By David Moadel
Publication Date: 2026-10-01 15:57:00
Bullish analyst calls piled up all week on one optical networking name, and now the stock is surging while its closest peers barely budge. Here is what the sell-side sees that the market is only starting to price in.
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A week of upbeat sell-side research on artificial intelligence (AI) networking is showing up in shares of Ciena (NYSE:CIEN | CIEN Price Prediction). Ciena stock is at $371.68, up 6% in early trading action. With the company itself quiet on news, the gain looks like the market catching up to a sell-side re-rating of Ciena stock that’s been building for a week.
Meanwhile, shares of fellow AI networking supplier Arista Networks (NYSE:ANET) are at $205.30, up 0.8%. Cisco Systems (NASDAQ:CSCO) stock is holding steady at $107.94, up 0.3%. That split leaves Ciena stock out in front of the networking group by a wide margin.
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