CIEN Earnings

CIEN reported its FY2025Q4 earnings on 2025-12-11, showcasing a revenue of 1.00B against an estimate of 1.00B, resulting in a 4.72% surprise. The EPS was 0.91, surpassing the expected 0.77 by 18.18% . The stock experienced a 9.25% price change on the earnings day and a -5.41% change over the next five days, reflecting market reactions to the results.

Following CIEN's FY2025Q4 earnings announcement on 2025-12-11, the stock price moved by 9.25% on the day of the release. Over the subsequent five days, it saw a -5.41% change. Historically, CIEN's stock price tends to shift by an average of -1.53% in the 10 days leading up to earnings and +2.25% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate CIEN’s annual revenue to reach 1.00B, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 7.76% and EPS estimates Revise Upward by 10.99% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between CIEN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 7.76%, while EPS estimates moved Revise Upward by 10.99% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, CIEN's stock price typically moves by -1.53% in the 10 days before its earnings and +2.25% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.00 and revenue of 1.00B.

The earnings call reveals several negative indicators: declining revenue, gross margin, and net income, primarily due to U.S. tariffs. Cash flow challenges and increased expenses add to the concerns. The Q&A section did not alleviate worries, as management provided unclear responses about integration synergies and future outlook. Although the order backlog increased, it doesn't offset the overall negative sentiment. The company's strategic shift away from the U.S. market and the ongoing integration of Groupe LAR pose additional uncertainties, leading to a negative stock price prediction in the short term.