Stifel analyst Ruben Roy maintains $Ciena (CIEN.US)$ with a buy rating, and adjusts the target price from $68 to $75.
According to TipRanks data, the analyst has a success rate of 66.5% and a total average return of 20.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Ciena (CIEN.US)$'s main analysts recently are as follows:
The recent AI/data center webcast by Ciena highlighted the positive aspects of the bullish scenario, specifically the acceleration of data growth fueled by AI and the integration of coherent technology into data centers. There are tangible growth prospects for Ciena in the intra/around data center segments, especially if this advancement leads to data growth surpassing the 25%-30% mark.
Following a recorded webcast that highlighted Ciena's growing prospects and its strategic approach to growth in the AI/data center sectors, additional insights were gained during a subsequent Q&A session with management. The company is seen as well-positioned to benefit from the recovery in telecom service provider markets and is anticipated to gain from the expansion of DCI/internal data center interconnect segments.
The company's prospects within artificial intelligence are viewed as more of a long-term growth opportunity rather than an immediate driver of performance. The recent surge in optimism is believed to already be reflected in current estimates, prompting a more cautious approach to the stock until a more favorable risk/reward scenario presents itself.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
斯迪富分析师Ruben Roy维持$Ciena (CIEN.US)$买入评级，并将目标价从68美元上调至75美元。
根据TipRanks数据显示，该分析师近一年总胜率为66.5%，总平均回报率为20.0%。
此外，综合报道，$Ciena (CIEN.US)$近期主要分析师观点如下：
Ciena最近的人工智能/数据中心网络直播强调了看涨情景的积极方面，特别是人工智能推动的数据增长加速，以及连贯技术集成到数据中心。Ciena在数据中心内部/周边领域有切实的增长前景，特别是如果这一进步导致数据增长超过25％-30％大关。
在录制的网络直播强调了Ciena不断增长的前景及其在人工智能/数据中心领域的增长战略方针之后，在随后与管理层的问答环节中获得了更多见解。该公司被认为处于有利地位，可以从电信服务提供商市场的复苏中受益，预计将从DCI/内部数据中心互连领域的扩张中获益。
该公司在人工智能领域的前景更多地被视为长期增长机会，而不是业绩的直接驱动力。据信，最近的乐观情绪激增已经反映在当前的估计中，这促使人们对该股采取更加谨慎的态度，直到出现更有利的风险/回报情景。
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
