This Glorious Artificial Intelligence (AI) Stock Has Crushed Nvidia and Broadcom With 147% Returns in 2025. It Can Jump by 111% in 2026

• Ciena is taking disconnected owed to increasing request for high-speed information transmission successful information centers.

• Its latest results show that it's connected way to execute steadfast gross and net growth.

• The stock's valuation suggests it has country for much upside contempt rising impressively successful 2025.

• 10 stocks we similar amended than Ciena ›

Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) are among the starring names successful the artificial quality (AI) hardware space. Their chips are deployed successful monolithic numbers by unreality computing companies, hyperscalers, and AI companies for AI exemplary grooming and inference.

Not surprisingly, some Broadcom and Nvidia person been witnessing singular maturation lately. Nvidia reported an awesome 62% leap successful gross past period for the 3rd 4th of its fiscal 2026 (ended connected Oct. 26, 2025) to $57 billion. Even Broadcom conscionable reported a coagulated 28% year-over-year summation successful gross for its latest quarter, driven by a terrific year-over-year leap of 74% successful AI revenue.

These coagulated results explicate wherefore their shares are up nicely successful 2025. While Broadcom banal has jumped 47% this year, Nvidia is sitting connected respectable gains of 32%. The bully portion is that some companies inactive person a batch of country for growth, but their costly valuations could bounds their upside successful 2026.

However, there's 1 AI infrastructure play that's importantly cheaper than some Nvidia and Broadcom, contempt soaring a stunning 147% this year: Ciena (NYSE: CIEN). Let's spot wherefore this institution could proceed to outperform Nvidia and Broadcom successful 2026.

While Broadcom and Nvidia marque AI processors that assistance bid ample connection models (LLMs) and tally AI inference applications, Ciena's optical networking components and bundle guarantee that their chips tin execute optimally. After all, Ciena's products, which see routers and switches, guarantee high-speed information transmission implicit fibre networks.

Its offerings are utilized successful information centers, telecom networks, and unreality computing to determination monolithic amounts of information rapidly implicit agelong distances. This explains wherefore Ciena has been witnessing steadfast maturation lately. The institution released its fiscal 2025 fourth-quarter results (for the 3 months ended Nov. 1) connected Dec. 11.

Ciena reported a 20% summation successful gross from the year-ago play to $1.35 billion. Its non-GAAP net jumped by a overmuch stronger gait of 68% from the year-ago quarter, driven by an betterment successful the apical enactment arsenic good arsenic a stronger premix of bundle sales. More importantly, Ciena is expecting its gross maturation to accelerate successful the existent quarter.