[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-ciena-cien-stock-valuation-analysis-2026-ES":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":258,"relatedPosts":265,"suggestedPosts":340},{"id":224,"title":225,"date":226,"modified":226,"excerpt":227,"content":228,"wordCount":229,"lang":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":238,"editor":244,"categories":249,"relatedPosts":255,"seo":256},128379,"La acción de Ciena ha subido un 280% en el último año: ¿Todavía tiene espacio para seguir subiendo hasta 2028?","2026-09-02T14:32:26","\u003Cp>Las acciones de Ciena (CIEN) cotizan a $360 tras un trimestre récord. Consulta el modelo de TIKR para el precio objetivo de CIEN, los supuestos de valoración y los escenarios alcistas y bajistas.\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">\u003Cstrong>Puntos clave:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Demanda de Redes para IA:\u003C\u002Fstrong> Ciena aumentó sus ingresos un 40% interanual en el T2 de 2026, impulsada por la demanda liderada por la IA tanto de proveedores de la nube como de servicios.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Proyección de Precio:\u003C\u002Fstrong> Según la ejecución actual, la acción de CIEN podría alcanzar los $524.55 para octubre de 2028.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Ganancias Potenciales:\u003C\u002Fstrong> Este objetivo implica un rendimiento total del 45.6% desde el precio actual de $360.33.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Rentabilidad Anual:\u003C\u002Fstrong> Los inversores podrían ver un crecimiento aproximado del 18.9% durante los próximos 2.2 años.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Ya disponible: Descubre cuánto potencial alcista podrían tener tus acciones favoritas usando el nuevo Modelo de Valoración de TIKR (Es gratis)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Ciena (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=26486&tid=2600435&ref=49x9sy\">CIEN\u003C\u002Fa>) acaba de reportar otro trimestre récord, con ingresos alcanzando los $1.57 mil millones, un aumento del 40% interanual. El margen bruto ajustado se expandió al 44.9%, y las ganancias por acción ajustadas casi se cuadruplicaron a $1.64 desde hace un año.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El CEO Gary Smith destacó la escala de la demanda que la empresa está gestionando. El backlog creció más de $600 millones en el trimestre hasta $7.7 mil millones, y la dirección espera que esa cifra siga aumentando durante el resto del año.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La empresa también anunció un hito: el primer pedido multi-rail de la industria de un importante hiperescalador para su nueva plataforma RLS Hyper-Rail.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Ese es un momento de validación estratégica, y la dirección afirma que varios hiperescaladores más están en conversaciones activas.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Cotizando a $360, la acción de Ciena ya ha tenido una fuerte subida alcista. La pregunta ahora es cuánto más puede llevar esta historia de redes para IA a la acción.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Consulta los pronósticos y estimaciones de crecimiento completos de los analistas para la acción CIEN (Es gratis) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-the-model-says-for-ciena-stock\" class=\"wp-block-heading\">Lo que dice el modelo para la acción de Ciena\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El crecimiento de Ciena está siendo impulsado por un cambio fundamental en cómo se construye la infraestructura de IA. Ahora las redes tienen que seguir el ritmo de la capacidad de cómputo, y no al revés, y eso está impulsando la demanda en toda la cartera de Ciena, desde sistemas ópticos hasta interconexiones y conmutación.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La dirección ahora espera que el mercado potencial se duplique aproximadamente a $50 mil millones para 2029, dividido entre los mercados ópticos tradicionales de larga distancia y metro y los mercados de más rápido crecimiento dentro y alrededor del centro de datos.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El producto DCOM de la empresa, que maneja la gestión fuera de banda del centro de datos, impulsó los ingresos de Enrutamiento y Conmutación un 88% interanual.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Ciena ha añadido ahora un segundo cliente hiperescalador para DCOM y está en calificación de laboratorio con un tercero.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Utilizando un pronóstico de crecimiento de ingresos anual del 26.6% y márgenes operativos del 23.2%, nuestro modelo proyecta que la acción CIEN podría alcanzar los $524.55 en 2.2 años. Esto asume un múltiplo precio-ganancias de 34.9x.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Eso está por debajo del múltiplo NTM actual de Ciena de 46x pero por encima de su promedio de 5 años de 28.9x, lo que refleja confianza en que esta fase de crecimiento tiene una duración real a medida que los ingresos de Hyper-Rail comienzan a fluir en 2027.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-our-valuation-assumptions\" class=\"wp-block-heading\">Nuestros supuestos de valoración\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3570\" height=\"3980\" data-public-id=\"images\u002FCIEN_valuation_model_guided_128394da523\u002FCIEN_valuation_model_guided_128394da523.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3570,h_3980,c_scale\u002Ff_webp,q_auto\u002Fv1788357890\u002Fimages\u002FCIEN_valuation_model_guided_128394da523\u002FCIEN_valuation_model_guided_128394da523.webp?_i=AA\" alt=\"\" class=\"wp-post-128379 wp-image-128394\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788357890\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788357890\u002Fimages\u002FCIEN_valuation_model_guided_128394da523\u002FCIEN_valuation_model_guided_128394da523.webp?_i=AA 3570w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1338,c_scale\u002Ff_webp,q_auto\u002Fv1788357890\u002Fimages\u002FCIEN_valuation_model_guided_128394da523\u002FCIEN_valuation_model_guided_128394da523.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1561,c_scale\u002Ff_webp,q_auto\u002Fv1788357890\u002Fimages\u002FCIEN_valuation_model_guided_128394da523\u002FCIEN_valuation_model_guided_128394da523.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_334,c_scale\u002Ff_webp,q_auto\u002Fv1788357890\u002Fimages\u002FCIEN_valuation_model_guided_128394da523\u002FCIEN_valuation_model_guided_128394da523.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3570px) 100vw, 3570px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Modelo de Valoración de la Acción CIEN (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Estima el valor justo de una empresa al instante (Gratis con TIKR) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-our-valuation-assumptions-0\" class=\"wp-block-heading\">Nuestros supuestos de valoración\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El Modelo de Valoración de TIKR te permite ingresar tus propios supuestos para el \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Frevenue-growth-why-its-important-and-key-drivers?ref=tikrblog\">crecimiento de ingresos\u003C\u002Fa>, los \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-operating-margin-definition-formula?ref=tikrblog\">márgenes operativos\u003C\u002Fa> y el \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio?ref-tikrblog\">múltiplo P\u002FE\u003C\u002Fa> de una empresa, y calcula los rendimientos esperados de la acción.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Esto es lo que usamos para la acción CIEN:\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-1-revenue-growth-26-6\" class=\"wp-block-heading\">\u003Cstrong>1. Crecimiento de Ingresos\u003C\u002Fstrong>: \u003Cstrong>26.6%\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Ciena creció sus ingresos un 18.8% en el último año, pero la tasa de crecimiento se está acelerando rápidamente.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Los ingresos por Redes Ópticas crecieron un 42% en el T2, y los ingresos directos de clientes de la nube aumentaron un 70%.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Los proveedores de servicios crecieron un 28%, liderados por la duplicación de los ingresos de India a medida que se aceleran los despliegues de redes de fibra óptica gestionadas (MOFN).\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-2-operating-margins-23-2\" class=\"wp-block-heading\">\u003Cstrong>2. Márgenes operativos\u003C\u002Fstrong>: 23.2\u003Cstrong>%\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El margen operativo ajustado del T2 fue del 19.5%, por encima de las previsiones.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El margen bruto alcanzó el 44.9%, 4 puntos más que el año anterior, gracias a recortes de costos de ingeniería y una mejor combinación de productos.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La dirección espera una expansión continua del margen a medida que los ingresos de mayor margen de Hyper-Rail y las interconexiones escalen a partir de 2027.\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-3-exit-p-e-multiple-34-9x\" class=\"wp-block-heading\">\u003Cstrong>3. Múltiplo P\u002FE de Salida: 34.9x\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">CIEN cotiza actualmente a 46x las ganancias futuras, muy por encima de su promedio de 3 años de 34.9x y su promedio de 5 años de 28.9x.\u003C\u002Fp>\n\n\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Asumimos cierta compresión del múltiplo a medida que la fase de crecimiento explosivo de la acción se normaliza, incluso mientras el negocio subyacente continúa expandiéndose.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Construye tu propio Modelo de Valoración para valorar cualquier acción (¡Es gratis!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happens-if-things-go-better-or-worse\" class=\"wp-block-heading\">¿Qué pasa si las cosas van mejor o peor?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El gasto en infraestructura de IA y la capacidad de Ciena para convertir su backlog en productos enviados son los dos mayores factores de variación aquí. Así es como podría desempeñarse la acción bajo diferentes escenarios hasta octubre de 2030:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Caso Bajo:\u003C\u002Fstrong> Si el crecimiento de ingresos se ralentiza al 20.3% y el margen de ingreso neto se mantiene en 17.9%, los inversores aún verían un rendimiento total del 51.2% (10.4% anual).\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Caso Medio:\u003C\u002Fstrong> Con un crecimiento del 22.6% y márgenes del 19.1%, esperamos un rendimiento total del 102.3% (18.4% anual).\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Caso Alto:\u003C\u002Fstrong> Si el gasto de capital de los hiperescaladores sigue acelerándose y la adopción de Hyper-Rail avanza más rápido de lo previsto, los rendimientos podrían alcanzar un total del 162.8% (26.1% anual), con un crecimiento del 24.8% y márgenes del 20.1%.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4875\" height=\"4080\" data-public-id=\"images\u002FCIEN_valuation_model_adv_1283952410f\u002FCIEN_valuation_model_adv_1283952410f.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4875,h_4080,c_scale\u002Ff_webp,q_auto\u002Fv1788358007\u002Fimages\u002FCIEN_valuation_model_adv_1283952410f\u002FCIEN_valuation_model_adv_1283952410f.webp?_i=AA\" alt=\"\" class=\"wp-post-128379 wp-image-128395\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788358007\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788358007\u002Fimages\u002FCIEN_valuation_model_adv_1283952410f\u002FCIEN_valuation_model_adv_1283952410f.webp?_i=AA 4875w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1004,c_scale\u002Ff_webp,q_auto\u002Fv1788358007\u002Fimages\u002FCIEN_valuation_model_adv_1283952410f\u002FCIEN_valuation_model_adv_1283952410f.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1172,c_scale\u002Ff_webp,q_auto\u002Fv1788358007\u002Fimages\u002FCIEN_valuation_model_adv_1283952410f\u002FCIEN_valuation_model_adv_1283952410f.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_251,c_scale\u002Ff_webp,q_auto\u002Fv1788358007\u002Fimages\u002FCIEN_valuation_model_adv_1283952410f\u002FCIEN_valuation_model_adv_1283952410f.webp?_i=AA 300w\" sizes=\"auto, (max-width: 4875px) 100vw, 4875px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Modelo de Valoración de la Acción CIEN (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Consulta lo que piensan los analistas sobre la acción CIEN ahora mismo (Gratis con TIKR) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El rango se reduce a qué tan rápido escalan los ingresos de Hyper-Rail a partir de 2027, si las restricciones de suministro se alivian lo suficiente como para convertir el backlog de $7.7 mil millones de Ciena en ingresos, y cuán duradero resulta ser el gasto en IA de los hiperescaladores en los próximos años.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">En el caso bajo, el gasto en infraestructura de IA se enfría o persisten los cuellos de botella en la cadena de suministro.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">En el caso alto, la adopción multi-rail se extiende más rápido entre hiperescaladores y proveedores de servicios, y DCOM se expande mucho más allá de su base de clientes actual.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-how-much-upside-does-ciena-stock-have-from-here\" class=\"wp-block-heading\">¿Cuánto potencial alcista tiene la acción de Ciena desde aquí?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Con la \u003Cstrong>nueva herramienta Modelo de Valoración\u003C\u002Fstrong> de TIKR, puedes estimar el precio potencial de una acción en menos de un minuto.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Todo lo que se necesita son tres entradas simples:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Crecimiento de Ingresos\u003C\u002Fli>\n\n\n\n\u003Cli>Márgenes Operativos\u003C\u002Fli>\n\n\n\n\u003Cli>Múltiplo P\u002FE de Salida\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Si no estás seguro de qué ingresar, TIKR llena automáticamente cada entrada usando las estimaciones consensuadas de los analistas, dándote un punto de partida rápido y confiable.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">A partir de ahí, TIKR calcula el precio potencial de la acción y los rendimientos totales bajo \u003Cstrong>escenarios Alcista, Base y Bajista\u003C\u002Fstrong> para que puedas ver rápidamente si una acción parece infravalorada o sobrevalorada.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Descubre el valor real de una acción en menos de 60 segundos (Gratis con TIKR) >>>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">\u003Cstrong>¿Buscando nuevas oportunidades?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Descubre qué acciones están \u003Cstrong>comprando los inversores multimillonarios\u003C\u002Fstrong> para que puedas seguir al dinero inteligente.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Analiza acciones en tan solo 5 minutos\u003C\u002Fstrong> con la plataforma todo en uno y fácil de usar de TIKR.\u003C\u002Fli>\n\n\n\n\u003Cli>Cuanto más investigues... más oportunidades descubrirás. \u003Cstrong>Busca entre más de 100K acciones globales, las carteras de los principales inversores globales y más con TIKR.\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">Descargo de responsabilidad:\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Ten en cuenta que los artículos en TIKR no pretenden servir como consejo de inversión o financiero de TIKR o nuestro equipo de contenido, ni son recomendaciones para comprar o vender acciones. Creamos nuestro contenido basándonos en los datos de inversión del Terminal TIKR y las estimaciones de los analistas. Nuestro análisis podría no incluir noticias recientes de la empresa o actualizaciones importantes. TIKR no tiene posición en ninguna de las acciones mencionadas. ¡Gracias por leer y felices inversiones!\u003C\u002Fem>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>",1069,"es","\u002Fblog\u002Fciena-cien-stock-valuation-analysis-2026","ciena-cien-stock-valuation-analysis-2026","images\u002FCIEN-stock_12839390aca\u002FCIEN-stock_12839390aca","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788357633\u002Fimages\u002FCIEN-stock_12839390aca\u002FCIEN-stock_12839390aca.png?_i=AA",{"altText":236,"imageCredit":237},"Ciena Stock Is Up 280% In Last 1 Year: Does It Still Have Room To Run Into 2028?","@alexsl from Getty Images Signature via Canva, @dotshock via Canva",{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":243},"Aditya Raghunath","adityatikr","author","",[],{"name":245,"slug":246,"role":247,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":248},"David Hanson","davidtikr","editor",[],[250],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},"Valoración","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",0,[],{"title":236,"metaDesc":257,"opengraphDescription":257,"twitterTitle":236,"twitterDescription":257},"Ciena (CIEN) stock trades at $360 after a record quarter. See TIKR’s model for CIEN’s target price, valuation assumptions, and bull\u002Fbear scenarios.",{"title":236,"description":259,"twitterTitle":236,"twitterDescription":259,"author":239,"articlePublisher":260,"articlePublishedTime":226,"articleModifiedTime":226,"twitterLabel1":261,"twitterData1":262,"ogTitle":236,"ogDescription":259,"ogUrl":231,"ogImage":234,"ogImageWidth":263,"ogImageHeight":264,"ogImageSecureUrl":234,"ogImageAlt":236,"twitterImage":234},"Ciena (CIEN) stock trades at $360 after a record quarter. See TIKR’s model for CIEN’s target price, valuation assumptions, and bull\u002Fbear scenarios.","TIKR.com","Tiempo de lectura estimado","8 minutes",1200,630,[266,281,296,311,326],{"id":254,"title":267,"date":268,"excerpt":269,"wordCount":270,"uri":271,"slug":272,"cloudinaryAssetId":273,"featuredImageOriginalUrl":274,"featuredImageMetadata":275,"author":276,"categories":278,"relatedPosts":280},"Las acciones de Herc Holdings han pasado por un mal momento: ¿Puede la demanda de flotas impulsar una recuperación?","2026-09-02 14:27:04","Herc Holdings (HRI) cotiza a $141 tras elevar sus previsiones. Consulta el modelo de TIKR para el precio objetivo de HRI, los supuestos de valoración y los escenarios alcistas y bajistas.",1028,"\u002Fblog\u002Fherc-holdings-hri-stock-valuation-analysis-2026","herc-holdings-hri-stock-valuation-analysis-2026","images\u002FHRI-stock_128389cbe43\u002FHRI-stock_128389cbe43","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788355904\u002Fimages\u002FHRI-stock_128389cbe43\u002FHRI-stock_128389cbe43.png?_i=AA",{"altText":267},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":277},[],[279],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":282,"date":283,"excerpt":284,"wordCount":285,"uri":286,"slug":287,"cloudinaryAssetId":288,"featuredImageOriginalUrl":289,"featuredImageMetadata":290,"author":291,"categories":293,"relatedPosts":295},"Acción de Robinhood Sube 32% en los Últimos 6 Meses, ¿Todavía Tiene Robinhood Espacio para Crecer Hasta 2030?","2026-08-31 14:04:48","HOOD reportó ingresos y depósitos récord en el segundo trimestre. Esto es lo que el modelo de valoración de TIKR indica sobre el potencial alcista de la acción de Robinhood hasta 2030.",1102,"\u002Fblog\u002Fhood-stock-robinhood-valuation-2030","hood-stock-robinhood-valuation-2030","images\u002FHOOD-stock_1280924420c\u002FHOOD-stock_1280924420c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788177460\u002Fimages\u002FHOOD-stock_1280924420c\u002FHOOD-stock_1280924420c.png?_i=AA",{"altText":282},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":292},[],[294],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":297,"date":298,"excerpt":299,"wordCount":300,"uri":301,"slug":302,"cloudinaryAssetId":303,"featuredImageOriginalUrl":304,"featuredImageMetadata":305,"author":306,"categories":308,"relatedPosts":310},"La acción de Primoris Services ha caído un 39% en el último año, ¿es Primoris una oportunidad de recuperación para 2026?","2026-08-31 14:03:53","La acción de PRIM cayó un 37% por sobrecostos en energías renovables, pero el récord de cartera de pedidos cuenta una historia diferente. Esto es lo que dice el modelo de TIKR sobre el potencial alcista.",1115,"\u002Fblog\u002Fprim-stock-primoris-valuation-2030","prim-stock-primoris-valuation-2030","images\u002FPRIM-stock_1280482aa71\u002FPRIM-stock_1280482aa71","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788172918\u002Fimages\u002FPRIM-stock_1280482aa71\u002FPRIM-stock_1280482aa71.png?_i=AA",{"altText":297},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":307},[],[309],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":312,"date":313,"excerpt":314,"wordCount":315,"uri":316,"slug":317,"cloudinaryAssetId":318,"featuredImageOriginalUrl":319,"featuredImageMetadata":320,"author":321,"categories":323,"relatedPosts":325},"Las acciones de AEIS se dispararon un 88% este año, ¿todavía tienen espacio para seguir subiendo hasta 2031?","2026-08-31 13:56:01","AEIS reportó resultados récord en el segundo trimestre. Esto es lo que el modelo de valoración de TIKR indica sobre el potencial alcista de la acción hasta 2031.",1068,"\u002Fblog\u002Faeis-stock-advanced-energy-valuation-2031","aeis-stock-advanced-energy-valuation-2031","images\u002FAEIS-stock_1277626c432\u002FAEIS-stock_1277626c432","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788069252\u002Fimages\u002FAEIS-stock_1277626c432\u002FAEIS-stock_1277626c432.png?_i=AA",{"altText":312},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":322},[],[324],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":327,"date":328,"excerpt":329,"wordCount":330,"uri":331,"slug":332,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":333,"featuredImageMetadata":334,"author":335,"categories":337,"relatedPosts":339},"Constellation Energy vs Vistra: Por qué la Energía es la Restricción que Decide los Ganadores de la IA","2026-08-27 09:51:00","Constellation Energy y Vistra venden energía a centros de datos de IA, pero sus estrategias, una fuertemente nuclear y la otra diversificada, se valoran de manera muy diferente.",1262,"\u002Fblog\u002Fconstellation-energy-vst-vistra-ai-power-stocks","constellation-energy-vst-vistra-ai-power-stocks","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F08\u002FAVGO-stock-1-600x400.png",{"altText":327},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":336},[],[338],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],[341,360,374,388,402,416,434,449,463,478,493,511,526,541,556,571],{"id":254,"title":342,"date":343,"excerpt":344,"wordCount":345,"uri":346,"slug":347,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":348,"featuredImageMetadata":349,"author":350,"categories":354,"relatedPosts":359},"Las acciones de Box han subido un 49% en seis meses, y no es solo por la moda de la IA. Esto es lo que los inversores deben saber.","2026-09-02 14:07:36","Las acciones de Box subieron un 49% en seis meses, pero el objetivo medio de la calle solo acaba de alcanzarlo después de los resultados de agosto.",1155,"\u002Fblog\u002Fbox-stock-is-up-49-in-six-months-and-its-not-just-ai-hype-heres-what-investors-need-to-know","box-stock-is-up-49-in-six-months-and-its-not-just-ai-hype-heres-what-investors-need-to-know","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1507-600x360.png",{"altText":342},{"name":351,"slug":352,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":353},"Gian Estrada","giantikr",[],[355],{"name":356,"slug":357,"uri":358,"description":242,"postsCount":254},"Reseñas de Acciones","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":254,"title":361,"date":362,"excerpt":363,"wordCount":364,"uri":365,"slug":366,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":367,"featuredImageMetadata":368,"author":369,"categories":371,"relatedPosts":373},"La acción de Salesforce sube un 23% en solo tres meses y tiene una causa: Claudeforce.","2026-09-01 10:50:00","La acción de Salesforce ha subido un 23% en tres meses. Claudeforce explica el repunte, pero la brecha de valoración que ha dejado atrás es la verdadera cuestión.",1275,"\u002Fblog\u002Fsalesforce-stocks-23-run-in-just-three-months-has-one-cause-claudeforce","salesforce-stocks-23-run-in-just-three-months-has-one-cause-claudeforce","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1497-600x360.png",{"altText":361},{"name":351,"slug":352,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":370},[],[372],{"name":356,"slug":357,"uri":358,"description":242,"postsCount":254},[],{"id":254,"title":375,"date":376,"excerpt":377,"wordCount":378,"uri":379,"slug":380,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":381,"featuredImageMetadata":382,"author":383,"categories":385,"relatedPosts":387},"Las acciones de Oracle han caído un 40% en tres meses. Las ganancias del 5 de septiembre podrían decidir lo que viene a continuación.","2026-09-01 10:48:19","Las acciones de Oracle perdieron un 40% en tres meses, pero su precio objetivo promedio de $244 nunca se movió. Esta es la razón por la que la calle se mantuvo firme.",1231,"\u002Fblog\u002Foracle-stock-is-down-40-in-three-months-september-5-earnings-could-decide-whats-next","oracle-stock-is-down-40-in-three-months-september-5-earnings-could-decide-whats-next","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1496-600x360.png",{"altText":375},{"name":351,"slug":352,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":384},[],[386],{"name":356,"slug":357,"uri":358,"description":242,"postsCount":254},[],{"id":254,"title":389,"date":390,"excerpt":391,"wordCount":392,"uri":393,"slug":394,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":395,"featuredImageMetadata":396,"author":397,"categories":399,"relatedPosts":401},"Spotify Acaba de Superar los 300 Millones de Suscriptores. Entonces, ¿Por Qué la Acción Sigue Bajando un 23% en el Último Año?","2026-09-01 10:46:00","La acción de Spotify cayó un 23% en el último año, a pesar de que el crecimiento de ingresos alcanzó el 15% y los suscriptores superaron los 300 millones. Este es el verdadero motor.",1141,"\u002Fblog\u002Fspotify-just-topped-300-million-subscribers-so-why-is-the-stock-still-down-23-over-the-past-year","spotify-just-topped-300-million-subscribers-so-why-is-the-stock-still-down-23-over-the-past-year","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1495-600x360.png",{"altText":389},{"name":351,"slug":352,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":398},[],[400],{"name":356,"slug":357,"uri":358,"description":242,"postsCount":254},[],{"id":254,"title":403,"date":404,"excerpt":405,"wordCount":406,"uri":407,"slug":408,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":409,"featuredImageMetadata":410,"author":411,"categories":413,"relatedPosts":415},"La acción de Monolithic Power Systems ha subido un 54% este año. La calle aún no ha terminado de elevar sus objetivos.","2026-09-01 10:44:39","La acción de Monolithic Power Systems ha subido un 54% en un año, y el salto de ingresos del 48% en el segundo trimestre explica por qué la calle sigue subiendo los objetivos.",1168,"\u002Fblog\u002Fmonolithic-power-systems-stock-is-up-54-this-year-the-street-isnt-done-raising-targets","monolithic-power-systems-stock-is-up-54-this-year-the-street-isnt-done-raising-targets","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1494-600x360.png",{"altText":403},{"name":351,"slug":352,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":412},[],[414],{"name":356,"slug":357,"uri":358,"description":242,"postsCount":254},[],{"id":254,"title":417,"date":418,"excerpt":419,"wordCount":420,"uri":421,"slug":422,"cloudinaryAssetId":423,"featuredImageOriginalUrl":424,"featuredImageMetadata":425,"author":426,"categories":428,"relatedPosts":433},"Actualización de Evercore ISI Impulsa las Acciones de Duolingo Tras Datos de Encuesta Sólidos","2026-09-02 13:05:00","Las acciones de Duolingo subieron un 6,5% después de que Evercore ISI mejorara su calificación a *Outperform*, citando datos sólidos de encuestas y una aceleración en el crecimiento de usuarios activos diarios (DAU).",782,"\u002Fblog\u002Fduolingo-duol-stock-evercore-upgrade-survey-data-daus","duolingo-duol-stock-evercore-upgrade-survey-data-daus","images\u002FDUOL-stock_12834564c49\u002FDUOL-stock_12834564c49","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788340122\u002Fimages\u002FDUOL-stock_12834564c49\u002FDUOL-stock_12834564c49.png?_i=AA",{"altText":417},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":427},[],[429],{"name":430,"slug":431,"uri":432,"description":242,"postsCount":254},"Inversión General","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":254,"title":435,"date":436,"excerpt":437,"wordCount":438,"uri":439,"slug":440,"cloudinaryAssetId":441,"featuredImageOriginalUrl":442,"featuredImageMetadata":443,"author":444,"categories":446,"relatedPosts":448},"Las acciones de Whirlpool se desploman un 7% mientras la enorme deuda alimenta la preocupación de los inversores","2026-09-02 12:55:00","Las acciones de Whirlpool cayeron casi un 8% después de que su deuda de 7.100 millones de dólares despertara la preocupación de los inversores en medio de un debilitamiento del mercado inmobiliario.",788,"\u002Fblog\u002Fwhirlpool-whr-stock-plunges-debt-load-investor-concerns","whirlpool-whr-stock-plunges-debt-load-investor-concerns","images\u002FWHR-stock_12836765a20\u002FWHR-stock_12836765a20","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788348081\u002Fimages\u002FWHR-stock_12836765a20\u002FWHR-stock_12836765a20.png?_i=AA",{"altText":435},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":445},[],[447],{"name":430,"slug":431,"uri":432,"description":242,"postsCount":254},[],{"id":254,"title":450,"date":451,"excerpt":452,"wordCount":270,"uri":453,"slug":454,"cloudinaryAssetId":455,"featuredImageOriginalUrl":456,"featuredImageMetadata":457,"author":458,"categories":460,"relatedPosts":462},"Las acciones de JFrog cayeron un 8% el martes. El petróleo y los rendimientos, no el negocio, causaron el daño.","2026-09-02 11:00:00","La acción de JFrog cayó un 8% el martes debido a que un repunte en el precio del petróleo impulsó los rendimientos de los bonos del Tesoro, pero su precio objetivo de consenso de $112 en TIKR no se movió. ¿Ya está descontado?","\u002Fblog\u002Fjfrog-stock-fell-8-on-tuesday-oil-and-yields-not-the-business-did-the-damage","jfrog-stock-fell-8-on-tuesday-oil-and-yields-not-the-business-did-the-damage","images\u002FFEATURED-IMAGE-MAKER-1506\u002FFEATURED-IMAGE-MAKER-1506","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788339438\u002Fimages\u002FFEATURED-IMAGE-MAKER-1506\u002FFEATURED-IMAGE-MAKER-1506.png?_i=AA",{"altText":450},{"name":351,"slug":352,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":459},[],[461],{"name":430,"slug":431,"uri":432,"description":242,"postsCount":254},[],{"id":254,"title":464,"date":465,"excerpt":466,"wordCount":467,"uri":468,"slug":469,"cloudinaryAssetId":470,"featuredImageOriginalUrl":471,"featuredImageMetadata":472,"author":473,"categories":475,"relatedPosts":477},"Las acciones de Axon Enterprise cayeron un 9% el martes. Fue por el aumento de los rendimientos, no por el negocio.","2026-09-02 10:30:00","Las acciones de Axon Enterprise cayeron un 8,52% en una sola sesión el 1 de septiembre mientras los rendimientos del Tesoro se disparaban, y el modelo de TIKR aún proyecta un potencial alcista del 217% desde los niveles actuales.",1323,"\u002Fblog\u002Faxon-enterprise-stock-sank-9-on-tuesday-rising-yields-not-the-business-did-it","axon-enterprise-stock-sank-9-on-tuesday-rising-yields-not-the-business-did-it","images\u002FFEATURED-IMAGE-MAKER-1505\u002FFEATURED-IMAGE-MAKER-1505","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788337952\u002Fimages\u002FFEATURED-IMAGE-MAKER-1505\u002FFEATURED-IMAGE-MAKER-1505.png?_i=AA",{"altText":464},{"name":351,"slug":352,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":474},[],[476],{"name":430,"slug":431,"uri":432,"description":242,"postsCount":254},[],{"id":254,"title":479,"date":480,"excerpt":481,"wordCount":482,"uri":483,"slug":484,"cloudinaryAssetId":485,"featuredImageOriginalUrl":486,"featuredImageMetadata":487,"author":488,"categories":490,"relatedPosts":492},"Las acciones de SharkNinja cayeron un 9% ayer por ventas de *insiders*. Esto es lo que muestran realmente los documentos.","2026-09-02 10:00:00","Las acciones de SharkNinja cayeron un 9% en una sola sesión mientras los *insiders* liquidaron discretamente más de $110 millones en acciones de la compañía a finales de agosto.",1123,"\u002Fblog\u002Fsharkninja-stock-fell-9-yesterday-on-insider-selling-heres-what-the-filings-actually-show","sharkninja-stock-fell-9-yesterday-on-insider-selling-heres-what-the-filings-actually-show","images\u002FFEATURED-IMAGE-MAKER-1504\u002FFEATURED-IMAGE-MAKER-1504","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788335933\u002Fimages\u002FFEATURED-IMAGE-MAKER-1504\u002FFEATURED-IMAGE-MAKER-1504.png?_i=AA",{"altText":479},{"name":351,"slug":352,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":489},[],[491],{"name":430,"slug":431,"uri":432,"description":242,"postsCount":254},[],{"id":254,"title":494,"date":495,"excerpt":496,"wordCount":497,"uri":498,"slug":499,"cloudinaryAssetId":500,"featuredImageOriginalUrl":501,"featuredImageMetadata":502,"author":503,"categories":505,"relatedPosts":510},"Acciones de Credo Technology Caen un 9% a Pesar de Superar Estimaciones en Ingresos y Beneficios en el Primer Trimestre","2026-09-02 13:04:05","Las acciones de Credo Technology cayeron un 4,8% a pesar de superar las estimaciones de ingresos y BPA del primer trimestre fiscal de 2027, con unas previsiones sólidas para el próximo trimestre.",792,"\u002Fblog\u002Fcredo-technology-crdo-stock-drops-q1-fiscal-2027-earnings-beat","credo-technology-crdo-stock-drops-q1-fiscal-2027-earnings-beat","images\u002FCRDO-stock-@anyaberkut-from-Getty-Images-via-Canva-@ktsimage-from-Getty-Images-via-Canva\u002FCRDO-stock-@anyaberkut-from-Getty-Images-via-Canva-@ktsimage-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788341870\u002Fimages\u002FCRDO-stock-@anyaberkut-from-Getty-Images-via-Canva-@ktsimage-from-Getty-Images-via-Canva\u002FCRDO-stock-@anyaberkut-from-Getty-Images-via-Canva-@ktsimage-from-Getty-Images-via-Canva.png?_i=AA",{"altText":494},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":504},[],[506],{"name":507,"slug":508,"uri":509,"description":242,"postsCount":254},"Resultados actualizados","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":254,"title":512,"date":513,"excerpt":514,"wordCount":515,"uri":516,"slug":517,"cloudinaryAssetId":518,"featuredImageOriginalUrl":519,"featuredImageMetadata":520,"author":521,"categories":523,"relatedPosts":525},"Acciones de GitLab se disparan un 20% tras superar fuertemente las previsiones de ganancias del T2","2026-09-02 13:03:07","Las acciones de GitLab subieron casi un 20% tras superar las estimaciones de ganancias del segundo trimestre y elevar sus previsiones para el año completo gracias a un fuerte crecimiento en las reservas.",795,"\u002Fblog\u002Fgitlab-gtlb-stock-surges-20-percent-q2-earnings-beat","gitlab-gtlb-stock-surges-20-percent-q2-earnings-beat","images\u002FGTLB-stock_1283629e7b0\u002FGTLB-stock_1283629e7b0","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788343703\u002Fimages\u002FGTLB-stock_1283629e7b0\u002FGTLB-stock_1283629e7b0.png?_i=AA",{"altText":512},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":522},[],[524],{"name":507,"slug":508,"uri":509,"description":242,"postsCount":254},[],{"id":254,"title":527,"date":528,"excerpt":529,"wordCount":530,"uri":531,"slug":532,"cloudinaryAssetId":533,"featuredImageOriginalUrl":534,"featuredImageMetadata":535,"author":536,"categories":538,"relatedPosts":540},"MongoDB Acaba de Responder a la Pregunta de la Canibalización de EA. Los Resultados del T2 Dicen Que No.","2026-09-02 09:30:00","MongoDB agregó un récord de $127 millones en dólares netos nuevos de Atlas en el segundo trimestre, mientras que los ingresos de EA aumentaron un 36%.",1013,"\u002Fblog\u002Fmongodb-just-answered-the-ea-cannibalization-question-q2-earnings-said-no","mongodb-just-answered-the-ea-cannibalization-question-q2-earnings-said-no","images\u002FFEATURED-IMAGE-MAKER-1502\u002FFEATURED-IMAGE-MAKER-1502","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788332211\u002Fimages\u002FFEATURED-IMAGE-MAKER-1502\u002FFEATURED-IMAGE-MAKER-1502.png?_i=AA",{"altText":527},{"name":351,"slug":352,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":537},[],[539],{"name":507,"slug":508,"uri":509,"description":242,"postsCount":254},[],{"id":254,"title":542,"date":543,"excerpt":544,"wordCount":545,"uri":546,"slug":547,"cloudinaryAssetId":548,"featuredImageOriginalUrl":549,"featuredImageMetadata":550,"author":551,"categories":553,"relatedPosts":555},"Las Ganancias del T1 de Medtronic Superaron Ampliamente las Estimaciones. Luego Hizo una Apuesta de $700 Millones Contra Su Propio Robot.","2026-09-02 09:00:00","Las soluciones de ablación cardíaca crecieron un 88% y superaron los $2 mil millones en ingresos anualizados, años antes del cronograma previsto por la propia Medtronic.",976,"\u002Fblog\u002Fmedtronics-q1-earnings-blew-past-estimates-then-it-made-a-700-million-bet-against-its-own-robot","medtronics-q1-earnings-blew-past-estimates-then-it-made-a-700-million-bet-against-its-own-robot","images\u002FFEATURED-IMAGE-MAKER-1501\u002FFEATURED-IMAGE-MAKER-1501","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788331139\u002Fimages\u002FFEATURED-IMAGE-MAKER-1501\u002FFEATURED-IMAGE-MAKER-1501.png?_i=AA",{"altText":542},{"name":351,"slug":352,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":552},[],[554],{"name":507,"slug":508,"uri":509,"description":242,"postsCount":254},[],{"id":254,"title":557,"date":558,"excerpt":559,"wordCount":560,"uri":561,"slug":562,"cloudinaryAssetId":563,"featuredImageOriginalUrl":564,"featuredImageMetadata":565,"author":566,"categories":568,"relatedPosts":570},"Las Ganancias del Segundo Trimestre de Dell Incluyeron un Récord de $60.9 Mil Millones en Pedidos de IA. El Backlog Cuenta el Resto.","2026-09-02 08:30:00","Dell registró $60.9 mil millones en pedidos de IA en un solo trimestre, un récord de la empresa que eclipsa el total del año pasado.",1057,"\u002Fblog\u002Fdell-booked-60-9-billion-in-ai-orders-this-quarter","dell-booked-60-9-billion-in-ai-orders-this-quarter","images\u002FFEATURED-IMAGE-MAKER-1500\u002FFEATURED-IMAGE-MAKER-1500","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788329705\u002Fimages\u002FFEATURED-IMAGE-MAKER-1500\u002FFEATURED-IMAGE-MAKER-1500.png?_i=AA",{"altText":557},{"name":351,"slug":352,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":567},[],[569],{"name":507,"slug":508,"uri":509,"description":242,"postsCount":254},[],{"id":254,"title":572,"date":573,"excerpt":574,"wordCount":575,"uri":576,"slug":577,"cloudinaryAssetId":578,"featuredImageOriginalUrl":579,"featuredImageMetadata":580,"author":581,"categories":583,"relatedPosts":587},"La acción de Roku ha subido un 61% en seis meses. El acuerdo de Fox por $22 mil millones explica casi todo.","2026-08-30 17:10:33","Las acciones de Roku se dispararon un 61% en seis meses después de que Fox acordara comprar la plataforma de streaming por $22 mil millones. El modelo de TIKR valora el negocio independiente en $324.",996,"\u002Fblog\u002Froku-stock-is-up-61-in-six-months-foxs-22-billion-deal-explains-almost-all-of-it","roku-stock-is-up-61-in-six-months-foxs-22-billion-deal-explains-almost-all-of-it","images\u002FFEATURED-IMAGE-MAKER-1482\u002FFEATURED-IMAGE-MAKER-1482","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788109414\u002Fimages\u002FFEATURED-IMAGE-MAKER-1482\u002FFEATURED-IMAGE-MAKER-1482.png?_i=AA",{"altText":572},{"name":351,"slug":352,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":582},[],[584],{"name":585,"slug":75,"uri":586,"description":242,"postsCount":254},"Análisis Fundamental","\u002Fblog\u002Fcategory\u002Ffundamental-analysis",[]]