Asset Management One Co., Ltd. has opened a new $12.8M position in $CIEN, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $CIEN.
$CIEN Hedge Fund Activity
We have seen 363 institutional investors add shares of $CIEN stock to their portfolio, and 320 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,385,270 shares (+909.6%) to their portfolio in Q3 2025, for an estimated $347,462,280
- POINT72 ASSET MANAGEMENT, L.P. removed 2,173,653 shares (-78.9%) from their portfolio in Q3 2025, for an estimated $316,636,032
- BARROW HANLEY MEWHINNEY & STRAUSS LLC removed 2,093,357 shares (-49.2%) from their portfolio in Q3 2025, for an estimated $304,939,314
- LONE PINE CAPITAL LLC added 2,006,662 shares (+inf%) to their portfolio in Q3 2025, for an estimated $292,310,453
- BLACKROCK, INC. removed 1,471,087 shares (-8.6%) from their portfolio in Q3 2025, for an estimated $214,293,243
- JPMORGAN CHASE & CO added 1,219,787 shares (+23.3%) to their portfolio in Q3 2025, for an estimated $177,686,372
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,093,557 shares (+2174.2%) to their portfolio in Q3 2025, for an estimated $159,298,448
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$CIEN Insider Trading Activity
$CIEN insiders have traded $CIEN stock on the open market 39 times in the past 6 months. Of those trades, 0 have been purchases and 39 have been sales.
Here’s a breakdown of recent trading of $CIEN stock by insiders over the last 6 months:
- GARY B SMITH (President, CEO) has made 0 purchases and 12 sales selling 154,545 shares for an estimated $30,482,616.
- JASON PHIPPS (SVP Global Sales and Marketing) has made 0 purchases and 2 sales selling 23,367 shares for an estimated $5,585,166.
- JOSEPH CUMELLO (SVP, General Mgr. Blue Planet) has made 0 purchases and 2 sales selling 13,792 shares for an estimated $3,004,471.
- PATRICK GALLAGHER sold 11,618 shares for an estimated $2,642,486
- DAVID M ROTHENSTEIN (SVP and Chief Strategy Officer) has made 0 purchases and 6 sales selling 15,000 shares for an estimated $2,561,650.
- THOMAS MICHAEL NEVENS sold 8,554 shares for an estimated $1,921,741
- DINO DIPERNA (SVP Global R&D) has made 0 purchases and 6 sales selling 8,270 shares for an estimated $1,842,322.
- BRUCE L. CLAFLIN sold 8,461 shares for an estimated $1,185,555
- SHEELA KOSARAJU (SVP and General Counsel) has made 0 purchases and 3 sales selling 3,877 shares for an estimated $765,882.
- BRODIE GAGE (SVP Global Products & Supply) has made 0 purchases and 5 sales selling 1,711 shares for an estimated $279,945.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$CIEN Congressional Stock Trading
Members of Congress have traded $CIEN stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $CIEN stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 1 purchase worth up to $15,000 on 10/30 and 3 sales worth up to $45,000 on 10/31, 10/30, 10/15.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$CIEN Analyst Ratings
Wall Street analysts have issued reports on $CIEN in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 12/12/2025
- Stifel issued a "Buy" rating on 12/09/2025
- Citigroup issued a "Buy" rating on 11/10/2025
- Barclays issued a "Overweight" rating on 09/05/2025
- Argus Research issued a "Buy" rating on 09/05/2025
- JP Morgan issued a "Overweight" rating on 09/05/2025
To track analyst ratings and price targets for $CIEN, check out Quiver Quantitative's $CIEN forecast page.
$CIEN Price Targets
Multiple analysts have issued price targets for $CIEN recently. We have seen 12 analysts offer price targets for $CIEN in the last 6 months, with a median target of $269.5.
Here are some recent targets:
- Ruben Roy from Stifel set a target price of $280.0 on 01/22/2026
- Tal Liani from B of A Securities set a target price of $260.0 on 01/20/2026
- Meta Marshall from Morgan Stanley set a target price of $213.0 on 12/17/2025
- Samik Chatterjee from JP Morgan set a target price of $250.0 on 12/12/2025
- Jim Kelleher from Argus Research set a target price of $280.0 on 12/12/2025
- Mike Genovese from Rosenblatt set a target price of $305.0 on 12/12/2025
- Atif Malik from Citigroup set a target price of $280.0 on 12/12/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $CIEN ticker page for more data.
