Natixis Advisors LLC Lowers Stock Holdings in Ciena Corporation $CIEN

Natixis Advisors LLC reduced its stake in Ciena Corporation (NYSE:CIEN) by 24.6% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 189,624 shares of the communications equipment provider’s stock after selling 61,771 shares during the quarter. Natixis Advisors LLC owned about 0.13% of Ciena worth $27,623,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in CIEN. Mather Group LLC. bought a new stake in Ciena in the third quarter worth $28,000. Assetmark Inc. raised its position in shares of Ciena by 50.4% in the 3rd quarter. Assetmark Inc. now owns 200 shares of the communications equipment provider’s stock worth $29,000 after purchasing an additional 67 shares during the last quarter. Ameritas Advisory Services LLC boosted its stake in Ciena by 104.0% in the 3rd quarter. Ameritas Advisory Services LLC now owns 204 shares of the communications equipment provider’s stock worth $30,000 after purchasing an additional 104 shares in the last quarter. Salomon & Ludwin LLC bought a new position in Ciena in the 3rd quarter worth about $31,000. Finally, Quent Capital LLC purchased a new stake in Ciena during the 3rd quarter valued at about $39,000. Hedge funds and other institutional investors own 91.99% of the company’s stock.

Insider Buying and Selling

In other Ciena news, CEO Gary B. Smith sold 2,952 shares of Ciena stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $354.64, for a total value of $1,046,897.28. Following the completion of the sale, the chief executive officer owned 296,036 shares of the company’s stock, valued at approximately $104,986,207.04. The trade was a 0.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Thomas Michael Nevens sold 8,554 shares of the business’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $224.66, for a total transaction of $1,921,741.64. Following the sale, the director owned 9,422 shares of the company’s stock, valued at approximately $2,116,746.52. This represents a 47.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 156,235 shares of company stock valued at $36,941,890 in the last ninety days. Corporate insiders own 0.58% of the company’s stock.

Trending Headlines about Ciena

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 opened at $337.25 on Wednesday. The company’s 50-day simple moving average is $278.38 and its two-hundred day simple moving average is $210.09. 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 stock has a market capitalization of $47.69 billion, a P/E ratio of 214.81, a P/E/G ratio of 1.39 and a beta of 1.08. Ciena Corporation has a 52-week low of $49.21 and a 52-week high of $365.90.

Ciena (NYSE:CIEN) last announced its quarterly earnings results on Thursday, March 5th. The communications equipment provider reported $1.35 EPS for the quarter, topping analysts’ consensus estimates of $1.17 by $0.18. Ciena had a net margin of 4.47% and a return on equity of 12.09%. The firm had revenue of $1.43 billion during the quarter, compared to analyst estimates of $1.40 billion. During the same period in the previous year, the business posted $0.64 earnings per share. The business’s revenue for the quarter was up 33.1% on a year-over-year basis. As a group, analysts predict that Ciena Corporation will post 1.6 EPS for the current year.

Wall Street Analyst Weigh In

CIEN has been the subject of a number of analyst reports. Argus raised their price objective on shares of Ciena from $135.00 to $280.00 and gave the company a “buy” rating in a research note on Friday, December 12th. Morgan Stanley increased their price target on shares of Ciena from $280.00 to $286.00 and gave the company an “equal weight” rating in a report on Thursday, March 5th. Rosenblatt Securities raised their price target on shares of Ciena from $305.00 to $350.00 and gave the company a “buy” rating in a research report on Friday. Needham & Company LLC boosted their price objective on shares of Ciena from $280.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, March 5th. Finally, Zacks Research cut Ciena from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 9th. Eleven research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, Ciena has an average rating of “Moderate Buy” and an average 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.