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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Long Ideas

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Tech

Trading Ideas

ANET

CIEN

CSCO

FLEX

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

News

Ciena WaveLogic 6 Extreme Used To Deploy euNetworks First-Ever 1.6 Tb/s Coherent Solution

Ciena's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) short percent of float has risen 3.56% since its last report. The company recently reported that it has 6.11 million shares sold short, which is 5.52% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.38 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/2024/1731093400_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 7.21%, 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

Peering Into Ciena's Recent Short Interest

Ciena's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) short percent of float has risen 3.56% since its last report. The company recently reported that it has 6.11 million shares sold short, which is 5.52% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.38 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/2024/1730916918_0_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 6.87%, 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.

How Is The Market Feeling About Ciena?

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 4.89% on an annualized basis producing an average annual return of 16.05%. Currently, Ciena has a market capitalization of $9.75 billion. 
Buying $100 In CIEN: If an investor had bought $100 of CIEN stock 10 years ago, it would be worth $443.34 today based on a price of $67.88 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/2024/1730905226_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 $100 In This Stock 10 Years Ago, You Would Have $400 Today

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Morgan Stanley analyst Meta Marshall downgraded the rating for Ciena Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) from Overweight to Equal-Weight and maintained the price target of $63. Ciena shares closed at $64.12 on Friday. <a href="https://www.benzinga.com/quote/ciwn/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley analyst Joseph Moore downgraded GLOBALFOUNDRIES Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>) from Overweight to Equal-Weight and slashed the price target from $53 to $43. GLOBALFOUNDRIES shares closed at $40.40 on Friday. <a href="https://www.benzinga.com/quote/GFFS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Janney Montgomery Scott analyst Feddie Strickland downgraded the rating for WSFS Financial Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WSFS#NASDAQ">WSFS</a>) from Buy to Neutral. WSFS Financial shares closed at $49.10 on Friday. <a href="https://www.benzinga.com/quote/WSFS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Needham analyst Kyle Peterson downgraded TriNet Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TNET#NYSE">TNET</a>) from Buy to Hold and maintained the price target of $140. Trinet shares closed at $80.31 on Friday. <a href="https://www.benzinga.com/quote/TNET/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Stifel analyst Mark Astrachan downgraded the rating for Colgate-Palmolive Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CL#NYSE">CL</a>) from Buy to Hold and lowered the price target from $105 to $101. Colgate-Palmolive shares closed at $95.61 on Friday. <a href="https://www.benzinga.com/quote/CL/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying CL stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="538" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/28092552/image-276-1024x538.png" alt="" class="wp-image-617112" style="width:643px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/28092552/image-276-1024x538.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/28092552/image-276-300x158.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/28092552/image-276-768x404.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/28092552/image-276.png 1221w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Downgrades

TNET

WSFS

This Colgate-Palmolive Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday

Providing a diverse range of perspectives from bullish to bearish, 15 analysts have published ratings on Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) in the last three months.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding 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;">5</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">7</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;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</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;">1</td>
<td style="text-align: right;">1</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;">3</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>3M 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>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $63.73, a high estimate of $75.00, and a low estimate of $46.00. This upward trend is evident, with the current average reflecting a 9.73% increase from the previous average price target of $58.08.
<img src="https://www.benzinga.com/files/images/story/2024/1730116860_0.png" alt="price target chart" />
<h2>Exploring Analyst Ratings: An In-Depth Overview</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Ciena. The following summary 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>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Maintains</td>
<td>Equal-Weight</td>
<td>$63.00</td>
<td>$63.00</td>
</tr>
<tr>
<td>Amit Daryanani</td>
<td>Evercore ISI Group</td>
<td>Maintains</td>
<td>In-Line</td>
<td>$65.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Karl Ackerman</td>
<td>Exane BNP Paribas</td>
<td>Announces</td>
<td>Neutral</td>
<td>$67.00</td>
<td>-</td>
</tr>
<tr>
<td>Ruben Roy</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$75.00</td>
<td>$68.00</td>
</tr>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$63.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Samik Chatterjee</td>
<td>JP Morgan</td>
<td>Announces</td>
<td>Neutral</td>
<td>$65.00</td>
<td>-</td>
</tr>
<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: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Ciena. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Ciena compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Ciena's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Ciena's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using 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>Unveiling the Story Behind Ciena</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: A Financial Overview</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
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. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: Ciena's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 1.51%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Ciena's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of 0.49%, the company may face hurdles in achieving optimal financial performance.
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>How Are Analyst Ratings Determined?</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Unveiling 15 Analyst Insights On Ciena

Morgan Stanley analyst Meta Marshall downgrades Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) from Overweight to Equal-Weight and maintains the price target from $63 to $63.

Price Target

Morgan Stanley Downgrades Ciena to Equal-Weight, Maintains Price Target to $63

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 3.59% on an annualized basis producing an average annual return of 15.21%. Currently, Ciena has a market capitalization of $9.57 billion. 
Buying $1000 In CIEN: If an investor had bought $1000 of CIEN stock 10 years ago, it would be worth $4,281.03 today based on a price of $66.57 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/2024/1729114267_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.

Here's How Much $1000 Invested In Ciena 10 Years Ago Would Be Worth Today

The artificial intelligence (AI) boom has been underway throughout 2024 despite many legacy technologies still undergoing normalization after a fantastic post-pandemic reopening surge in 2021. The acceleration of AI deployment is helping to lift legacy technologies like cloud computing, virtualization, networking, and hard disk drives (HDDs) as enterprises work through the inventory glut. Here are two computer and technology sector stocks that are gaining from AI demand and seeing their cloud computing and legacy businesses accelerate again.
<h2>Ciena: Cloud Providers Are Leading the AI Infrastructure Buildout &nbsp;</h2>
As a legacy technology company, Ciena Co. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/cien#NYSE">CIEN</a>) is well known for helping build out the internet with its optical fiber and networking solutions. AI requires fast connectivity to transfer oceans of data. Ciena&#39;s products are essential for AI deployment, and data centers are a top customer. Ciena&#39;s optical transceivers enable data to be transmitted long distances at the speed of light, literally using light signals for low latency. Data center interconnect (DCI) expands beyond just within a data center but enables data to swiftly pass beyond to AI platforms, connecting multiple data centers and cloud providers.
<h3>Connecting the Cloud Giants and AI Platforms</h3>
Ciena&#39;s customers include some of the largest cloud providers like Alphabet Inc.&#39;s Google Cloud as they build out their networks to fortify capacity for the exponential growth of AI data traffic. The growth in cloud computing has enabled cloud providers to generate nearly 30% of Ciena&#39;s total revenues driven by DCI business. Enterprises are not just putting all their eggs into a single basket but instead spreading out their infrastructure to include multiple clouds and cloud providers. Ciena is a major benefactor of this trend.
<h3>Networking Platforms Grow as a Percentage of Total Revenue</h3>
Ciena impressed investors and analysts alike with its fiscal third quarter 2024 earnings report. Its Networking Platforms segment revenues rose to 74.2% of total revenue at $699.5 million. Its book-to-bill ratio exceeded one, indicating more demand than it can fulfill. Cloud providers largely drove order flow as they led the charge to build out their networks. Cloud provider infrastructure buildout includes undersea cables, long-haul routes, and data center connectivity.
The company expects fiscal fourth-quarter revenue of around $1.06 billion to $1.4 billion, which was in line with consensus estimates. The long-term compound annual growth rate (CAGR) is in the 6% to 8% range, with fiscal 2024 revenues expected to be around $4 billion.
<h2>NetApp: Riding the Hybrid Multicloud Tailwind</h2>
NetApp Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/ntap#NASDAQ">NTAP</a>) provides hybrid cloud and data infrastructure software and hardware solutions. These enable companies to access and manage their data securely across all environments, such as viewing through a single pane of glass. NetApp is native to all the major cloud providers. It lets companies set up on-premise and private clouds for sensitive data and mission-critical applications and in public clouds for routine data and application management. From servers to all-flash data storage arrays, NetApp is a one-stop shop for digital transformation and cloud migration.
<h3>AI Deployment Is Revitalizing Cloud Growth</h3>
In its fiscal first quarter of 2025, NetApp reported a record non-GAAP operating margin of 26% and a record first-quarter net income of $1.56. Its first-party and marketplace cloud storage services revenues rose 40% year over year. Its Hybrid Cloud division generated $1.38 billion in revenue, up from $1.28 billion in the year-ago period. Its Public Cloud division generated $159 million in revenue, up from $154 million last year. NetApp has $3.02 billion in cash and cash equivalents.
<h3>NetApp Is Winning More Contracts and Logos&nbsp;</h3>
NetApp has won more than 50 AI and data lake modernization wins, including one of the world&#39;s largest oil and gas companies, for its AI and high-performance computing (HPC) workloads. Its all-flash storage was selected to handle its 40,000 GPUs and CPU cores, which run 3D virtualization workloads and simulations.
Another leading financial services institution selected NetApp to consolidate petabytes of data into a single data lake for AI and analytics. These workloads range from fraud detection and portfolio management to credit scoring.
<h3>More Upside to Come as NetApp Issues Upside Guidance</h3>
NetApp provided upside guidance for its fiscal second quarter of 2025, with EPS of $1.73 to $1.83 versus $1.71 consensus estimates.
Revenues are expected between $1.565 and $1.715 billion versus $1.63 billion consensus estimates.
Its fiscal full-year 2025 EPS was guided to $7.00 to $7.20 versus $6.89 consensus estimates.
Full-year revenue is expected between $6.48 billion and $6.68 billion versus $6.55 billion estimates.
The article &quot;<a href="https://www.marketbeat.com/stock-ideas/2-stocks-riding-the-recovery-in-cloud-computing-driven-by-ai/">2 Stocks Riding the Recovery in Cloud Computing Driven by AI</a>&quot; first appeared on MarketBeat.

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NTAP

2 Stocks Riding the Recovery in Cloud Computing Driven by AI

Evercore ISI Group analyst Amit Daryanani downgrades Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) from Outperform to In-Line and maintains the price target from $65 to $65.

Evercore ISI Group Downgrades Ciena to In-Line, Maintains Price Target to $65

Exane BNP Paribas analyst Karl Ackerman downgrades Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) from Outperform to Neutral and announces $67 price target.

Exane BNP Paribas Downgrades Ciena to Neutral, Announces $67 Price Target

Stifel analyst Ruben Roy maintains Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) with a Buy and raises the price target from $68 to $75.

Stifel Maintains Buy on Ciena, Raises Price Target to $75

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Needham raised Reddit, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) price target from $75 to $85. Needham analyst Laura Martin maintained a Buy rating. Reddit shares gained 0.5% to close at $70.77 on Tuesday. <a href="https://www.benzinga.com/quote/RDDT/analyst-ratings">See how other analysts view this stock.</a></li>
<li>HC Wainwright &amp; Co raised the price target for Cytokinetics, Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CYTK#NASDAQ">CYTK</a>) from $90 to $120. HC Wainwright &amp; Co. analyst Joseph Pantginis maintained a Buy rating. Cytokinetics shares fell 2.1% to close at $54.33 on Tuesday. <a href="https://www.benzinga.com/quote/CYTK/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Baird cut the price target for Sage Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAGE#NASDAQ">SAGE</a>) from $13 to $9. Baird analyst Joel Beatty maintained a Neutral rating. Sage Therapeutics shares fell 4.3% to close at $6.43 on Tuesday. <a href="https://www.benzinga.com/quote/SAGE/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird boosted Shopify Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>) price target from $79 to $90. Baird analyst Colin Sebastian maintained an Outperform rating. Shopify shares gained 2.1% to close at $82.58 on Tuesday. <a href="https://www.benzinga.com/quote/SHOP/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Deutsche Bank boosted Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) price target from $590 to $650. Deutsche Bank analyst Bryan Kraft maintained a Hold rating. Netflix shares gained 2.8% to close at $721.76 on Tuesday. <a href="https://www.benzinga.com/quote/NFLX/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Loop Capital raised The Home Depot, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>) price target from $360 to $460. Loop Capital analyst Laura Champine upgraded the stock from Hold to Buy. Home Depot shares gained 1.5% to close at $414.18 on Tuesday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley increased the price target for Ciena Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) from $60 to $63. Morgan Stanley analyst Meta Marshall maintained an Overweight rating. Ciena rose 2.6% to close at $65.25 on Tuesday. <a href="https://www.benzinga.com/quote/CIEN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley raised S&amp;P Global Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPGI#NYSE">SPGI</a>) price target from $564 to $570. Morgan Stanley analyst Toni Kaplan maintained an Overweight rating. S&amp;P Global shares gained 2.4% to close at $518.35 on Tuesday. <a href="https://www.benzinga.com/quote/SPGI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JMP Securities raised the price target for Blue Owl Capital Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OWL#NYSE">OWL</a>) from $24 to $25. JMP Securities analyst Brian McKenna maintained a Market Outperform rating. Blue Owl Capital shares fell 1.8% to close at $20.35 on Tuesday. <a href="https://www.benzinga.com/quote/OWL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird boosted Genpact Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/G#NYSE">G</a>) price target from $38 to $44. Baird analyst David Koning maintained a Neutral rating. Genpact shares fell 1.6% to close at $38.92 on Tuesday. <a href="https://www.benzinga.com/quote/G/analyst-ratings">See how other analysts view this stock</a>.</li>
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11 analysts have shared their evaluations of Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding 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;">3</td>
<td style="text-align: right;">4</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;">0</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>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</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;">3</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>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>
In the assessment of 12-month price targets, analysts unveil insights for Ciena, presenting an average target of $62.36, a high estimate of $68.00, and a low estimate of $46.00. Marking an increase of 12.02%, the current average surpasses the previous average price target of $55.67. 
<img src="https://www.benzinga.com/files/images/story/2024/1728475323_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Ciena. The following summary 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>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$63.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Samik Chatterjee</td>
<td>JP Morgan</td>
<td>Announces</td>
<td>Neutral</td>
<td>$65.00</td>
<td>-</td>
</tr>
<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: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Ciena compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Ciena's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Ciena's market position. Stay informed and make well-informed decisions with 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>About Ciena</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>Unraveling the Financial Story of Ciena</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to 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. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: Ciena's net margin excels beyond industry benchmarks, reaching 1.51%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Ciena's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 0.49% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): Ciena's ROA excels beyond industry benchmarks, reaching 0.25%. This signifies efficient management of assets and strong financial health.
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>Analyst Ratings: Simplified</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Expert Ratings For Ciena

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 $60 to $63.

Morgan Stanley Maintains Overweight on Ciena, Raises Price Target to $63

In the current session, the stock is trading at $64.25, after a 1.04% increase. Over the past month, Ciena Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) stock increased by 23.69%, and in the past year, by 47.08%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.

<img src="https://www.benzinga.com/files/images/story/2024/1728417613_0_0.png" alt="Past Year Chart" />

<h3>Ciena P/E Ratio Analysis in Relation to Industry Peers</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Compared to the aggregate P/E ratio of the 147.06 in the Communications Equipment industry, Ciena Inc. has a lower P/E ratio of 67.65. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2024/1728417613_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

P/E Ratio Insights for Ciena

Ciena Co. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/cien#NYSE">CIEN</a>) can be considered a legacy company in the computer and technology sector when it comes to the Internet. It was one of the original manufacturers of optical fiber, which provided networking switches and connectivity solutions since 1992. The company has managed to stay relevant, unlike so many internet boom companies, and remains on the cutting edge of the artificial intelligence (AI) revolution. Ciena is essential to the AI boom as it provides one of the crucial elements required&nbsp;for&nbsp;AI deployment: high bandwidth&nbsp;and low latency connectivity.
Ciena operates in the computer and technology sector, competing with networking companies like Cisco Systems Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/csco#NASDAQ">CSCO</a>), Juniper Networks Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/jnpr#NYSE">JNPR</a>), which was acquired by Hewlett Packard Enterprises Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/hpe#NYSE">HPE</a>), and Infinera Co. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/infn#NASDAQ">INFN</a>) which is being acquired by Nokia Oyj (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/nok#NYSE">NOK</a>).
<h2>How Ciena Is Essential to the AI Revolution </h2>
Ciena is a leader in the optical networking segment, as its products enable long-distance, high-capacity data transmission solutions for the backbones of numerous networks. Data transmission volumes will only grow, driven by AI deployment and cloud computing. Its optical transceivers enable low-latency transmission, which is essential for AI applications to relay responsiveness and fast performance. Its Blue Planet AI-powered software-defined network (SDN) enables network operators to program, automate, and manage networks, orchestrate end-to-end services, and scale bandwidth on demand as needed.
<h2>Cloud Providers Lead the Recovery &nbsp;</h2>
Ciena is approaching positive normalization after many volatile years driven by the pandemic shortage and post-pandemic inventory glut. Cloud providers are leading the recovery, building out networks to support cloud and growing AI traffic.&nbsp;Data centers are a big chunk of Ciena&#39;s cloud provider clients. Three of the four major cloud providers are driving demand for Ciena&#39;s 400 ZR, a high-capacity datacenter interconnect (DCI) capable of transmitting 400 GB ethernet over DCI links, targeting a minimum of 80 kilometers.
Ciena&#39;s other client group, service providers, is experiencing a gradual recovery as the inventory glut is digested. Ciena still expects the U.S. to recover fully in a few quarters, while Europe continues to lag due to geopolitical and macroeconomic headwinds.
<h2>Gloomy Headline Numbers Underscore Improving Metrics </h2>
Ciena&#39;s third-quarter of 2024 earnings report was a sign of relief as results underscore the recovery occurring, enabling a turnaround after many negative quarters. The company reported EPS of 35 cents, beating analyst expectations by 6 cents. GAAP net income was $14.2 million, down from $29.7 million last year. Adjusted net income was $50.8 million, which was also lower than the $89.1 million non-GAAP income in the year-ago period. Revenue fell 11.8% YoY to $942.3 million, which was better than expected compared to the consensus estimates of $928.31 million. Ciena reported a strong book-to-bill ratio above 1, indicating stronger demand that it can fulfill.
<h2>Ciena Issues Flat Guidance </h2>
Ciena expects revenues of $1.06 billion to $1.14 billion in the fourth quarter of 2024 versus $1.12 billion in consensus estimates. Adjusted gross margin is expected to be in the low 40% range, and adjusted operating expenses are expected to be around $350 million. Full-year 2024 revenues are estimated at around $4 billion, with a 4% to 8% CAGR long-term. CIEN stock tumbled 7% the following days.
Ciena CEO Gary Smith commented, &quot;We delivered strong results for the fiscal third quarter that reflect growing momentum with cloud providers and continued gradual recovery with service providers. With leading innovation that is well-aligned with our customers&#39; focus on building cloud and AI-capable infrastructures, we are well-positioned to continue to gain share and deliver profitable growth.&quot;
On Oct. 2, 2024, Ciena announced a $1 billion stock buyback program commencing in fiscal 2025 and ending in fiscal 2027. CIEN stock surged 7% on the announcement.
<h2>CIEN Is Forming a Potential ABCD Reversal Pattern </h2>
An ABCD pattern is a harmonic reversal pattern comprised of two higher peaks and one higher low. The pattern resembles a rising lightning bolt. A market structure high (MSL) sell trigger often triggers the reversal.
<img alt="Ciena CIEN stock chart" class="aligncenter" src="https://www.marketbeat.com/logos/articles/med_20241006191744_charta-cien.jpg" style="height:753px; width:915px" />
CIEN stock initially sold off on its earnings report and guidance to a swing low of $50.83, forming the C-point. Shares rallied higher through the B-point pre-earnings peak at $59.42 to continue higher toward an imminent D-point, which could trigger a reversal. The daily anchored VWAP support is rising at $56.78. The daily relative strength index (RSI) is rising to the 75-band. Fibonacci (Fib) pullback support levels are at $62.91, $57.69, $53.76, and $50.83. 
Ciena&#39;s average consensus price target is $61.00, and its highest analyst price target&nbsp;is&nbsp;$68.00.&nbsp;Analysts have given it 10 Buy ratings and three Hold ratings.
The article &quot;<a href="https://www.marketbeat.com/stock-ideas/ciena-stock-powers-the-ai-cloud-boomdont-miss-out/">Ciena Stock Powers the AI Cloud Boom&mdash;Don&#39;t Miss Out</a>&quot; first appeared on MarketBeat.

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Ciena Stock Powers the AI Cloud Boom—Don't Miss Out

JP Morgan analyst Samik Chatterjee downgrades Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) from Overweight to Neutral and announces $65 price target.

JP Morgan Downgrades Ciena to Neutral, Announces $65 Price Target

Ciena Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) shares are trading lower on Monday. JP Morgan analyst Samik Chatterjee downgraded the company to Neutral from Overweight <a target="_blank" href="https://www.benzinga.com/quote/cien/analyst-ratings" rel="noreferrer noopener">with a price target of $65</a>.
The analyst writes that the downgrade is due to current valuations overlooking key factors that limit EPS upside, including constrained telco spending, limited gross margin levers compared to peers, and lower exposure to cloud capital expenditures.
Chatterjee says that the capex growth outlook for U.S. telcos is muted for 2025, with international telcos also lagging in recovery.
The analyst notes that Ciena&#8217;s telecom revenues are currently 9% below pre-pandemic levels, while North American telco capex is down 8%, indicating limited potential for Ciena to significantly outperform these trends.
For FY25, the analyst expects revenue growth to align with the long-term rate of 6%-8%, as telecom spending remains constrained, contrasting with prior years of outsized growth driven by pent-up demand from network underinvestment.
This month, Ciena authorized a three-year share repurchase program, <a target="_blank" href="https://www.benzinga.com/news/24/10/41147368/whats-going-on-with-ciena-stock-wednesday" rel="noreferrer noopener">starting in the 2025 fiscal year</a>.
Investors can gain exposure to the stock via SPDR S&amp;P Telecom ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XTL#NYSE">XTL</a>) and iShares U.S. Telecommunications ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYZ#BATS">IYZ</a>).
Price Action: CIEN shares are down 3.93% at $64.07&nbsp;at the last check Monday.
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Ciena Downgraded: Analyst Cites Telco Spending Slump And Margins Squeeze

Upgrade from 300G to 600G will support upcoming AI workloads
Sify Technologies (<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.sifytechnologies.com%2F&amp;esheet=54131616&amp;newsitemid=20241007132872&amp;lan=en-US&amp;anchor=Sify&amp;index=1&amp;md5=90e8e406463cc27f5796b5b81266b4c2">Sify</a>) today announced that it has deployed <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ciena.com%2F%3Futm_source%3DPR%26utm_medium%3DPressRelease&amp;esheet=54131616&amp;newsitemid=20241007132872&amp;lan=en-US&amp;anchor=Ciena%26%238217%3Bs&amp;index=2&amp;md5=87b5fad66db429819d73fc9468a2d095">Ciena's</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) optical technology to connect its seven Metro Area Networks across India. Starting with an express path between Mumbai and New Delhi, Sify has upgraded its countrywide National Long Distance network to support services up to 600G. This upgrade will help interconnect its key Artificial Intelligence (AI) ready data center hubs in Mumbai, Chennai and Noida and the surrounding metro areas with a highly scalable network.

Global

SIFY

Sify Technologies Has Deployed Ciena's Optical Technology To Connect Its Seven Metro Area Networks Across India; Has Upgraded Its Countrywide National Long Distance Network To Support Services Up To 600G

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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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