Buy Corning as a Potential AI Beneficiary in 2026 Amid Robust Outlook
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 Q4 Earnings Beat Estimates on Strength in Optical Communication
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
Corning Incorporated (GLW) Q4 2025 Earnings Call Transcript
Corning (GLW) Reports Q4 Earnings: What Key Metrics Have to Say
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 forecasts first-quarter sales above estimates on strong optical fiber demand
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.
Corning Stock's AI Surge: After The Meta Blockbuster, Is GLW Still A Buy?
Corning stock (GLW) soared 16% on January 27, 2026, closing at $110 and achieving a new 52-week high. What triggered this?
This Specialty Glassmaker's Stock Is Soaring on an AI Data Center Deal With Meta
A deal with Meta Platforms (META) is the latest piece of good news boosting Corning (GLW) stock.
Corning Stock Hits Record High on Meta Platforms Deal
Corning Inc (NYSE:GLW) shares are up 16.7% to trade at $110.80 at last check, after Meta penned a multiyear fiber-optic supply deal worth up to $6 billion to support U.S. AI data-center expansion.
Meta Enters Up to $6 Billion Data-Center Fiber-Optic Cable Deal With Corning
Meta has struck a multiyear deal worth up to $6 billion to buy fiber-optic cable from Corning, a move aimed at advancing the expansion of its U.S. data-center network for artificial-intelligence systems.
Corning Q4 Preview: Gen AI Tailwinds Are Real, But I Need Higher Earnings Power
Corning benefits from Gen AI-driven demand, especially in optical communications, but I maintain a hold rating pending further earnings clarity. GLW's optical communications segment shows robust growth, with potential supply bottlenecks and price increases as AI data center demand surges. The solar business, notably Hemlock, is ramping up with all 2025 capacity sold and significant y/y revenue growth, leveraging dormant assets for a margin advantage.
Corning (GLW) Earnings Expected to Grow: Should You Buy?
Corning (GLW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Is Corning Stock a Smart Buy Ahead of Q4 Earnings Release?
GLW rides strong demand in AI, solar and specialty materials ahead of its Q4 earnings, with a surprise likely in store.
