Ciena held its investor forum on Sept. 16, during which management announced fiscal 2029 targets. The targets include 30% average annual revenue growth through 2029, 50% adjusted gross margin, and 33.5% adjusted operating margin at the midpoint.
Ciena is a major AI beneficiary. Its leading multiplexers, switches, and routers are critical to connecting GPUs across data centers.
While Ciena has consistently been first to market over the last 10 years, competition will increase, threatening the firm's dominant market share.
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Metric
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CIEN
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CSCO
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|---|---|---|
Price/Earnings (Normalized) | 63.09 | 25.18 |
Price/Book Value | 17.56 | 8.53 |
Price/Sales | 9.20 | 6.85 |
Price/Cash Flow | 42.24 | 23.40 |
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Metric
|
CIEN
|
CSCO
|
|---|---|---|
Quick Ratio | 2.79 | 0.64 |
Current Ratio | 3.80 | 0.93 |
Interest Coverage | 10.47 | 11.30 |
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Metric
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CIEN
|
CSCO
|
|---|---|---|
Return on Assets (Normalized) | 15.10% | 13.87% |
Return on Equity (Normalized) | 33.41% | 35.85% |
Return on Invested Capital (Normalized) | 20.03% | 22.89% |
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1-Day Chart
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United States