Is GLW a good stock to buy? We came across a bullish thesis on Corning Incorporated on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on GLW. Corning Incorporated’s share was trading at $176.55 as of June 11th. GLW’s trailing and forward P/E were 80.85 and 53.19 respectively according to Yahoo Finance.
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Corning Incorporated operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States and internationally. GLW is emerging as a compelling beneficiary of the accelerating buildout of AI infrastructure, with its optical communications business positioned at the center of a multi-year demand cycle. As AI datacenters become larger and more complex, the need for faster and more efficient data transmission continues to increase, driving a shift toward fiber-optic solutions that help overcome the latency and bandwidth limitations of legacy technologies.
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Corning plays a critical role in this ecosystem by supplying the fiber and connectivity solutions that enable high-speed communication across servers and datacenters, making it a key participant in the expanding photonics market. The company’s Optical Communications segment has become its primary growth engine, and Wall Street forecasts highlight the magnitude of the opportunity ahead.
Analysts expect segment revenue to increase from approximately $8.1 billion in fiscal 2026 to $12.7 billion by 2028, representing a substantial growth runway supported by sustained AI-related infrastructure spending. Investor enthusiasm has already begun to reflect these favorable fundamentals, with GLW shares gaining roughly 73% in 2026. The bullish case is further supported by strong institutional money flows, which began signaling interest when the stock traded near $51 and preceded a surge to approximately $151, illustrating the market’s growing conviction in the company’s long-term prospects.
Corning has also been recognized in elite momentum and money-flow screens, suggesting continued accumulation by sophisticated investors. With AI adoption driving unprecedented demand for optical networking solutions and Corning maintaining a leading position in a critical part of the value chain, the company appears well positioned to deliver continued revenue growth, earnings expansion, and further upside as the photonics theme gains broader market recognition.
Previously, we covered a bullish thesis on Amphenol Corporation (APH) by TMTMoats in March 2025, which highlighted the company’s diversified end-market exposure, strategic acquisitions, AI-related demand, and EV growth opportunities. APH’s stock price has appreciated by approximately 142.65% since our coverage. @MoneyShow shares a similar view but emphasizes on Corning Incorporated’s optical communications leadership, rising photonics demand driven by AI datacenter expansion and a substantial growth runway supported by accelerating fiber-optic infrastructure spending.
Corning Incorporated is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 91 hedge fund portfolios held GLW at the end of the first quarter which was 85 in the previous quarter. While we acknowledge the risk and potential of GLW as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GLW and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
