Ciena Corporation (CIEN): A Bull Case Theory
We came across a bullish thesis on Ciena Corporation on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
Ciena Corp (CIEN)
Market is closed
Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Lone Pine Capital Stephen Mandel | 2,006,662 | $292,310,454 | 2.13% | |
| 2. | Jericho Capital Asset Management Josh Resnick | 1,983,000 | $288,863,610 | +49% | 3.01% |
| 3. | AQR Capital Management Cliff Asness | 1,502,468 | $218,391,169 | +24% | 0.14% |
| 4. | Polar Capital Brian Ashford-Russell And Tim Woolley | 1,463,211 | $213,145,946 | +14% | 1.03% |
| 5. | Atreides Management Gavin Baker | 1,400,764 | $204,049,292 | +11% | 3.97% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.31 | 5,000 | $71,550.00 | 367,736 | 2014-10-13 | Filing | |
| $10.98 | 100 | $1,097.75 | 25,906 | 2009-12-23 | Filing | |
| $10.83 | 2,400 | $25,991.76 | 25,806 | 2009-12-22 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $143.42 | 1,984 | $284,545.28 | 80,244 | 2025-10-01 | Filing | |
| $224.66 | 8,554 | $1,921,741.64 | 9,422 | 2025-12-15 | Filing | |
| $220.84 | 550 | $121,462.00 | 39,992 | 2025-12-15 | Filing | |
| $220.84 | 2,500 | $552,100.00 | 180,690 | 2025-12-15 | Filing | |
| $192.61 | 6,800 | $1,309,752.08 | 254,870 | 2025-12-03 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 21,158,386 | $3,082,141,960 | 0.16% | |
| 2. | 15,596,111 | $2,271,885,416 | 0.04% | |
| 3. | 15,068,602 | $2,195,043,254 | 0.03% | |
| 4. | 6,462,840 | $941,451,166 | 0.05% | |
| 5. | 4,352,281 | $633,996,773 | 0.02% |
News See All
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Ciena Corporation (NYSE:CIEN) Q4 2025 Earnings Call Transcript
Operator: Good morning, and welcome to Ciena Corporation's Fiscal Fourth Quarter and Year End 2025 Financial Results Conference Call. All participants will be in listen-only mode.
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Madison Investments, an investment advisor, released its “Madison Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Strong Results and Optimistic Guidance Lifted Ciena (CIEN) in Q3
Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
BofA Lifts PT on Ciena (CIEN) to $200, Cites Strong Momentum in Networking, Cybersecurity
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