Ciena (NYSE: $CIEN) Surges After Strong Q4 ResultsCiena Corporation (NYSE: CIEN) delivered a strong fiscal fourth quarter and full-year 2025 performance, underscoring its critical role in high-speed connectivity and the rapidly expanding AI-driven infrastructure cycle. Revenue for Q4 came in at $1.35 billion, up 20% YoY, while full-year revenue grew 19% to $4.77 billion. Profitability also improved, with adjusted EPS rising to $0.91 for the quarter and $2.64 for the full year, both significantly above 2024 results.
The growth was primarily fueled by sustained demand from hyperscalers and service providers, particularly within Ciena’s Networking Platforms division. Optical Networking revenue climbed to $929.2 million, while Routing and Switching surged to $118.4 million, reflecting strong enterprise and cloud onboarding trends. Ciena’s strategic acquisition of Nubis Communications bolstered its high-bandwidth optical capabilities, expanding its positioning within the AI ecosystem—where data center interconnect (DCI) demand continues to accelerate globally.
The company also executed a shareholder-friendly $329.7 million share repurchase program during 2025, signaling confidence in long-term cash flow strength. Looking ahead, management forecasts FY26 revenue between $5.7B and $6.1B, supported by durable cloud demand and expanding AI network infrastructure. Ciena expects continued margin stability, with non-GAAP gross margin guided around 43%.
Technical Analysis
The chart reflects a strong bullish structure. CIEN has been riding a clean ascending trendline for months, with the latest earnings surge triggering a breakout to new all-time highs near $248. Price now trades well above the 9-day SMA, confirming strong momentum. Volume expansion supports the breakout, indicating institutional participation.
If the uptrend holds above the $220–$230 support zone, CIEN may target the next psychological levels around $260–$280. RSI remains elevated but not overextended, suggesting momentum continuation. Only a breakdown below the trendline would signal cooling.
