Ciena Corporation
CIENDCF · Perpetuity growth · 5y leads for a cyclical company — positive operating income and three years of positive free cash flow. From a five-year discounted cash flow.
Price and model value
What the marks mean
Valuation models
DCF · Perpetuity growth · 5y leads for a cyclical company — positive operating income and three years of positive free cash flow. How we value a stock walks through every input. The price is 1480% above the model value: the models see only the filed business, and a company priced on businesses with no revenue line yet is better taken apart, as Tesla is.
Research on CIEN
How it is valued
Key figures
Superinvestors
Analyst actions
Recent
Comparable companies
The weekly
One email a week across every stock we cover: 13F filings, insider trades, earnings and new research. It covers the whole market, not just CIEN. No account.
About Ciena
Ciena Corporation is a global technology company focused on telecommunications infrastructure. It delivers integrated solutions – including specialized hardware, software applications, and professional services – designed to facilitate the efficient transmission, routing, switching, aggregation, delivery, and overall management of video, data, and voice traffic across communication networks worldwide. Within its Networking Platforms division, Ciena develops and supplies advanced hardware and integrated solutions. These products are specifically engineered to optimize the convergence of various optical transport methods (like coherent optical transport and optical transport network switching) with packet switching, enabling high-performance data handling. The product portfolio spans a range of packet-optical platforms (e.g., the 6500, 5400, and Z-Series), reconfigurable switching systems (such as the 5430), Waveserver interconnect systems, and dedicated switches for service delivery and aggregation (including the 3000 and 5000 families). This segment also provides the essential operating system software and advanced features embedded within its hardware offerings. Ciena's Blue Planet Automation Software and Services arm is dedicated to intelligent network automation. It offers solutions for orchestrating services across multiple network domains, maintaining precise network inventory, optimizing data routes, coordinating virtualized network functions (NFV), and delivering insightful analytics, alongside related support. The Platform Software and Services segment provides unified management platforms, exemplified by its OneControl system, as well as other software tools for comprehensive network planning, operational control, and ongoing oversight. Finally, the Global Services segment delivers end-to-end client support. This includes strategic consulting, detailed network architecture design, expert installation and deployment, ongoing maintenance, and comprehensive training programs. The company distributes its cutting-edge products and services to network operators through both direct sales forces and indirect channel partners. Established in 1992, Ciena Corporation maintains its corporate headquarters in Hanover, Maryland.
- CEO
- Gary Smith
- Headquarters
- Fulton, MD
- Employees
- 8,989
- IPO
- 1997-02-07
Model estimates for research reference only, not investment advice. Every model rests on assumptions that may not match what happens; the formulas are in how we value a stock.