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Posted by
Two Blokes May 19, 2025 -
Filed in
Stock
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5 views
Ciena is well-positioned in AI-driven network infrastructure, with strong technology and first-mover advantage, but faces stagnant revenue and shrinking margins. Blue Planet's rapid growth is promising, yet its revenue contribution remains small; overall financials show declining cash flow and rising leverage. Valuation is stretched at a 32x forward P/E, far above peers, making the stock too expensive given current financial performance and risks.
