What is Northland Capmk’s Estimate for Ciena Q4 Earnings?

Ciena Co. (NYSE:CIEN) – Investment analysts at Northland Capmk dropped their Q4 2025 earnings estimates for shares of Ciena in a research note issued to investors on Wednesday, March 12th. Northland Capmk analyst T. Savageaux now anticipates that the communications equipment provider will post earnings per share of $0.53 for the quarter, down from their previous forecast of $0.55. Northland Capmk currently has a “Strong-Buy” rating on the stock. The consensus estimate for Ciena’s current full-year earnings is $1.60 per share.

Ciena (NYSE:CIEN) last announced its quarterly earnings data on Thursday, December 12th. The communications equipment provider reported $0.54 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.12). Ciena had a net margin of 2.09% and a return on equity of 4.72%. The company had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.10 billion. During the same period in the previous year, the business earned $0.56 earnings per share. The business’s revenue for the quarter was down .5% compared to the same quarter last year.

A number of other equities analysts have also issued reports on the stock. B. Riley reissued a “buy” rating and set a $89.00 price target (down from $97.00) on shares of Ciena in a research report on Wednesday. Rosenblatt Securities reduced their price target on shares of Ciena from $94.00 to $79.00 and set a “neutral” rating for the company in a research report on Friday, March 7th. Stifel Nicolaus reissued a “buy” rating and set a $82.00 price target (up from $75.00) on shares of Ciena in a research report on Tuesday, December 10th. Needham & Company LLC reduced their price target on shares of Ciena from $95.00 to $90.00 and set a “buy” rating for the company in a research report on Wednesday. Finally, JPMorgan Chase & Co. raised shares of Ciena from a “neutral” rating to an “overweight” rating and raised their price target for the stock from $84.00 to $88.00 in a research report on Tuesday, January 28th. Four investment analysts have rated the stock with a hold rating, nine have assigned a buy rating and one has issued a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $81.38.

Ciena Stock Performance

CIEN opened at $63.84 on Friday. Ciena has a 12-month low of $43.30 and a 12-month high of $101.44. The company has a current ratio of 3.55, a quick ratio of 2.72 and a debt-to-equity ratio of 0.54. The firm has a market capitalization of $9.07 billion, a PE ratio of 112.00, a P/E/G ratio of 1.54 and a beta of 0.91. The firm has a 50 day moving average of $82.30 and a two-hundred day moving average of $73.31.

Insiders Place Their Bets

In related news, SVP Dino Diperna sold 2,682 shares of the business’s stock in a transaction dated Thursday, December 26th. The shares were sold at an average price of $87.64, for a total value of $235,050.48. Following the sale, the senior vice president now directly owns 50,607 shares in the company, valued at approximately $4,435,197.48. The trade was a 5.03 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP David M. Rothenstein sold 3,500 shares of the business’s stock in a transaction dated Monday, December 16th. The shares were sold at an average price of $89.09, for a total transaction of $311,815.00. Following the completion of the sale, the senior vice president now owns 192,997 shares in the company, valued at approximately $17,194,102.73. This trade represents a 1.78 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 63,442 shares of company stock valued at $5,337,764 in the last 90 days. 0.93% of the stock is owned by insiders.

Institutional Trading of Ciena

Several hedge funds have recently made changes to their positions in the business. Greenleaf Trust lifted its position in shares of Ciena by 2.8% during the fourth quarter. Greenleaf Trust now owns 4,978 shares of the communications equipment provider’s stock worth $422,000 after purchasing an additional 136 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its position in shares of Ciena by 108.6% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 290 shares of the communications equipment provider’s stock worth $25,000 after purchasing an additional 151 shares in the last quarter. Bessemer Group Inc. lifted its position in shares of Ciena by 73.7% during the fourth quarter. Bessemer Group Inc. now owns 356 shares of the communications equipment provider’s stock worth $30,000 after purchasing an additional 151 shares in the last quarter. US Bancorp DE lifted its position in shares of Ciena by 1.5% during the fourth quarter. US Bancorp DE now owns 10,459 shares of the communications equipment provider’s stock worth $887,000 after purchasing an additional 152 shares in the last quarter. Finally, Coldstream Capital Management Inc. lifted its position in shares of Ciena by 3.8% during the third quarter. Coldstream Capital Management Inc. now owns 4,742 shares of the communications equipment provider’s stock worth $292,000 after purchasing an additional 175 shares in the last quarter. Institutional investors and hedge funds own 91.99% of the company’s stock.

Ciena Company Profile

Ciena Corporation provides hardware and software services for delivery of video, data, and voice traffic metro, aggregation, and access communications network worldwide. The company’s Networking Platforms segment offers convergence of coherent optical transport, open optical networking, optical transport network switching, IP routing, and switching services.