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The networking company also expects adjusted operating margins of 32% to 35% and free cash flow margins of about 20% by fiscal 2029.
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.
The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.
Networking stocks are surging well beyond the broader tech sector, and no earnings report, contract award, or company announcement explains why Ciena, Arista, and Cisco are all moving together on the same Friday afternoon.
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.
NetApp and Ciena delivered unusually strong results within a day of each other. NetApp’s fiscal Q1 revenue rose 30% to $2.03 billion, all-flash array sales grew 47% to $1.3 billion, and management raised full-year guidance. Ciena’s fiscal Q3 revenue climbed 37% to $1.67 billion, while adjusted earnings per share rose 215% to $2.11. NetApp, Inc. […]
Ciena Corp (CIEN) posts record Q3 results with revenue up 37% and backlog swelling to $8.5 billion, while issuing a bullish fiscal 2027 outlook of at least 30% growth.
US equity indexes ended higher Thursday in a broad-based rally amid rising expectations that the Fed
Moby summary of Ciena Corporation's Q3 2026 earnings call
Ciena just posted a record quarter with earnings well above estimates, yet its stock cratered 10% while networking peers Arista and Cisco held firm or climbed. The divergence points to a specific pressure point that separates Ciena's story from the broader AI networking boom.
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.
Ciena (CIEN) delivered earnings and revenue surprises of +21.26% and +1.44%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Investing.com -- Ciena Corporation (NYSE: CIEN) reported fiscal third-quarter results that exceeded analyst expectations, with shares rising 4.3% premarket following the announcement.
The fiber optic gear maker's fiscal Q3 earnings boomed 215%. Revenue and sales guidance slightly topped. Shares rose.
Ciena stock advances after the optical networking company reports better-than-expected earnings and raises fiscal-year revenue guidance.
Today Fed speakers: Fed governor Christopher Waller is due to speak at 8:30 a.m. ET. Cleveland Fed President Beth Hammack and Chicago Fed President Austan Goolsbee are also making public appearances. Earnings (a.
Today Earnings (a.m.): Brown-Forman, Ollie’s Bargain Outlet Earnings (p.m.): Broadcom, Hewlett Packard Enterprise, Snowflake, Five Below Economic data: ADP national employment report (August), July durable-goods and factory orders, Federal Reserve Beige Book, EIA weekly petroleum status report Central banks: Bank of Canada interest rate announcement Tomorrow Fed speakers: Fed governor Christopher Waller.
Today Executive Moves: John Ternus takes the helm at Apple, succeeding Tim Cook Fed speaker: Fed governor Michael Barr, 9:05 a.m. ET Earnings (a.m.): Medtronic, Alimentation Couche-Tard Earnings (p.
The game-changer could boost a little-known tech company that’s critical to internet infrastructure.
Technology stocks face a test from the prospect of higher interest rates after Fed Chairman Kevin Warsh issued a warning about inflation.
Today Meetings: G20 finance ministers and central-bank governors meeting Economic data: Texas manufacturing outlook survey, agricultural prices, portfolio holdings of foreign securities, preliminary results Tomorrow Executive Moves: John Ternus succeeds Tim Cook as Apple’s CEO Fed speaker: Fed governor Michael Barr, 9:05 a.
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?
Stocks tied to the artificial-intelligence trade dropped, extending their bumpy stretch ahead of Wednesday’s all-important earnings update from Nvidia. “From a markets perspective, they tend to get ignored.”
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.