Bienville Capital Management LLC Buys 45,424 Shares of Ciena Corporation $CIEN

13 Dec 2025, 04:06 by Amy Steele · The Cerbat Gem

Bienville Capital Management LLC increased its stake in Ciena Corporation (NYSE:CIEN – Free Report) by 84.0% during the second quarter, Holdings Channel.com reports. The fund owned 99,476 shares of the communications equipment provider’s stock after buying an additional 45,424 shares during the period. Ciena makes up about 1.6% of Bienville Capital Management LLC’s portfolio, making the stock its 20th biggest position. Bienville Capital Management LLC’s holdings in Ciena were worth $8,090,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in CIEN. Atreides Management LP bought a new position in Ciena during the 2nd quarter worth approximately $102,705,000. Balyasny Asset Management L.P. boosted its stake in shares of Ciena by 3,577.9% in the 2nd quarter. Balyasny Asset Management L.P. now owns 1,032,393 shares of the communications equipment provider’s stock valued at $83,965,000 after purchasing an additional 1,004,323 shares during the last quarter. Vaughan Nelson Investment Management L.P. increased its position in shares of Ciena by 375.4% during the second quarter. Vaughan Nelson Investment Management L.P. now owns 1,235,696 shares of the communications equipment provider’s stock worth $100,499,000 after buying an additional 975,792 shares during the period. Rokos Capital Management LLP raised its stake in Ciena by 546.9% during the second quarter. Rokos Capital Management LLP now owns 997,425 shares of the communications equipment provider’s stock worth $81,106,000 after buying an additional 843,235 shares during the last quarter. Finally, Woodline Partners LP acquired a new position in Ciena in the first quarter valued at $49,221,000. Institutional investors and hedge funds own 91.99% of the company’s stock.

Insider Buying and Selling at Ciena

In other news, SVP Joseph Cumello sold 1,863 shares of the business’s stock in a transaction dated Friday, September 26th. The shares were sold at an average price of $141.14, for a total transaction of $262,943.82. Following the completion of the sale, the senior vice president directly owned 43,531 shares of the company’s stock, valued at $6,143,965.34. The trade was a 4.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Brodie Gage sold 350 shares of the firm’s stock in a transaction dated Wednesday, October 15th. The shares were sold at an average price of $169.36, for a total transaction of $59,276.00. Following the completion of the transaction, the senior vice president directly owned 40,653 shares in the company, valued at approximately $6,884,992.08. The trade was a 0.85% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 51,935 shares of company stock valued at $8,707,266 over the last three months. Corporate insiders own 0.93% of the company’s stock.

Ciena Price Performance

Shares of NYSE:CIEN opened at $218.82 on Friday. Ciena Corporation has a twelve month low of $49.21 and a twelve month high of $248.00. The stock’s 50 day moving average is $188.43 and its 200-day moving average is $128.51. The company has a quick ratio of 2.52, a current ratio of 2.73 and a debt-to-equity ratio of 0.56. The firm has a market capitalization of $30.87 billion, a price-to-earnings ratio of 257.43, a PEG ratio of 1.49 and a beta of 1.17.

Ciena (NYSE:CIEN – Get Free Report) last posted its quarterly earnings results on Thursday, December 11th. The communications equipment provider reported $0.91 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.76 by $0.15. Ciena had a net margin of 2.59% and a return on equity of 8.38%. The business had revenue of $1.35 billion during the quarter, compared to the consensus estimate of $1.29 billion. During the same quarter last year, the firm posted $0.54 EPS. Ciena’s revenue was up 20.1% compared to the same quarter last year. Sell-side analysts forecast that Ciena Corporation will post 1.6 EPS for the current fiscal year.

Wall Street Analyst Weigh In

CIEN has been the topic of a number of research analyst reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Ciena in a research report on Wednesday, October 8th. Bank of America boosted their price objective on Ciena from $200.00 to $260.00 and gave the company a “buy” rating in a research note on Friday. Barclays raised their target price on Ciena from $138.00 to $279.00 and gave the stock an “overweight” rating in a research note on Friday. Stifel Nicolaus set a $270.00 price target on Ciena in a research note on Thursday. Finally, BNP Paribas set a $185.00 price target on Ciena and gave the stock an “outperform” rating in a report on Monday, October 13th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $236.38.

Check Out Our Latest Stock Report on CIEN

About Ciena

(Free Report)

Ciena Corporation provides hardware and software services for delivery of video, data, and voice traffic metro, aggregation, and access communications network worldwide. The company’s Networking Platforms segment offers convergence of coherent optical transport, open optical networking, optical transport network switching, IP routing, and switching services.

Bienville Capital Management LLC Buys 45,424 Shares of Ciena Corporation $CIEN

Insider Buying and Selling at Ciena

Ciena Price Performance

Wall Street Analyst Weigh In

About Ciena

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