Veytics Intelligence
2026-09-16 · Yahoo

Is Ciena's Pricing Power Real, Or Just A Parts Shortage?

Image from Pixabay Ciena (CIEN) trades near $334, a little over half its 52-week high, and the easy read on an AI networking supplier down that far is that it has gone on sale. It is still up more than 150% over the past year, and the company has just guided fiscal 2027 to record profitability. The risk here is not demand. It is what the new prices are attached to. So What Price Increases Is Ciena Negotiating? Management has put a number on it. Depending on the product line, Ciena now expects price increases running from high single digits up to the high teens or low twenties. Some of those increases will selectively hit orders already in the backlog, according to the CFO. Size that against what Ciena sells.

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