Corning Reaches Record High after UBS Raises Price Target on AI Cable Demand

GLWGLW

UBS raised its price target for Corning Inc, citing a surge in AI data-center fiber-optic cable orders. Shares of the glass maker climbed to a record high last Friday as investors bet on continued demand in data-center networking equipment.

1. UBS Price Target Hike

UBS increased its price target for Corning Inc to reflect rising demand for fiber-optic cables in AI data centers, highlighting robust order growth and potential margin expansion within its networking segment.

2. Record Share Price

Shares of Corning surged to an all-time high last Friday as the market reacted to the price target revision and growing confidence in the company’s role supplying critical components for data-center networks.

3. AI Data-Center Demand

Demand for high-bandwidth, low-latency fiber-optic cables has accelerated amid rapid AI server deployments, positioning Corning’s advanced glass fiber technology to capture a larger share of the expanding data-center infrastructure market.

Sources

IBF