Corning’s Optical Segment Poised for Double-Digit Growth, Boosting 2026 Earnings Outlook
GLW•Analysts favor Corning over Bandwidth, citing robust AI-driven connectivity demand boosting its optical segment and a stronger 2026 earnings outlook. Corning’s specialist glass and optical fiber units are projected to deliver double-digit revenue growth, justifying its valuation premium despite Bandwidth’s sharper recent share gains.
1. Analyst Comparison
Analysts rank Corning as the stronger buy compared with Bandwidth, emphasizing its more resilient fundamentals and outlook despite Bandwidth’s higher recent share performance.
2. AI Connectivity Demand
A surge in AI datacenter deployments is driving increased orders for Corning’s optical connectors and specialty glass solutions, underlining the company’s leadership in AI connectivity.
3. Optical Segment Growth
Corning’s optical fiber and specialty materials divisions are forecast to achieve double-digit percentage revenue growth in 2026, supported by expanding customer engagements and capacity investments.
4. 2026 Earnings Outlook
The company has raised its 2026 EPS guidance, attributing the upgrade to improved optical segment margins and sustained AI-related sales momentum.
