Ciena CEO Smith sells $631k in shares

Published 04/09/2025, 02:24
Ciena CEO Smith sells $631k in shares

Gary B. Smith, President and CEO of CIENA CORP (NASDAQ:CIEN), sold 6,800 shares of common stock on September 2, 2025, according to a Form 4 filing with the Securities and Exchange Commission. The sales were executed at a weighted average price of $92.9345, with individual transactions ranging from $90.6100 to $93.6000, totaling $631954. The stock, currently trading at $94.82, has shown remarkable strength with a 73% return over the past year and is trading near its 52-week high of $101.44, according to InvestingPro data.

Following the transaction, Smith directly owns 305,157 shares of CIENA CORP, which includes unvested Restricted Stock Units (RSUs) and Performance Stock Units (PSUs). With a market capitalization of $13.4 billion and current InvestingPro analysis indicating the stock is trading above its Fair Value, investors might want to review the comprehensive Pro Research Report available for deeper insights.

The sales were affected pursuant to a Rule 10b5-1 trading plan dated September 11, 2024. The company maintains strong financial health with a current ratio of 3.4 and operates with moderate debt levels.

In other recent news, Ciena is preparing to announce its fiscal third-quarter results, with expectations set for $1.17 billion in sales, representing a 24.2% year-over-year growth. Ahead of this announcement, Stifel has raised its price target for Ciena to $100, maintaining a Buy rating, while Rosenblatt has also increased its target to $100 but kept a Neutral stance. However, Morgan Stanley has downgraded Ciena from Equalweight to Underweight, citing concerns over margin performance despite growth in the optical AI market. This downgrade accompanies a reduction in their price target to $70.

In leadership changes, Ciena has appointed Marc D. Graff as its new Chief Financial Officer, effective August 1, 2025. Graff will succeed James E. Moylan, Jr., who will retire at the end of August but will assist in the transition. Evercore ISI has reiterated an In Line rating with a $75 price target following this announcement. These developments come amid increasing demand in AI and cloud sectors, which are significant areas of focus for Ciena.

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