Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
After a very strong 319.5% return over the past year, Viavi Solutions now screens as undervalued on market multiples, while its broader valuation checks point to a more mixed picture. This puts the recent share price surge under closer scrutiny. Viavi Solutions has delivered a 319.5% return over the last 12 months, so recent buyers are effectively paying up after a sharp rerating. Expectations around AI driven data center and optical networking demand can support optimism on revenue...
Ciena Corporation (NYSE:CIEN) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 120.4%. On June 8, UBS reiterated its Hold rating on the stock and raised its price target to $508 from $285. The action followed Ciena’s fiscal second-quarter report, where revenue rose 40% year over […]
Ciena recently reported strong fiscal second-quarter revenue growth and a US$7.70 billion backlog, reflecting intense demand for its optical networking infrastructure supporting AI workloads. This combination of accelerating AI-related orders and a sizable backlog highlights how central Ciena’s technology has become to large-scale cloud and data center buildouts. We’ll now explore how this expanding AI-driven backlog could influence Ciena’s existing investment narrative and the assumptions...
Ciena stock has delivered an extremely strong run over the last few years. However, the current valuation checks flag it as expensive rather than a clear bargain, which puts recent enthusiasm in tension with what the broader metrics are saying about price versus fundamentals. Ciena has returned just over 10x in the last 3 years, a very large gain that raises the bar for what future performance would need to justify the current share price. Recent leadership moves in supply chain and product...
Ciena's optical networking systems became essential AI infrastructure in 2026. But the rally came with a hefty dose of valuation risk.
CIEN is riding the AI-driven optical networking demand, record revenue and a growing backlog. See what's fueling its outlook despite supply constraints.
Ciena Corporation (NYSE:CIEN) is one of the top stocks to buy according to Whale Rock Capital Management. On June 23, Ciena Corporation’s (NYSE:CIEN) Blue Planet division and Telefónica Deutschland announced they had completed a joint proof of concept, or PoC, showing how AI agents can speed up the design of 5G network slicing services. The […]
Viavi Solutions Inc. (NASDAQ:VIAV) is one of the top stocks to buy according to Whale Rock Capital Management. On July 1, Susquehanna analyst Mehdi Hosseini raised his price target on Viavi Solutions Inc. (NASDAQ:VIAV) to $66 from $60, while maintaining his Positive rating on the stock. The reason for the call, according to Hosseini, was […]
Memory chips, optical technology, semiconductor equipment makers, oh my! The three themes within the AI trade have emerged as investors' favorites, sending related stocks skyrocketing this year. They're also leading today's session.
AGX, CIEN, DDS and SMTC stand out as liquid, efficient stocks with growth potential, backed by solid ratios, asset use and recent revenue gains.
Ciena Corporation (NYSE:CIEN) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 17, Ciena Corporation (NYSE:CIEN)’s Blue Planet division introduced Blue Planet Configuration and Change Management (CCM). The firm reported AI-powered platform brings together device configuration and lifecycle management across multi-vendor networks. It also replaces fragmented tools […]
CIEN is broadening its AI-focused data center connectivity portfolio with new platforms, hyperscaler wins and expanding demand across networking solutions.
LITE's 700% rally has been fueled by AI and cloud demand, but strong fundamentals and optical networking growth keep its buy case intact.
CIEN's Blue Planet AI PoC with Telefonica Deutschland shows how AI-driven network automation could boost software growth and enterprise 5G opportunities.
Ciena (CIEN) has just shifted further into the growth spotlight, joining several Russell growth indices while delivering an AI driven 5G network slicing proof of concept with Telefónica Deutschland that showcases its automation capabilities. See our latest analysis for Ciena. Despite the recent 2.7% 1 day share price gain to US$433.83, Ciena’s 7 day and 30 day share price returns are down 9.4% and 11.1%. The very large 1 year and 3 year total shareholder returns suggest longer term momentum...
Blue Planet, a division of Ciena (NYSE:CIEN), partnered with Telefónica Deutschland to trial AI-driven automation for 5G network slicing services. The proof of concept showed that AI agents can compress design and deployment timelines for 5G slices from weeks to minutes. The trial focused on automating a complex, high-value network operations use case within a commercial 5G environment. Ciena is best known for optical and packet networking gear. Its Blue Planet division is where the company...
Applied Optoelectronics stock's 247% YTD surge reflects AI-driven demand for next-gen transceivers, but competition, capacity limits, and valuation concerns loom.
July growth picks include MU, STX, DELL, PLTR and CIEN as easing inflation fears and AI demand shape the market outlook.
Ciena Corporation (NYSE:CIEN) is one of the 10 Best Pick and Shovel AI Stocks to Invest In. On June 22, 2026, Ciena Corporation (NYSE:CIEN) announced the appointment of Grant Hoffman as Chief Supply Chain Officer and the transition of Brodie Gage to Chief Product and Technology Officer. Both report to President and CEO Gary Smith […]
PDLB, CRDO, TILE, CIEN and CZFS stand out on key efficiency metrics, highlighting five stocks with strong profit potential.
The stock's incredible run had little to do with its past and everything to do with a future the market suddenly decided to believe in.
Efficiency-focused screening highlights five stocks with above-industry operating and turnover metrics that may offer strong profit potential.
VIAV has surged 167.9% this year as AI infrastructure demand, innovation and margin gains strengthen growth. Is there still more upside?
Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched five new leveraged ETFs on single stocks. The Cboe-listed funds seek to deliver two times long (200%) the daily performance of a specific underlying stock. "The recent market debut of Quantinuum brought renewed enthusiasm to the quantum computing space, one where we already have a strong presence with ETF strategies on Rigetti, D-Wave, QCi and Xanadu," said Matt Markiewicz, Head of Product and Capital Markets at Tradr ETFs.