Sectivia

Cienavs.Coherent

CIEN vs COHR · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Ciena and Coherent are similar in size by market cap; Coherent trades at the lower P/E (79.5 vs 143.0); year to date, Ciena leads (+59.0% vs +49.3%).

Supply-chain link: Coherent supplies Ciena.

Side by side

CIENCOHR
Market cap$62.7B$64B
Price$387.66$288.14
Today+4.2%+4.6%
Return YTD+59.0%+49.3%
Return 1Y+314.2%+206.4%
P/E143.079.5
P/S11.39.0
P/B21.75.9

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

CienaCIEN

NYSE · USA

Long-haul optical transmission, mostly between data centres.

Optical networking
Full CIEN profile →

CoherentCOHR

NYSE · USA

Makes the transceivers and lasers that turn data into light for the hop between AI servers.

Optical networkingAI hardware
Full COHR profile →

More CIEN & COHR comparisons

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See where CIEN and COHR sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →