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    Rising AI Optical Demand Could Be A Game Changer For Corning’s Data Infrastructure Role (GLW)

    Simply Wall St·01/05/2026 08:22:20
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    • In December 2025, Morgan Stanley analyst Meta Marshall reiterated a Hold rating on Corning and highlighted its growing role in AI-linked optical communications, as the company prepared to report expected Q4 2025 net sales of US$4.35 billion and core EPS guidance of US$0.68–US$0.72 on January 28, 2026.
    • The analyst commentary underscored Corning’s position at the center of data and optical infrastructure for AI workloads, pointing to enterprise demand in its optical communications segment as a key driver of the company’s current momentum.
    • We will examine how Corning’s stronger AI-related optical communications demand influences its existing investment narrative and expectations for data-center growth.

    Find companies with promising cash flow potential yet trading below their fair value.

    Corning Investment Narrative Recap

    To own Corning today, you need to believe its role in AI-driven optical communications and other Springboard-growth markets can justify the recent share price strength and premium valuation. The Morgan Stanley update reinforces AI-linked optical demand as a key near term catalyst, but it does not materially change the biggest current risk, which is Corning’s heavy reliance on secular AI and solar trends for its growth narrative.

    The most relevant recent announcement here is Corning’s guidance for Q4 2025 core sales of about US$4.35 billion and core EPS of US$0.68 to US$0.72, which frames expectations around the AI momentum highlighted by Morgan Stanley. This guidance sits at the heart of the Springboard plan, so investors will likely watch closely to see whether AI related optical communications strength is enough to offset tariff pressures, competition and any softer demand elsewhere.

    However, investors should also be aware that if secular AI demand slows or shifts, Corning’s heavy reliance on these trends could...

    Read the full narrative on Corning (it's free!)

    Corning's narrative projects $20.7 billion revenue and $2.6 billion earnings by 2028. This requires 13.4% yearly revenue growth and a $1.8 billion earnings increase from $819.0 million today.

    Uncover how Corning's forecasts yield a $93.31 fair value, a 3% upside to its current price.

    Exploring Other Perspectives

    GLW 1-Year Stock Price Chart
    GLW 1-Year Stock Price Chart

    Four fair value estimates from the Simply Wall St Community span roughly US$65.85 to US$93.31, showing how widely opinions can differ. Against this backdrop, Corning’s dependence on powerful AI and solar demand trends gives you another lens to compare those views and consider what might drive the company’s performance over time.

    Explore 4 other fair value estimates on Corning - why the stock might be worth as much as $93.31!

    Build Your Own Corning Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.