Three Seasons Wealth LLC Acquires Shares of 4,237 Ciena Corporation $CIEN

Three Seasons Wealth LLC bought a new position in shares of Ciena Corporation (NYSE:CIEN) during the 4th quarter, Holdings Channel.com reports. The fund bought 4,237 shares of the communications equipment provider’s stock, valued at approximately $991,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in CIEN. Community Bank N.A. bought a new position in shares of Ciena in the third quarter worth $25,000. Mather Group LLC. acquired a new position in shares of Ciena during the third quarter worth $28,000. Assetmark Inc. grew its stake in shares of Ciena by 50.4% in the third quarter. Assetmark Inc. now owns 200 shares of the communications equipment provider’s stock worth $29,000 after purchasing an additional 67 shares during the last quarter. Ameritas Advisory Services LLC increased its holdings in Ciena by 104.0% in the third quarter. Ameritas Advisory Services LLC now owns 204 shares of the communications equipment provider’s stock valued at $30,000 after purchasing an additional 104 shares during the period. Finally, Salomon & Ludwin LLC acquired a new stake in Ciena in the third quarter valued at $31,000. 91.99% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Ciena

In other Ciena news, Director Patrick Gallagher sold 11,618 shares of Ciena stock in a transaction that occurred on Monday, January 12th. The shares were sold at an average price of $227.45, for a total transaction of $2,642,514.10. Following the transaction, the director owned 50,184 shares of the company’s stock, valued at $11,414,350.80. This trade represents a 18.80% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Gary B. Smith sold 2,952 shares of the business’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $359.53, for a total value of $1,061,332.56. Following the completion of the transaction, the chief executive officer owned 293,084 shares in the company, valued at $105,372,490.52. The trade was a 1.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 148,283 shares of company stock worth $36,397,491. Company insiders own 0.58% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have commented on CIEN. Evercore set a $330.00 target price on Ciena in a report on Thursday, February 19th. Wall Street Zen downgraded Ciena from a “strong-buy” rating to a “buy” rating in a research report on Sunday, December 21st. UBS Group upped their target price on Ciena from $230.00 to $285.00 and gave the company a “neutral” rating in a report on Friday, March 6th. Argus increased their target price on shares of Ciena from $135.00 to $280.00 and gave the company a “buy” rating in a research report on Friday, December 12th. Finally, Morgan Stanley increased their price target on Ciena from $280.00 to $286.00 and gave the stock an “equal weight” rating in a report on Thursday, March 5th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $327.12.

Ciena News Summary

Here are the key news stories impacting Ciena this week:

• Positive Sentiment: Ciena reported results from its March 26, 2026 annual meeting: shareholders backed the board slate, auditor and executive compensation — removing proxy uncertainty and supporting governance stability. Ciena Shareholders Back Board, Auditor and Executive Pay
• Positive Sentiment: Analysts/commentary emphasize Ciena’s role as an optical backbone for AI infrastructure: strong 1QFY26 results (≈33% Y/Y revenue growth), FY2026 revenue guidance raised to $5.9B–$6.3B, a ~$7B backlog and WaveLogic‑6 technology lead — all supportive of sustained demand and premium valuation expectations. Follow The Photons — The Case For CIEN As AI Infrastructure’s Hidden Backbone
• Positive Sentiment: Commercial win: Vodafone Idea is upgrading its transport network using Ciena’s WL6e optics — a carrier contract that underscores demand across international service providers and validates product adoption. Vodafone Idea upgrades transport network with Ciena technology
• Positive Sentiment: Conference/event coverage (OFC and industry write‑ups) has amplified bullish investor sentiment by highlighting product demos, channel traction and further upside potential in optical demand tied to data center interconnect and AI workloads. Ciena: Up 71% YTD – OFC Event Fuels More Upside
• Positive Sentiment: Street sentiment is constructive: coverage aggregate shows an average rating of “Moderate Buy,” which can support momentum and institutional interest. Ciena Corporation (NYSE:CIEN) Given Average Rating of “Moderate Buy” by Analysts
• Neutral Sentiment: Comparisons and screens (Zacks, Yahoo) place Ciena alongside peers like Arista and highlight efficiency metrics — useful industry context but not immediate catalysts. Ciena vs. Arista: Which Networking Stock Is the Better Buy?
• Neutral Sentiment: Inclusion in themed screens (e.g., “3 Stocks With Strong Efficiency Metrics”) raises visibility to investors who use quantitative filters but is not a direct operational catalyst. 3 Stocks With Strong Efficiency Metrics to Strengthen Your Portfolio

Ciena Price Performance

CIEN opened at $388.08 on Wednesday. Ciena Corporation has a 1 year low of $49.21 and a 1 year high of $446.89. The company has a debt-to-equity ratio of 0.55, a current ratio of 2.81 and a quick ratio of 2.14. The company has a market capitalization of $54.87 billion, a price-to-earnings ratio of 247.19, a P/E/G ratio of 1.40 and a beta of 1.08. The firm’s fifty day moving average price is $321.39 and its two-hundred day moving average price is $239.22.

Ciena (NYSE:CIEN) last released its quarterly earnings results on Thursday, March 5th. The communications equipment provider reported $1.35 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.18. Ciena had a net margin of 4.47% and a return on equity of 12.09%. The company had revenue of $1.43 billion for the quarter, compared to analyst estimates of $1.40 billion. During the same period last year, the firm earned $0.64 earnings per share. The firm’s revenue was up 33.1% on a year-over-year basis. As a group, analysts anticipate that Ciena Corporation will post 1.6 earnings per share for the current fiscal year.

Ciena Company Profile

Ciena Corporation (NYSE: CIEN) is a global supplier of telecommunications networking equipment, software and services. The company develops high-capacity optical transport systems and packet-optical platforms that enable service providers, cloud operators and large enterprises to build, manage and scale their networks. Ciena’s product portfolio includes coherent optical solutions, packet networking platforms and a suite of network automation software designed to optimize bandwidth, reduce latency and simplify network operations.

In addition to hardware offerings, Ciena provides professional services and support, including network design, implementation and ongoing maintenance.