A month has gone by since the last earnings report for Corning (GLW) . Shares have added about 45.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Corning due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.GLW Q4 Earnings Beat Estimates on Strength in Optical Communicati ...

Key Takeaways QS trades near $7 as investors await measurable progress on its Eagle Line ramp.QuantumScape targets capital-light licensing, backed by Volkswagen and milestone payments.QS expects $250-$275M EBITDA loss in 2026 as capex rises before royalties materialize.QuantumScape Corp. (QS) remains one of the most closely followed names in the solid-state battery space. As a development-stage company, it offers significant long-term potential — but also meaningful uncertainty. With the stock trading aroun ...

Ac t i o n | 23 Feb 2026 20:46:05 ET │ 31 pages China Communication Infrastructure CPO scale-up a new TAM, on top of upbeat 2027 pluggable demand CITI'S TAKE We evaluate the potential TAM for CPO optics supply chain in this report given the deployment in scale-up likely to come in late 2027. The optics supply chain will likely see stocking demand in 2H27. We assume 300/5k/209k units of CPO switches in 2025/26/27E (vs. prior 100k in 2027E) in which 169k units of CPO switch shipments are assumed for scale- up ...

-- 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 ...

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market in the short term [2] Zacks Style Scores Overview - The Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] - Value Score identifies undervalued stocks using financial ratios [3] - Growth Score assesses a company's future earnings and financial health [4] - Momentum Score tracks price trends to identify optimal buying opportunities [5] - VGM Score combines all three styles to highlight stocks with the best overall potential [6] Zacks Rank and Performance - The Zacks Rank is a proprietary model that leverages earnings estimate revisions to guide investment decisions [7] - Stocks rated 1 (Strong Buy) have historically delivered an average annual return of +23.86% since 1988, significantly outperforming the S&P 500 [8] - Investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal returns [10] Stock Example: Corning Incorporated - Corning Incorporated, a company with a long history in glass technology, operates under six segments and currently holds a Zacks Rank of 3 (Hold) with a VGM Score of B [12] - The company is positioned as a growth investment, with a Growth Style Score of B and a projected year-over-year earnings growth of 21.8% for the current fiscal year [13] - Recent analyst revisions have increased the earnings estimate for fiscal 2026, indicating positive momentum for Corning [13]

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].

Company Overview - GE Vernova Inc. (NYSE:GEV) is an industrial machinery manufacturer focused on the power generation industry [2] - The company's shares have increased by 118% over the past year and by 18% year-to-date [2] Analyst Ratings and Price Targets - Baird raised GE Vernova's share price target to $923 from $701 and upgraded the rating to Outperform from Neutral, citing optimism due to the energy infrastructure cycle [2] - Guggenheim upgraded GE Vernova's rating to Buy from Neutral and set a price target of $910, highlighting the firm's potential to exceed market expectations for cash generation and capital expansion [2] Market Sentiment and Commentary - Jim Cramer has been a strong advocate for GE Vernova, linking it to speculative nuclear plays and emphasizing its capability to deliver nuclear power plants on an aggressive timeline [2] - Cramer recently mentioned the positive impact of Vertiv's orders on GE Vernova, stating it remains a buyable stock [3]

Core Viewpoint - Eaton Corporation (NYSE:ETN) is highlighted as a strong investment opportunity, with significant price target increases from major financial institutions and positive performance indicators [2][5]. Company Performance - Eaton Corporation's shares have increased by 25.9% over the past year and by 18.9% year-to-date [2]. - The company reported strong fourth-quarter earnings, which contributed to the positive outlook [2]. - The firm's backlog indicates potential for even stronger results in 2026 [2]. Analyst Ratings - RBC Capital raised Eaton's share price target to $407 from $399 while maintaining an Outperform rating [2]. - Morgan Stanley increased its price target to $425 from $405 and kept an Overweight rating, citing that fourth-quarter orders exceeded expectations [2]. Market Commentary - Jim Cramer linked Eaton Corporation's performance to that of electrical equipment provider Vertiv, suggesting continued investment interest [2][3]. - Cramer emphasized the attractiveness of Eaton's shares in a recent tweet, indicating they are still worth buying [3].

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]