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CienaCIEN

Data centers · NYSE · USA

$425.93
Down 4.6% todayClose

Up 89.7% this year but −11.2% since June 26, behind the AI sector at +7.5%. Ciena supplies 2 mapped companies and buys from 1.

Market cap
$63.3B
This year
+89.7%
1 year
+189.5%
P/E
96.7
P/S
10.5
P/B
20.7

Price vs the AI sector

since Jun 26CIENAI sector, equal weight
Ciena (CIEN) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. CIEN: −11.2% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−30%−20%−10%0%+10%Jun 26AugSepOct 8CIEN −11.2%Sector +7.5% Ciena (CIEN) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. CIEN: −11.2% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%0%Jun 26AugSepOct 8CIEN−11.2%Sector+7.5%

Supply chain

1 supplier · 2 customers
SUPPLIERS →→ CUSTOMERSCoherent (COHR)COHRCoherent−9.6%Microsoft (MSFT)MSFTMicrosoft−1.3%Equinix (EQIX)EQIXEquinix−2.0%CIENCiena

Suppliers 1

Customers 2

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About Ciena

Long-haul optical transmission, mostly between data centres.

Theme exposure

Optical networkingOptical transmissionData center interconnectLong-haul networking

Products

  • WaveLogic optical systems
  • Routing & automation

Competitors

  • Nokia
  • Infinera/Lumentum
  • Huawei (outside the West)

Risks

  • Telecom customers invest cyclically
  • Component supply

Same segment: Data centers

Servers, networking, optics and data center capacity that tie AI infrastructure together. Segment 4 of 8 in the AI & digital infrastructure value chain.

CiscoCSCO−2.1%Dell TechnologiesDELL−0.8%Arista NetworksANET−2.3%AmphenolAPH−2.5%EquinixEQIX−2.0%HPEHPE−1.5%Digital RealtyDLR−2.4%CoherentCOHR−9.6%

Compare CIEN

Side by side with the largest companies in the same segment.

CIEN vs CSCOCIEN vs DELLCIEN vs ANETCIEN vs APHCIEN vs EQIXCIEN vs HPE

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

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