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THEMIS SNIPE

Signal Detected

$233.87

Dec 31, 2025 (nearest trading day)

2 sources converged

Irrational Analysis · SemiAnalysis

Current Price

$475.39

live

Since Snipe

+103.3%

Buy Range

$404.08 – $451.62

WAIT

Based on: SMA200 at $232.61 provides support · SMA50 ($407.42) - 5% buffer · 52W low ($69.06) + 10% buffer

THEMIS SCORE

73Moderate Signal
Convergence (40%)77
Fundamentals (30%)65
Technicals (30%)80

CONVERGENCE BREAKDOWN

Sources40/40
Media Mix12/20
Quality5/20
Freshness20/20

GURU SCORE

6/10

SOLID

●○ENGINE
ROIC 8%, Rev growth 19%
●○SAFETY
D/E 0.57, Altman Z 13.8
●○MOAT
Gross 41%, Op 8%
●○REALITY
Piotroski 8/9, IQ 4.06x
●●TREND
Above both SMAs, RSI 54

MARKET DATA

live

$475.39

+0.36%

Ciena Corporation

Technology · Communication Equipment

Ciena Corporation provides network hardware, software, and services that support the transport, routing, switching, aggregation, service delivery, and management of video, data, and voice traffic on communications networks worldwide. The company's Networking Platforms segment offers hardware networking products and solutions that optimized for the convergence of coherent optical transport, optical transport network switching, and packet switching. Its products include 6500 Packet-Optical Platform, 5430 Reconfigurable Switching System, Waveserver stackable interconnect system, and the 6500 Reconfigurable line system, and the 5400 family of Packet-Optical platforms, as well as Z-Series Packet-Optical Platform; 3000 family of service delivery switches and service aggregation switches, and the 5000 family of service aggregation switches, as well as 8700 Packetwave Platform and the Ethernet packet configuration for the 5410 Service Aggregation Switch; and 6500 Packet Transport System. This segment also sells operating system software and enhanced software features embedded in each of its products. The company's Blue Planet Automation Software and Services segment provides multi-domain service orchestration, inventory, route optimization and analysis, network function virtualization orchestration, analytics, and related services. Its Platform Software and Service segment offers OneControl unified management system and platform software services, as well as manage, control, and plan software. The company's Global Services segment provides consulting and network design, installation and deployment, maintenance support, and training services. The company sells its products through direct and indirect sales channels to network operators. Ciena Corporation was founded in 1992 and is headquartered in Hanover, Maryland.

Mkt Cap: $67.2B

TECHNICALS

RSI (14)54.0(Neutral)
SMA StatusAbove both
52W Range$69 — $528

FUNDAMENTALS

P/E294.05
P/S13.12
P/B24.12
FCF Yield1.1%
D/E0.57

CONVERGENCE INTELLIGENCE

23 sources · 64 mentions · 2% direct

TOP THEMES

AI Automation Winners in Labor-Intensive Industries

1 source1x

Jordi Visser

AI Compute Capacity Expansion

1 source1x

Jordi Visser

AI Data Center Supply Chain Play

1 source1x

Bowtie Nation

AI Governance & Compliance Platforms

1 source1x

The Chip Letter

AI Inference Supply Chain Consolidation

1 source1x

SemiAnalysis

AI Infrastructure Diversifiers

1 source1x

AdamKhoo

AI Training Reliability Platforms

1 source1x

peterdiamandis

AI-Accelerated Cloud Infrastructure

1 source1x

Lex Fridman

SOURCE TIMELINE

30 entries · 90d

Apr 28, 2026

The Pragmatic EngineerSubinferred

How will AI change operating systems? Part 1: Ubuntu and Linux

Theme: Hardware-Agnostic GPU Compute Middleware

Apr 27, 2026

Basis PointsYTinferred
This Hedge Fund Manager Sees The S&P At $8600 This Year | Basis Points

Theme: Long-Duration Treasury Yield Play

a16zYTinferred
The end of ads? AI agents are about to change how we buy

Theme: Agentic Content Monetization Platforms

Apr 26, 2026

The Innermost LoopSubinferred

Welcome to April 26, 2026

Theme: AI-Accelerated Scientific R&D Engines

Jeremy Lefebvre Financial EducationYTinferred
Warren Buffet has done the UNTHINKABLE‼️

Theme: Pricing-Power Tech Leaders

Apr 24, 2026

Basis PointsYTinferred
Intel Pumps, Tesla Dumps, Software Collapses, Big Tech Earnings Next Week | Basis Points

Theme: Hybrid Subscription-Ad Media Platforms

Basis PointsYTinferred
Intel Pumps, Tesla Dumps, Software Collapses, Big Tech Earnings Next Week | Basis Points

Theme: AI-Powered Cost-Deflation Leaders

Apr 23, 2026

peterdiamandisYTinferred
Elon's $60B Cursor Bet, Claude kills SaaS, and OpenAI's Mass Departures | EP #249

Theme: Hyperscaler fiber optic infrastructure buildout as AI data center expansion play

Not Boring by Packy McCormickSubinferred

The Great Blue Frontier

Theme: Subsea cable optical transport as backbone of global digital economy

Apr 20, 2026

SemiAnalysisSubinferred

How Much Do GPU Clusters Really Cost?

Theme: High-Reliability GPU Cloud Providers

SemiAnalysisSubinferred

How Much Do GPU Clusters Really Cost?

Theme: Gold-Tier GPU Cloud Providers

SemiAnalysisSubinferred

How Much Do GPU Clusters Really Cost?

Theme: Fault-Tolerant AI Training Platforms

Apr 19, 2026

Jordi VisserYTinferred
All Time Highs Built On A Compute Shortage

Theme: AI-Optimized Semiconductor Foundry Expansion

Apr 18, 2026

Jeremy Lefebvre Financial EducationYTinferred
AMD shareholders‼️ Major new development!

Theme: Analyst-Target-Driven Semiconductor Momentum

Apr 17, 2026