BNP Paribas analyst Karl Ackerman downgrades $Ciena (CIEN.US)$ to a hold rating, and adjusts the target price from $57 to $67.
According to TipRanks data, the analyst has a success rate of 57.4% and a total average return of 10.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Ciena (CIEN.US)$'s main analysts recently are as follows:
Ciena's AI/data center webcast highlighted the positive attributes which support a bullish perspective, specifically AI's role in driving data growth and the integration of coherent technology within data centers. It's believed that Ciena possesses tangible growth prospects within the intra/around data center markets, especially if this advancement leads to data growth surpassing 25%-30%.
Following a detailed discussion that covered Ciena's growing prospects and strategic plans for expansion in AI and data center segments, including a Q&A session with management, the believed potential for recovery in telecom service provider markets and long-term advantages from DCI/internal data center interconnect growth were reinforced.
The opportunities presented by artificial intelligence for the company are considered more of a long-term growth factor rather than an immediate catalyst. The recent excitement around this prospect is believed to be already reflected in current estimates, suggesting a preference for a more favorable risk/reward balance before proceeding with the shares.
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法国巴黎银行分析师Karl Ackerman下调$Ciena (CIEN.US)$至持有评级,并将目标价从57美元上调至67美元。
根据TipRanks数据显示,该分析师近一年总胜率为57.4%,总平均回报率为10.3%。
此外,综合报道,$Ciena (CIEN.US)$近期主要分析师观点如下:
Ciena的人工智能/数据中心网络直播强调了支持看涨观点的积极属性,特别是人工智能在推动数据增长和数据中心内连贯技术整合方面的作用。据信,Ciena在数据中心内部/周边市场拥有切实的增长前景,特别是如果这一进步导致数据增长超过25%-30%。
在详细讨论了Ciena在人工智能和数据中心领域的扩张前景和战略计划,包括与管理层的问答环节之后,人们认为电信服务提供商市场的复苏潜力以及DCI/内部数据中心互连增长带来的长期优势得到了加强。
人工智能为公司带来的机会更多地被视为长期增长因素,而不是直接的催化剂。据信,最近对这一前景的兴奋已经反映在当前的估计中,这表明在继续投资股票之前,人们倾向于更有利的风险/回报平衡。
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