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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.

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.

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.

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.

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

Technology stocks face a test from the prospect of higher interest rates after Fed Chairman Kevin Warsh issued a warning about inflation.

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.

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

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

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...

The networking company reports better-than-expected earnings and revenue in its fiscal second quarter.

Generac signed a deal to supply a major AI hyperscaler with backup generators. The stock is up about 100% in 2026.

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Applied Optoelectronics reports Q1 2026 earnings on May 7, guiding $150M-$165M revenues as CATV and data center demand stay strong.

Ciena (CIEN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

NTGR beats Q1 EPS and revenue estimates despite a 2% sales dip, as enterprise ProAV switches and recurring subscribers help cushion results.

Corning reported better-than-expected quarterly results on Tuesday but issued a middling outlook for the current quarter, halting the rally in optical communications stocks. Corning, which makes glass and fiber, barely eked out an earnings beat. The earnings outlook lined up with Wall Street’s estimates, but not the sales figure.