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Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.
AI-driven network demand propels record revenue and backlog growth.
Ciena posted record numbers, the stock fell anyway, and one big bank is telling clients to buy.
Moby summary of Ciena Corporation's Q3 2026 earnings call
Ciena (NYSE:CIEN) reported record fiscal third-quarter 2026 results, with revenue, operating margin and adjusted earnings per share reaching new highs as demand for optical networking equipment accelerated across data-center and wide-area network applications. Revenue for the quarter was $1.67 bill
Ciena Corporation (NYSE:CIEN) shares rose 4. 3% in premarket trading after the optical networking equipment company reported fiscal third-quarter earnings and revenue above analyst expectations.
The fiber optic gear maker's fiscal Q3 earnings boomed 215%. Revenue and sales guidance slightly topped. Shares rose.
The game-changer could boost a little-known tech company that’s critical to internet infrastructure.
Ooma (OOMA) delivered earnings and revenue surprises of +6.06% and +1.90%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that most headlines missed.
LITE heads into fiscal Q4 earnings with strong AI optics demand and a 1.6T transceiver ramp, though supply constraints could limit upside.
Extreme Networks (NASDAQ:EXTR) reported fourth-quarter fiscal 2026 revenue of $339 million, up 10% from a year earlier and 7% sequentially, as the networking company cited continued product demand, higher gross margins and growing adoption of its Extreme Platform ONE platform. For the full fiscal y
Ciena is set to post its third-quarter results soon, and analysts predict a triple-digit surge in the company’s bottom-line figure.
Ciena (CIEN) just delivered the kind of quarter most companies dream about. Revenue jumped 40%, profit nearly quadrupled, and management raised its full-year outlook. Wall Street liked what it saw. Analyst after analyst lifted price targets on the stock, some by hundreds of dollars. And then shares ...
Thank you for joining us, and welcome to Ciena's Fiscal Q2 2026 Financial Results Conference Call. Gregg Lampf: Thank you, Tracy. On the call today is Gary Smith, President and CEO; and Marc Graff, CFO.
Moby summary of Ciena Corporation's Q2 2026 earnings call
Ciena (NYSE:CIEN) reported another record quarter for fiscal 2026, with management pointing to AI-related network demand from cloud providers and renewed spending by service providers as major drivers of growth. On the company’s fiscal second-quarter earnings call, President and CEO Gary Smith said
While the top- and bottom-line numbers for Ciena (CIEN) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Ciena (CIEN) delivered earnings and revenue surprises of +12.58% and +4.44%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
Earnings season is winding down, but we still have a couple of big name companies reporting. This week we have Broadcom, Crowdstrike, Palo Alto Networks, Medtronic and Ciena Corp all reporting.
Ooma (OOMA) delivered earnings and revenue surprises of +9.96% and +1.67%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
WDAY is set to report Q1 fiscal 2027 results on May 21, with expected revenue growth as demand rises for HCM, finance and AI-powered products.
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