Corning (NYSE:GLW) Q4 2025 Earnings call January 28, 2026 08:30 AM ET Company ParticipantsAnn Nicholson - VP of Investor RelationsAsiya Merchant - Technology Equity ResearchEd Schlesinger - EVP and CFOGeorge Notter - Managing DirectorJohn Roberts - Managing DirectorJoshua Spector - Executive Director of Chemical Equity ResearchMeta Marshall - Managing DirectorSteven Fox - Founder and CEOTim Long - Managing DirectorWendell Weeks - Chairman and CEOConference Call ParticipantsWamsi Mohan - Senior Equity Resear ...

Corning (NYSE:GLW) Q4 2025 Earnings call January 28, 2026 08:30 AM ET Company ParticipantsAnn Nicholson - VP of Investor RelationsAsiya Merchant - Technology Equity ResearchEd Schlesinger - EVP and CFOGeorge Notter - Managing DirectorJohn Roberts - Managing DirectorJoshua Spector - Executive Director of Chemical Equity ResearchMeta Marshall - Managing DirectorSteven Fox - Founder and CEOTim Long - Managing DirectorWendell Weeks - Chairman and CEOConference Call ParticipantsWamsi Mohan - Senior Equity Resear ...

Full-Year 2025 Investor Call Corning Reports Fourth-Quarter and Full-Year 2025 Financial Results January 28, 2026 Forward-Looking and Cautionary Statements The statements contained in this presentation and related comments by management that are not historical facts or information and contain words such as "will," "believe," "anticipate," "expect," "intend," "plan," "seek," "see," "would," "target," "estimate," "forecast" or similar expressions are forward-looking statements. These forward-looking statement ...

DuPont de Nemours (NYSE:DD) is one of the best Materials stocks to invest in according to Hedge Funds. On January 21, Arun Viswanathan from RBC Capital maintained his favorable outlook on DuPont de Nemours (NYSE:DD). He assigned an Outperform rating to the stock and also increased his price target from $48 to $51. The analyst holds an optimistic view of company-specific factors going into 2026, and also expects in-line prints for the upcoming Q4 announcement. As per Viswanathan’s forecasts, the stock curr ...

Core Viewpoint - Solstice Advanced Mat (NASDAQ:SOLS) has received a consensus recommendation of "Moderate Buy" from analysts, with an average 12-month price target of $56.00 [2] Analyst Ratings - Vertical Research upgraded Solstice Advanced Mat from "hold" to "buy" with a price target of $58.00 [3] - Alembic Global Advisors initiated coverage with an "overweight" rating and a target price of $60.00 [3] - Mizuho started coverage with a "neutral" rating and a price target of $54.00 [3] - Wall Street Zen downgraded the stock from "hold" to "sell" [3] - Royal Bank Of Canada issued a "sector perform" rating with a price objective of $50.00 [3] Company Overview - Solstice Advanced Mat shares opened at $53.03, with a 52-week low of $40.43 and a high of $61.00 [4] - The company has a market capitalization of $8.42 billion and a PE ratio of -136,911.76 [4] - Solstice Advanced Materials specializes in high-performance solutions for critical industries, including refrigerants, semiconductor manufacturing, and healthcare packaging [4]

Core Viewpoint - Corning Incorporated (NYSE:GLW) is recognized as a strong growth stock, with positive sentiment from Wall Street ahead of its fiscal Q4 2025 earnings report expected on January 28 [1] Group 1: Analyst Ratings and Price Targets - J.P. Morgan reiterated a buy rating on Corning without disclosing a price target [1] - Morgan Stanley raised the price target from $82 to $98 while maintaining a Hold rating, indicating a positive outlook on the stock due to the expansion of AI trades benefiting infrastructure stocks [2] Group 2: Financial Expectations - Wall Street anticipates Corning to report a revenue of approximately $4.35 billion for Q4 2025, with a GAAP EPS of $0.62 [3] - Management also expects Q4 revenue to be around $4.35 billion, with core EPS projected between $0.68 and $0.72 [3] Group 3: Business Segments - Corning operates in various sectors including optical communications, display technologies, environmental technologies, specialty materials, and life sciences [3]

MORRIS PLAINS, N.J., Jan. 7, 2026 /PRNewswire/ -- Solstice Advanced Materials (NASDAQ: SOLS) ("Solstice" or "the Company") will issue its fourth quarter financial results before market open on February 11, 2026. The Company will also hold a conference call to discuss the results at 8:30 a.m. ET. Presentation Materials / Webcast Details ®®®® A live webcast of the investor call as well as related presentation materials will be available on the Investor Relations section of the Company's website, investor.sols ...

Core Insights - Ingevity Corporation (NGVT) has completed the divestiture of its North Charleston Crude Tall Oil (CTO) refinery assets and most of its Performance Chemicals Industrial Specialties product line to Mainstream Pine Products, LLC for $110 million, with potential contingent consideration of up to $19 million based on future performance [1][6]. Group 1 - The divestiture is a strategic move aimed at simplifying and streamlining Ingevity's business to enhance its position as a best-in-class specialty materials company [2]. - This transaction allows Ingevity to optimize its portfolio and reallocate capital and resources towards higher growth areas, particularly focusing on Pavement Technologies and other lignin-based dispersant products [3][6]. - Over the past year, NGVT's shares have increased by 57.9%, significantly outperforming the industry average growth of 0.8% [3].

Core Insights - Westlake Corporation (WLK) has acquired the compounding solutions business of ACI/Perplastic Group, enhancing its specialty materials platform and global compounds portfolio [1][3] - The acquisition allows Westlake to integrate ACI's technical expertise and expand its product offerings, thereby strengthening its competitive position in the Housing & Infrastructure Products segment [2][3] - The transaction aligns with Westlake's strategy to grow higher-value businesses and expand its reach in key global markets, adding new specialty products and capabilities to its existing operations [3] Financial Performance - Shares of WLK have decreased by 4.8% over the past six months, while the industry has only seen a 1% decline [4] - WLK currently holds a Zacks Rank of 5 (Strong Sell), indicating a less favorable outlook compared to other stocks in the Consumer Discretionary space [6] Market Position - The acquisition expands WLK's manufacturing footprint into Portugal, Romania, and Tunisia, complementing its existing operations in Mexico [3][7] - The deal is expected to leverage ACI's reputation for delivering innovative, high-value solutions, enhancing Westlake's market position [3]

Core Insights - Corning Incorporated (GLW) is experiencing robust revenue growth, with Q3 revenues reaching $4.27 billion, up from $3.73 billion year-over-year, surpassing the Zacks Consensus Estimate of $4.21 billion [1][9] Optical Communications Segment - The demand for AI integration is driving hyperscalers to enhance their data center capabilities, benefiting Corning due to its extensive portfolio of data center solutions, including optical fiber and connectors. The Optical Communications segment is projected to generate $6.27 billion in revenues by 2025, reflecting a 34.7% year-over-year growth [2] Specialty Materials Segment - The Specialty Materials segment is a significant growth driver, with Corning focusing on advanced cover materials. The company is expected to generate $2.28 billion in revenues from this segment by 2025, indicating a 13.3% year-over-year increase [3] Solar Industry Entry - Corning's entry into the solar industry is seen as a high-return, low-risk opportunity, with the U.S. solar market projected to grow at a compound annual growth rate of 12.34% from 2025 to 2030. The company possesses essential components for innovation in this sector [4] Semiconductor Polysilicon Production - Corning is a leading producer of semiconductor polysilicon, crucial for solar wafer manufacturing. The establishment of the largest solar ingot and wafer facility in Michigan enhances its position in the U.S. solar supply chain [5] Revenue Growth of Other Tech Players - Ubiquiti, Inc. reported Q3 revenues of $733.8 million, up from $550.3 million year-over-year, driven by the proliferation of IoT devices. The company is expected to generate $2.66 billion in revenues from the Enterprise Technology segment in fiscal 2026, reflecting an 18.3% year-over-year growth [6] - Celestica, Inc. generated $3.19 billion in revenues in Q3, benefiting from the demand for AI infrastructure. The company is projected to achieve $3.45 billion in revenues by 2025, indicating a 35.46% year-over-year growth [7] Price Performance and Valuation - Corning's shares have increased by 89.2%, while the communications components industry has grown by 139.4%. The company's shares currently trade at 30.41 times forward 12-month earnings, which is lower than the industry average [10][11] Earnings Estimates - Earnings estimates for Corning for 2025 and 2026 have seen upward revisions over the past 60 days, indicating positive market sentiment [12]