Is Meta Fiber Deal And Margin Milestone Altering The Investment Case For Corning (GLW)?

Simply Wall St.02-17

In recent weeks, Corning announced it had completed a long-running US$2.03 billion share repurchase program, affirmed a quarterly dividend of US$0.28 per share payable on March 30, 2026, and secured a...

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Together with reaching its 20% operating margin goal ahead of schedule and expanding optical capacity, these moves highlight Corning’s deepening role in AI infrastructure and its focus on returning cash to shareholders. We’ll now examine how the Meta fiber deal and earlier-than-planned 20% operating margin achievement influence Corning’s existing investment narrative. Uncover the next big thing with 29 elite penny stocks that balance risk and reward.AdvertisementCorning Investment Narrative RecapTo own Corning today, you need to believe its optical communications and specialty materials businesses can keep benefiting from AI data center buildouts and other secular trends, while managing exposure to tariffs and demand swings in areas like solar and autos. The Meta fiber deal and ahead‑of‑plan 20% operating margin achievement both reinforce AI infrastructure as the key near term catalyst, but they do not remove the risk that a slowdown in Gen AI or macro spending could pressure expectations. Among the recent announcements, the completion of the US$2.03 billion buyback stands out next to the Meta agreement. Having already retired roughly 6.1% of its shares, Corning has been shrinking its share base at the same time that Optical Communications has been growing within the business mix, which can amplify the impact of any AI related upside on per share metrics if Springboard targets hold. Yet, against this promising AI buildout story, investors should be aware that Corning’s heavy reliance on secular trends like Gen AI and solar could... 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 a $1.8 billion earnings increase from $819.0 million today.Uncover how Corning's forecasts yield a $114.46 fair value, a 14% downside to its current price.Exploring Other PerspectivesGLW 1-Year Stock Price Chart Before this Meta news, the most optimistic analysts were already expecting Corning’s revenue to reach about US$22.2 billion and earnings US$3.5 billion, so if you are excited by AI driven upside you should also weigh how their more aggressive view on deglobalization risks and innovation payoffs could either be reinforced or challenged as new data like this deal comes through.Explore 7 other fair value estimates on Corning - why the stock might be worth as much as $118.49!Decide For YourselfDisagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.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.Searching For A Fresh Perspective?Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:We've uncovered the 13 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.The future of work is here. Discover the 32 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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