http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 01 Oct 2026 16:26:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+Graff+Marc+D./27136359.html <p><a target="_blank" href="http://archive.fast-edgar.com/20261001/AT2DEQ2CZ222KZZZ2Z2Q2Z4Z9LEEZJB2Z282">http://archive.fast-edgar.com/20261001/AT2DEQ2CZ222KZZZ2Z2Q2Z4Z9LEEZJB2Z282</a></p> <p> Filed on: October 1, 2026 </p> http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+Graff+Marc+D./27136359.html Thu, 01 Oct 2026 16:26:00 -0400 CIEN http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+Kosaraju+Sheela/27135758.html si-local-file:///var/storage/secattach/20261001/27135758.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+Kosaraju+Sheela/27135758.html Thu, 01 Oct 2026 16:02:00 -0400 CIEN http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+Phipps+Jason/27135755.html si-local-file:///var/storage/secattach/20261001/27135755.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++CIENA+CORP+++++++++++++++++++++++++++++Filed+by%3A+Phipps+Jason/27135755.html Thu, 01 Oct 2026 16:02:00 -0400 CIEN http://www.streetinsider.com/Investing/Bernstein+Names+Top+Networking+Stocks+Led+by+Celestica/27129215.html <p>Investing.com -- Bernstein has identified top investment opportunities in the U.S. networking and communications equipment sector, with Celestica emerging as the firm&amp;#39;s highest-conviction pick among a select group of companies positioned to benefit from data center infrastructure buildouts. </p> <p></p> <p>The research firm highlighted three stocks with Outperform ratings, citing growth opportunities in optical modules, switching infrastructure, and artificial intelligence hardware deployment. The analysts provided specific price targets and upside potential for each company based on their assessment of revenue opportunities and earnings power through 2027-2028.</p> <p>1. Celestica was named Bernstein&amp;#39;s top pick and carries brokerage&amp;#39;s $520 price target, implying 46% upside. The firm http://www.streetinsider.com/Investing/Bernstein+Names+Top+Networking+Stocks+Led+by+Celestica/27129215.html Wed, 30 Sep 2026 16:47:51 -0400 CIEN CLS COHR http://www.streetinsider.com/General+News/Bernstein+Names+Top+Networking+Stocks+Led+by+Celestica/27129215.html <p>Investing.com -- Bernstein has identified top investment opportunities in the U.S. networking and communications equipment sector, with Celestica emerging as the firm&amp;#39;s highest-conviction pick among a select group of companies positioned to benefit from data center infrastructure buildouts. </p> <p></p> <p>The research firm highlighted three stocks with Outperform ratings, citing growth opportunities in optical modules, switching infrastructure, and artificial intelligence hardware deployment. The analysts provided specific price targets and upside potential for each company based on their assessment of revenue opportunities and earnings power through 2027-2028.</p> <p>1. Celestica was named Bernstein&amp;#39;s top pick and carries brokerage&amp;#39;s $520 price target, implying 46% upside. The firm http://www.streetinsider.com/General+News/Bernstein+Names+Top+Networking+Stocks+Led+by+Celestica/27129215.html Wed, 30 Sep 2026 16:47:51 -0400 CIEN CLS COHR http://www.streetinsider.com/Investing/Bernstein+Names+Top+Networking+Stocks+Led+by+Celestica/27129215.html <p>Investing.com -- Bernstein has identified top investment opportunities in the U.S. networking and communications equipment sector, with Celestica emerging as the firm&amp;#39;s highest-conviction pick among a select group of companies positioned to benefit from data center infrastructure buildouts. </p> <p></p> <p>The research firm highlighted three stocks with Outperform ratings, citing growth opportunities in optical modules, switching infrastructure, and artificial intelligence hardware deployment. The analysts provided specific price targets and upside potential for each company based on their assessment of revenue opportunities and earnings power through 2027-2028.</p> <p>1. Celestica was named Bernstein&amp;#39;s top pick and carries brokerage&amp;#39;s $520 price target, implying 46% upside. The firm http://www.streetinsider.com/Investing/Bernstein+Names+Top+Networking+Stocks+Led+by+Celestica/27129215.html Wed, 30 Sep 2026 16:47:51 -0400 CIEN CLS COHR http://www.streetinsider.com/General+News/Bernstein+Names+Top+Networking+Stocks+Led+by+Celestica/27129215.html <p>Investing.com -- Bernstein has identified top investment opportunities in the U.S. networking and communications equipment sector, with Celestica emerging as the firm&amp;#39;s highest-conviction pick among a select group of companies positioned to benefit from data center infrastructure buildouts. </p> <p></p> <p>The research firm highlighted three stocks with Outperform ratings, citing growth opportunities in optical modules, switching infrastructure, and artificial intelligence hardware deployment. The analysts provided specific price targets and upside potential for each company based on their assessment of revenue opportunities and earnings power through 2027-2028.</p> <p>1. Celestica was named Bernstein&amp;#39;s top pick and carries brokerage&amp;#39;s $520 price target, implying 46% upside. The firm http://www.streetinsider.com/General+News/Bernstein+Names+Top+Networking+Stocks+Led+by+Celestica/27129215.html Wed, 30 Sep 2026 16:47:51 -0400 CIEN CLS COHR http://www.streetinsider.com/Investing/Bernstein+Names+Top+Networking+Stocks+Led+by+Celestica/27129215.html <p>Investing.com -- Bernstein has identified top investment opportunities in the U.S. networking and communications equipment sector, with Celestica emerging as the firm&amp;#39;s highest-conviction pick among a select group of companies positioned to benefit from data center infrastructure buildouts. </p> <p></p> <p>The research firm highlighted three stocks with Outperform ratings, citing growth opportunities in optical modules, switching infrastructure, and artificial intelligence hardware deployment. The analysts provided specific price targets and upside potential for each company based on their assessment of revenue opportunities and earnings power through 2027-2028.</p> <p>1. Celestica was named Bernstein&amp;#39;s top pick and carries brokerage&amp;#39;s $520 price target, implying 46% upside. The firm http://www.streetinsider.com/Investing/Bernstein+Names+Top+Networking+Stocks+Led+by+Celestica/27129215.html Wed, 30 Sep 2026 16:47:51 -0400 CIEN CLS COHR http://www.streetinsider.com/General+News/Bernstein+Names+Top+Networking+Stocks+Led+by+Celestica/27129215.html <p>Investing.com -- Bernstein has identified top investment opportunities in the U.S. networking and communications equipment sector, with Celestica emerging as the firm&amp;#39;s highest-conviction pick among a select group of companies positioned to benefit from data center infrastructure buildouts. </p> <p></p> <p>The research firm highlighted three stocks with Outperform ratings, citing growth opportunities in optical modules, switching infrastructure, and artificial intelligence hardware deployment. The analysts provided specific price targets and upside potential for each company based on their assessment of revenue opportunities and earnings power through 2027-2028.</p> <p>1. Celestica was named Bernstein&amp;#39;s top pick and carries brokerage&amp;#39;s $520 price target, implying 46% upside. The firm http://www.streetinsider.com/General+News/Bernstein+Names+Top+Networking+Stocks+Led+by+Celestica/27129215.html Wed, 30 Sep 2026 16:47:51 -0400 CIEN CLS COHR http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html <p>Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.</p><p>"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.</p><p>Bernstein expects AI accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.</p><p>Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom http://www.streetinsider.com/Hot+List+Pro/Buy+these+networking%2C+optical+stocks+for+the+AI+era%3A+Bernstein/27128264.html Wed, 30 Sep 2026 15:00:00 -0400 ANET CIEN CLS COHR CSCO GLW LITE http://www.streetinsider.com/New+Coverage/Bernstein+SocGen+Group+Starts+CIENA+%28CIEN%29+at+Outperform/27124161.html <p>Bernstein SocGen Group analyst Daniel Zhu initiates coverage on CIENA (NYSE: CIEN) with a Outperform rating and a price target of $440.00.</p> <p>For an analyst ratings summary and ratings history on CIENA <a href="http://www.streetinsider.com/rating_history.php?q=CIEN">click here</a>. For more ratings news on CIENA <a href="http://www.streetinsider.com/stock_lookup_news.php?q=CIEN&amp;type=analyst">click here</a>.</p> <p>Shares of CIENA closed at $354.92 yesterday.</p> http://www.streetinsider.com/New+Coverage/Bernstein+SocGen+Group+Starts+CIENA+%28CIEN%29+at+Outperform/27124161.html Wed, 30 Sep 2026 03:33:39 -0400 CIEN http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CIENA+CORP++++++++++++++++For%3A+Sep+25++Filed+by%3A+Cumello+Joseph/27123785.html si-local-file:///var/storage/secattach/20260929/27123785.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CIENA+CORP++++++++++++++++For%3A+Sep+25++Filed+by%3A+Cumello+Joseph/27123785.html Tue, 29 Sep 2026 19:58:00 -0400 CIEN