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RJ Hamster
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RJ Hamster
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From Glass Maker to AI Kingmaker: Corning’s Pivot
Tomorrow morning’s stock alert (From The Early Bird)
From Glass Maker to AI Kingmaker: Corning’s Pivot
Written by Jeffrey Neal Johnson on February 24, 2026
Key Points
- Corning’s Optical Communications business is emerging as a key beneficiary of AI data center “densification” and rising fiber demand.
- Management’s Springboard framework is designed to turn incremental sales into outsized profit growth through operating leverage.
- The stock’s sharp run-up makes valuation a central risk, even as Display Technologies provides steady cash flow to fund growth.
- Special Report: Buy this stock tomorrow? (From Stansberry Research)
For the past two years, the investment narrative surrounding artificial intelligence (AI) has focused almost exclusively on silicon. Investors have flocked to semiconductor manufacturers like NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD), driving valuations into the stratosphere. This gold rush for processing power defined the first phase of the AI boom. However, a critical rotation is now underway. The market is waking up to a fundamental reality: fast chips are useless without the physical infrastructure to connect them.
This shift in focus has spotlighted Corning Incorporated (NYSE: GLW). Once viewed primarily as a cyclical glass manufacturer for televisions and smartphones, Corning has successfully pivoted its corporate identity. It has become a central enabler of the generative AI economy. The market has responded aggressively to this transformation. As of late February 2026, Corning’s stock price is trading near all-time highs of $143.96, having gained approximately 54% over the last 30 days alone.
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Wiring the Beast: Inside the $6 Billion Meta Deal
To understand Corning’s sudden rise, investors must first understand the physics of modern computing. Generative AI data centers operate differently from traditional cloud servers of the last decade.
Traditional cloud computing relies on distinct servers operating somewhat independently to store files or host websites. Generative AI models, however, require thousands of Graphics Processing Units (GPUs) working together as a single supercomputer to train Large Language Models (LLMs).
This architecture requires a phenomenon known as densification. To link these GPU clusters for high-speed processing, AI data centers require up to 10 times as many fiber-optic connections as traditional data centers. The data cannot move between chips fast enough using old copper wiring; it requires the speed of light provided by optical glass. This technical requirement creates a massive, secular tailwind for Corning’s Optical Communications segment.
The demand is confirmed by major commercial agreements. In late January 2026, Corning announced a multi-year agreement with Meta Platforms. This deal, potentially valued at up to $6 billion, designates Corning as a primary supplier for the substantial volume of optical cable required for Meta’s Generative AI infrastructure.
The impact of this trend is already visible in Corning’s financial statements. In the fourth quarter of 2025, the Optical Communications segment delivered a record performance:
- Segment Sales: Reached $1.7 billion, a 24% increase year-over-year.
- Segment Net Income: Jumped 57% year-over-year.
The direct translation of data center densification into revenue growth validates the core investment thesis: infrastructure is the crucial next phase of the AI trade.
Using What You Have: Turning Sales into Profit
Revenue growth is important, but Corning’s management is focused on a specific strategy to convert those sales into maximum profit. This strategy is formalized in a framework the company calls Springboard.
The concept behind Springboard is simple but powerful. Corning intends to create more product using factories and equipment that already exist. In manufacturing, the most expensive part of the business is usually building the factory and installing the machinery (capital expenditures). Corning has already made these investments over the last few years. Because the factories are built and the fixed costs are covered, the cost to produce each additional unit of fiber is relatively low.
This creates high flow-through, or operational leverage. It means that as sales increase, profits grow at a significantly faster rate than revenue. Corning recently upgraded the targets for this plan, signaling high confidence that this leverage will continue.
- Long-Term Goal: Management now plans to add $11 billion in incremental annualized sales by the end of 2028, up from the original target of $8 billion.
- Near-Term Goal: The company aims to add $6.5 billion in incremental sales by the end of 2026.
The execution of this plan is already yielding results. In the fourth quarter of 2025, Corning achieved an operating margin of 20.2%. This creates a bullish case for investors because the company hit its 20% margin target a full year ahead of schedule. Consequently, full-year 2025 earnings per share (EPS) grew to $2.52, a 29% increase over the previous year. Furthermore, the company’s free cash flow nearly doubled from 2023 levels, reaching $1.72 billion in 2025. This proves that the operational leverage inherent in the Springboard plan is working as designed.
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The Path to $11 Billion: How Display Funds AI
With the stock price already up by more than 50% in a month, valuation becomes a key consideration for investors. Corning is currently trading at a price-to-earnings ratio (P/E) of approximately 78x. This is a significant premium relative to its historical trading range, during which it was often viewed as a slower-growth industrial stock. However, this premium reflects the market’s willingness to pay for high visibility on future earnings growth.
Investors are effectively paying for the assurance that future revenue will drop directly to the bottom line thanks to the Springboard framework. The market is pricing in flawless execution, but Corning has a unique safety net: its Display Technologies segment. While the Optical business drives explosive growth, the Display business (which makes glass for TVs and monitors) serves as a reliable cash generator.
Despite currency challenges, specifically the weakness of the Japanese Yen, Corning has insulated its profits. By implementing double-digit price increases in late 2024 and utilizing hedging programs through 2030, the company has secured net income in the $900 million to $950 million range for this segment. This steady stream of cash allows Corning to fund its high-growth AI investments without over-leveraging its balance sheet or diluting shareholders.
Looking ahead, the company’s guidance suggests the momentum will continue. For the first quarter of 2026, management projects sales between $4.2 billion and $4.3 billion. This acceleration supports the narrative that the AI infrastructure build-out is still in its early innings and that Corning’s upgraded target of $11 billion in incremental sales is achievable.
Positioning for the Infrastructure Boom
Corning Incorporated has successfully transitioned from a cyclical materials company to a critical provider of AI infrastructure. The company is no longer just selling glass; it is selling the connectivity required for the next generation of computing. The Springboard plan is delivering tangible results, evidenced by expanding margins and doubling cash flows.
With major tech giants like Meta committing billions to Corning’s technology and revised targets aiming for substantial sales growth through 2028, the company offers a compelling narrative. While the valuation requires careful consideration, the underlying business fundamentals and successful execution suggest that Corning is well-positioned to deliver long-term value as the AI economy expands.
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Horsehide Trivia
Peter,
Who was the Most Valuable Player of the series that sent the Giants on to the first World Series they would win since moving to the West Coast in the Eisenhower administration?
Hint: #1 He was the star of the game in his rookie season where he hit three home runs and two fellow rookies joined him with one apiece.
Hint: #2 He played for eight major league teams in his twelve-season career.
Thursday’s question answered:
Q. About whom was it decided that he would serve the team better as a slick-fielding, good-hitting position player than as an injury-prone pitcher?
Hint: #1 He’s one of six players since 1900 who started their careers in the majors as pitchers and ended up as position players while totaling more than 50 games pitched and 50 games played at other positions.
Hint: #2 He played for five teams in the majors without ever being traded.
Hint: #3 He was one of the players interviewed by Lawrence Ritter for the 1966 baseball classic “The Glory of Their Times”.
A. RUBE BRESSLER [SABR Bio]
– Ans. In all or parts of 19 seasons 1914-1931, Bressler had 1,170 hits, 187 doubles, 87 triples & hit .301 with a career WAR of 19.3. Pitching in all or parts of 7 seasons, he had a record of 26-32, an ERA of 3.40, 229 K with a career pitching WAR of 0.7.
– #1 Career MLB record.
– #2 In 1913, he was purchased by the PHA;
In 1917, he was purchased by Atlanta(Southern Association);
Also in 1917, he was drafted by CIN;
In 1928, he was selected off waivers by BRO;
In 1932, he signed as a free agent with PHI;
Later in1932, he signed as a free agent with STL.
– #3 “The Glory of Their Times” synopsis.
FCR – Jeff Freedman, Westwood, California
~ D. Bruce Brown
Horsehide Trivia | 8830 Sandrope Court | Columbia, MD 21046 US
RJ Hamster
Hi, stop hiding your faith.
Hi, stop hiding your faith.
— Read on mailchi.mp/paulmneuberger/9145442-9147339
RJ Hamster
🌟 5 Hot Buys Ready to Spring Higher in…
Ticker Reports for February 27th
→ AI stock correction could be the tip of the iceberg
(From Chaikin Analytics)
5 Hot Buys Ready to Spring Higher in March
Spring is about to be sprung, and along with it come several hot buys for traders and investors. The questions to be answered include what drives the market, the catalysts at hand, and how high the stock may go.
In all cases, bull case scenarios suggest modest to moderate triple-digit gains are possible over time. The question for investors and traders alike is which stocks fit the portfolio and how many shares to buy.
Advanced Micro Devices Advancing Toward Critical Catalyst
The Advanced Micro Devices (NASDAQ: AMD)market is supported by end-market normalization in critical segments. The market is driven by AI and data centers, which are accelerating revenue growth to record levels even as revenue itself sets records.
The catalyst in 2025 is the combination of wicked-hot GPU and CPU demand tied to AI and datacenter build-outs, and the upcoming launch of MI450 products and Helios rack-scale solutions. The critical component is rack-scale solutions, which will elevate AMD to NVIDIA’s (NASDAQ: NVDA) level and enable it to effectively serve hyperscaler needs.
In February, analysts revised their outlook for share prices by issuing upgrades and adjusting price targets. They reaffirmed and bolstered the Moderate Buy rating, highlighting a 45% potential upside from key support levels at the consensus. The high-end range, which is likely to be reached by year’s end, has this stock rising by approximately 90%. Assuming that upcoming results are as robust as industry trends suggest, the consensus and high-end targets are also likely to move higher by year’s end.
Micron Technology Signals Continuation of Trend
Micron Technology’s (NASDAQ: MU) market is supported by the same AI trends as Advanced Micro Devices’. The difference is that MU’s price action is tied to its position as a high-bandwidth memory (HBM) provider, which is critical to AI applications globally.
The story in late February is that price action is breaking out of a consolidation, signalling the continuation of the trend. This is significant because the signal marks the halfway point of this rally, and it’s already advanced approximately $200, or 100%, since the last market correction. In this scenario, MU stock price will advance into the $600 to $800 range by year’s end, potentially before mid-year.
MU’s consensus stock price target lags the actionas of month-end but still provides robust support due to the trend. Those include firming coverage, a nearly-200% trailing 12-month increase in the consensus, and a high-end pointing to $500.
Amprius Technologies: Earnings Ramp Underway
Amprius Technologies (NYSE: AMPX) is well-positioned as a disruptive force in the batterymarket. Its silicon anode design provides superior performance and energy density, critical for range and payload capacity.
The story in February is that the upcoming March earnings release will be a catalyst, likely affirming the company’s hyper-growth trajectory. As it stands, analysts forecast a high-double to low-triple-digit revenue growth pace over the next eight quarters, with profits by the end of 2027.
The stock price action has AMPX set up to channel up to the top of its range, potentially topping the $15 mark before mid-year. Consensus forecasts a move above $16.50, which would be sufficient for 75% upside relative to the critical support level.
e.l.f. Beauty Is at a Buyable Bottom
e.l.f. Beauty (NYSE: ELF) is in the midst of a turnaround driven by outperformance, operational excellence, market share gains, and a robust growth outlook. The stock price confirmed its bottom in February, following the earnings release, and indicates a buyable bottom is in place. The report included an aggressive 2026 guide, with revenue and earnings growth well-above expectations at the low end of the range.
The analysts’ response was mixed, including a few price target reductions, but the takeaway is bullish. The target changes narrow the range around consensus, which forecasts a nearly 30% upside.
A 30% upside puts this market above critical moving averages, set up to advance as the year progresses. Longer term, valuation metrics suggest this stock can rise by 100% over the next few years as its earnings grow in line with the outlook.
Aeluma: Betting Big on Keeping Data Centers Cool
Aeluma (NASDAQ: ALMU) is the riskiest play in this list, as it is still a pre-revenue company. However, it is on track to commercialize its technology by year’s end, and there is high demand for the product.
What is the product? Highly efficient photonic and manufacturing processes for compound semiconductors. Its products and techniques are critical to AI, as photonics enables higher-speed, lower-latency, high-bandwidth data transmission, which is critical to the most advanced AI applications.
Analysts rate it as a Hold and see it advancing by 65% at the consensus. Catalysts this year include a string of new U.S. government contracts and the expectation that follow-on contracts will emerge as the year progresses. A move to the consensus is sufficient to match the all-time high, putting this market on track to continue advancing in the years ahead.
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Qualcomm’s Sudden Reversal Signal Could Catch the Bears Offside
After collapsing nearly 30% between the first week of January and the first week of February, tech giant Qualcomm Inc (NASDAQ: QCOM) is now trading around $145. It’s been a rough start to the year for investors, with that selloff effectively dragging the stock back to 2020 levels.
Though the stock was already under pressure, the primary catalyst for the selloff was the company’s weak forward guidance in its first report of the year.
That disappointment accelerated selling pressure in what has long been a frustrating stock for investors to hold, despite its consistent ability to top earnings and revenue expectations.
Off the back of that selloff, Qualcomm’s relative strength index (RSI) reading was pushed toward multi-year lows, sentiment all but collapsed, and many analysts began throwing in the towel.
For a company operating in such a critical part of the semiconductor ecosystem, the capitulation felt definitive. Yet over the past fortnight, something has shifted that’s making investors question whether the worst of the selling is already behind them. Let’s take a closer look.
A MACD Signal That Matters
In mid-February, Qualcomm’s moving average convergence/divergence indicator (MACD) registered a bullish crossover, and it did so while still deeply in negative territory on the indicator. That last detail is crucial, as a bullish MACD crossover above the zero line can simply confirm ongoing strength.
A crossover from below zero, however, tends to suggest that downside momentum has reached an extreme and is beginning to unwind. In other words, it signals the early stages of a potential reversal rather than just continuation.
With the bears firmly in control throughout January and early February, every bounce attempt was quickly sold into, and momentum remained decisively negative. Now, a string of consecutive green sessions suggests short-term control may be starting to tilt back toward the bulls, especially when you factor in the MACD’s bullish crossover.
The last time Qualcomm printed a similar bullish MACD crossover from deep below zero was last April, after the stock had also fallen roughly 30%. That signal marked the low and was followed by a multi-month rally of 70%. For investors who love a comeback story, it’s a compelling setup.
Price Action Is Quietly Improving
Importantly, the recent signal is not happening in isolation. Price action is also beginning to cooperate. The bears have been unable to go below the immediate post-earnings low they set, despite all the doom-and-gloom from analysts at the time. Instead, the stock has decidedly turned northward. Now, this doesn’t mean the downtrend is officially broken, but it does mean the relentless pressure has eased.
For a stock that gave up two years of gains in just a matter of weeks, stabilization alone is notable. When a deeply oversold name begins to rally in the wake of bad news rather than sell off further, it often signals that the worst-case scenario is already priced in.
Analysts Are Starting to Shift
The technical improvement is now being accompanied by a subtle change in tone from Wall Street. Earlier this year, many analysts downgraded Qualcomm or cut price targets following its weak guidance.
In line with the stabilizing price action and bullish technical indicators, that wave of caution now appears to be softening.
This week has seen the team at Wells Fargo lift its rating from Underweight to Equal Weight, while Loop Capital went even further, upgrading Qualcomm to a full Buy. They argued that key near-term headwinds are beginning to ease and that the company’s broader diversification strategy is strengthening its longer-term outlook.
Both Loop Capital and Wells Fargo set fresh price targets of $185, implying roughly 30% upside from current levels and adding to the sense that we could be looking at a serious contender for a comeback rally.
What Needs to Happen Next
For this early reversal to evolve into something more durable, Qualcomm needs to consolidate recent gains and begin forming a base around $150.
That level is psychologically important as it’s been a key battleground many times before. If the stock can hold above the recent lows and start carving out higher lows, confidence should begin to rebuild. A decisive break below $130, however, would likely invite renewed selling.
This remains a stock with real headwinds. Handset demand uncertainty has not disappeared, and management still needs to restore credibility around forward growth. But markets often turn before fundamentals visibly improve. The bullish MACD crossover deep below zero suggests that downside momentum may have already peaked.
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ServiceNow Is Extremely Oversold, Yet Analysts See 100%+ Upside
After trading near $210 last summer, tech giant ServiceNow Inc (NYSE: NOW) now sits in the $105-$115 range. The multi-month decline effectively halved the stock’s value, even though the company has consistently topped expectations in its quarterly reports.
The disconnect has puzzled some investors and worried many more. Sure, the company posted record revenue in its January report, but the stock has been relentlessly sold nonetheless. The culprit has been narrative fear, specifically around the impact of artificial intelligence (AI) on more traditional software businesses.
In ServiceNow’s case, the worry is that customers will be able to use AI to automate elements of the company’s workflow management platform themselves, which would seriously compress the company’s long-term growth runway. Hence, there has been a sharp re-rating over the past nine months.
However, with the stock now oversold to historical extremes, while revenue sits at an all-time high, that fear may have gone too far. Let’s jump in and see why the contrarian case is starting to gather some momentum.
AI As a Tailwind, Not a Threat
In its latest earnings report from late January, ServiceNow went to some length to show that AI is not eroding demand. Or at least, not to the level that the bears are claiming.
Management showed how subscription revenue growth remained strong, while offering solid forward guidance. Yes, ServiceNow’s forward growth might not be accelerating dramatically, but it’s certainly not in structural decline.
More importantly, management began positioning AI not as a threat but as a tailwind, with CEO Bill McDermott arguing that AI doesn’t replace enterprise orchestration; rather, it depends on it.
In other words, as enterprises adopt AI, they still need workflow coordination, automation layers, and system integration, which is precisely where ServiceNow fits in. The market, however, will clearly need some convincing to buy into this, but there are signs the pendulum has started to swing.
Technicals Are Flashing Oversold
From a technical standpoint, the stock looked very oversold in late February. ServiceNow’s relative strength index (RSI) readings recently fell to extreme levels following last month’s report, marking one of the most washed-out readings in years.
It’s rare to see a stock so deeply oversold while revenue is at an all-time high. And with shares already having had a 50% haircut, you have to be thinking the worst-case scenario is fully priced in.
Encouragingly, price action is starting to reflect this as it stabilizes. Shares have refused to make a new low since early February, and the chart is starting to show higher lows forming around the $100 level.
If that base can hold and momentum continues to improve, the narrative could shift quickly from ServiceNow being a possible “AI victim” to a potential “AI beneficiary.”
Analysts Are Backing The Bull Case
The other thing to consider is that while the stock chart might not look great, analyst sentiment remains firmly bullish. The team at Citizens has reiterated its Market Outperform rating in recent weeks, similar to Wells Fargo’s Overweight rating and Bernstein’s Outperform rating. A fresh price target of $237 from Citigroup implies potential upside well beyond 100% from current levels.
Even if the most aggressive price targets are taken with a pinch of salt, the broader message is clear: Wall Street isn’t worried about any serious structural damage to the underlying business. Instead, analysts continue to point to resilient guidance, growing traction in AI-enabled offerings, and strategic acquisitions as evidence that the company’s long-term positioning remains intact.
What Needs to Happen Next
However, for the recent price action to evolve into a sustained recovery, ServiceNow shares need to continue forming a base above $100 and add to the run of higher lows. This would signal that the bears have exhausted themselves and lack the conviction to take the stock down any further. At the same time, a decisive break below $100 would reopen downside risk and undermine the bull thesis.
Conversely, if buyers continue stepping in and momentum indicators keep turning higher, we could be looking at a serious comeback rally. Deeply oversold names that carry massive upside targets can move quickly once the bears step back.
Still, the setup is not without risk. ServiceNow’s revenue growth has slowed to its lowest pace in years, and it remains to be seen how well management can make AI work for the company, rather than against it. However, when a firm can consistently beat expectations, post record revenue, and still carry broad analyst support after losing 50% of its value, the risk-reward profile begins to look quite attractive.
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