CienaCIEN

NYSE · USA · Segment 4 of 8 in the AI & digital infrastructure value chain: Data centers

Long-haul optical transmission, mostly between data centres.

Data centers: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Key metrics

Market cap

$62.7B

Price

$371.95

Today

−6.0%

Return YTD

+69.2%

Return 1Y

+353.1%

P/E

143.0

P/S

11.3

P/B

21.7

Data as of 2026-08-25 · updates daily after U.S. close

Theme exposure

Optical networkingOptical transmissionData center interconnectLong-haul networking

In the value chain

Products & services

WaveLogic optical systems
Routing & automation

Competitors

Nokia
Infinera/Lumentum
Huawei (outside the West)

Risks

Telecom customers invest cyclically
Component supply

Supply chain

Supplies →

MicrosoftMSFT EquinixEQIX

← Suppliers

CoherentCOHR

Full supply chain for CIEN →

Same segment: Data centers

CiscoCSCO Dell TechnologiesDELL Arista NetworksANET AmphenolAPH EquinixEQIX HPEHPE Digital RealtyDLR CoherentCOHR

Compare CIEN

CIEN vs CSCO CIEN vs DELL CIEN vs ANET CIEN vs APH CIEN vs EQIX CIEN vs HPE

See where Ciena sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.Open the AI value chain →