10 Best AI Networking Stocks to Buy According to Analysts

7. Ciena Corporation (NYSE:CIEN)

Ciena Corporation (NYSE:CIEN) is one of the best AI networking stocks to buy according to analysts. The company gave investors a fresh AI networking update on June 4, when it reported fiscal second-quarter 2026 revenue of $1.57 billion, up 40% year over year.

Ciena also reported adjusted EPS of $1.64, up 290% from the prior-year quarter, and raised its fiscal 2026 revenue outlook to $6.3 billion, plus or minus $100 million. Management tied the performance directly to AI-driven demand, saying the company’s long-term strategy is aligned with structural, multi-year opportunities in high-speed connectivity across wide-area networks and in and around data centers.

That matters because AI infrastructure is not only a GPU story. Hyperscale data centers need optical transport, data center interconnect, coherent routing, automation software, and low-latency network capacity to move rising AI workloads. Ciena’s homepage describes its cloud and AI networking portfolio as supporting high-capacity, low-latency connectivity, including AI-ready IP networking, data center interconnect, scale-across networks, and scale-up and scale-out networks.

Ciena Corporation (NYSE:CIEN) provides networking systems, components, automation software, and services for high-speed connectivity, data transmission, and network management.