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 GLW's Robust Portfolio Fuels Customer Growth: Will the Trend Persist?
 ZACKS· 2025-10-22 01:35
Key Takeaways Corning is seeing robust growth in Specialty Materials, Optical Communications and solar segments.Partnerships with Apple, Samsung and Broadcom are strengthening GLW's innovation and market reach.GLW expects to triple solar sales by 2027, adding $1.6B in annualized revenues from U.S. expansion.Corning Incorporated (GLW) is benefiting from solid customer growth across several segments. The company’s growing prowess in developing state-of-the-art cover materials is driving growth in the Specialt ...
 Corning Rises 62.8% in Three Months: Is the Stock Worth Buying?
 ZACKS· 2025-10-15 00:05
Key Takeaways Corning shares jumped 62.8% in three months, outperforming the sector and the S&P 500 growth.AI data center fiber demand fueled a 41% sales surge in Optical Communications.Partnerships with GlobalFoundries and QuantumScape expand Corning's tech reach. Corning Incorporated (GLW) has gained 62.8% compared to the communications components industry’s growth of 64.2%. The stock has also outperformed the Zacks Computer & Technology sector and the S&P 500’s growth during this period.Image Source: Zac ...
 Corning Rides on Strength in Optical Communication: Will it Persist?
 ZACKS· 2025-09-11 03:16
Key Takeaways Corning's Optical Communications revenues hit $1.56B in Q2, up 41% year over year.Enterprise network sales grew 81% and shipping of data center products doubled in Q2 compared to Q1 levels.AI-driven demand and carrier fiber expansion are set to boost Corning's growth.Corning Incorporated (GLW) is benefiting from healthy traction in the Optical Communications segment. The company generated $1.56 billion in revenues from this segment in the second quarter, registering impressive growth of 41% ye ...
 Corning Rises 43.6% Year to Date: Reason to Buy the Stock?
 ZACKS· 2025-09-03 02:51
 股价表现 - 公司股价年内上涨43.6%,超越通信组件行业31.3%的涨幅及标普500指数表现[1] - 公司股价表现落后于竞争对手CommScope(上涨205.4%)和Amphenol(上涨55%)[2] - 公司当前市盈率24.6倍,低于行业平均28.1倍,估值存在折价[12]   业务优势与创新 - 公司通过重组运营结构提升效率,实现在五大市场领域(移动消费电子、光通信、汽车、生命科学和显示技术)的领导地位[3] - 新推出的太阳能市场接入平台获得强劲市场反响,预计到2028年将产生25亿美元收入[4] - 为生成式AI应用开发创新光连接产品,增强与CommScope等对手的竞争力[5]   财务表现与需求增长 - 光通信业务第二季度收入15.6亿美元,同比增长41%,超出市场预期14.7亿美元[5] - 特种材料业务收入5.45亿美元,同比增长9%,主要受高端智能手机需求推动[6] - 三星在Galaxy S25 Edge设备采用公司Gorilla Armor 2盖板材料,预示长期增长潜力[6]   战略合作与投资 - 苹果承诺投资25亿美元,由公司肯塔基工厂生产iPhone和Apple Watch全部盖板玻璃[9] - 与博通达成多年合作,共同开发下一代共封装光学基础设施以提升数据中心处理能力[10] - 合作项目将推动特种材料业务在未来几个季度的销售增长[9]   盈利预测趋势 - 2025年和2026年盈利预测在过去60天内持续上调[11] - 当前2025年全年每股收益预测2.46美元,较60天前2.35美元上调4.68%[12] - 2026年全年每股收益预测2.86美元,较60天前2.71美元上调5.54%[12]



