Here are the Drivers of Ciena Corporation’s (CIEN) Surge in Q3

2 weeks ago 9

Soumya Eswaran

Wed, December 3, 2025 astatine 6:44 AM CST 3 min read

Scout Investments, Inc., an affiliate of Carillon Tower Advisers, precocious released its third-quarter 2025 capitalist missive for “Carillon Scout Mid Cap Fund”. A transcript of the missive tin beryllium downloaded here. The Russell Midcap Index posted affirmative returns successful the quarter, fueled by beardown firm earnings, the continued momentum successful artificial quality (AI) infrastructure, and the anticipation of the U.S. Federal Reserve’s (Fed) involvement rates. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Carillon Scout Mid Cap Fund highlighted stocks specified arsenic Ciena Corporation (NYSE: CIEN). Ciena Corporation (NYSE:CIEN) is simply a web exertion institution that offers hardware, software, and services for assorted web operators. The one-month instrumentality of Ciena Corporation (NYSE:CIEN) was 3.42%, and its shares gained 176.83% of their worth implicit the past 52 weeks. On December 02, 2025, Ciena Corporation (NYSE:CIEN) banal closed astatine $202.50 per share, with a marketplace capitalization of $28.627 billion.

Carillon Scout Mid Cap Fund stated the pursuing regarding Ciena Corporation (NYSE:CIEN) successful its 3rd 4th 2025 capitalist letter:

"Ciena Corporation (NYSE:CIEN) designs and manufactures precocious optical and packet-optical networking hardware, including transport systems and pluggable transceivers. The stock’s outperformance during the 4th was driven chiefly by the spot successful unreality providers’ request arsenic Ciena’s high-speed optical networking solutions are captious components of their high-performance computing capableness buildouts. Hyperscalers led the inclination portion emerging lawsuit groups specified arsenic smaller AI-focused unreality information halfway operators grew rap idly. In addition, betterment successful telecommunications web concern continues and is expected to widen into adjacent year."

Ciena (CIEN) Breaks Record with 1.2 Terabit Wavelength Trial Across 3,050 km Fiber Network

Ciena Corporation (NYSE:CIEN) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 70 hedge money portfolios held Ciena Corporation (NYSE:CIEN) astatine the extremity of the 3rd quarter, which was 57 successful the erstwhile quarter. Ciena Corporation (NYSE:CIEN) reported revenue of $1.22 cardinal successful the 3rd 4th of 2025, exceeding the precocious scope of guidance, which represents an 8% sequential summation and astir a 30% year-over-year growth. While we admit the imaginable of Ciena Corporation (NYSE:CIEN) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.