Ciena Corp. (CIEN )

Cien

Un' analist tecnica e fondamentale su Ciena (Nasdaq)

March 19, 2008 03:33 PM Eastern Daylight Time
ARjENT Services LLC analyst Guy Ortmann issued a research report today initiating coverage of CIENA Corp. with a buy recommendation ... “The company reported their most recent quarterly results on March 7. That Q1 ‘08 quarter showed a net profit of $0.47 per share, a 113% increase on a y/y comparison and 17% greater than Street estimates of $0.40 per share. Sales were up over 37% to $227.4m versus $165m y/y and higher than Street estimates of $225.6m and management stated Q2 revenues should be up an additional 5% on a sequential basis. Gross margins rose 6.6 percentage points from the previous year to 51.2%. Net margins nearly doubled from 6.7% in Q1 ’07 to 12.7% in Q1 ’08.
“It is our opinion that CIEN will be a major beneficiary from the increased need to offer additional bandwidth and services to accommodate the explosive growth in data and video transmission in the telecommunications and wireless industry. ...



http://www.businesswire.com/portal/...d=news_view&newsId=20080319006130&newsLang=en
 
Re: Cien

alingtonsky ha scritto:
Un' analist tecnica e fondamentale su Ciena (Nasdaq)

March 19, 2008 03:33 PM Eastern Daylight Time
ARjENT Services LLC analyst Guy Ortmann issued a research report today initiating coverage of CIENA Corp. with a buy recommendation ... “The company reported their most recent quarterly results on March 7. That Q1 ‘08 quarter showed a net profit of $0.47 per share, a 113% increase on a y/y comparison and 17% greater than Street estimates of $0.40 per share. Sales were up over 37% to $227.4m versus $165m y/y and higher than Street estimates of $225.6m and management stated Q2 revenues should be up an additional 5% on a sequential basis. Gross margins rose 6.6 percentage points from the previous year to 51.2%. Net margins nearly doubled from 6.7% in Q1 ’07 to 12.7% in Q1 ’08.
“It is our opinion that CIEN will be a major beneficiary from the increased need to offer additional bandwidth and services to accommodate the explosive growth in data and video transmission in the telecommunications and wireless industry. ...



http://www.businesswire.com/portal/...d=news_view&newsId=20080319006130&newsLang=en
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Nell' analisi di cui sopra era scritto anche :"the chart suggests that the price should be able to appreciate to the $34.00 range before encountering significant resistance in the near term. If CIEN should be able to trade above that level going forward, the next and long term price objective would be at the $40.00 level….”

Oggi CIEN a $33.460 % Change +5.786 , non è lontana dal primo obbiettivo ($34) indicato il 20/3 quando Ciena era a circa $30
 
November 22, 2010 2:35 PM EST

Barclays upgrades CIENA Corp (Nasdaq: CIEN) from Equalweight to Overweight. PT increased from $16 to $18.

Barclays analyst says, "We consider Ciena the best positioned optical equipment play and upgrade to OW: Ciena derives ~90% of sales from next generation optical following the Nortel acquisition. Two new product cycles - CoreDirector FS and 5400 - position Ciena to gain share in 2011 in both the 40G and OTN migration...Looking beyond a weak January quarter: Sluggish CoreDirector sales given the impending refresh could lead January sales below consensus. Better visibility into 2H11, however, allows us to boost our FY12 sales estimate and retain our EPS estimate of $1.20. Our price target is $18 or 15x FY12 EPS and 0.9x EV/sales assuming all the debt converts."



StreetInsider.com - UPDATE - Barclays Upgrades CIENA Corp (CIEN) to Overweight


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