Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the aim of buying high and selling even higher [1] - The Zacks Momentum Style Score helps define momentum characteristics, with Corning (GLW) currently holding a Momentum Style Score of A [2] - Style Scores complement the Zacks Rank, which has a strong track record of outperformance; GLW has a Zacks Rank of 2 (Buy) [3] Group 2: Corning's Performance Metrics - GLW shares have increased by 3.27% over the past week, outperforming the Zacks Communication - Components industry, which rose by 0.16% [5] - Over the past quarter, GLW shares have risen by 49.19%, and by 74.76% over the last year, compared to the S&P 500's increases of 8.73% and 17.21% respectively [6] - The average 20-day trading volume for GLW is 10,055,695 shares, indicating a bullish sign with rising stock prices [7] Group 3: Earnings Outlook - In the past two months, 5 earnings estimates for GLW have moved higher, with no downward revisions, increasing the consensus estimate from $2.35 to $2.47 [9] - For the next fiscal year, 5 estimates have also moved upwards, indicating positive sentiment [9] Group 4: Conclusion - Given the strong performance metrics and positive earnings outlook, GLW is positioned as a 2 (Buy) stock with a Momentum Score of A, making it a promising near-term investment [11]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Group 1: Ciena's Momentum Style Score - Ciena (CIEN) currently holds a Momentum Style Score of A, indicating strong momentum potential [3] - The Zacks Rank for Ciena is 1 (Strong Buy), suggesting a favorable outlook for the stock [4] Group 2: Price Performance - Ciena's shares have increased by 5.4% over the past week, significantly outperforming the Zacks Communication - Components industry, which rose by only 0.16% [6] - Over the past month, Ciena's stock price has surged by 40.13%, compared to the industry's 2.13% [6] - In the last quarter, Ciena's shares rose by 68.56%, and over the past year, they have increased by 119.61%, while the S&P 500 only moved 8.73% and 17.21% respectively [7] Group 3: Trading Volume - Ciena's average 20-day trading volume is 3,300,728 shares, which serves as a bullish indicator when combined with rising stock prices [8] Group 4: Earnings Outlook - In the past two months, 7 earnings estimates for Ciena have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $2.26 to $2.45 [10] - For the next fiscal year, 7 estimates have also moved higher without any downward revisions [10] Group 5: Conclusion - Given the strong performance metrics and positive earnings outlook, Ciena is positioned as a 1 (Strong Buy) stock with a Momentum Score of A, making it a compelling investment option [12]

Core Insights - Corning's stock has increased by 20.2% over the past month and reached a 52-week high of $81.02, with a year-to-date gain of 70.5% compared to the Zacks Computer and Technology sector's 22.6% and the Zacks Communication - Components industry's 63.1% [1] Financial Performance - Corning has consistently exceeded earnings expectations, beating the Zacks Consensus Estimate in the last four quarters, with an EPS of $0.6 reported against a consensus of $0.57 in the latest earnings report [2] - For the current fiscal year, Corning is projected to achieve earnings of $2.47 per share on revenues of $16.08 billion, reflecting a 26.02% increase in EPS and an 11.14% increase in revenues. For the next fiscal year, expected earnings are $2.88 per share on $17.21 billion in revenues, indicating a year-over-year change of 16.52% and 7.05%, respectively [3] Valuation Metrics - Corning's stock trades at a valuation of 32.8X current fiscal year EPS estimates, which is above the peer industry average of 24.2X. On a trailing cash flow basis, it trades at 22.7X compared to the peer group's average of 14X, with a PEG ratio of 1.81, suggesting it is not among the top value stocks [7] Zacks Rank and Style Scores - Corning holds a Zacks Rank of 2 (Buy) due to favorable earnings estimate revisions, meeting the criteria for stocks recommended for investment. The company has a Value Score of D, a Growth Score of C, and a Momentum Score of A, resulting in a combined VGM Score of B [6][8]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell even higher, with the expectation that established trends will continue [1] Company Summary: Corning (GLW) - Corning currently has a Momentum Style Score of B, indicating strong potential for momentum investing [2] - The company holds a Zacks Rank of 2 (Buy), suggesting it is positioned for outperformance in the market [3] - Over the past week, GLW shares increased by 6.21%, significantly outperforming the Zacks Communication - Components industry, which rose by 0.8% [5] - In a longer timeframe, GLW's shares have appreciated by 10.1% over the past month, compared to the industry's 1% [5] - Over the last quarter, Corning's shares surged by 43.4%, and over the past year, they have gained 75.88%, while the S&P 500 only increased by 8.78% and 20.41%, respectively [6] - The average 20-day trading volume for GLW is 6,199,904 shares, indicating a bullish trend as the stock is rising with above-average volume [7] Earnings Outlook - In the past two months, five earnings estimates for GLW have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $2.35 to $2.46 [9] - For the next fiscal year, five estimates have also moved higher without any downward revisions, indicating positive sentiment around the company's earnings potential [9] Conclusion - Given the strong momentum indicators and positive earnings outlook, Corning is positioned as a solid momentum pick with a Zacks Rank of 2 (Buy) and a Momentum Score of B [10]

Group 1 - Ciena reported quarterly earnings of $0.67 per share, exceeding the Zacks Consensus Estimate of $0.52 per share, and showing an increase from $0.35 per share a year ago, resulting in an earnings surprise of +28.85% [1] - The company achieved revenues of $1.22 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 4.00%, compared to $942.31 million in the same quarter last year [2] - Ciena's stock has increased approximately 11.8% since the beginning of the year, outperforming the S&P 500's gain of 9.6% [3] Group 2 - The future performance of Ciena's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][5] - The current consensus EPS estimate for the upcoming quarter is $0.66 on revenues of $1.21 billion, and for the current fiscal year, it is $2.26 on revenues of $4.58 billion [7] - The Communication - Components industry, to which Ciena belongs, is currently ranked in the bottom 33% of over 250 Zacks industries, indicating potential challenges ahead [8]

Group 1 - Corning Incorporated (GLW) is experiencing significant activity in the options market, particularly with the Sept 19, 2025 $23.00 Put showing high implied volatility, indicating potential for a major price movement [1] - Implied volatility reflects market expectations for future stock movement, suggesting that investors anticipate a significant event that could lead to a rally or sell-off [2] - Corning holds a Zacks Rank 1 (Strong Buy) in the Communication - Components Industry, which is in the top 22% of the Zacks Industry Rank, with analysts increasing earnings estimates for the current quarter from 62 cents to 65 cents per share [3] Group 2 - The high implied volatility for Corning may indicate a developing trading opportunity, as options traders often seek to sell premium on such options to capture decay, hoping the stock does not move as much as expected by expiration [4]

Company Performance - Actelis Networks, Inc. reported a quarterly loss of $0.21 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.16, and a decline from earnings of $0.01 per share a year ago, indicating an earnings surprise of -31.25% [1] - The company posted revenues of $0.94 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 5.9%, and a significant drop from year-ago revenues of $3.43 million [2] - Over the last four quarters, Actelis Networks has surpassed consensus EPS estimates only once and has not beaten consensus revenue estimates during the same period [2] Stock Performance - Actelis Networks shares have declined approximately 53.1% since the beginning of the year, contrasting with the S&P 500's gain of 10% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.02 on revenues of $3 million, and for the current fiscal year, it is -$0.44 on revenues of $7.52 million [7] Industry Outlook - The Communication - Components industry, to which Actelis Networks belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, suggesting a challenging environment for stock performance [8] - The performance of Actelis Networks may be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1 [8]

Core Insights - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] - Corning (GLW) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The Zacks Rank system rates Corning as 1 (Strong Buy), suggesting it is likely to outperform the market [3] Price Performance - Corning's shares have increased by 12.08% over the past week, while the Zacks Communication - Components industry has decreased by 2.32% during the same period [5] - Over the past month, Corning's stock price has risen by 23.92%, significantly outperforming the industry's 0.47% [5] - In the last quarter, Corning's shares rose by 36.05%, and over the past year, they have increased by 67.73%, compared to the S&P 500's gains of 13.04% and 23.38%, respectively [6] Trading Volume - Corning's average 20-day trading volume is 5,910,031 shares, which serves as a baseline for price-to-volume analysis [7] Earnings Outlook - In the past two months, four earnings estimates for Corning have been revised upward, with no downward revisions, leading to an increase in the consensus estimate from $2.35 to $2.44 [9] - For the next fiscal year, five estimates have moved higher, with no downward revisions during the same period [9] Conclusion - Given the strong price performance, positive earnings outlook, and high momentum score, Corning is positioned as a strong buy candidate for investors seeking short-term opportunities [11]

Group 1: Company Overview - Lumentum (LITE) currently holds a Momentum Style Score of A, indicating strong potential for momentum investing [3][12] - The company has a Zacks Rank of 2 (Buy), which is supported by a historical track record of outperforming the market [4][12] Group 2: Price Performance - Over the past week, LITE shares increased by 2.07%, while the Zacks Communication - Components industry declined by 2.32% [6] - In the last month, LITE's price change was 19.99%, significantly outperforming the industry's 0.47% [6] - Over the past quarter, Lumentum shares rose by 42.91%, and over the last year, they increased by 156.41%, compared to the S&P 500's gains of 13.04% and 23.38%, respectively [7] Group 3: Trading Volume - LITE's average 20-day trading volume is 2,094,186 shares, which serves as a bullish indicator when combined with rising stock prices [8] Group 4: Earnings Outlook - In the past two months, two earnings estimates for LITE have been revised upwards, while none have been lowered, leading to an increase in the consensus estimate from $1.97 to $1.99 [10] - For the next fiscal year, three estimates have moved upwards with no downward revisions during the same period [10]

Industry Overview - The Zacks Communication - Components industry is facing challenges due to raw material price volatility, high capital expenditure for infrastructure upgrades, and geopolitical conflicts, which have negatively impacted profitability [1][4][5] - The industry primarily includes companies providing telecom products and services for scalable network architecture, video solutions, and broadband access equipment [3] Current Challenges - High operating costs are driven by a shortage of chips, increased raw material prices, and technological obsolescence, which have escalated operational expenses [7] - Demand erosion is occurring as customers shift to lower-priced alternatives due to increased fees for network upgrades, compounded by trade tensions affecting business credibility [5][6] Future Prospects - Despite current challenges, companies like Corning, Viavi Solutions, and Ooma are expected to benefit from rising demand for scalable infrastructure driven by IoT, fiber densification, and 5G rollout [2][16][20] - The industry is adapting to a software-driven, data-centric approach, enhancing cloud architecture and user experience, positioning itself for growth in cloud networking [6] Performance Metrics - The Zacks Communication - Components industry has outperformed the S&P 500 and the broader Zacks Computer and Technology sector, with a 66.1% increase over the past year compared to 20% and 28.9% for the S&P 500 and sector, respectively [11] - The industry currently trades at a trailing 12-month price-to-book (P/B) ratio of 4.13X, lower than the S&P 500's 7.37X and the sector's 10.68X [14] Company Highlights - **Corning**: Experienced a 69.1% stock surge over the past year, with a long-term earnings growth expectation of 18.2% and a focus on innovative optical connectivity products [16][17] - **Viavi Solutions**: Gained 35% in the past year, with a 27.8% upward revision in current earnings estimates, benefiting from the transition to 5G networks [20][21] - **Ooma**: Achieved a 31.5% stock increase, focusing on small business customers and delivering an earnings surprise of 18% on average in the trailing four quarters [25][26]