Ciena (CIEN) Is Down 6.3% After AI-Focused Q4 Beat Highlights Hyperscale Demand Shift – Has The Bull Case Changed?

Jan 10, 2026 - 18:00
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Ciena (CIEN) Is Down 6.3% After AI-Focused Q4 Beat Highlights Hyperscale Demand Shift – Has The Bull Case Changed?
Ciena’s recent fiscal Q4 2025 results, released prior to today, showed revenue and earnings ahead of expectations, supported by strong demand for its AI-focused optical networking and cloud solutions from large hyperscale customers. Analysts highlighted that expanding AI networking workloads and sizable orders for Ciena’s advanced platforms are reshaping its product mix and reinforcing its role in data center and cloud infrastructure buildouts. Now we’ll explore how this stronger AI...

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