Ciena Corporation (CIEN) is poised for strong growth in fiscal 2026 as AI drives network infrastructure demand. Fiscal 2025 saw record revenue of $4.77 billion, fueled by cloud and service provider orders. Cloud orders are surging, with cloud providers catching up on network investments. Service providers are also reinvesting in transport infrastructure, contributing to Ciena’s growth.

Cisco Systems, Inc. (CSCO) is seeing growth with subscription revenues and the acquisition of Splunk. The launch of AI-powered Hypershield strengthens Cisco’s security portfolio. Networking sales are strong, driven by demand for AI infrastructure. For Q2 fiscal 2026, Cisco expects revenues of $15B-$15.2B and for fiscal 2026, revenues between $60.2B-$61B.

Arista Networks, Inc. (ANET) benefits from the cloud networking market with scalable solutions. Arista provides high-performance routing and switching platforms with programmability. The company expects Q4 2025 revenues between $2.3B-$2.4B. Arista’s innovative approach and unique EOS and CloudVision stack drive demand among enterprise customers.

Ciena (CIEN) anticipates revenue growth in fiscal 2026, with a forecast of $5.7B-$6.1B. The company has a strong backlog of nearly $5B, signaling robust growth opportunities. CIEN currently trades at a forward P/E ratio of 55.03 and has a Zacks Rank #1 (Strong Buy).

Zacks Investment Research’s top stock pick with money-doubling potential has been revealed. Director of Research Sheraz Mian believes this stock could surpass earlier recommendations. Download 7 Best Stocks for the Next 30 Days for more recommendations. Cisco Systems, Inc. (CSCO), Ciena Corporation (CIEN), and Arista Networks, Inc. (ANET) offer free stock analysis reports on Zacks Investment Research’s website.

Read more at Nasdaq: Can Surging AI Cloud Orders Power Ciena’s FY26 Revenue Expansion?