Natixis Advisors LLC Sells 61,771 Shares of Ciena Corporation $CIEN

Natixis Advisors LLC lowered its holdings in shares of Ciena Corporation (NYSE:CIEN) by 24.6% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 189,624 shares of the communications equipment provider’s stock after selling 61,771 shares during the quarter. Natixis Advisors LLC’s holdings in Ciena were worth $27,623,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the business. Mather Group LLC. purchased a new position in shares of Ciena in the third quarter worth approximately $28,000. Assetmark Inc. increased its holdings in Ciena by 50.4% during the third quarter. Assetmark Inc. now owns 200 shares of the communications equipment provider’s stock valued at $29,000 after buying an additional 67 shares during the last quarter. Ameritas Advisory Services LLC increased its holdings in Ciena by 104.0% during the third quarter. Ameritas Advisory Services LLC now owns 204 shares of the communications equipment provider’s stock valued at $30,000 after buying an additional 104 shares during the last quarter. Salomon & Ludwin LLC bought a new position in Ciena in the third quarter worth approximately $31,000. Finally, Quent Capital LLC bought a new position in Ciena in the third quarter worth approximately $39,000. Institutional investors own 91.99% of the company’s stock.

More Ciena News

Here are the key news stories impacting Ciena this week:

• Positive Sentiment: Sector rally tied to AI infrastructure demand is lifting Ciena shares — optical-technology names rallied on renewed hyperscaler spending, putting Ciena in focus as a direct beneficiary of the multi-day run. Optical-Tech Stocks Looking Sharp: Ciena Up 9%, Lumentum Rises 8%, Coherent Climbs 7%
• Positive Sentiment: Ciena announced new AI-networking innovations (including co-packaged/near-packaged optics and redriver tech from the Nubis acquisition) aimed at addressing surging AI bandwidth needs — this product roadmap strengthens revenue and competitive positioning narratives. Ciena Solidifies AI Networking Leadership, Unveils New Innovations for High-Speed Connectivity
• Positive Sentiment: Ciena will showcase AI networking and high-capacity optics at OFC 2026, highlighting roadmap items (1.6T coherent optics, AIOps, quantum-safe comms) that keep it visible to hyperscalers and carriers. Ciena Brings AI Networking Expertise to OFC 2026
• Positive Sentiment: Commercial win: Time dotCom deployed Ciena optical technology on the FASTER transpacific cable — a customer deployment that illustrates near-term revenue opportunities from capacity upgrades. Time dotCom Deploys Ciena Optical Tech Across FASTER Transpacific Cable
• Positive Sentiment: Street backing: recent analyst actions include an upgrade at Bank of America and higher price targets reported this week, which supports investor sentiment and helped push the stock higher. Ciena (NYSE:CIEN) Upgraded at Bank of America
• Neutral Sentiment: Valuation scrutiny: coverage noting that Ciena’s AI optics strategy boosts revenue prospects but also tests a rich valuation — useful context for investors weighing growth vs. multiple risks. Ciena’s AI Optics Push Tests Valuation As Revenue Outlook Climbs
• Neutral Sentiment: Analysis pieces on international revenue trends and sector commentary provide background on where forecasts could move, but contain less immediate market-moving news than the product, customer and analyst items above. Ciena (CIEN) International Revenue Performance Explored

Ciena Price Performance

CIEN stock opened at $337.25 on Wednesday. The company has a debt-to-equity ratio of 0.55, a quick ratio of 2.14 and a current ratio of 2.81. The company’s fifty day moving average price is $278.38 and its 200-day moving average price is $210.09. Ciena Corporation has a one year low of $49.21 and a one year high of $365.90. The company has a market capitalization of $47.69 billion, a PE ratio of 214.81, a price-to-earnings-growth ratio of 1.39 and a beta of 1.08.

Ciena (NYSE:CIEN) last posted its earnings results on Thursday, March 5th. The communications equipment provider reported $1.35 earnings per share 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 analysts’ expectations of $1.40 billion. Ciena had a net margin of 4.47% and a return on equity of 12.09%. Ciena’s quarterly revenue was up 33.1% on a year-over-year basis. During the same period last year, the company posted $0.64 earnings per share. On average, equities analysts anticipate that Ciena Corporation will post 1.6 EPS for the current fiscal year.

Insider Activity at Ciena

In other news, SVP Jason Phipps sold 21,383 shares of the business’s stock in a transaction dated 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 sale, the senior vice president directly owned 91,765 shares in the company, valued at $22,747,625.85. The trade was a 18.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Joseph Cumello sold 11,929 shares of the company’s stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $229.82, for a total transaction of $2,741,522.78. Following the sale, the senior vice president owned 49,475 shares in the company, valued at $11,370,344.50. This represents a 19.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 156,235 shares of company stock valued at $36,941,890 over the last quarter. 0.58% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on CIEN shares. Weiss Ratings reissued a “hold (c)” rating on shares of Ciena in a research report on Wednesday, January 21st. Wolfe Research reaffirmed an “outperform” rating and issued a $375.00 target price on shares of Ciena in a report on Thursday, March 5th. Zacks Research downgraded Ciena from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 9th. B. Riley Financial boosted their price target on Ciena from $222.00 to $283.00 and gave the company a “neutral” rating in a report on Friday, March 6th. Finally, Barclays upped their price target on Ciena from $279.00 to $372.00 and gave the stock an “overweight” rating in a research report on Friday, March 6th. Eleven analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $314.13.

Ciena 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.