Should Cramer’s Spotlight on Corning’s AI Fiber Role Require Action From Corning (GLW) Investors?

• Earlier this week, Jim Cramer highlighted Corning Incorporated’s push to replace copper with optical fiber in data centers and underscored its long-running specialty glass relationship with Apple after visiting one of its manufacturing facilities.
• The commentary brought fresh attention to Corning’s role in enabling AI-focused data centers, framing its fiber and glass technologies as core infrastructure rather than just components.
• We’ll now explore how this renewed focus on Corning’s fiber leadership in AI data centers may influence the company’s broader investment narrative.

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Corning Investment Narrative Recap

To own Corning, you need to believe its fiber and specialty glass stay central to long-term AI data center and device demand, without being derailed by competition or macro slowdowns. Cramer’s spotlight reinforces the AI data center catalyst in the near term, but does not materially change the biggest risk right now, which is any disappointment versus expectations around growth tied to Gen AI and other secular technology trends.

Against this backdrop, Corning’s October guidance for fourth quarter 2025 core sales of about US$4.35 billion and core EPS of US$0.68 to US$0.72 is helpful context, because it gives investors a concrete reference point for how management currently sees the demand environment and margins that underpin the AI data center and optical communications story.

Yet while the upside story around AI demand is compelling, investors should also be aware of...

Read the full narrative on Corning (it's free!)

Corning's narrative projects $20.7 billion revenue and $2.6 billion earnings by 2028. This requires 13.4% yearly revenue growth and about a $1.8 billion earnings increase from $819.0 million today.

Uncover how Corning's forecasts yield a $93.31 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community span roughly US$66 to US$93 per share, showing how far apart individual views can be. You can compare those against the current excitement around Corning’s role in AI driven data centers and decide how much growth exposure you really want in your portfolio.

Explore 4 other fair value estimates on Corning - why the stock might be worth as much as 6% more than the current price!

Build Your Own Corning Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Corning research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Corning research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Corning's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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