Growth continues in military and specialty markets; data center revenues are present in Tier 2 and Tier 3 segments but remain a small portion. Tariffs Impact— OCC’s U.S.-based facilities have resulted in less tariff impact than some industry peers,

Ciena (NYSE:CIEN) reported mixed fiscal second quarter results which saw largely neutral views from analysts. BofA reiterated its Buy rating with a $95 price target on the networking hardware and software provider.