Yeomans Consulting Group Inc. Invests $454,000 in Ciena Corporation $CIEN

Yeomans Consulting Group Inc. purchased a new position in shares of Ciena Corporation (NYSE:CIEN) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 1,943 shares of the communications equipment provider’s stock, valued at approximately $454,000.

A number of other hedge funds have also recently added to or reduced their stakes in CIEN. Community Bank N.A. acquired a new position in shares of Ciena during the 3rd quarter worth $25,000. Mather Group LLC. acquired a new position in Ciena during the third quarter worth $28,000. Assetmark Inc. boosted its position in Ciena by 50.4% during the third quarter. Assetmark Inc. now owns 200 shares of the communications equipment provider’s stock worth $29,000 after purchasing an additional 67 shares in the last quarter. Ameritas Advisory Services LLC boosted its position in Ciena by 104.0% during the third quarter. Ameritas Advisory Services LLC now owns 204 shares of the communications equipment provider’s stock worth $30,000 after purchasing an additional 104 shares in the last quarter. Finally, Salomon & Ludwin LLC acquired a new stake in Ciena in the third quarter valued at $31,000. Institutional investors and hedge funds own 91.99% of the company’s stock.

Insider Activity

In other Ciena news, SVP Jason Phipps sold 21,383 shares of the business’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $247.89, for a total value of $5,300,631.87. Following the transaction, the senior vice president owned 91,765 shares in the company, valued at $22,747,625.85. The trade was a 18.90% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Joseph Cumello sold 11,929 shares of the firm’s stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $229.82, for a total value of $2,741,522.78. Following the sale, the senior vice president owned 49,475 shares of the company’s stock, valued at $11,370,344.50. This represents a 19.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 150,083 shares of company stock valued at $35,960,019 over the last ninety days. 0.58% of the stock is owned by company insiders.

Ciena Stock Performance

Shares of NYSE:CIEN opened at $384.29 on Friday. The business’s 50-day simple moving average is $298.77 and its 200 day simple moving average is $223.64. The company has a market cap of $54.34 billion, a P/E ratio of 244.77, a PEG ratio of 1.58 and a beta of 1.08. The company has a debt-to-equity ratio of 0.55, a quick ratio of 2.14 and a current ratio of 2.81. Ciena Corporation has a one year low of $49.21 and a one year high of $419.80.

Ciena (NYSE:CIEN) last issued its quarterly earnings data on Thursday, March 5th. The communications equipment provider reported $1.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.17 by $0.18. The company had revenue of $1.43 billion during the quarter, compared to the consensus estimate of $1.40 billion. Ciena had a net margin of 4.47% and a return on equity of 12.09%. Ciena’s revenue for the quarter was up 33.1% on a year-over-year basis. During the same quarter last year, the company earned $0.64 earnings per share. On average, sell-side analysts forecast that Ciena Corporation will post 1.6 earnings per share for the current fiscal year.

Analysts Set New Price Targets

CIEN has been the subject of several research reports. Northland Securities set a $190.00 price target on Ciena and gave the stock a “market perform” rating in a research note on Friday, December 12th. Stifel Nicolaus restated a “buy” rating and set a $320.00 target price (up from $280.00) on shares of Ciena in a report on Thursday, March 5th. Barclays lifted their target price on shares of Ciena from $279.00 to $372.00 and gave the stock an “overweight” rating in a research report on Friday, March 6th. UBS Group upped their target price on Ciena from $230.00 to $285.00 and gave the company a “neutral” rating in a research note on Friday, March 6th. Finally, Morgan Stanley raised their price target on Ciena from $280.00 to $286.00 and gave the stock an “equal weight” rating in a research report on Thursday, March 5th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $320.65.

Ciena News Roundup

Here are the key news stories impacting Ciena this week:

• Positive Sentiment: Record subsea demo with Meta validates Ciena’s optical leadership and supports long‑term revenue opportunities from hyperscalers and subsea operators. Ciena and Meta claim record-breaking subsea transmission speed
• Positive Sentiment: Commercial win: TIME dotCom is deploying a 1 Tb/s Pacific route using Ciena gear — a conversion of lab/PR wins into paying customer revenue. TIME dotCom offers 1 Tb/s data transmission across the Pacific with Ciena
• Positive Sentiment: Service‑provider revenue and order momentum tied to MOFN demand underpin the company’s growth narrative and help justify analyst upgrades and higher price targets. Ciena’s Service Provider Revenues Rise on MOFN Tailwinds
• Neutral Sentiment: Analyst coverage has been upgraded and targets raised recently (UBS, Needham, BofA among others), which supports a constructive medium‑term view but also concentrates expectations into the stock price. CIEN price & analyst coverage
• Neutral Sentiment: Industry visibility from conferences (OFC) and media pieces boosts awareness but is informational rather than an immediate revenue driver. Ciena Presents at OFC 2026
• Negative Sentiment: Macro/market selloff: rising rates and a tech‑led pullback (Nasdaq weakness, large cap tech volatility) pushed momentum names lower today and amplified profit‑taking after CIEN’s recent run. Stock market today: Nasdaq feels pain as rates surge; Super Micro craters, Ciena touches a high (live coverage)
• Negative Sentiment: Insider selling: CEO Gary Smith disclosed a ~2,952‑share sale (~$1.06M). Small relative to his holdings but can stoke short‑term caution among some investors. SEC filing: CEO stock sale

Ciena Company Profile

Ciena Corporation (NYSE: CIEN) is a global supplier of telecommunications networking equipment, software and services. The company develops high-capacity optical transport systems and packet-optical platforms that enable service providers, cloud operators and large enterprises to build, manage and scale their networks. Ciena’s product portfolio includes coherent optical solutions, packet networking platforms and a suite of network automation software designed to optimize bandwidth, reduce latency and simplify network operations.

In addition to hardware offerings, Ciena provides professional services and support, including network design, implementation and ongoing maintenance.