CIEN is the ticker symbol for CIENA CORP, a publicly traded Technology sector company listed on NYSE. 13F Pro tracks CIEN with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is CIEN a good stock to buy?

13F Pro's AI ranking engine scores CIEN at 72.6/100, ranked #143 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for CIEN is available at https://13fpro.ai/company/CIEN. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source CIEN data?

All CIENA CORP fundamentals and ownership data come directly from SEC EDGAR. CIENA CORP files with the SEC under CIK 936395. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

CIENA CORP CIEN

NYSELarge CapTechnology

13F Pro quality score

Rank #143 of 2,925TOP 5%

Why it scores 73 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$1.67B

Quarter to Aug 1

Net income

$266.42M

Quarter to Aug 1

Free cash flow

$116.30M

Quarter to Aug 1

Operating margin

18.0%

Quarter to Aug 1

Top Institutional Holders

as of Q2 2026

$64.46B total

FMR LLC

$9.38B-9.9%

BlackRock, Inc.

$6.24B-4.9%

JPMORGAN CHASE & CO

$5.37B+9.6%

VANGUARD CAPITAL MANAGEMENT LLC

$4.53B+0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

$3.77B+4.2%

STATE STREET CORP

$3.28B+5.9%

PRICE T ROWE ASSOCIATES INC /MD/

$2.00B-22.3%

GEODE CAPITAL MANAGEMENT, LLC

$1.65B-17.1%

AMERICAN CENTURY COMPANIES INC

$908.41M+245.6%

BANK OF AMERICA CORP /DE/

$877.41M-8.5%

Capital World Investors

$861.23M+1.8%

Invesco Ltd.

$848.77M+13.1%

NORGES BANK

$835.50M--

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$822.68M+20.8%

MORGAN STANLEY

$801.88M+4.7%

Nuveen, LLC

$682.58M+64.8%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$612.71M-1.8%

NORTHERN TRUST CORP

$597.47M+2.6%

DIMENSIONAL FUND ADVISORS LP

$565.63M+0.6%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$561.93M+34.5%

BNP Paribas Asset Management Holding S.A.

$542.10M+8.2%

AQR CAPITAL MANAGEMENT LLC

$507.24M+7.7%

GOLDMAN SACHS GROUP INC

$464.37M+22.4%

Legal & General Group Plc

$435.15M+36.8%

Bank of New York Mellon Corp

$404.95M-10.9%

See all 1,229 institutional holders →

What's Driving CIEN's Business? Latest 10-Q Breakdown

25/25 datapoints verified

AI-extracted from the 10-Q filed 2026-09-03 — Q3 FY2026 (quarter ended August 1, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Ciena posted $1.7B revenue (+37% YoY) and $266M net income on 45.4% gross margin, driven by AI and cloud infrastructure demand; issued $2.9B convertible notes.

Biggest Revenue Drivers

Networking Platforms$1,355.7M+44% YoY

Optical networking products (6500 RLS, Waveserver systems, coherent pluggable transceivers) and routing/switching platforms.

Global Services$193.6M+21% YoY

Implementation, maintenance/support/learning, and advisory/enablement services.

Biggest Revenue Drivers

Total revenue: $1.67B+37% YoY

Networking Platforms$1,355.7M+44% YoY

Optical networking products (6500 RLS, Waveserver systems, coherent pluggable transceivers) and routing/switching platforms.

Global Services$193.6M+21% YoY

Implementation, maintenance/support/learning, and advisory/enablement services.

Platform Software and Services$98.7M+10% YoY

Navigator Network Control Suite software and platform services subscriptions.

Blue Planet Automation Software and Services$23.2M-17% YoY

Orchestration and automation software, offset by lower unified assurance/analytics sales.

Largest Expense Items

Research and development$236.7M+12% YoY

Higher headcount from Nubis acquisition, engineering design, and WaveLogic coherent modem technology advancement.

Selling and marketing$154.0M+4% YoY

Increased employee-related compensation costs.

General and administrative$62.8M+4% YoY

Increases in professional services.

Margins: Gross margin expanded 410 bps to 45.4%, driven by cost reductions, pricing optimization, product mix shifts, tariff recoveries, and higher-margin implementation services, partially offset by lower manufacturing efficiencies and higher inventory obsolescence provisions.

Watch Items from the Filing

Cloud provider concentration: two cloud providers represent 43% of Q3 revenue ($696M of $1.67B)—Cloud Provider A 29% and Cloud Provider B 13%.
Supply chain: $3.3B in firm purchase order commitments to contract manufacturers and component suppliers; some orders non-cancellable with prepayment obligations.
Blue Planet segment declining: revenue down 17% YoY in Q3; nine-month loss of $6.2M vs. $19.3M profit year-ago, signaling weakness in orchestration and assurance software.
New convertible debt structure: $2.875B 0% Notes due 2031 with 3.9M shares underlying; $988.4M hedge cost and $873.4M warrant proceeds offset dilution but increase complexity.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q3 2026

EDGAR

Net Income

Q3 2026

EDGAR

EPS (Diluted)

Q3 2026

EDGAR

Operating Margin

Q3 2026

EDGAR

ROIC

Q3 2026

EDGAR

Free Cash Flow

Q3 2026

EDGAR

Debt/Equity

Q3 2026

EDGAR

Financial Trends

Revenue & Net Income

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Earnings Per Share

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CIENA CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$4.8B	$123.3M	4.1%
FY 2024	10-K	$4.0B	$84.0M	4.2%
FY 2023	10-K	$4.4B	$254.8M	8.2%
FY 2022	10-K	$3.6B	$152.9M	6.1%
FY 2021	10-K	$3.6B	$500.2M	13.7%
FY 2020	10-K	$3.5B	$361.3M	13.8%

About CIENA CORP (CIEN): stock profile, AI score and financials

CIENA CORP (CIEN) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores CIEN at 72.6/100 on a composite quality score built from its SEC filings, placing it at rank #143 of 2,925 stocks — the top 5% of the AI-ranked universe. CIEN scores in the top quartile across balance sheet strength (84.4), revenue growth (82.6), revenue scale (80.2). Shareholder dilution risk is elevated at 27.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q3 2026), CIENA CORP reports quarterly revenue of $1.7B, net income of $266.4M, an operating margin of 18.0%. Top institutional holders of CIEN by reported 13-F value include FMR, BlackRock, JPMORGAN CHASE, based on the most recent SEC filings. CIEN trades on the NYSE exchange and files with the SEC under CIK 936395. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CIEN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CIENA CORP directly from SEC EDGAR.

Financials through the period ended Aug 1, 2026SEC EDGAR: CIK 936395 →

CIENA CORP CIEN

Top Institutional Holders

What's Driving CIEN's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

CIEN key financials by period

CIEN insiders

Congress trading in CIEN

About CIENA CORP (CIEN): stock profile, AI score and financials

CIENA CORP CIEN

Top Institutional Holders

What's Driving CIEN's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

CIEN key financials by period

Companies similar to CIEN

CIEN insiders

Congress trading in CIEN

About CIENA CORP (CIEN): stock profile, AI score and financials