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Ciena

CIEN · NYSE · Telephone & Telegraph Apparatus
Insider buys (12 months)
0
Insider sales (12 months)
$101.6M
8-K reports (12 months)
8
Tracked investors holding
3

At a glance

Ciena reported 2025 revenue of $4.77B, up 18.8% from $4.01B in 2024. Over 4 years since 2021 ($3.62B), that is growth of about 7.1% a year. Operating margin was 4.1%, down from 13.7% in 2021. 2025 was the highest revenue year in this period.

In the last 12 months 11 insiders reported 0 open-market purchases and 74 sales ($101.6M). 71 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $19.2M by President, CEO Gary B Smith on Jan 6, 2026.

Ciena filed 8 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), material agreement (1), new financial obligation (1) and unregistered equity sale (1). The latest officer or director change was reported on Dec 4, 2025. It reported a material agreement or a completed acquisition or disposal 1 time.

3 of the 20 investors tracked here held Ciena at the last quarter end, worth $273.8M combined. It is the largest weight for Bridgewater Associates (0.2% of its portfolio), followed by Renaissance Technologies (0.1%). Added: Renaissance Technologies. Reduced: Bridgewater Associates and National Pension Service (Korea).

Annual results

2021
Revenue $3.62B
Op. $495.4M
2022
Revenue $3.63B
Op. $222.8M
2023
Revenue $4.39B
Op. $357.5M
2024
Revenue $4.01B
Op. $166.6M
2025
Revenue $4.77B
Op. $197.5M
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$500.2M$152.9M$254.8M$84M$123.3M
Diluted EPS$3.19$1.00$1.71$0.58$0.85

Fiscal year ends Oct 31 · incorporated in MD

Tracked investors holding (13F)

National Pension Service (Korea)Reduced$133.6M · 0.1% · held 3 quarters
Renaissance TechnologiesAdded$90.6M · 0.1% · held 4 quarters
Bridgewater AssociatesReduced$49.6M · 0.2% · held 5 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Showing the latest 60.

Source: SEC EDGAR. How figures are combined