Rosenblatt Securities analyst Michael Genovese maintains $Ciena (CIEN.US)$ with a hold rating, and adjusts the target price from $60 to $75.
According to TipRanks data, the analyst has a success rate of 51.1% and a total average return of 12.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Ciena (CIEN.US)$'s main analysts recently are as follows:
Anticipating a heightened uptake of pluggables in and around data centers, which is not yet reflected in the company's 6%-8% growth projection, sales and earnings per share estimates for FY26 have been increased by 3% and 4%, respectively. The broader adoption signifies expanding opportunities, including those around AI, which suggests a reevaluation of the company's current market discount relative to networking peers.
Telecom optical spending is anticipated to start recovering from the depressed levels recorded in the first half of FY24. Analysts note a positive outlook on Ciena, citing checks that show improving sequential demand from key segments - Webscale and Telco. Additionally, customer inventories in these segments are nearing normal levels, and a new agreement with a major telecommunications company could enhance market share in FY25.
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.
罗森布拉特证券分析师Michael Genovese维持$Ciena (CIEN.US)$持有评级，并将目标价从60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51.1%，总平均回报率为12.2%。
此外，综合报道，$Ciena (CIEN.US)$近期主要分析师观点如下：
预计数据中心及其周围的可插拔设备的使用量将增加，这尚未反映在该公司6％-8％的增长预测中，因此对26财年的销售额和每股收益的估计分别增长了3％和4％。更广泛的采用意味着机会的扩大，包括围绕人工智能的机会，这表明需要重新评估该公司当前相对于网络同行的市场折扣。
预计电信光学支出将开始从24财年上半年的低迷水平中恢复过来。分析师指出，Ciena的前景乐观，他们援引的支票显示，Webscale和Telco等关键细分市场的连续需求有所改善。此外，这些细分市场的客户库存已接近正常水平，与一家大型电信公司签订的新协议可能会提高25财年的市场份额。
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。
