Bernstein·2026-09-29SectorInitiationOutperform$440US Networking & Communications Equipment US Networking: Scaling the bandwidth wall. Initiating with a positive viewUS networking & optical·OverweightCelestica·Top pick
J.P. Morgan·2026-09-17CompanyOverweight$605Ciena (CIEN.US) FY29 Framework Points to a Supply-Driven Floor With Upside Levers
UBS·2026-09-16CompanyNeutral$394Ciena Corporation (CIEN.US) Investor Forum Highlights: Inside the data center optionality and a FY29 framework are key takes
BofA Securities·2026-09-16CompanyBuy$550Ciena (CIEN.US) Key Takeaways from Ciena’s Investor Summit and Lab Tour
Morgan Stanley·2026-11-03CompanyLumentum Holdings Inc LITE FQ1 Acquisition Announcement - Read-Throughs into our Coverage
Bernstein·2026-10-14SectorOutperform$440US Networking & Communications Equipment: US Networking: Numbers going up, multiples going down-Top questions and feedback on our initiation
Bernstein·2026-10-08SectorOutperform$440US Networking Connecting the dots... A primer on networking equipment in the age of AI
Bernstein·2026-10-07SectorOutperform$440US Networking & Communications Equipment AI Value Chain: What do we need to believe to believe the AI build is healthy?
Morgan Stanley·2026-09-28SectorTelecom & Networking Equipment ECOC Follow-Up Company Specific Takeaways Investor Feedback