Corning (GLW)’s a “Potential Winner,” Says Jim Cramer

We recently published 9 Stocks Jim Cramer Talked About.  Corning Incorporated (NYSE:GLW) is one of the stocks Jim Cramer talked about.

Corning Incorporated (NYSE:GLW) is a glassworks company with a presence in the data center, consumer electronics, and other industries. It performed well in 2025, and the shares are up by 84% over the past year. Last year was an important one for Corning Incorporated (NYSE:GLW) as it saw it expand its partnership with Apple. As the year ended, analysts from Morgan Stanley and JPMorgan shared their thoughts about the firm. Morgan Stanley raised Corning Incorporated (NYSE:GLW)’s share price target to $98 from $82 and kept a Hold rating in late December. The bank pointed out that the company can benefit from the broadening of the AI trade out from semiconductor stocks to those concerned with data center infrastructure. JPMorgan kept a Buy rating on December 30th ahead of Corning Incorporated (NYSE:GLW)’s fourth quarter results due later this month. Cramer discussed the firm in the context of stocks that were winners when compared to software companies:

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“This is the software getting eaten by hardware, which is a little bit of a change. I come back and say, that Salesforce is going to fight. I think we should be buyers of Salesforce, because they have an agentics business. But at the same time, I’d rather own Broadcom, which is Hock Tan, potential winner. Corning. . .potential winner.”

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Disclosure: None. This article is originally published at Insider Monkey.