Rosenblatt Securities analyst Michael Genovese maintains $Ciena (CIEN.US)$ with a hold rating, and adjusts the target price from $60 to $75.
According to TipRanks data, the analyst has a success rate of 51.1% and a total average return of 12.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Ciena (CIEN.US)$'s main analysts recently are as follows:
Anticipating a heightened uptake of pluggables in and around data centers, which is not yet reflected in the company's 6%-8% growth projection, sales and earnings per share estimates for FY26 have been increased by 3% and 4%, respectively. The broader adoption signifies expanding opportunities, including those around AI, which suggests a reevaluation of the company's current market discount relative to networking peers.
Telecom optical spending is anticipated to start recovering from the depressed levels recorded in the first half of FY24. Analysts note a positive outlook on Ciena, citing checks that show improving sequential demand from key segments - Webscale and Telco. Additionally, customer inventories in these segments are nearing normal levels, and a new agreement with a major telecommunications company could enhance market share in FY25.
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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羅森布拉特證券分析師Michael Genovese維持$Ciena (CIEN.US)$持有評級，並將目標價從60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51.1%，總平均回報率為12.2%。
此外，綜合報道，$Ciena (CIEN.US)$近期主要分析師觀點如下：
預計數據中心及其周圍的可插拔設備的使用量將增加，這尚未反映在該公司6％-8％的增長預測中，因此對26財年的銷售額和每股收益的估計分別增長了3％和4％。更廣泛的採用意味着機會的擴大，包括圍繞人工智能的機會，這表明需要重新評估該公司當前相對於網絡同行的市場折扣。
預計電信光學支出將開始從24財年上半年的低迷水平中恢復過來。分析師指出，Ciena的前景樂觀，他們援引的支票顯示，Webscale和Telco等關鍵細分市場的連續需求有所改善。此外，這些細分市場的客戶庫存已接近正常水平，與一家大型電信公司簽訂的新協議可能會提高25財年的市場份額。
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