$シエナ (CIEN.US)$In June 2024, Nokia Corporation announced its agreement to acquire Infinera for approximately $2.3 billion. This strategic move aims to bolster Nokia’s optical networking capabilities.  When considering potential acquisition targets for larger companies like$エーティー・アンド・ティー (T.US)$or$ベライゾン・コミュニケーションズ (VZ.US)$, several factors come into play, including strategic alignment, market position, and financial health. Among the U.S. optical network equi...
The market fell Wendesday morning, but moved toward a flat sideways crawl by the afternoon. The$S&P 500 Index (.SPX.US)$climbed 2 bps, the$NYダウ (.DJI.US)$climbed 11 bps, and the$Nasdaq Composite Index (.IXIC.US)$climbed 6 bps. MACRO US September ADP Nonfarm Employment came in at 143,000 vs 124,000 forecasts, higher than last month's 99,000. Meanwhile, crude oil inventories came in much higher than estimated: firm...
Morning Movers Gapping up $シティグループ (C.US)$shares increased by more than 2% after the bank reported revenue of $21.1 billion, surpassing analysts' expectations. $ブラックロック・ファンディング (BLK.US)$'s stock grew by 2% following a quarterly report that exceeded expectations, with earnings per share of $9.81 on revenue of $4.73 billion. $グローブ・ライフ (GL.US)$shares surged approximately 9% in extended trading on Friday, recovering from a more than 50%...
Despite lukewarm market response, Ciena's earnings potential may be stronger than perceived due to robust free cash flow and higher earnings per share. A comprehensive understanding of the company's performance requires more factors to be considered.
Despite Ciena's reinvestment of its capital, the returns it's generating haven't increased. Given the underlying trends, it's unlikely to be a multi-bagger going forward.
Daryanani predicts Ciena's earnings per share could reach $3.50 or more in fiscal 2024, surpassing the $2.90 consensus estimate. He views Ciena as a 'very attractive asset', the best-in-class optical vendor, and expects the stock to rise due to a 'series of beat and raises coupled with multiple expansion'.
The market's prediction of continued strong earnings growth is reflected in Ciena's high P/E ratio. Shareholders' reluctance to sell the stock indicates an anticipation for a prospering future, making a significant share price drop unlikely.
Ciena's revenue spike may signify aptly handling pandemic-induced demand. The CEO's aim to corner cloud customers aligns with market trends. However, the low telecom demand reflects an industry-wide tendency.
Though Ciena's EPS fall does not align with share price variation, its long-term performance is praised. Metrics like revenue growth rate may be more crucial to investors.
シエナに関するコメント
When considering potential acquisition targets for larger companies like $エーティー・アンド・ティー (T.US)$ or $ベライゾン・コミュニケーションズ (VZ.US)$ , several factors come into play, including strategic alignment, market position, and financial health. Among the U.S. optical network equi...
The $S&P 500 Index (.SPX.US)$ climbed 2 bps, the $NYダウ (.DJI.US)$ climbed 11 bps, and the $Nasdaq Composite Index (.IXIC.US)$ climbed 6 bps.
MACRO
US September ADP Nonfarm Employment came in at 143,000 vs 124,000 forecasts, higher than last month's 99,000.
Meanwhile, crude oil inventories came in much higher than estimated: firm...
Gapping up
$シティグループ (C.US)$ shares increased by more than 2% after the bank reported revenue of $21.1 billion, surpassing analysts' expectations.
$ブラックロック・ファンディング (BLK.US)$ 's stock grew by 2% following a quarterly report that exceeded expectations, with earnings per share of $9.81 on revenue of $4.73 billion.
$グローブ・ライフ (GL.US)$ shares surged approximately 9% in extended trading on Friday, recovering from a more than 50%...
Gap Ups
1. $シエナ (CIEN.US)$ - up 9.1%
2. $オクタ (OKTA.US)$ - up 6.0%
3. $ユージーアイ (UGI.US)$ - up 5.5%
4. $ショッピファイ (SHOP.US)$ - up 5.4%
5. $UBSグループ (UBS.US)$ - up 3.8%
6. $セールスフォース (CRM.US)$ - up 2.6%
7. $KEホールディングス (BEKE.US)$ - up 2.5%
8. $クラウドストライク・ホールディングス クラスA (CRWD.US)$ - up 2.3%
9. $ミニソー・グループ・ホールディングス (MNSO.US)$ - up...
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