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Ciena raises revenue forecast on strong AI-driven demand for its advanced optical tech.

Analyst Insights
26 May 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Ciena is set to lead the growing market for distributed AI networks and hyperscaler demand with its WaveLogic 6 Extreme optical engine, which doubles data capacity while reducing latency and power use. The company raised its revenue guidance to $5.9–$6.3 billion by March 2026, driven by record first-quarter results and sustained multi-year demand. Despite short-term supply chain concerns, Ciena is positioned as a technology leader poised to benefit from increasing global AI capital expenditures.

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