Corning Incorporated (NYSE:GLW) has delivered one of 2026's most impressive rallies, climbing 50.2% year-to-date and 46% over the past month.
During the twelve months ended February 2026, Corning (GLW)'s stock price increased by 115%, driven by strong earnings beats, a significant AI data partnership, and strategic enhancements—even amid a notable decline in the P/E multiple. Let's delve into the influential factors behind this impressive rise.
SUMMARY: The rapid expansion of artificial intelligence is driving an enormous build-out of data centers, with total investment expected to reach unprecedented levels.
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GLW's Q4 beat, AI data center momentum and big Meta deal lift Optical Communications, but display and auto weakness temper the outlook.
GLW inks up to $6 billion deal with Meta to supply AI data centers, expand U.S. production, and boost high-skilled jobs.
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GLW posts Q4 beat, surging optical sales and rising margins, as AI-driven data center demand and big tech deals fuel a strong 2026 outlook.
GLW beat Q4 estimates as Optical Communications surged 24%, lifting revenue and earnings on strong Gen-AI demand and solid sales across multiple end markets.
Corning Incorporated (GLW) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Corning (GLW) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Corning on Wednesday forecast first-quarter sales above estimates, boosted by resilient demand for its fiber‑optic products, which generate nearly 40% of the company's revenue.