CIEN CIENA Corp.

$CIEN Big news from $RYET today, with shares showing gains in the available market snapshot The company expects preliminary unaudited H1 FY2027 revenue of $9.3M–$9.5M, already above the $7.48M reported for the entire FY2026 Another important milestone: the YeeZo project covering 10 AIGC labs and 610 workstations was delivered and accepted by September 30 I can see why this update could catch traders’ attention. A larger revenue base and completed delivery give us concrete progress to follow

$CIEN Solid beat from $NOK both sales and earnings. Backlog is converting to sales > good indication of $CIEN doing pretty well

Ciena $CIEN gets closer to its 11-week EMA resistance line, but doesn't attempt a break. Yet.

$CIEN Investor's Business Daily flagged Ciena as one of the S&P 500's biggest EPS estimate upgrades this week: consensus 2027 EPS is now $11.78, up 21% from a month ago (FactSet). The reason estimates keep moving after the quarter is the backlog. Ciena revealed a $10B order backlog at its Sept 16 investor forum, mostly locked in for 2027 delivery. That is more than 1.5x this year's guided revenue of ~$6.42B. Signed business, not forecasts. Evercore upgraded to Outperform on Monday with a $550 target, up from $375 (per TheFly), calling connectivity inside and between data centers an "increasingly critical gating factor" for frontier LLM monetization. The check on the story: two customers were 41.7% of Q3 sales. The growth is real, but the customer list is narrow.

Ciena $CIEN closes above its 11-week EMA and 14-week SMA resistance lines, facing the 16-week SMA, which is the last line of the resistance cluster. Resistance: 11w EMA & 14/16w SMAs @ $381.80-$394.77 CIEN @ $391.34

$CIEN Sector was strong all last week Could be nice here above 400 close Leader LITE above 1080 is a positive

$CIEN Pullback, profit-taking, it’s whatever you want to call it…Cien keeps the cardiologist employed.

$CIEN Showing incredible strength. Breakout retest held. Massive volume volume yesterday on 200ma reclaim

$CIEN THIS little jewel has all the plumbing needed to keep AI data centers on line with zero down time.Going back 500 by years end?Train being loaded.

$CIEN $COHR $DELL Ai getting the exit treatment Yields too high cuz of trumpy pants and his war he can’t get out of More rate hikes coming, cuz of trumpy pants and his war he can’t get out of Dems gonna win the mod terms, cuz of trumpy pants and the war her can’t get of Dems will slow ai progress, increase taxes on corporations and add more red tape Fear is in the air. Thank you for your attention to this matter

$CIEN Did I miss an announcement that the data enter buildout has ceased?😂😂 Every provider keeps reporting insatiable demand. This is insane.

Ciena shares plunged 9.95 % amid a broad selloff in AI optical-networking stocks, with no company-specific announcement, earnings release or analyst action triggering the decline. The pullback appears driven by profit-taking around the OCP Global Summit 2026 in San Jose, where companies showcased next-generation AI connectivity technologies that investors may have already priced into elevated sector valuations. Ciena’s strong year-to-date rally left the stock vulnerable to a reversal in sentiment. CFO Marc Graff’s recent sale of shares under a prearranged 10b5-1 trading plan may also have added to bearish sentiment, although the transaction was scheduled in advance. The selloff extended across the sector, with Lumentum falling approximately 10.26% and Coherent dropping 8.33%, while the Nasdaq lost 0.4% and the S&P 500 declined 0.1%. Technology was the S&P 500’s weakest sector, intensifying pressure on high-beta AI infrastructure stocks. $CIEN

$CIEN sitting flat all day, then out of nowhere the tape flips and it starts trading like the strongest name in the room. That shift is what the best traders watch for, not the flat part, the moment it breaks character. Worth keeping on the radar.

$CIEN What a rip... had on alert on 200ma reclaim..missed it this morning. Looks like resistance for the day around here

$CIEN This Ciena Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday$ttmi $COHR $HOOD

$CIEN Ciena initiated with an Outperform at Bernstein Bernstein analyst Daniel Zhu initiated coverage of Ciena with an Outperform rating and $440 price target. The firm rolled out coverage of the U.S. networking group with a positive view. Networking and optical companies will be "structural winners" within AI infrastructure, the analyst tells investors in a research note. Bernstein believes there is more upside than downside to AI spend expectations, and sees the risk/rewards on exposed stocks as positive. While an overbuild is still possible, demand continues to exceed supply and the assumptions needed to underwrite continued investments do not appear aggressive compared to the pace of adoption, the firm contends.

$CIEN Bulls and Bears are fighting hard on control of netflow! Strong day today and finally bouncing out of the $330 support area, BUT the 50DMA poses resistance at $375 A close above the 50Day likely has the stock seeing its resistance trendline

$CIEN wanna see a close at $260+ $INTC wanna see a close at $96+ $DELL most likely more weakness….should head into the $300’s is what I’m thinking $COHR thought optics was in high demand?? Guess not…not sure when/if we get $300 soon Happy Friday and good luck to all…

$CIEN Ciena finished Friday at 449.77, up 5.6%. The catalyst: Openreach picked its WaveLogic 6 tech for a UK-wide 800G rollout, the first time national 800G services are on offer there. The backlog is the real tell. Ciena ended fiscal Q3 with 8.5 billion in undelivered orders, and management expects more than 10 billion by fiscal year end. About half the business now comes straight from hyperscalers, and cloud-provider revenue is up more than 80%. Fiscal Q3: revenue 1.67 billion, up 37% year over year, adjusted EPS 2.11. Fiscal 27 revenue guide is 8.3 to 8.4 billion.

Ciena $CIEN printed an explosive green candle right off its weekly moving average (now ex) resistance cluster. Nice!