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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.
The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.
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.
US equity indexes ended higher Thursday in a broad-based rally amid rising expectations that the Fed
Moby summary of Ciena Corporation's Q3 2026 earnings call
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.
The fiber optic gear maker's fiscal Q3 earnings boomed 215%. Revenue and sales guidance slightly topped. Shares rose.
Today Fed speakers: Fed governor Christopher Waller is due to speak at 8:30 a.m. ET. Cleveland Fed President Beth Hammack and Chicago Fed President Austan Goolsbee are also making public appearances. Earnings (a.
Today Earnings (a.m.): Brown-Forman, Ollie’s Bargain Outlet Earnings (p.m.): Broadcom, Hewlett Packard Enterprise, Snowflake, Five Below Economic data: ADP national employment report (August), July durable-goods and factory orders, Federal Reserve Beige Book, EIA weekly petroleum status report Central banks: Bank of Canada interest rate announcement Tomorrow Fed speakers: Fed governor Christopher Waller.
Today Executive Moves: John Ternus takes the helm at Apple, succeeding Tim Cook Fed speaker: Fed governor Michael Barr, 9:05 a.m. ET Earnings (a.m.): Medtronic, Alimentation Couche-Tard Earnings (p.
The game-changer could boost a little-known tech company that’s critical to internet infrastructure.
Today Meetings: G20 finance ministers and central-bank governors meeting Economic data: Texas manufacturing outlook survey, agricultural prices, portfolio holdings of foreign securities, preliminary results Tomorrow Executive Moves: John Ternus succeeds Tim Cook as Apple’s CEO Fed speaker: Fed governor Michael Barr, 9:05 a.
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?
Stocks tied to the artificial-intelligence trade dropped, extending their bumpy stretch ahead of Wednesday’s all-important earnings update from Nvidia. “From a markets perspective, they tend to get ignored.”
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.
LITE heads into fiscal Q4 earnings with strong AI optics demand and a 1.6T transceiver ramp, though supply constraints could limit upside.
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
Ciena is set to post its third-quarter results soon, and analysts predict a triple-digit surge in the company’s bottom-line figure.
Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough ... These 7 Stocks Will Solve AI’s Most Important Bottleneck
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.
Moby summary of Ciena Corporation's Q2 2026 earnings call
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