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The networking company also expects adjusted operating margins of 32% to 35% and free cash flow margins of about 20% by fiscal 2029.

Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.

Networking stocks are surging well beyond the broader tech sector, and no earnings report, contract award, or company announcement explains why Ciena, Arista, and Cisco are all moving together on the same Friday afternoon.

AI-driven network demand propels record revenue and backlog growth.

Ciena posted record numbers, the stock fell anyway, and one big bank is telling clients to buy.

NetApp and Ciena delivered unusually strong results within a day of each other. NetApp’s fiscal Q1 revenue rose 30% to $2.03 billion, all-flash array sales grew 47% to $1.3 billion, and management raised full-year guidance. Ciena’s fiscal Q3 revenue climbed 37% to $1.67 billion, while adjusted earnings per share rose 215% to $2.11. NetApp, Inc. […]

Ciena Corp (CIEN) posts record Q3 results with revenue up 37% and backlog swelling to $8.5 billion, while issuing a bullish fiscal 2027 outlook of at least 30% growth.

Moby summary of Ciena Corporation's Q3 2026 earnings call

Ciena just posted a record quarter with earnings well above estimates, yet its stock cratered 10% while networking peers Arista and Cisco held firm or climbed. The divergence points to a specific pressure point that separates Ciena's story from the broader AI networking boom.

Ciena (NYSE:CIEN) reported record fiscal third-quarter 2026 results, with revenue, operating margin and adjusted earnings per share reaching new highs as demand for optical networking equipment accelerated across data-center and wide-area network applications. Revenue for the quarter was $1.67 bill

Ciena Corporation (NYSE:CIEN) shares rose 4. 3% in premarket trading after the optical networking equipment company reported fiscal third-quarter earnings and revenue above analyst expectations.

Ciena (CIEN) delivered earnings and revenue surprises of +21.26% and +1.44%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- Ciena Corporation (NYSE: CIEN) reported fiscal third-quarter results that exceeded analyst expectations, with shares rising 4.3% premarket following the announcement.

The fiber optic gear maker's fiscal Q3 earnings boomed 215%. Revenue and sales guidance slightly topped. Shares rose.

Ciena stock advances after the optical networking company reports better-than-expected earnings and raises fiscal-year revenue guidance.

The game-changer could boost a little-known tech company that’s critical to internet infrastructure.

Ooma (OOMA) delivered earnings and revenue surprises of +6.06% and +1.90%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that most headlines missed.

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

LITE heads into fiscal Q4 earnings with strong AI optics demand and a 1.6T transceiver ramp, though supply constraints could limit upside.

NTGR's Q2 earnings beat estimates as Enterprise growth and wider margins offset Consumer weakness amid memory-cost headwinds.

Extreme Networks (NASDAQ:EXTR) reported fourth-quarter fiscal 2026 revenue of $339 million, up 10% from a year earlier and 7% sequentially, as the networking company cited continued product demand, higher gross margins and growing adoption of its Extreme Platform ONE platform. For the full fiscal y

Corning surpasses expectations with its second-quarter earnings, but the stock falls on in-line guidance.

Ciena is set to post its third-quarter results soon, and analysts predict a triple-digit surge in the company’s bottom-line figure.

Ciena (CIEN) just delivered the kind of quarter most companies dream about. Revenue jumped 40%, profit nearly quadrupled, and management raised its full-year outlook. Wall Street liked what it saw. Analyst after analyst lifted price targets on the stock, some by hundreds of dollars. And then shares ...

Thank you for joining us, and welcome to Ciena's Fiscal Q2 2026 Financial Results Conference Call. Gregg Lampf: Thank you, Tracy. On the call today is Gary Smith, President and CEO; and Marc Graff, CFO.

Ciena Corp (CIEN) reports a 40% revenue increase and significant advancements in its Routing and Switching segment, despite supply chain challenges.

Moby summary of Ciena Corporation's Q2 2026 earnings call

Ciena Corporation (NYSE:CIEN) reported fiscal second quarter that came in ahead of Wall Street expectations for both earnings and revenue, but shares fell about 19% on concerns about the company’s forward guidance and outlook relative to elevated expectations. Ciena raised its fiscal 2026...