Corning Stock Analysis

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Corning Stock Analysis

Corning (GLW) Stock Gained 321% In 12 Months

While everyone is talking about Nvidia, Broadcom, or AMD, there's one super semiconductor stock that has outperformed them all!

Corning (GLW) has been around since 1851 and is among the top players in the glassmaking industry. Corning (GLW) also supplies the glass for Apple's iPhone, which shows how far the company has come.

Corning (GLW) Makes Fiber Optic Cables

But one thing that makes Corning (GLW) a super semiconductor stock is that it also makes fiber optic cables. These cables are used in data centers to transmit data at a faster rate than copper cables.

With the higher demand for AI, more and more data centers will move to fiber optic cables. So, this automatically means higher demand and improved revenue for Corning (GLW).

This demand has led to 321% gains in the Corning (GLW) stock price in just 12 months. During the same period, Nvidia only gained 70% while Broadcom gained 107%.

Optical fiber not only helps with fast transmission of information but also minimizes data loss. As the AI developers usually pay by the minute for cloud computing, the optical fibers can also lead to savings over the long term.

The year 2025 was a huge success for Corning (GLW) as its non-GAAP earnings jumped by 29% y/y and were recorded at $2.2 billion. The segment for the optimal communications alone brought $1 billion in profits.

However, the only downside is that Corning's (GLW) P/E ratio is 67.9 while the Nasdaq 100-index has a P/E of 30.8. So in a sense, Corning (GLW) is more expensive than Broadcom, AMD, and many other tech companies.

The bottom line is that the chances of another 300% gains in the next 12 months are very slim. But given the high demand for AI and the shift towards optical fibers, Corning (GLW) stock can be a good option for long-term investors.

So, for those investors who are willing to hold the Corning (GLW) stock for 5-6 years, there's a solid chance of a massive upside.

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