Ciena Corporation (CIEN) Has Emerged as a High-Growth, Key Infrastructure Winner in the AI Era. Here’ Why

2 days ago 3

Soumya Eswaran

Thu, January 15, 2026 astatine 8:19 AM CST 3 min read

Munro Partners, an concern absorption firm, released its “Munro Global Growth Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the December quarter, the Fund returned -0.7%. The Fund’s agelong positions contributed to the performance, portion abbreviated positions, hedging, and currencies detracted. Global equity markets delivered coagulated show successful 2025. US markets posted beardown gains successful the quarter, with the S&P 500 up 2.4% and the Nasdaq up 2.3%. Europe and Japan were among the stronger show contributors. For much accusation connected the Fund’s champion picks successful 2025, delight cheque its apical 5 holdings.

In its fourth-quarter 2025 capitalist letter, Munro Global Growth Fund highlighted stocks specified arsenic Ciena Corporation (NYSE:CIEN). Ciena Corporation (NYSE:CIEN) is simply a web exertion institution that offers hardware, software, and services for assorted web operators. On January 14, 2026, Ciena Corporation (NYSE:CIEN) banal closed astatine $238.38 per share. One-month instrumentality of Ciena Corporation (NYSE:CIEN) was 13.13%, and its shares gained 183.65% of their worth implicit the past 52 weeks. Ciena Corporation (NYSE:CIEN) has a marketplace capitalization of $33.625 billion.

Munro Global Growth Fund stated the pursuing regarding Ciena Corporation (NYSE:CIEN) successful its 4th fourth 2025 capitalist letter:

"Ciena Corporation (NYSE:CIEN) (Connectivity) delivered a beardown effect successful aboriginal December, demonstrating their important relation successful the networking that is needed for hyperscalers to physique retired their information centre infrastructure.