May. 13 at 10:37 AM
$GLW Corning (GLW) has a strong long-term growth setup tied directly to AI infrastructure.
They have a strategic partnership with Nvidia, and Meta invested
$6B earlier this year. On the latest earnings call, management also mentioned landing two additional hyperscaler deals similar to the Meta partnership—only Nvidia was disclosed so far, with another expected to be announced soon.
Bank of America recently added GLW to its “US 1” list, highlighting it as a top long-term pick for 2026.
Their optical hardware is critical for AI data centers—GPUs at scale don’t function efficiently without high-performance optical connectivity, which Corning provides.
The company is targeting
$40B+ in revenue by 2030, up from about
$16B today, showing significant growth potential.
Technically, the stock has also broken above its previous resistance around
$180, which supports the bullish momentum.
These are the key points.
