are viewed as more of a long-term growth opportunity rather than an immediate driver of performance. The recent surge in optimism is believed to already be reflected in current estimates, prompting a more cautious approach to the stock until a more favorable risk/reward scenario presents itself.
Note:
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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.
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斯迪富分析師Ruben Roy維持$Ciena (CIEN.US)$買入評級，並將目標價從68美元上調至75美元。
根據TipRanks數據顯示，該分析師近一年總勝率為66.5%，總平均回報率為20.0%。
此外，綜合報道，$Ciena (CIEN.US)$近期主要分析師觀點如下：
Ciena最近的人工智能/數據中心網絡直播強調了看漲情景的積極方面，特別是人工智能推動的數據增長加速，以及連貫技術集成到數據中心。Ciena在數據中心內部/周邊領域有切實的增長前景，特別是如果這一進步導致數據增長超過25％-30％大關。
在錄製的網絡直播強調了Ciena不斷增長的前景及其在人工智能/數據中心領域的增長戰略方針之後，在隨後與管理層的問答環節中獲得了更多見解。該公司被認爲處於有利地位，可以從電信服務提供商市場的復甦中受益，預計將從DCI/內部數據中心互連領域的擴張中獲益。
該公司在人工智能領域的前景更多地被視爲長期增長機會，而不是業績的直接驅動力。據信，最近的樂觀情緒激增已經反映在當前的估計中，這促使人們對該股採取更加謹慎的態度，直到出現更有利的風險/回報情景。
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