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Networking stocks surge as Trump drafts a ban on a vital Chinese data center component.

ADTN has plunged 46.2% in three months as execution issues hit margins, but fiber broadband and AI networking trends keep its long-term growth story alive.

ADTN's fiber broadband and AI networking opportunities remain strong, but execution challenges and weaker earnings outlook suggest patience may be the better strategy.

ADTN is expanding its AI networking portfolio, but execution issues and margin pressure may delay the payoff from growing AI infrastructure demand.

Ciena (CIEN) is back in focus after e& UAE chose its next generation DWDM and software platforms to expand a high capacity network, which highlights the stock’s exposure to global digital infrastructure projects. See our latest analysis for Ciena. Ciena’s recent client wins in the Middle East and its quantum safe networking trial in the US come as the stock trades at US$411.13, with a 1 day share price return of 5.21% and a year to date share price return of 67.09%. The 1 year total...

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

In early August 2026, Quantum Corridor Inc. reported a successful trial of high-speed quantum-safe networking on its live Midwest commercial network, using Ciena’s WaveLogic 6 Extreme 1.6 Tb/s quantum-safe encryption and Toshiba’s quantum key distribution technology alongside existing WaveLogic 5 Extreme 800G traffic. The trial highlights how Ciena’s hybrid approach combining post-quantum cryptography with quantum key distribution can help operators secure current high-capacity networks...

Ciena (NYSE:CIEN) completed a trial of quantum-safe networking with Quantum Corridor Inc. and Toshiba International Corporation. The test combined Ciena's WaveLogic 6 Extreme platform with Toshiba's quantum key distribution encryption technology. The trial focused on providing quantum-safe data protection for enterprises and service providers facing rising cybersecurity risks. Ciena is best known for its optical networking and routing solutions that sit at the core of telecom and cloud...

Lumentum, Coherent Leads Networking Stocks Rally as Trump Considers Chinese Hardware Ban

Applied Optoelectronics heads into Q2 earnings with AI-driven 800G demand and CATV growth, but valuation and production constraints loom.

Corning just handed investors one of the steepest single-stock declines in its peer group, yet at least one major Wall Street bank is responding by raising its price target to levels that would shock most bears right now.

GLW has fallen 13.9% in three months, but AI infrastructure, solar and automotive growth could support demand as investors weigh key risks.

Shares of Corning had a tough July but a Truist analyst team believes the stock now has a “more reasonable entry point.” Shares of the optical networking company declined 0.5% to $137.52 in premarket trading on Monday after ending Friday up 2.2%. Corning and other optical networking names have become a major part of the artificial-intelligence trade.

Ciena and Boston Beer have been highlighted as Zacks Bull and Bear of the Day

As hyperscalers scale out distributed AI factories, high-speed optical networking infrastructure becomes a vital link that prevents high-cost GPU clusters from going idle.

If you hold shares in this AI networking leader, the options market says you're already signed up for a remarkably wide range of outcomes over the next year.

Needham says Verizon's dark fiber partnership with Google could create more than $100 million in new revenue for Ciena, adding another catalyst to its AI growth story.

VIAV faces fiscal Q4 earnings with AI networking launches and Spirent integration in focus, but weak telecom spending and cash flow concerns cloud the outlook.

Ciena stock has delivered a very large 3 year gain of roughly 7x, yet the current valuation picture is split, with a Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade at a sizeable discount while earnings based multiples point to an expensive profile and a low overall value score. Over the past 3 years, Ciena has returned roughly 7x, which puts extra focus on whether recent price strength is supported by fundamentals. Future cash flow growth and the timing of...

The networking giant's shares carry a premium, but a look two years into the future reveals a valuation that is far more ordinary.

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

The networking giant's shares carry a premium price tag, but a look at future earnings reveals a different story about what investors are actually paying for growth.

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

NOK tops earnings estimates as AI networking and stronger margins help offset uneven telecom spending, offering fresh insight into its evolving growth outlook.

NOK is expanding beyond telecom into AI networking, cloud connectivity and enterprise infrastructure as rising AI demand reshapes its long-term growth strategy.

GE Aerospace, AT&T and Chubb headline today's top analyst reports, highlighting business momentum, key challenges and strategic drivers shaping each company.

The networking giant is standing out in a weak market, but what it really offers your portfolio is a powerful, and volatile, dose of something new.

AGX, CIEN, HUBS and SMTC make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

Corning's AI-driven optical business and solar growth support its outlook as Corning heads into Q2 earnings. Is the momentum enough to continue?

If you hold Arista Networks (ANET) stock, you've been rewarded for betting on the AI boom. The shares have climbed 51% over the past year and trade near their 52-week high, a testament to the company's central role in building the networks that power artificial intelligence. But with a price-to-sales multiple of 21.9 sitting at a 10-year peak, the stock is priced for near-flawless execution. That's precisely why it's worth focusing on what could go wrong. The biggest risks for Arista aren't hypo