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YahooSeptember 3, 2026 at 1:27 PM NYyesterday

Ciena Tumbles 10% as In-Line Guidance Overshadows Earnings Beat, Arista Edges Higher

Ciena just posted a record quarter with earnings well above estimates, yet its stock cratered 10% while networking peers Arista and Cisco held firm or climbed. The divergence points to a specific pressure point that separates Ciena's story from the broader AI networking boom.

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