Rosenblatt Securities Maintains Ciena(CIEN.US) With Hold Rating, Raises Target Price to $75

羅森布拉特證券維持Ciena(CIEN.US)持有評級，上調目標價至75美元

moomoo資訊 · 2024/12/06 01:35 · 評級/大行評級

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.

AnalystRecentRatingAutoNews_205842_20241205_3049902eaa1d939f9bb42b2caa2c71820535c1dc_1733434266371991_mm_en

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.

羅森布拉特證券分析師Michael Genovese維持$Ciena (CIEN.US)$持有評級，並將目標價從60美元上調至75美元。

根據TipRanks數據顯示，該分析師近一年總勝率為51.1%，總平均回報率為12.2%。

AnalystRecentRatingAutoNews_205842_20241205_3049902eaa1d939f9bb42b2caa2c71820535c1dc_1733434266371991_mm_tc

此外，綜合報道，$Ciena (CIEN.US)$近期主要分析師觀點如下：

預計數據中心及其周圍的可插拔設備的使用量將增加，這尚未反映在該公司6％-8％的增長預測中，因此對26財年的銷售額和每股收益的估計分別增長了3％和4％。更廣泛的採用意味着機會的擴大，包括圍繞人工智能的機會，這表明需要重新評估該公司當前相對於網絡同行的市場折扣。
預計電信光學支出將開始從24財年上半年的低迷水平中恢復過來。分析師指出，Ciena的前景樂觀，他們援引的支票顯示，Webscale和Telco等關鍵細分市場的連續需求有所改善。此外，這些細分市場的客戶庫存已接近正常水平，與一家大型電信公司簽訂的新協議可能會提高25財年的市場份額。

提示:

TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。

TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。

分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。

總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。

声明：本內容僅用作提供資訊及教育之目的，不構成對任何特定投資或投資策略的推薦或認可。更多信息

Rosenblatt Securities Maintains Ciena(CIEN.US) With Hold Rating, Raises Target Price to $75

Rosenblatt Securities Maintains Ciena(CIEN.US) With Hold Rating, Raises Target Price to $75

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