In this piece, we will look at the stocks Jim Cramer discussed.In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the enterprise software market and IPOs. He discussed private equity enterprise software firm Thoma Bravo and added that the current climate made public listings of enterprise software firms quite difficult: “Look, I was making a little joke about Bravo, but Thoma Bravo . . .these companies have a huge [inaudible]. And I think that what matters is not so much what Mark s ...

Key Takeaways GLW's Optical Communications revenue rose 35% in 2025, with enterprise networks up 61% YoY. Corning signed a $6B multiyear deal with Meta for AI data center fiber and connectivity products.GLW's carrier network grew 15% YoY, while its risk-sharing model supports steady demand.Corning Incorporated (GLW) is benefiting from healthy traction in the Optical Communications segment. The company generated $6.3 billion in revenues from this segment in 2025, registering impressive growth of 35% year ove ...

Core Insights - Corning (GLW) shares have surged 50.2% year-to-date, driven by a $6 billion multiyear fiber optic supply deal with Meta for AI data centers, and strong earnings performance [1] - The company achieved a 20% operating margin target one year ahead of schedule, with Q4 2025 earnings beating expectations [1] - The Optical Communications segment grew 24% year-over-year, reaching $1.70 billion in revenue, with enterprise sales increasing by 58% due to Gen AI adoption [1] Earnings Performance - Corning reported Q4 2025 EPS of $0.72, exceeding Wall Street's estimate of $0.7125, and revenue of $4.412 billion against expectations of $4.396 billion [1] - The company has achieved four consecutive quarters of earnings beats in 2025, with full-year core EPS increasing by 26% and operating margins expanding by 390 basis points to 20.2% [1] - Management has upgraded its Springboard plan to target $11 billion in incremental annualized sales by 2028, up from the original goal of $8 billion [1] Strategic Partnerships - The partnership with Meta, announced on February 3, is valued at up to $6 billion and is a significant driver of the stock's recent performance, leading to an 18.3% increase in a single session [1] - This agreement validates Corning's strategic focus on optical connectivity for AI infrastructure, contributing to the strong growth in its Optical Communications segment [1] - UBS analyst raised the price target for Corning from $109 to $125, indicating confidence in the expanding optical deal pipeline [1] Future Outlook - Corning's Q1 2026 outlook anticipates core sales growth of approximately 15%, with revenue projected between $4.2 billion and $4.3 billion and core EPS between $0.66 and $0.70 [1] - The company is expanding production capacity, including a new optical connectivity facility in India expected to open later in 2026 [1] - Wall Street expects earnings to reach $3.08 in 2026, up from $2.52 last year, with projections of nearly tripling to $7.01 by 2030 [1]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___ to ___ Commission file number: 1-3247 CORNING INCORPORATED (Exact name of registrant as specified in its charter) New York 16-0393470 (State or other ju ...

经济观察网康宁公司(GLW.N)股价当日上涨3.93%，收盘于133.14美元。主要原因可归纳为以下几点： 战略推进 康宁宣布将"Springboard"长期增长目标上调，计划到2028年实现110亿美元的增量年化销售额，并设定 了2026年65亿美元增量销售额的内部目标。这一升级释放了管理层对未来增长的信心，强化了市场对公 司盈利能力的预期。 行业地位 公司在高端盖板材料及光通信技术领域的领先地位，叠加消费电子和AI数据中心需求持续旺盛，推动 了业绩增长。技术壁垒和行业景气度共同提升了投资者对公司的估值。 以上内容基于公开资料整理，不构成投资建议。 业绩经营情况 康宁公司发布的2025年第四季度及全年业绩创下历史新高，核心销售额同比增长14%至44.12亿美元， 核心每股收益同比增长26%至0.72美元，均超出市场预期。全年核心销售额达164.08亿美元，同比增长 13%，盈利能力显著提升。这一强劲表现为股价提供了基本面支撑。 业务进展情况 公司近期与Meta签署了价值高达60亿美元的多年合作协议，为Meta的数据中心提供光纤产品，直接受 益于人工智能数据中心需求。光通信业务2025年全年净销售额同比增长3 ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in relation to investments in cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party materials intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for investment actions [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned against relying solely on the content provided [1]. Group 2 - The website discusses the complexities and high risks associated with cryptocurrencies and CFDs, highlighting the potential for significant financial loss [1]. - It encourages users to conduct their own research and fully understand the instruments and risks involved before making investment decisions [1].

康宁宣布将其长期增长计划Springboard的目标升级，计划到2028年实现110亿美元的增量年化销售额， 高于原定的80亿美元。公司还设定了2026年的内部目标，包括65亿美元的增量销售额。 业务进展情况 康宁与Meta签署了价值高达60亿美元的多年合作协议，有效期至2030年，旨在为Meta的数据中心提供 光纤产品，支持人工智能业务布局。这一合作预计将成为光通信业务的重要增长引擎。公司受益于人工 智能数据中心和消费电子市场的需求，光通信部门在2025年表现强劲，全年净销售额同比增长35%。特 种材料部门也因高端盖板材料需求而增长。 以上内容基于公开资料整理，不构成投资建议。 经济观察网康宁公司近期财务业绩、战略计划升级和关键合作动态值得关注。 业绩经营情况 根据报道，康宁在发布2025年第四季度业绩后，对2026年第一季度提出了展望，预计核心销售额在42亿 美元至43亿美元之间，核心每股收益在0.66美元至0.70美元之间。 战略推进 ...

④【谷歌母公司Alphabet拟发行百年债券】2月10日，据媒体援引知情人士透露，谷歌母公司Alphabet已启动其首次瑞士法郎债券发行。此次发行包含3 年、6年、10年、15年和25年期债券，预计将在今日晚些时候定价。同时，谷歌母公司Alphabet也启动首次英镑债券发行。此次交易分为3年、6年、15 年、32年和100年期债券，预计将在今日晚些时候定价。 ⑤【1月销售额同比飙升36.8％，台积电涨超3%】当地时间2月10日，台积电官网显示，1月销售额达到4012.6亿元台币，同比增长36.8％，较2025年12月 环比增长19.8%，超过台积电预期的全年30%增长水平。截至发稿，台积电上涨3.09%。 ⑥【暂停股票回购，英国石油公司跌近5%】2月10日，英国石油公司Q4财报显示，基准重置成本利润（作为净利润的替代指标）为15.4亿美元，与分析师 预期15.4亿美元一致。英国石油公司2025年全年净利润为74.9亿美元，低于分析师预期的75.8亿美元，较2024年的近90亿美元有所下滑。英国石油公司同 时表示，决定暂停股票回购，旨在通过调整财务状况来应对油价下跌带来的影响。截至发稿，英国石油公司下跌4.9% ...

Company Overview - Corning Incorporated (NYSE: GLW) is a leading player in the electronics industry, known for its innovations in glass and ceramics, and serves various sectors including telecommunications and life sciences [1] Insider Transactions - On February 9, 2026, Senior Vice President Kammerud Jordana Daryl sold 30,000 shares of the company's common stock at approximately $127.67 each, leaving her with 2,772 shares, which may signal her perspective on the company's future performance [2][6] Institutional Interest - Lantz Financial LLC acquired 4,932 shares of Corning, valued at around $405,000, indicating growing interest in Corning's stock among institutional investors, alongside significant investments from other hedge funds like Norges Bank and WCM Investment Management LLC [3][6] Financial Metrics - Corning's financial metrics reveal a P/E ratio of 70.8, suggesting high expectations for future growth, and a price-to-sales ratio of 7.21, indicating strong market confidence [4][6] - The enterprise value to sales ratio is 7.65, and the enterprise value to operating cash flow ratio is 44.36, showing that operating cash flow can cover the enterprise value multiple times [5] - Corning's debt-to-equity ratio is 0.71, indicating a moderate level of debt, while a current ratio of 1.59 reflects good liquidity to cover short-term liabilities [5]

光纤0209——拿着放大镜找利空，受宠若惊了 1、好多人问中国移动特缆集采，这个标1月21日开标，那个时候散纤价格40元出头，甚至招标报价应该是更早做 出的，现在散纤价格60元，一天一个价格，刻舟求剑去比较价格毫无意义。 但值得注意的是，通鼎报价最低，份额最大，其他七家中标候选人报价都是最高限价——是的，正如上周电信流 标只有通鼎报价一样，这个公司太容易gui了。 2、藤仓的业绩，仔细看了下 光纤0209——拿着放大镜找利空，受宠若惊了 1、好多人问中国移动特缆集采，这个标1月21日开标，那个时候散纤价格40元出头，甚至招标报价应该是更早做 出的，现在散纤价格60元，一天一个价格，刻舟求剑去比较价格毫无意义。 但值得注意的是，通鼎报价最低，份额最大，其他七家中标候选人报价都是最高限价——是的，正如上周电信流 标只有通鼎报价一样，这个公司太容易gui了。 2、藤仓的业绩，仔细看了下，通信环比增长下季度指引还加速了，主要是power systemmiss了。 两个关键信息：1）已开始使用外部采购光纤生产SWR/WTC光缆；2）公司已被选为光纤电缆的供应商，用于加强 日美战略投资谅解备忘录中涉及的AI基础设施。 该 ...