Key Takeaways Corning beat Q4 EPS and revenue estimates, with optical communications sales up 24.3% year over year. GLW is positioned for AI-driven data center growth with high-speed optical fiber, cables and connectors.Corning raised its Springboard targets and sees up to $11B in incremental annualized sales by 2028.Corning Inc. (GLW) – a giant communication components manufacturer – reported strong fourth-quarter 2025 earnings results. Adjusted earnings per share (EPS) of $0.72 surpassed the Zacks Consens ...

Corning Inc. (NYSE:GLW) reported better-than-expected fourth-quarter fiscal 2025 results on Wednesday.The Corning, N.Y.-based company posted adjusted earnings of 72 cents per share, beating analyst estimates of 70 cents.Core sales rose 14% year over year (Y/Y) to $4.41 billion, exceeding the $4.35 billion consensus. Core EPS grew 26% Y/Y, while core operating margin expanded 390 basis points Y/Y to 20.2%.For the first quarter, Corning expects core sales of $4.200 billion-$4.300 billion, above the Street est ...

Market Overview - The Federal Reserve maintained the federal funds rate target range at 3.5%-3.75%, aligning with market expectations[9] - The Hang Seng Index closed at 27,827, down 2.58% for the day but up 8.57% year-to-date[3] - The S&P 500 index closed at 6,978, with a slight decrease of 0.01% for the day and a year-to-date increase of 1.94%[3] Stock Performance - Gold prices surged, with spot gold exceeding $5,280 per ounce, marking a monthly increase of over 22%[9] - Semiconductor stocks saw significant gains, with the Philadelphia Semiconductor Index rising by 2.34%[9] - Major tech stocks showed mixed results, with Intel up 11.04% and Microsoft down 6% post-earnings report[9] Sector Highlights - Oil stocks continued to rise, with Shanghai Petrochemical gaining over 5% due to geopolitical tensions driving oil prices up by 3%[9] - New consumer concept stocks performed well, with a snack retail chain soaring 69% on its debut[9] - Airline stocks faced pressure, with China Southern Airlines down 6.83% due to rising operational costs[9] Economic Indicators - The U.S. dollar index fell to 95.51, the lowest since February 2022, contributing to the rise in gold prices[9] - The Japanese yen strengthened, impacting export-related stocks negatively, with Toyota down 3.24%[13] - The Bank of Japan raised its policy rate to 0.75%, the highest in 30 years, indicating a cautious approach to future rate hikes[13]

摩根大通将康宁的目标价从100美元上调至115美元，维持"增持"评级。(格隆汇) ...

此外，康宁与 Meta 宣布达成多年期、总值高达 60 亿美元（现汇率约合 417.37 亿元人民币）的合作协 议。官方介绍称，与 Meta 的长期合作关系彰显了康宁致力于开发、创新和制造为美国下一代数据中心 提供动力的关键技术。 IT之家 1 月 29 日消息，康宁公司今日公布 2025 年财务业绩，第四季度及全年业绩创历史新高，预计 2026 年第一季度将保持增长趋势。 自"Springboard"计划启动以来，康宁的财务表现实现重塑。2023 年第四季度至 2025 年第四季度，公司 核心运营利润率上升 390 个基点，达到 20.2%；核心投资回报率提升 540 个基点，达到 14.2%。2025 年 全年调整后的自由现金流较 2023 年全年几乎实现翻倍，达到 17.2 亿美元（现汇率约合 119.64 亿元人民 币）。 管理层进一步升级 Springboard 计划，以 2023 年第四季度为起点： 2025 年第四季度核心销售额为 44.1 亿美元（IT之家注：现汇率约合 306.76 亿元人民币），同比 增长 14%；核心每股收益为 0.72 美元，同比增长 26%。 2025 年全年核心销售 ...

Summary of Key Points from Conference Call Records Company: Corning Inc. (康宁) Core Insights and Arguments - Corning has secured a significant agreement with Meta to supply $6 billion worth of optical communication products for AI data centers by 2030, primarily focusing on MMC/MPO and fiber optic orders [1] - Other Cloud Service Providers (CSPs) are expected to follow suit with similar orders, indicating a potential increase in demand across the industry [1] Industry: Optical Communication and AI Market Dynamics - The CPO (Chiplet Packaging Optimization) industry is accelerating, with a projected 20% supply shortage for EML (Electro-Absorption Modulated Laser) chips by 2026, which is seen as a core catalyst for growth in the AI computing and optical interconnect market [2] - The optical communication device revenue is expected to surge by 73.89%, driven by the high growth certainty in the main business [3] Competitive Positioning - Corning is one of only three global manufacturers and the sole domestic producer of thin-film lithium niobate devices, which are critical for high-speed optical communication [3] - The company has achieved a domestic market share exceeding 90%, with its thin-film lithium niobate modulators offering bandwidths of 70-110 GHz and 40% lower power consumption compared to international competitors [3] Future Projections - For 2025, Corning anticipates a substantial increase in net profit, with growth estimates ranging from 152% to 172%, and a non-GAAP net profit increase of 178% to 198% [3] - The company is set to commercialize 400G PAM4 modulator chips by 2026, which will replace EML chips and address the anticipated supply gap [3] - Global production capacity is expanding with facilities in Zhuhai, Thailand, and Wuhan, achieving a monthly output of over 250,000 units, with Thai production benefiting from tariff exemptions [3] - The overseas shipment volume is expected to double, contributing to an 8% reduction in costs [3]

Core Insights - Corning reported better-than-expected fourth-quarter 2025 results with adjusted earnings of $0.72 per share, exceeding analyst estimates of $0.70, and revenue of $4.41 billion, surpassing the consensus of $4.36 billion [1] - Revenue increased by 14% year over year, while earnings grew at a faster pace of 26% [1] Financial Forecast - For the first quarter of 2026, Corning forecasts core sales between $4.2 billion and $4.3 billion, indicating approximately 15% year-over-year growth, and core earnings of $0.66 to $0.70 per share [2] - The Optical Communications segment showed significant growth, with revenue rising 24% year over year to $1.7 billion, while the Display segment revenue declined by 2% to $955 million [2] Strategic Initiatives - Corning announced an enhanced version of its Springboard Plan, increasing its target for incremental annualized sales to $11 billion by the end of 2028, up from a previous target of $8 billion [3] - For 2026, the company raised its internal sales growth target to $6.5 billion from $6.0 billion [3] - For the full year 2025, Corning reported core sales of $16.41 billion, up 13% year over year, and core earnings per share climbed 29% to $2.52 [3]

Corning Stock Falls After Earnings. It Can't Extend the Meta Momentum. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Corning Stock Falls After Earnings. It Can't Extend the Meta Momentum.By [Nate Wolf]ShareResize---ReprintsIn this article ...

We recently published 10 Big Names With Easy 10-30% Gains. Corning Inc. (NYSE:GLW) was one of the best performers on Tuesday. Corning soared to a new all-time high on Tuesday after clinching a $6 billion deal with Meta Platforms Inc. for the supply of fiber optic cables for its data centers, while investors loaded positions ahead of its earnings performance. At intra-day trading, the stock surged to its highest price of $113.99 before paring gains to finish the session just up by 15.58 percent at $109.7 ...

Core Insights - Corning Incorporated is a leading innovator in materials science, particularly known for its glass and ceramics products, operating in sectors like display technologies, optical communications, and environmental technologies [1] Financial Performance - On January 28, 2026, Corning reported earnings per share of $0.72, surpassing the estimated $0.70, and revenue of approximately $4.41 billion, exceeding the estimated $4.36 billion, driven by strong demand for fiber-optic products which account for nearly 40% of total revenue [2][6] - The company projects continued sales growth in the first quarter, supported by robust demand for its products [2] Valuation Metrics - Corning's price-to-earnings (P/E) ratio is approximately 69.1, indicating high investor expectations for future earnings growth [3][6] - The price-to-sales ratio stands at about 6.31, suggesting investors are willing to pay $6.31 for every dollar of sales, reflecting confidence in revenue generation [3] - The enterprise value to sales ratio is approximately 6.81, and the enterprise value to operating cash flow ratio is around 44.85, indicating a higher valuation relative to cash flow from operations [4] Financial Health - Corning maintains a debt-to-equity ratio of about 0.80, indicating a moderate level of debt relative to equity [5] - The current ratio is approximately 1.56, demonstrating good short-term liquidity to cover current liabilities [5]