Noticias

WDAY is set to report Q1 fiscal 2027 results on May 21, with expected revenue growth as demand rises for HCM, finance and AI-powered products.

TTWO heads into Q4 earnings with strong mobile momentum, NBA 2K engagement growth and rising costs shaping results expectations.

MU, UNH and AAMI led standout gains as Zacks highlighted top-performing portfolios amid volatile markets and inflation worries.

Quantum Computing Inc. (NasdaqCM:QUBT) reported a Q1 2026 revenue increase of over 9,000% year over year. The move follows completed acquisitions of Luminar Semiconductor and NuCrypt, which expand photonics, lasers, and quantum communications capabilities. The company also ran a joint demonstration of a layered quantum secured communications system with Ciena. These developments mark a shift toward commercializing its quantum networking technology and moving beyond a purely R&D profile. For...

Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.

Stock market winners aren't hard to find in IBD's The New America page because most firms have a new product that's driving big growth.

GitLab delivers a unified DevOps platform supporting the full software development lifecycle for global enterprise clients.

Although Ciena has outperformed relative to the broader market over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects.

CIEN is riding AI-driven demand and cloud adoption as hyperscalers boost optical network spending and Ciena expands its market share.

For years, Nokia stock was dismissed as a legacy hardware player trapped in a low-margin 5G cycle. But in early 2026, the narrative has fundamentally shifted. While the market remained fixated on software giants, Nokia quietly engineered a structural breakout into the $11 to $13 range, fueled by an "AI super-cycle" that is rapidly transforming the telecommunications sector.

Cisco Systems, Inc. (NASDAQ:CSCO) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer had a mixed view on the stock, as he commented: Now, Cisco reports this night, and I gotta tell you, its stock’s galloping like 1999. Cisco’s just […]

GLW rides on AI data center demand with expanded U.S. manufacturing and photonics growth plans, but competition and cyclical markets remain risks.

Shares of LITE gain after Q3 results beat estimates, fueled by AI and cloud demand, but supply constraints and high valuation may cap near-term gains.

Coherent stock rallies as Stifel issues a bullish note. Here’s why analyst Ruben Roy sees COHR shares ripping higher from current levels as the year unfolds.

Arista Networks Inc. (NYSE: ANET) is currently flashing a signal that often makes momentum investors pause: a 49x trailing earnings multiple, its highest in several years. Historically, Arista finds its comfort zone closer to 38x, leading many to wonder if the stock has finally reached a valuation peak. While industry veterans like Cisco Systems Inc (NASDAQ: CSCO) trade at much lower multiples, Arista has traditionally commanded a premium as the high-velocity challenger in the data center.

The optical-networking complex is ripping higher at midday Monday, with all three of the group’s marquee names posting double-digit gains. Applied Optoelectronics (NASDAQ:AAOI) is leading the basket, up 24% to $184.51, while Lumentum (NASDAQ:LITE) trades 17% higher near $1,057. Coherent (NYSE:COHR) rounds out the trio, up 13% to roughly $377.60. The rally is essentially a ... Applied Optoelectronics Rips 24%, Lumentum Jumps 17%, Coherent Rallies 13% as Optics Trade Catches Fire

Coherent Corp. (NYSE:COHR) is one of the 12 Best Photonics Stocks to Buy Now. On May 5, 2026, Stifel boosted its price objective for Coherent Corp. (NYSE:COHR) to $412 from $275. It retained a Buy rating on the shares. It referenced the firm’s forecast that upcoming quarterly reports from Coherent, Lumentum Holdings, and Ciena Corporation […]

Dell Technologies Inc. (NYSE:DELL) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer mentioned the company during the episode and said: And look, it’s not just Meta. We all kick ourselves for missing out on winners that seem obvious in retrospect. I wish I’d bought […]

If you are wondering whether Ciena is still attractively priced after a strong run, the key question is whether the current share price reflects its underlying business value. The stock last closed at US$538.76, with returns of 2.1% over 7 days, 20.3% over 30 days and 119.0% year to date, plus very large gains over 1 year and 3 years. Recent attention on Ciena has focused on its role in networking and optical equipment, including how demand for bandwidth and data infrastructure could...

Truth be told, a survey of leading biotech stocks currently in the IBD 50 actually accentuates the importance of using both daily and weekly charts in the same manner as, say, the mega-cap leaders such as Sandisk, Micron Technology, and Western Digital in the data storage segment. The concept also applies to other tech leaders such as Marvell Technology in application-specific integrated circuits, and Ciena, a fiber-optic data networking company. Marvell carries a $140 billion market cap, and Ciena is valued at $76 billion.

Dell Technologies Inc. (NYSE:DELL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted it as an AI infrastructure play, as he remarked: Then there’s the infrastructure. That’s all about Dell, which makes the servers, the AI factory if you will. Vertiv for cooling. Corning […]

In recent days, Ciena has drawn heightened attention after multiple banks, including Rothschild & Co Redburn, Morgan Stanley, and JPMorgan, updated their research coverage, while the company also confirmed it will release fiscal second-quarter results on 4 June 2026 via a webcast for investors. These developments tie directly into rising expectations for optical networking demand linked to generative AI infrastructure, positioning Ciena at the center of the shift from electrical to photonic...

Multiple banks have turned more positive on Ciena (CIEN) in recent weeks, highlighting its role in optical networking and AI infrastructure. The stock has outpaced the broader market and attracted heavier investor attention. See our latest analysis for Ciena. The recent 6.6% single day share price pullback sits against a powerful backdrop, with a 20.3% 1 month share price return, 98.6% 3 month share price return and a very large 1 year total shareholder return, signalling strong but volatile...

MU, CIEN, STX, FIVE and MUSA are highlighted as large-cap growth stocks benefiting from AI demand, retail momentum and expansion strategies.

The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR) is off 10% and Lumentum (NASDAQ:LITE) is sliding 7%. The selloff is sector-wide. Ciena (NYSE:CIEN) is lower by 10% and Fabrinet (NYSE:FN) is down 8%, confirming this is correlated basket selling rather than ... Applied Optoelectronics Crashes 14%, Coherent Slides 10%, Lumentum Falls 7% as Optics Trade Cools

Ciena Corporation (NYSE:CIEN) is one of the top stock giants that were suddenly on fire in April. Rothschild & Co Redburn initiated coverage of Ciena Corporation (NYSE:CIEN) with a Neutral rating on May 1, setting a price target of $416. The firm told investors in a research note that the monetization of generative AI capex […]

MU, CIEN, STX, FIVE and MUSA are large-cap growth stocks riding on AI demand, strong earnings growth and market momentum into May.

Ciena Corporation (NYSE:CIEN) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now. On April 20, Morgan Stanley increased its price target on Ciena Corporation (NYSE:CIEN) from $286 to $405 and maintained its Equal Weight rating on the stock. The research firm pointed out that optical stocks have continued to reach new […]

COHR's upside is tied to AI datacenter-driven mix and margin gains, but supply tightness through 2026-2027 could keep results uneven during multiple ramps.

COHR has bookings into 2027-2028 and margin levers from 1.6T mix and 6-inch wafers, yet supply tightness and a rich multiple raise risk.