GLW's expanding partnerships with Apple, Samsung and Broadcom are fueling strong segment growth and positioning the company for long-term market gains.
GLW's 62.8% stock surge, AI-driven fiber demand, and expanding partnerships signal strong growth momentum and attractive valuation.
SITE, TTMI, PGY, KT and GLW have been added to the Zacks Rank #1 (Strong Buy) List on September 25, 2025.
GLW strengthens growth prospects with Gorilla Glass Ceramic innovations and advanced glass substrate technology.
Corning (GLW) stock is on a serious roll, having jumped 12% over seven straight days. That's an impressive gain, adding about $7.6 billion to the company's value and bringing its total market cap to roughly $64 billion.
Corning Incorporated (NYSE:GLW ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 8:50 AM EDT Company Participants Edward Schlesinger - Executive Vice President & Chief Financial Officer Conference Call Participants Asiya Merchant - Citigroup Inc., Research Division Presentation Asiya Merchant VP & Analyst All right. Good morning, everyone.
GLW's 43.6% YTD surge is fueled by solid traction in the optical communication and Specialty Materials segments, and major tech partnerships driving growth momentum.
Shares of Corning Inc (NYSE:GLW) are up 2.2% to trade at $68.53 this morning, after UBS Securities upgraded the stock to "buy" from "neutral.
Corning (GLW) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Market breadth continues to expand, and Larry Tentarelli urges investors to look beyond Big Tech to discover new leaders in the latest sector rotation. He points to Corning (GLW) breaking out due to its $2.5 billion Apple (AAPL) contract to develop glass for iPhone and related products.
Investors need to pay close attention to Corning stock based on the movements in the options market lately.
Corning's strong growth is driven by AI-fueled demand for fiber optics and successful execution of Project Springboard, boosting sales, margins, and returns. GLW benefits from secular trends in data center expansion and telecom network upgrades, with significant future upside in AI node scaling and fiber replacement. Corning maintains a solid balance sheet, safe dividend, and robust earnings growth, but its current valuation is well above historical averages.