Don't Overlook These 2 AI-Driven Tech Stocks After Earnings: CIEN, NTAP

Ciena and NetApp delivered impressive earnings results and raised guidance, capitalizing on AI infrastructure demand. Ciena's optical networking equipment saw 82% YoY cloud provider revenue growth with a raised FY2026 guidance to $6.42B (35% growth). NetApp posted record results with 30% YoY revenue growth to $2.02B and significantly raised FY2027 guidance to $7.98-$8.23B. Both stocks hold Zacks Rank #2 (Buy) ratings.