Northland Capmk Predicts Ciena’s Q2 Earnings (NYSE:CIEN)

Ciena Co. (NYSE:CIEN) – Equities researchers at Northland Capmk cut their Q2 2025 earnings estimates for Ciena in a report released on Wednesday, March 12th. Northland Capmk analyst T. Savageaux now expects that the communications equipment provider will post earnings per share of $0.30 for the quarter, down from their previous forecast of $0.31. Northland Capmk has a “Strong-Buy” rating on the stock. The consensus estimate for Ciena’s current full-year earnings is $1.60 per share. Northland Capmk also issued estimates for Ciena’s Q3 2025 earnings at $0.40 EPS and FY2025 earnings at $1.65 EPS.

Ciena (NYSE:CIEN) last issued its quarterly earnings results on Thursday, December 12th. The communications equipment provider reported $0.54 EPS for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.12). The firm had revenue of $1.12 billion for the quarter, compared to analyst estimates of $1.10 billion. Ciena had a return on equity of 4.72% and a net margin of 2.09%. The business’s revenue was down .5% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.56 EPS.

Several other research firms have also commented on CIEN. Citigroup raised their price target on shares of Ciena from $84.00 to $98.00 and gave the company a “buy” rating in a research report on Friday, December 13th. JPMorgan Chase & Co. raised Ciena from a “neutral” rating to an “overweight” rating and upped their price target for the stock from $84.00 to $88.00 in a report on Tuesday, January 28th. Morgan Stanley cut their price objective on Ciena from $80.00 to $76.00 and set an “equal weight” rating for the company in a research report on Wednesday, March 12th. Northland Securities upgraded Ciena from a “market perform” rating to an “outperform” rating and increased their target price for the company from $60.00 to $75.00 in a research report on Wednesday, March 12th. Finally, B. Riley reaffirmed a “buy” rating and set a $89.00 price objective (down from $97.00) on shares of Ciena in a report on Wednesday. Four analysts have rated the stock with a hold rating, nine have given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat.com, Ciena presently has a consensus rating of “Moderate Buy” and an average target price of $81.38.

Ciena Stock Performance

NYSE CIEN opened at $63.84 on Monday. The firm has a market capitalization of $9.07 billion, a P/E ratio of 112.00, a PEG ratio of 1.54 and a beta of 0.91. Ciena has a fifty-two week low of $43.30 and a fifty-two week high of $101.44. The stock has a 50-day simple moving average of $82.30 and a two-hundred day simple moving average of $73.42. The company has a debt-to-equity ratio of 0.54, a quick ratio of 2.72 and a current ratio of 3.55.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in CIEN. Annis Gardner Whiting Capital Advisors LLC increased its position in Ciena by 108.6% during the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 290 shares of the communications equipment provider’s stock worth $25,000 after purchasing an additional 151 shares during the period. Versant Capital Management Inc raised its position in Ciena by 925.0% in the fourth quarter. Versant Capital Management Inc now owns 328 shares of the communications equipment provider’s stock worth $28,000 after acquiring an additional 296 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in Ciena by 328.2% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 364 shares of the communications equipment provider’s stock valued at $30,000 after acquiring an additional 279 shares during the period. Bessemer Group Inc. boosted its position in shares of Ciena by 73.7% during the 4th quarter. Bessemer Group Inc. now owns 356 shares of the communications equipment provider’s stock worth $30,000 after purchasing an additional 151 shares in the last quarter. Finally, Atlas Capital Advisors Inc. grew its stake in shares of Ciena by 77.2% during the 4th quarter. Atlas Capital Advisors Inc. now owns 420 shares of the communications equipment provider’s stock worth $36,000 after purchasing an additional 183 shares during the period. 91.99% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Gary B. Smith sold 6,800 shares of the company’s stock in a transaction that occurred on Monday, March 3rd. The stock was sold at an average price of $76.41, for a total transaction of $519,588.00. Following the completion of the sale, the chief executive officer now owns 398,549 shares in the company, valued at $30,453,129.09. This represents a 1.68 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Jason Phipps sold 5,648 shares of the business’s stock in a transaction on Thursday, January 2nd. The shares were sold at an average price of $84.64, for a total transaction of $478,046.72. Following the completion of the transaction, the senior vice president now directly owns 109,878 shares in the company, valued at $9,300,073.92. This represents a 4.89 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 59,942 shares of company stock worth $5,025,949. 0.93% of the stock is currently owned by insiders.

Ciena Company Profile

Ciena Corporation provides hardware and software services for delivery of video, data, and voice traffic metro, aggregation, and access communications network worldwide. The company’s Networking Platforms segment offers convergence of coherent optical transport, open optical networking, optical transport network switching, IP routing, and switching services.