Yahoo Finance • 3 days ago

Think It’s Too Late to Buy Ciena? Here’s the Case for Getting In Now

Quick Read Ciena (CIEN) surged 814% over the past year to $494.01, but trades at a trailing P/E of 315x and forward P/E of 99x with analyst consensus 31% below current levels. Direct cloud provider revenue grew 76% year-over-year in Q1 an... Full story

Yahoo Finance • 5 days ago

Why Semtech Is the Top AI Stock to Buy in April

Quick Read 24/7 Wall St.’s AI Investor Podcast manages a portfolio of recommendations. Our biggest winners have come from the optics space. Our recommendation of Lumentum (LITE) is up 969% while our first recommendation of Coherent has ri... Full story

Yahoo Finance • 6 days ago

Chip and AI-related stocks spring as US and Iran agree to temporary ceasefire

[Cargo vessels congestion blocking maritime traffic in the Strait of Hormuz, tankers and container cargo ships clustered in aerial 3D illustration render.] quantic69 The semiconductor sector and AI-related stocks joined the broader market... Full story

Yahoo Finance • 6 days ago

Here’s Why Ciena Corporation (CIEN) is an Unstoppable Technology Stock

​Ciena Corporation (NYSE:CIEN) is one of the Unstoppable Technology Stocks to Buy Now. On March 23, Stifel analyst Ruben Roy raised the firm’s price target on Ciena Corporation (NYSE:CIEN) from $320 to $430, while maintaining a Buy rating... Full story

Yahoo Finance • 6 days ago

Why Ciena Stock Marched More Than 11% Higher In March

Last month, expectations were high for Ciena's (NYSE: CIEN) latest earnings report, and the company didn't quite meet them. However, the market's sour reaction turned sweet before long, thanks in no small part to a wave of positive analyst... Full story

Yahoo Finance • 7 days ago

Wealth Manager Scoops Up 3.4 Million Shares of Exchange-Traded Fund, According to Recent SEC Filing

Park Avenue Securities LLC initiated a new position in BlackRock ETF Trust - iShares Large Cap Core Active ETF(NASDAQ:BLCR), buying 3,433,223 shares in the first quarter of 2026. The estimated transaction value was $147.07 million, based o... Full story

Yahoo Finance • 8 days ago

Consumer hardware trade in danger as Iran war triggers memory chip pricing explosion

Hardware makers may soon show the impact of the Iran war despite their recent stock outperformance. The S&P 500 Technology Hardware Index (^SP500-4520) has outperformed the S&P 500 (^GSPC) by 13% since February. Yet Morgan Stanley analyst... Full story

Yahoo Finance • 8 days ago

Jim Cramer Discusses Why Fiber Optic Plays Like Ciena Provided Recent Market Gains

Ciena Corporation (NYSE:CIEN) is among the stocks in focus as Jim Cramer reviewed the S&P 500’s top performers and the Nasdaq 100’s biggest laggards for the first quarter. Cramer mentioned the stock during the episode and said: Going furt... Full story

Yahoo Finance • 8 days ago

4 Tech Stocks With More Potential Than Any Cryptocurrency

One of the most appealing narratives about cryptocurrencies is their purported sky-high potential. Bitcoin has seen multiple years in which the coin gained more than 200%. Ethereum and XRP shareholders also saw mammoth 12-month increases i... Full story

Yahoo Finance • 9 days ago

Jim Cramer Notes “Intel’s Balance Sheet After Teetering for So Long Is Now Rock Solid”

Intel Corporation (NASDAQ:INTC) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. Cramer highlighted the positive developments of the company, as he remarked: The second gro... Full story

Yahoo Finance • 11 days ago

This AI Stock Has Jumped 862% in 12 Months. Why Isn’t Wall Street Paying Attention?

Applied Optoelectronics stock surges on a series of data-center transceiver orders from customers like Amazon.com and Microsoft. Continue Reading... Full story

Yahoo Finance • 12 days ago

AI, chip stocks tumble as Trump plans to strike Iran hard

[AI microchip embedded in an intricate blue circuit board, advanced artificial intelligence, futuristic computing, and digital innovation. Big data transmission connection background 3d Rendering] KanawatTH Chip and AI-related stocks were... Full story

Yahoo Finance • 13 days ago

Chip Stocks Jump as Trump Signals End to Iran War Within Weeks

This article first appeared on GuruFocus. Semiconductor stocks climbed Tuesday following a report that President Donald Trump intends to wind down the military campaign against Iran within weeks. Nvidia (NASDAQ:NVDA) jumped about 3%, and... Full story

Yahoo Finance • 14 days ago

AI, chip stocks jump as Trump hints at ending Iran war within weeks

[AI microchip embedded in an intricate blue circuit board, advanced artificial intelligence, futuristic computing, and digital innovation. Big data transmission connection background 3d Rendering] KanawatTH Chip and AI-related stocks jump... Full story

Yahoo Finance • 14 days ago

What Correction? 4 Nasdaq Stocks on a Roll That Still Have More Upside

Quick Read Ciena (CIEN) surged 41.7% since February 1 with Q1 FY2026 adjusted EPS beating consensus by 15.55% and direct cloud provider revenue jumping 76% year-over-year to 42% of total revenue. Lumentum (LITE) led the group with a 61.1%... Full story

Yahoo Finance • 18 days ago

US Stock Market Today S&P 500 Futures Steady As Rate Hike Worries Build

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. The Morning Bull - US Market Morning Update Friday, Mar, 27 2026 US stock futures are mixed in early trading, with S&P 500 contra... Full story

Yahoo Finance • 21 days ago

Why Ciena Stock Rocked the Market on Monday

Key Points One analyst raised his price target significantly on the company. Another opined that it was well-positioned to benefit from Oracle's pivot into data centers.10 stocks we like better than Ciena › Two positive analyst moves in... Full story

Yahoo Finance • 21 days ago

Why Tower Semiconductor Stock Jumped Today

Key Points Tower Semiconductor recently unveiled a technological solution aimed at the artificial intelligence data center industry. Although it's not the only outfit with this caliber of connectivity tech, it is one of the few. Intereste... Full story

Yahoo Finance • 22 days ago

Ciena Corporation (CIEN) Surged on Strong Demand from Cloud Providers

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Scout Mid Cap Fund”. A copy of the letter can be downloaded here. Major U.S. equity indices delivered positive re... Full story

Yahoo Finance • 23 days ago

Citi's top large-cap stocks with positive ROE trends

[Group of confident business people point to graphs and charts to analyze market data, balance sheet, account, net profit to plan new sales strategies to increase production capacity.] David Gyung/iStock via Getty Images Citi has updated... Full story