瑞银大幅上调了 康宁公司(NYSE: GLW) 的目标价,从$125上调至$160,并维持买入评级。此次大幅上 调的原因是领先的数据中心超大规模运营商大规模修订资本支出(capex)计划。分析师指出,由于光纤电 缆需求不断上升,康宁玻璃将从AI基础设施建设中受益。 目标价上调的主要原因是人工智能会产生海量数据,这些数据需要通过光纤电缆传输。因此,长期 以来以玻璃制造商著称的康宁,将从 Meta Platforms 、 微软 和亚马逊等领先科技公司宣布的资本 支出增长中受益。 与Meta达成60亿美元协议 康宁最近宣布与Meta Platforms达成一项价值60亿美元的协议,被称为"锚定协议"。这项协议对康 宁的未来至关重要,因为它让公司能够洞察未来需求并保证收入。该协议带来了预付现金,为康宁 提供了可靠的收入来源,公司可以利用这些资金建设新工厂,以满足AI超大规模运营商的需求。 该股票仍值得买入吗? 尽管近期股价上涨,但GLW相比高增长同行仍以折价交易。瑞银采用33倍的未来12个月市盈率倍 数,相对于更广泛的光学同行群体略有折价,从而得出$160的目标价。 预计到2028年调整后每股收益(EPS)将实现30 ...

Grail, Corning, Comfort Systems USA, Opendoor, Akamai, and More Market Movers - 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.# These Stocks Are Today's Movers: Grail, Corning, Comfort Systems USA, Opendoor, Akamai, Chemours, and MoreBy [Mack ...

-- AI Is Making This Glass Maker One of the Year's Hottest Stocks [Stocks End Week Higher After Tariff Ruling, Economic Data][Supreme Court Strikes Down Most Of Trump's Tariffs][Economy Grew Far Less Than Expected in Q4][Inflation Was Hot to End 2025]- Top StoriesCorning makes fiber optic cables for use in the data centers powering the AI boom.Travis Dove / The Washington Post / Getty ImagesClose### Key Takeaways- The stock achieved its first record high since 2000 earlier this year.- Corning shares have so ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? Developed alo ...

Key Takeaways GLW has surged 154.5% in a year and trades at a lower forward price/sales ratio than OLED.GLW's 2026 sales and EPS are projected to rise 10.4% and 21.8%, with estimates trending upward.Universal Display holds 6,500 patents, but 2025 sales and EPS growth are forecast at just 0.5% and 0.2%.Corning Incorporated (GLW) and Universal Display Corporation (OLED) are key technology firms focusing on advanced display technologies. Corning is a leading innovator in the glass substrate industry. In additi ...

Corning logo over glowing fiber-optic strands, highlighting its AI data-center connectivity business. Key Points Shares of Corning, a glassmaker nearly two centuries old, have spiked by 152% in the last year as the company's products have found new demand in the AI space. With a major Meta partnership and notable earnings wins, Corning appears on track to enter a new phase as an AI partner. Still, rising short interest, insider sales, and concerns about valuation may give investors pause. Interested i ...

Core Viewpoint - The recent surge in $GLW's stock price, driven by a significant $6 billion deal with $META, indicates a potential re-rating of the company's market value due to supply constraints and increasing demand for fiber optics in the AI sector [3][4]. Group 1: Company Developments - $GLW's stock rose 16% following the announcement of a $6 billion deal with $META, and it has since been trading near all-time highs at $133.46, reflecting a 51% year-to-date increase [3]. - The company has a history of significant deals, including a previous agreement with LUMN that reserved 10% of its fiber optic capacity, which is set to expire soon, suggesting further opportunities for new contracts [4][5]. Group 2: Market Dynamics - There is a scarcity issue in the fiber optic market, which is expected to enhance pricing power and margins for $GLW as demand continues to rise [4][5]. - The transition to fiber optics in servers is anticipated, with companies like META positioning themselves ahead of the demand curve, indicating a broader market shift that could benefit $GLW [7]. Group 3: Investment Sentiment - Despite the stock's recent performance, there is a perception that $GLW is not currently a "story" stock, with limited social media chatter and a lack of aggressive bullish sentiment, which may present a buying opportunity [8][9]. - The potential for $GLW to reach $200+ is being considered, with ongoing analysis of its fundamentals expected to provide further insights [10].

Core Viewpoint - Corning Incorporated (NYSE:GLW) has shown significant stock performance, with a 154% increase over the past year and a 47% increase year-to-date, indicating strong market confidence in the company [2]. Company Performance - Corning reported $4.41 billion in revenue and $0.72 in earnings per share during its fourth quarter [2]. - The company has a multi-year deal with Meta that could generate up to $6 billion in revenue [2]. Analyst Insights - UBS raised Corning's share price target to $125 from $109 while maintaining a Buy rating, reflecting positive sentiment from analysts [2]. - Jim Cramer highlighted the potential for Corning to replace copper with glass in data centers, linking its performance to recent results from data center equipment provider Vertiv [2][3]. Market Position - Corning is recognized as one of the largest electrical components and glass manufacturers globally, positioning it well within the industry [2].

分组1 - Jim Cramer discussed the challenges facing public listings of enterprise software firms, emphasizing the importance of IPOs for growth in the current market climate [1] - The article lists stocks mentioned by Jim Cramer during a recent CNBC appearance, along with hedge fund sentiment data for each stock as of Q3 2025 [3] - Research indicates that imitating top stock picks from hedge funds can lead to market outperformance, with a reported return of 427.7% since May 2014 [4] 分组2 - Corning Incorporated (NYSE:GLW) has seen a 154% increase in shares over the past year and a 47% increase year-to-date, with a recent revenue report of $4.41 billion and earnings per share of $0.72 [5] - Eaton Corporation (NYSE:ETN) shares are up by 25.9% over the past year and 18.9% year-to-date, with strong fourth-quarter earnings and raised price targets from RBC Capital and Morgan Stanley [6]

Core Insights - Corning Incorporated (GLW) is experiencing significant growth in its Optical Communications segment, with revenues reaching $6.3 billion in 2025, marking a 35% year-over-year increase [1][8] - The enterprise network business of Corning has shown remarkable growth of 61% year over year in 2025 [1][8] - Corning has secured a $6 billion multiyear agreement with Meta Platforms for AI data center products, indicating strong market traction among hyperscaler customers [3][8] Optical Communications Segment - The Optical Communications segment is a key growth driver for Corning, contributing $6.3 billion in revenue in 2025, with a 35% increase from the previous year [1][8] - The enterprise network business within this segment grew by 61% year over year, showcasing robust demand [1][8] AI Data Center Growth - Gen AI-driven data center buildouts are significantly contributing to Corning's growth, with the company gaining traction among hyperscaler clients [3] - The carrier network business also grew by 15% year over year, supported by strong demand for data center interconnect solutions [3][8] Competitive Landscape - Corning faces competition from Amphenol Corporation and Ciena Corporation, both of which are also capitalizing on the growing demand for high-speed connectivity solutions [5][6] - Amphenol's Communications Solutions segment generated $3.42 billion in revenue in the fourth quarter, reflecting a 77.5% year-over-year increase [5] - Ciena reported $1.05 billion in revenues from its Networking Platforms segment, up 22% year over year, as it diversifies its presence in the data center connectivity market [6] Business Model and Valuation - Corning's risk-sharing business model, which includes customer prepayments and long-term commitments, mitigates risks associated with fluctuating demand and capital expenditures [4] - Currently, Corning's shares are trading at a price/earnings ratio of 41.88, which is lower than the industry average of 42.62, indicating a potential valuation opportunity [9]