에 대한 최신 뉴스 Ciena (NYSE:CIEN) 주식

Ciena

Ciena Corp is a network and technology company. It provides network hardware, software, and services that support the transport, switching, aggregation, service delivery, and management of video, data, and voice traffic on communications networks. It serves various industries such as communication services providers, web-scale providers, cable operators, government, and large enterprises world-wide. The business activities function through Networking Platforms; Platform Software and Services; Blue Planet Automation Software, and Global Services segments. Geographically, its presence is seen in the markets of the United States, Canada, the Caribbean, Latin America, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India. The maximum revenue is generated from Americas.

CIENA Corporation

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바이든 행정부가 중국의 고급 반도체 및 기술에 대한 접근 제한을 확대하고 차기 행정부에서 관세가 인상될 가능성은 투자자들 사이에서 상당한 우려를 불러일으켰다.

미국이 중국에 대한 반도체 규제를 강화하면 혜택을 받을 전망인 기술주 5종목: JP모건

Ciena Corp

CIENA ORD

Ciena's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) short percent of float has risen 3.08% since its last report. The company recently reported that it has 5.93 million shares sold short, which is 5.36% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.3 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Ciena Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1728067519_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Ciena has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Ciena's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Ciena's peer group average for short interest as a percentage of float is 7.24%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

(CIEN) - Analyzing Ciena's Short Interest

Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) has outperformed the market over the past 10 years by 3.94% on an annualized basis producing an average annual return of 15.34%. Currently, Ciena has a market capitalization of $9.48 billion. 
Buying $1000 In CIEN: If an investor had bought $1000 of CIEN stock 10 years ago, it would be worth $4,062.77 today based on a price of $66.00 for CIEN at the time of writing.
<h3>Ciena's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727905022_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

If You Invested $1000 In This Stock 10 Years Ago, You Would Have $4,100 Today

Ciena Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) shares are trading higher on Wednesday after the company announced it authorized a $1 billion share <a href="https://www.benzinga.com//node/41144935">repurchase program</a>.
The Details: The share repurchase program will start in the 2025 fiscal year and continue through the end of the 2027 fiscal year.
&#8220;Our new share repurchase program reflects the confidence we have in the ongoing strength of our business, cash generation, and operating results. It also highlights the competitive advantage we enjoy with our robust balance sheet,&#8221; Ciena&#8217;s CFO James E. Moylan said.
&#8220;This step demonstrates our continued priority to return capital to shareholders as part of our strategic and operating plans.&#8221;
This comes as the company concludes its current three-year share repurchase program.
How To Buy Ciena Shares
Besides going to a brokerage platform to purchase a share &#8211; or fractional share &#8211; of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. 
For example, in Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>)'s case, it is in the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
Related Link: <a href="https://www.benzinga.com/news/24/10/41129365/what-happened-with-rivian-stock-today">What Happened With Rivian Stock Today?</a>
CIEN Price Action: At the time of publication, Ciena stock is trading 6.6% higher at $65.48, according to data from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Image: Photo via Shutterstock

Movers

What's Going On With Ciena Stock Wednesday?

WIIM

Ciena shares are trading higher after the company announced it authorized a $1 billion repurchase program.

U.S. stocks were slightly higher, with the Dow Jones index gaining around 0.2% on Wednesday.
Shares of RPM International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RPM#NYSE">RPM</a>) rose sharply during Monday's session after the company reported better-than-expected <a href="https://www.benzinga.com/quote/RPM/earnings">first-quarter adjusted EPS results</a>.
Sales declined 2.1% Y/Y to $1.97 billion, missing the consensus of $2.015 billion. Adjusted EPS was $1.84, beating the consensus of $1.75.
RPM shares jumped 7.2% to $128.71 on Wednesday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>Kingsoft Cloud Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KC#NASDAQ">KC</a>) gained 21.6% to $3.88.</li>
<li>UP Fintech Holding Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TIGR#NASDAQ">TIGR</a>) gained 20% to $7.46. Shares of US-listed Chinese stocks traded higher on continued strength following recent stimulus measures and the start of the National Day Golden Week.</li>
<li>Joby Aviation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) gained 19.4% to $5.73 after the company announced that Toyota will invest an additional $500 million to support the certification and commercial production of the electric air taxi.</li>
<li>AMTD Digital Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HKD#NYSE">HKD</a>) climbed 17.1% to $3.7473.</li>
<li>Clover Health Investments, Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLOV#NASDAQ">CLOV</a>) gained 12% to $3.1113.</li>
<li>Talkspace, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TALK#NASDAQ">TALK</a>) surged 12% to $2.3650.</li>
<li>Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) climbed 10.7% to $9.52.</li>
<li>Great Lakes Dredge &amp; Dock Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GLDD#NASDAQ">GLDD</a>) climbed 9.7% to $11.76 after the company announced the receipt of several dredging awards totaling $342.3 million.</li>
<li>Novavax, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVAX#NASDAQ">NVAX</a>) gained 9.3% to $13.47.</li>
<li>Ciena Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) rose 6.5% to $65.44. Ciena announced a $1 billion share repurchase authorization.</li>
</ul>
Now Read This: 
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<li><a href="https://www.benzinga.com/news/earnings/24/10/41141371/levi-strauss-earnings-are-imminent-these-most-accurate-analysts-revise-forecasts-ahead-of-earnings-">Levi Strauss Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call</a></li>
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RPM International Posts Upbeat Earnings, Joins Joby Aviation, Ciena And Other Big Stocks Moving Higher On Wednesday

Buybacks

Ciena Authorizes $1B Share Repurchase Program Beginning In FY2025 Through FY2027, Highlighting Strong Cash Generation And Strategic Focus On Returning Capital To Shareholders

Wall Street kicked off the week on a cautious note, with major indexes trading relatively flat as investors seek more clarity on the economic and political landscape.
A widely followed private sector survey by S&amp;P Global revealed that output growth slightly exceeded expectations in September, buoyed by stronger services activity. However, the report also signaled a reawakening of inflationary pressures, raising concerns about <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/24/09/40965082/feds-historic-dissenter-bowman-says-smaller-interest-rate-cut-was-justified-we-have-no">future monetary policy moves.</a>
The latest betting-implied odds from Polymarket show Kamala Harris at 51% to win the 2024 U.S. presidential election, surpassing former President Donald Trump, who has seen his consensus slips in recent weeks.
Among major assets, gold continues its upward momentum, setting new all-time highs as investors flock to safe-haven assets amid global uncertainty.
Meanwhile, natural gas prices spiked over 4%, hitting a three-month high early Monday. The rise follows the formation of another storm in the Gulf of Mexico, which threatens to further disrupt supply chains already impacted by Hurricane Francine.
The geopolitical situation in the Middle East remains tense, with Israel targeting new Hezbollah sites in Lebanon and the U.S. sending additional military troops to the region amid rising conflict. 
Despite the turmoil, oil prices fell by 2%, suggesting that supply fears may be easing for the moment. 
In the cryptocurrency space, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) eased by 0.5%, showing little movement.
<h1 class="wp-block-heading">Monday&#8217;s Performance In Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,816.41</td>
<td>0.1 %</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,707.19</td>
<td>0.1 %</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,002.30</td>
<td>-0.1%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,213.90</td>
<td>-0.6%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:45 p.m. ET</figcaption></figure>
According to <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent092324&amp;t=be2bearmibe3na1">Benzinga Pro</a> data: 
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)&nbsp;was flat at $568.42.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)&nbsp;edged 0.1% lower to $420.26.</li>
<li>The tech-heavy Invesco QQQ Trust Series (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) flattened at $482.36.</li>
<li>The iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) fell 0.5% to $220.36.</li>
<li>The Consumer Discretionary Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) outperformed, up 0.6%. The Health Care Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) lagged, down 0.6%.</li>
</ul>
<h3 class="wp-block-heading">Monday&#8217;s Stock Movers</h3>
<ul>
<li>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) rallied 4%, while General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) fell 2.7% reacting to the latest export ban proposal from the U.S. administration <a href="https://www.benzinga.com/markets/asia/24/09/40981254/chinese-vehicle-tech-faces-biden-administration-ban-over-national-security-concerns-china-ev-stocks">on Chinese-made vehicles. </a></li>
<li>Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) rose over 3% amid rumors that Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) is <a href="https://www.benzinga.com/m-a/24/09/40983591/qualcomm-takeover-of-intel-is-logically-unlikely-in-face-of-regulatory-challenges-analyst-says">exploring a potential takeove</a>r. Shares of Qualcomm fell 2%.</li>
<li>Ciena Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) obtained a double upgrade from Sell to Buy by Citigroup. </li>
<li>Viking Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VKTX#NASDAQ">VKTX</a>) fell over 6% amid negative weight-loss study data.</li>
</ul>
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<li><a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/24/09/40965082/feds-historic-dissenter-bowman-says-smaller-interest-rate-cut-was-justified-we-have-no">Fed&#8217;s Historic Dissenter Bowman Says Smaller Interest Rate Cut Was Justified: &#8216;We Have Not Yet Achieved Our Inflation Goal&#8217;</a></li>
</ul>
This image was created using artificial intelligence MidJourney.

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US Stocks Stall, Gold Updates Record Highs, Tesla Rallies: What's Driving Markets Monday?

In the last three months, 9 analysts have published ratings on Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>), offering a diverse range of perspectives from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">4</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
Analysts have recently evaluated Ciena and provided 12-month price targets. The average target is $62.0, accompanied by a high estimate of $68.00 and a low estimate of $46.00. This current average has increased by 12.48% from the previous average price target of $55.12. 
<img src="https://www.benzinga.com/files/images/story/2024/1727096474_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
The standing of Ciena among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Jim Suva</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$68.00</td>
<td>$44.00</td>
</tr>
<tr>
<td>Tal Liani</td>
<td>B of A Securities</td>
<td>Announces</td>
<td>Neutral</td>
<td>$59.00</td>
<td>-</td>
</tr>
<tr>
<td>Mike Genovese</td>
<td>Rosenblatt</td>
<td>Raises</td>
<td>Neutral</td>
<td>$60.00</td>
<td>$54.00</td>
</tr>
<tr>
<td>Tim Long</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$67.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Ryan Koontz</td>
<td>Needham</td>
<td>Maintains</td>
<td>Buy</td>
<td>$65.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$60.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Tim Savageaux</td>
<td>Northland Capital Markets</td>
<td>Maintains</td>
<td>Market Perform</td>
<td>$46.00</td>
<td>$46.00</td>
</tr>
<tr>
<td>Ruben Roy</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$68.00</td>
<td>$62.00</td>
</tr>
<tr>
<td>Ryan Koontz</td>
<td>Needham</td>
<td>Raises</td>
<td>Buy</td>
<td>$65.00</td>
<td>$60.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Ciena. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Ciena compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Ciena's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/CIEN/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Ciena analyst ratings.</a>
<h2>Discovering Ciena: A Closer Look</h2>
Ciena Corp is a network and technology company. It provides network hardware, software, and services that support the transport, switching, aggregation, service delivery, and management of video, data, and voice traffic on communications networks. It serves various industries such as communication services providers, web-scale providers, cable operators, government, and large enterprises world-wide. The business activities function through Networking Platforms; Platform Software and Services; Blue Planet Automation Software, and Global Services segments. Geographically, its presence is seen in the markets of the United States, Canada, the Caribbean, Latin America, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India. The maximum revenue is generated from Americas.
<h3>Ciena: Delving into Financials</h3>
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: Ciena's revenue growth over a period of 3 months has faced challenges. As of 31 July, 2024, the company experienced a revenue decline of approximately -11.76%. This indicates a decrease in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: Ciena's net margin is impressive, surpassing industry averages. With a net margin of 1.51%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Ciena's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 0.49%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 0.25%, the company showcases effective utilization of assets.
Debt Management: Ciena's debt-to-equity ratio is below the industry average at 0.55, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

9 Analysts Assess Ciena: What You Need To Know

Ciena's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) short percent of float has risen 18.99% since its last report. The company recently reported that it has 5.75 million shares sold short, which is 5.2% of all regular shares that are available for trading. Based on its trading volume, it would take traders 4.33 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Ciena Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1726675211_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Ciena has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Ciena's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Ciena's peer group average for short interest as a percentage of float is 7.27%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Peering Into Ciena's Recent Short Interest

Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) has outperformed the market over the past 10 years by 1.21% on an annualized basis producing an average annual return of 12.22%. Currently, Ciena has a market capitalization of $8.09 billion. 
Buying $1000 In CIEN: If an investor had bought $1000 of CIEN stock 10 years ago, it would be worth $3,165.82 today based on a price of $56.32 for CIEN at the time of writing.
<h3>Ciena's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1726497016_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 10 Years Ago, You Would Have $3,200 Today

B of A Securities analyst Tal Liani downgrades Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) from Buy to Neutral and announces $59 price target.

Downgrades

Price Target

B of A Securities Downgrades Ciena to Neutral, Announces $59 Price Target

Rosenblatt analyst Mike Genovese maintains Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) with a Neutral and raises the price target from $54 to $60.

Rosenblatt Maintains Neutral on Ciena, Raises Price Target to $60

Barclays analyst Tim Long maintains Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) with a Overweight and raises the price target from $55 to $67.

Barclays Maintains Overweight on Ciena, Raises Price Target to $67

Needham analyst Ryan Koontz reiterates Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) with a Buy and maintains $65 price target.

Reiteration

Needham Reiterates Buy on Ciena, Maintains $65 Price Target

Morgan Stanley analyst Meta Marshall maintains Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) with a Overweight and raises the price target from $55 to $60.

Morgan Stanley Maintains Overweight on Ciena, Raises Price Target to $60

Wall Street traded slightly higher on Wednesday, rebounding after the sharp sell-off a day earlier that saw chipmakers tumble, with NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) shedding around $280 billion in market value — the largest single-day drop in history.
Investors processed fresh insights from July labor market statistics, which confirmed cooling conditions as job openings fell to their lowest level in three years, almost closing the <a href="https://www.benzinga.com/economics/macro-economic-events/24/09/40711148/july-job-openings-fall-to-3-year-lows-gap-with-unemployment-narrows-to-near-parit">gap with unemployment levels.</a>
Expectations for a Federal Reserve interest rate cut improved, with market participants now assigning a 43% implied probability of a 50-basis-point cut in September, up from 38% the previous day.
Attention now shifts to key August labor data, with the ADP private payrolls report due Thursday, followed by the official jobs report on Friday.
Major equity indices were up marginally, while bonds outperformed, with the iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>) rising 0.7%, adding to Tuesday&#8217;s 1.3% gain.
Notably, chipmakers, as tracked by the iShares Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NYSE">SOXX</a>), rose 1%. 
The U.S. dollar weakened, losing 0.4% as falling Treasury yields weighed on the currency. Gold inched up 0.2%, set to break a three-day losing streak.
Oil prices continued to decline, falling 0.7% despite OPEC+ announcing a delay in its planned production increases.
Meanwhile, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) bounced back 1.6%, trading at $58,200.
<h1 class="wp-block-heading">Wednesday&#8217;s Performance Among Major Indices, ETFs</h1>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,162.23</td>
<td>0.4%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,033.77</td>
<td>0.4%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>40,985.75</td>
<td>0.1%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,535.16</td>
<td>0.1%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:35 p.m. ET</figcaption></figure>
According to <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent090424&amp;t=be2bearmibe3na1">Benzinga Pro</a> data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)&nbsp;was 0.2% higher to $552.98.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)&nbsp;rose 0.2% to $411.03.</li>
<li>The tech-heavy Invesco QQQ Trust Series (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) rose 0.4% to $463.53.</li>
<li>The iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) increase 0.4% to $214.31.</li>
<li>The Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) outperformed, up by 0.8%, while the Energy Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) lagged, down 0.8%.</li>
</ul>
<h1 class="wp-block-heading">Wednesday&#8217;s Stock Movers</h1>
<ul>
<li>Dollar Tree Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>) sunk 20% after missing quarterly earnings estimates and delivering a guidance cut.</li>
<li>Other stocks reacting to company earnings were Dicks Sporting Goods Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DKS#NYSE">DKS</a>) down 5%, Hormel Foods Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HRL#NYSE">HRL</a>) down 6.6% and Ciena Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) up 2.2%.</li>
<li>ASML Holding N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) fell 3.2% after UBS downgraded the Dutch chipmaker from Buy to Neutral, also cutting the price target. </li>
<li>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) rose 5% on upbeat sales data in China. The China Passenger Car Association reported that sales of Tesla's China-made electric vehicles rose 17% compared to July and increased 3% year-over-year.</li>
<li>Companies reporting earnings after the close include Copart Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPRT#NASDAQ">CPRT</a>), Hewlett Packard Enterprise Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) and Caseys General Stores Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CASY#NASDAQ">CASY</a>).</li>
</ul>
Read Now:
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<li><a href="https://www.benzinga.com/markets/equities/24/09/40713134/bank-of-canada-cuts-rates-again-as-inflation-labor-market-cool-canadian-stocks-rebound-loonie-st">Bank Of Canada Cuts Rates Again As Inflation, Labor Market Cool: Canadian Stocks Rebound, Loonie Strengthens</a></li>
</ul>
This image was created using artificial intelligence MidJourney.

Large Cap

Macro Economic Events

Broad U.S. Equity ETFs

Commodities

Economics

Federal Reserve

ASML

CASY

CPRT

DLTR

NVDA

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

iShares Trust Barclays 20+ Year Treasury Bond Fund

Stocks Rebound, Chipmakers Halt Bloodbath As Traders Upgrade Rate Cut Wagers; Tesla Rises, Dollar Tree In Free Fall: What's Driving Markets Wednesday?

Ciena Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) reported a fiscal third-quarter 2024 revenue decline of 11.8% year-on-year to $942.3 million, beating the&nbsp;<a target="_blank" href="https://www.benzinga.com/pressreleases/24/09/b40703493/ciena-reports-fiscal-third-quarter-2024-financial-results" rel="noreferrer noopener">analyst consensus&nbsp;estimate of $927.2 million</a>.
The American telecommunications networking equipment and software services supplier reported an adjusted EPS of $0.35, beating the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimate of $0.26</a>.
Segments: Total Networking Platforms revenue declined by 17.4% Y/Y to $699.5 million, and Total Global Services increased by 3.5% Y/Y to $133.8 million.
Margins: The adjusted gross margin climbed by 100 bps to 43.7%. Adjusted operating margin decreased by 400 bps to 8.0%.
Two 10%-plus customers represented a total of 26.6% of revenue.
Ciena held $1.2 billion in cash and equivalents and used $(159.4) million in operating cash flow.
&#8220;We delivered strong results for the fiscal third quarter that reflect growing momentum with cloud providers and continued gradual recovery with service providers,&#8221; CEO Gary Smith said.
CFO Transition: Ciena announced that CFO James E. Moylan, Jr., <a target="_blank" href="https://www.benzinga.com/pressreleases/24/09/b40703530/ciena-cfo-james-e-moylan-to-retire-in-august-2025" rel="noreferrer noopener">plans to retire</a> in twelve months, effective August 28, 2025. The company will commence a search process to identify a successor. Moylan will continue to serve as CFO until a successor is in place and will assist in transitioning his responsibilities.
Ciena&nbsp;stock gained over 15% in the last 12 months.
Price Action: CIEN stock traded higher by 1.36% at $56.10 premarket at the last check on Wednesday.

Earnings

Management

Ciena Q3 Earnings: Revenue And EPS Beat, Operating Margin Decline, CFO Retirement And More

<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ciena.com%2F%3Fsrc%3DPR&amp;esheet=54116911&amp;newsitemid=20240903639313&amp;lan=en-US&amp;anchor=Ciena&amp;index=1&amp;md5=dec1e5cfbae5a57bd6bc9bcb5e749327">Ciena</a>&#xAE; Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) today announced that James E. Moylan, Jr., Senior Vice President and Chief Financial Officer (CFO), plans to retire in twelve months, effective August 28, 2025. Ciena intends to commence a search process to identify a successor. Mr. Moylan will continue to serve as CFO until a successor is in place and he will assist in the transition of his responsibilities.

Ciena CFO James E. Moylan to Retire in August 2025, Company To Initiate A Search Process For A Successor

The September slump will likely continue as the index futures are sharply lower early Wednesday. Traders will likely <a href="https://www.benzinga.com/markets/equities/24/09/40696921/traders-bet-aggressively-on-rate-cuts-ahead-of-jobs-data-5-etfs-to-watch-this-week">wait and watch to see how the labor market data,</a> due for the week, pan out and their implications for the Fed funds rate. Wharton Professor and WisdomTree Chief Economist Jeremy Siegel said the report will decide whether the cut is going to be 25 basis points or double as much.
Tech stocks were lower in premarket trading, with Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) down over 1%. The CBOE Volatility Index, or VIX, spiked nearly 10% to $22.76. The Labor Department&#8217;s job opening data and the Beige Book and a few earnings reports are also on traders&#8217; radar. If these rule out a recession, traders may go bargain hunting to take advantage of Tuesday&#8217;s pullback. 
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Futures</td>
<td>Performance (+/-)</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>-0.50%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-0.31%</td>
</tr>
<tr>
<td>Dow</td>
<td>-0.19%</td>
</tr>
<tr>
<td>R2K</td>
<td>-0.29%</td>
</tr>
</tbody>
</table>
</figure>
In premarket trading on Wednesday,&nbsp;the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) fell 0.36% to $550.90, and the&nbsp;Invesco QQQ ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) slid 0.60% to $459.05, according to&nbsp;<a href="https://benzinga.grsm.io/lxquj26b2sag" target="_blank" rel="noreferrer noopener">Benzinga Pro data</a>.
Cues From Last Session:
A tech tumble that morphed into a broader market weakness dragged stocks sharply lower on Tuesday, with a trio of weak data serving as a trigger. The Institute for Supply Management&#8217;s manufacturing purchasing managers&#8217; index and S&amp;P Global&#8217;s final manufacturing PMI came in worse than expected and the Commerce Department said construction spending fell more than expected in July. The string of negative data reignited recession talks, pushing traders on the defensive.
The averages opened lower and fell sharply in early trading. The sell-off continued despite a slower momentum for the remainder of the session. The tech-heavy Nasdaq Composite settled at the lowest level since Aug. 12 and the S&amp;P 500 at a two-week low. All three indices fell by the most since the Aug. 5 global sell-off.
IT, communication services, energy, industrial and material stocks came under intense selling pressure, while defensive real estate and consumer staple stocks bucked the downtrend.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Index</td>
<td>Performance (+/)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>-3.26%</td>
<td>17,136.30</td>
</tr>
<tr>
<td>S&amp;P 500 Index</td>
<td>-2.12%</td>
<td>5,528.93</td>
</tr>
<tr>
<td>Dow Industrials</td>
<td>-1.51%</td>
<td>40,936.93</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-3.09%</td>
<td>2,149.21</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
Morgan Stanley&#8217;s U.S. equity strategy team recommends focusing on defensive businesses that prioritize operational efficiency or have durable pricing power, or both. The team led by the firm&#8217;s Chief Equity Strategist Mike Wilson noted that cyclical and defensive stocks have failed to rebound materially, while lower-beta stocks continued to show very &#8220;resilient performance&#8221; amid the mixed data on both the macro and micro front.
Wilson called for better-than-expected non-farm payroll gains of 185,000 for August and a dip in the jobless rate to 4.2%.
Carson Group Chief Investment Strategist Ryan Detrick shared a premonitory historical trend. Sharing data that showed the second half of September grossly outperforming, he said, &#8220;September isn&#8217;t usually a good month for stocks, but remember it is the second half when the real trouble starts.&#8221;
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Yes, September isn&#39;t usually a good month for stocks, but remember it is the second half when the real trouble starts. <a href="https://t.co/lyCshvkUmT">pic.twitter.com/lyCshvkUmT</a>
&mdash; Ryan Detrick, CMT (@RyanDetrick) <a href="https://twitter.com/RyanDetrick/status/1830957875541483874?ref_src=twsrc%5Etfw">September 3, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Fund Strat&#8217;s Tom Lee said investors should be cautious about the next eight weeks, from September until the election day. In an interview with CNBC, he said he sees the weakness as a &#8220;chance to buy,&#8221; and said investors should be ready to buy the dip.
Upcoming Economic Data:
<ul>
<li>The Commerce Department is due to release the trade balance report for July at 8:30 a.m. EDT, with economists calling for a deficit of $79.1 billion compared to a deficit of $73.1 billion in June.</li>
<li>The Bureau of Labor Statistics will release the results of the July Job Openings and Labor Turnover Survey, or JOLTS, at 10 a.m. EDT. The consensus calls for job openings to be at 8.1 million compared to 8.18 million in June.</li>
<li>The Commerce Department is scheduled to release the factory goods orders report for July at 10 a.m. EDT. Economists, on average, expect a 5.5% month-over-month jump in factory goods orders for July compared to a 3.3% drop in June.</li>
<li>The Fed will release the Beige Book report at 2 p.m. EDT, which gives anecdotal evidence of economic conditions in the 12 Federal Reserve districts.</li>
</ul>
See Also: <a href="https://www.benzinga.com/money/how-to-trade-futures">How To Trade Futures</a>
Stocks In Focus:
<ul>
<li>GitLab Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GTLB#NASDAQ">GTLB</a>) jumped nearly 17% <a href="https://www.benzinga.com/premarket">in premarket trading </a>on the company&#8217;s quarterly results, while PagerDuty, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PD#NYSE">PD</a>) and Zscaler, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>) fell over 14% each.</li>
<li>Ciena Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>), DICK&#8217;S Sporting Goods, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DKS#NYSE">DKS</a>), Dollar Tree, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>), and Hormel Foods Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HRL#NYSE">HRL</a>) are among the companies reporting <a href="https://www.benzinga.com/earnings">quarterly results ahead of the market open.</a></li>
<li>Those reporting after the close include AeroVironment, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVAV#NASDAQ">AVAV</a>), C3.ai, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AI#NYSE">AI</a>), Casey&#8217;s General Stores, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CASY#NASDAQ">CASY</a>), ChargePoint Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHPT#NYSE">CHPT</a>) and Hewlett Packard Enterprise Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>).</li>
</ul>
Commodities, Bonds And Global Equity Markets
Crude oil futures extended their slide and dropped below the psychological support of $70-a-barrel and gold futures also slipped. Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) plunged to the $56.5K level. The yield on the 10-year Treasury note edged down 2.6 points to 3.818%.
The Asian markets had another down day on Wednesday, with the Japanese Nikkei 225 average sliding by over 4% on the yen&#8217;s strength. The South Korean and Taiwanese markets, heavily weighted with tech stocks, also pulled back sharply. Traders were reacting to the sell-off seen on Wall Street overnight. On the other hand, the New Zealand and Indonesian markets bucked the downtrend.
European stocks traded lower in early trading. 
Read Next:
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<li><a href="https://www.benzinga.com/24/08/40667108/magnificent-7-miss-out-2-cybersecurity-stocks-stand-firm-retailers-lag-in-volatile-august-here-are-t">Magnificent 7 Miss Out, 2 Cybersecurity Stocks Stand Firm, Retailers Lag In Volatile August: Here Are The Top S&amp;P 500 Gainers And Losers</a></li>
</ul>
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Pre-Market Outlook

Media

AVAV

CHPT

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Earnings Beats

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Press Releases

Lumen Selects Blue Planet to Underpin its Network Inventory Transformation Program

Arelion Achieves World's First Live 1.6 Tb/s Wave Data Transmission with Ciena's WaveLogic 6 Extreme

Ciena Reports Fiscal Third Quarter 2024 Financial Results

Ciena CFO James E. Moylan to Retire in August 2025

TDC NET Selects Blue Planet to Build an OSS Foundation for the Digital Era

Commsworld Launches Commercial Broadband Service Using Ciena's XGS-PON

Ciena Unveils 1.6 Tb/s Coherent Pluggable Solution for Hyperscale Cloud Providers' Capacity Surge

Sipartech Enhances European Network Resilience and Quality with Ciena Technology

Lightpath Deploys Industry's First 400G Protected Circuit Utilizing Power-Efficient Ciena WaveLogic 5 Nano Coherent Optics

Ciena Announces $1 Billion Share Repurchase Authorization

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CIENA Corp

바이든 행정부가 중국의 <a href="https://www.benzinga.com/news/24/07/39824702/ai-infrastructure-ceo-says-customers-are-showing-relentless-demand-for-nvidia-chips-and-nvidia-chips" target="_blank" rel="noopener" data-google-interstitial="false">고급 반도체</a> 및 기술에 대한 접근 제한을 확대하고 차기 행정부에서 관세가 인상될 가능성은 투자자들 사이에서 상당한 우려를 불러일으켰다.
그러나 많은 기업들이 직면한 광범위한 역풍 속에서 JP모건의 분석가 사믹 채터지(Samik Chatterjee)는 이러한 지정학적 긴장으로부터 이익을 얻을 수 있는 기술주 그룹을 선별했다.
<h3 class="wp-block-heading">1. 플렉스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FLEX#NASDAQ">FLEX</a>)</h3>
채터지는 플렉스가 변화하는 지정학적 환경에서 이익을 얻을 수 있는 전략적 위치에 있다고 지적한다.
중국에 대한 제재가 강화됨에 따라 중국 이외의 지역에서 플렉스의 광범위한 제조 역량의 가치가 점점 더 높아지고 있다. 이를 통해 플렉스는 중국의 규제 불확실성과 관련된 위험을 완화하려는 기업들으로부터 비즈니스를 유치할 수 있다.
채터지는 플렉스를 이러한 글로벌 공급망 변화를 활용할 준비가 된 핵심 플레이어로 보고 있다.
<h3 class="wp-block-heading">2. 자빌 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>)</h3>
JP모건의 채터지는 또한 자빌을 현재 환경의 중요한 수혜자로 식별한다. 다양한 제조 위치를 갖춘 전자 제조 서비스(EMS) 제공업체인 자빌은 중국에서 생산 시설을 이전하려는 고객들의 노력을 활용할 수 있는 좋은 위치에 있다.
이러한 전략적 이점은 미국이 중국에 대해 더욱 강경한 입장을 취하는 상황에서 자빌에게 유리하게 작용한다.
<h3 class="wp-block-heading">3. 시에나 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>)</h3>
네트워킹 기술 분야에서 채터지는 시에나를 잠재적인 수혜자로 지목한다. 이 분석가는 중국의 고급 칩에 대한 접근 제한이 중국 기반 네트워크 장비 제조업체(NEM)의 역량을 방해할 수 있다고 지적한다.
이 시나리오는 차별화된 지적 재산과 고급 네트워킹 솔루션을 자랑하는 시에나와 같은 기업이 시장 점유율을 확보할 수 있는 기회를 제공합니다.
<h3 class="wp-block-heading">4. 아리스타 네트웍스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>)</h3>
아리스타 네트웍스는 채터지가 미국의 제재로 이익을 얻는 것으로 강조하는 또 다른 회사이다.
최첨단 네트워킹 기술을 갖춘 아리스타는 중국 NEM이 필수 구성 요소에 대한 제한된 액세스로 어려움을 겪고 있는 가운데 이점을 누릴 수 있다.
채터지는 기업들이 경쟁력 있는 네트워킹 인프라를 유지하기 위한 대안을 모색함에 따라 아리스타 솔루션에 대한 수요가 증가할 것으로 예상한다.
<h3 class="wp-block-heading">5. 시스코 시스템즈 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>)</h3>
마지막으로 채터지의 분석에서 시스코 시스템즈는 잠재적인 우승자로 떠올랐다.
네트워킹 기술의 선두주자인 시스코는 중국 제조업체들에 영향을 미치는 제한 조치로부터 이익을 얻을 수 있는 좋은 위치에 있다.
채터지는 시스코가 제한된 중국 경쟁업체들에 대한 실행 가능한 대안이 될 수 있는 강력한 네트워킹 장비 및 서비스 포트폴리오를 통해 향상된 시장 기회를 볼 수 있을 것으로 기대한다.
미국 정부의 중국에 대한 규제가 증가하면서 많은 기업들에 어려움이 발생하고 있지만 플렉스, 자빌, 시에나, 아리스타 네트웍스 및 시스코 시스템즈는 이러한 변화를 헤쳐나가고 진화하는 지정학적 환경에서 잠재적으로 이익을 얻을 수 있는 좋은 위치에 있다.
투자자들이 이러한 제재의 의미를 모니터링함에 따라 이러한 기술주는 복잡한 규제 환경에서 유망한 기회로 부각된다.
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/07/39821315/ai-earthquake-semiconductors-suffer-worst-selloff-in-years-on-stricter-us-chip-expo">AI 지진: 반도체는 미국 칩의 중국 수출이 엄격해지면서 수년 만에 최악의 판매 손실 기록</a></li>
</ul>
사진: 셔터스톡
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Ciena

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수요일, 7월 17, 2024

사람들이 또한 지켜본다

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