AI Network Spending Sends Ciena Into Overdrive
Ciena (CIEN) Q3 2026 revenue jumped 37% to $1.67B, beating estimates. AI network demand drives massive earnings and raised full-year guidance.
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Motorola Solutions expands defense focus via Silvus & D-Fend acquisitions, seeing long-term runway in global defense modernization.
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Ciena (CIEN) Q3 2026 revenue jumped 37% to $1.67B, beating estimates. AI network demand drives massive earnings and raised full-year guidance.
Piper Sandler analyst James Fish maintains Motorola Solutions (NYSE:MSI) with a Overweight and raises the price target from $530 to $531.
Motorola Solutions secured a 10-year, $139 million Louisiana public safety contract to modernize statewide operations with video, evidence management, and command center technology across six state agencies. The win reflects strong demand for MSI's integrated platform and aligns with its growth strategy in software and services, supported by Q2 2026 revenue growth of 13% and a record $15.6 billion backlog.
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