AlphaYou
Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $15.8M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$15.8M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 8 added, 6 cutMore adding
Key stats
Fundamentals Sep 30- Open
- $352.42
- 52-wk high
- $637.51
- High
- $356.99
- 52-wk low
- $147.36
- Low
- $339.33
- Prev close
- $354.92
- Mkt cap
- $50.33B
- P/E
- 79.4x
- Volume
- 1.83M
- Fwd P/E
- 39.8x
- Beta
- 1.31
- P/S
- 8.4x
- P/B
- 16.0x
- Profit margin
- +10.9%
- Op margin
- +18.1%
- ROE
- +22.4%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about CIEN filings
Are insiders buying or selling Ciena Corp (CIEN) stock?
Net selling: insiders sold $15.8M and bought $0 of CIEN stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. $13.4M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Smith, Gary B (President, CEO), who sold $5.7M. The latest filing was on Sep 29, 2026.
Which members of Congress have traded CIEN recently?
None. No member of Congress disclosed a CIEN trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this CIEN smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (1)
- MG
Man Group
$155.2M
added
Sells/Trims (2)
- JR
Josh Resnick
$367.5M
trimmed
- LP
Lone Pine
$314.3M
sold
What insiders are doing
How top traders are positioned
Activist stakes, short interest & more
Earnings
Earnings came in 30.8% above what analysts expected.
Earnings per share
$1.46 expected
Revenue
$1.63B expected
Company adjusted EPS
From the company's release
Compared on the analyst basis, which counts earnings differently from the company.
GAAP EPS was $1.83 and adjusted EPS was $2.11. The gaap figure is comparable to consensus.
Q4 2026 guidance
$1.75B
$1.70B expected+3.2%
What the street expects next
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $1.35B | $1.43B | $1.57B | $1.67B |
| Cost of what it sold | $774.8M | $801.5M | $879.2M | $911.9M |
| Gross profit | $577.2M | $625.5M | $691.6M | $759.3M |
| What it spent | ||||
| Research and development | $228.9M | $221.5M | $237.9M | $236.7M |
| Sales and admin | $67.3M | $59.2M | $61.2M | $62.8M |
| Other operating costs | $162.5M | $153.6M | $154.6M | $158.6M |
| Total operating expenses | $458.7M | $434.3M | $453.7M | $458.1M |
| What was left | ||||
| Operating profit | $118.5M | $191.2M | $237.9M | $301.2M |
| Interest on debt | $22.0M | $21.3M | $20.9M | $5.8M |
| Profit before tax | $2.9M | $181.1M | $231.1M | $310.6M |
| Tax | -$16.6M | $30.8M | $12.8M | $44.2M |
| Net profit | $19.5M | $150.3M | $218.2M | $266.4M |
| EBITDA | $62.2M | $246.2M | $298.1M | $365.1M |
Technicals
Price structure
This stock is under pressure.
Trend
Under pressure
15 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Local public company launches $200M fund for early-stage AI firms
BullishSep 28Form 4 Ciena Corp For: 27 September By Investing.com
NeutralSep 27Form 4 Ciena Corp For: 27 September By Investing.com
NeutralSep 27Ciena director Thomas Nevens sells $1.34m in stock
Leans bearishSep 26After a $739,599 June sale, Ciena (CIEN) officer Joseph Cumello proposes another share sale.
NeutralSep 25Ciena (CIEN) Stock Gets a $550 Price Target as AI Networking Opportunity Expands
BullishSep 25Shares valued at $1.34M are proposed for sale by a Ciena (NYSE: CIEN) director.
NeutralSep 24Ciena (NYSE:CIEN) Clears All Eight Growth Rules With Accelerating Earnings and Sales
BullishSep 22
Macro
31 macro signals shaping CIEN right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results