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The Latest Breaking News from Optical Communications

Corning Stock: The $2 Billion Dilution Scare Is Fading. Here’s What Matters Now.

Corning stock’s AI story just got bigger with a multibillion-dollar fiber deal.

After a More Than 20% Sell-Off on Earnings, Corning Stock Is Still a ‘Buy’ for the AI Infrastructure Trade

After a More Than 20% Sell-Off on Earnings, Corning Stock Is Still a ‘Buy’ for the AI Infrastructure Trade

Corning shares fell as much as 20% after second-quarter results, even though Optical Communications sales, the segment most tied to AI data centers, grew 32% to more than $2 billion.

Corning Stock Crashes on Earnings, But the Sell-Off Looks Overdone

Corning Stock Crashes on Earnings, But the Sell-Off Looks Overdone

Corning beat Q2 2026 earnings estimates, but shares fell 12% on light Q3 guidance tied to tough year-over-year comparisons, not weakening AI-fiber demand or business fundamentals.

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Corning’s Amazon Deal Validates the AI Optics Boom. What That Means for GLW Stock.

Corning’s latest Amazon agreement strengthens the case that fiber optics demand is becoming a major AI infrastructure growth driver.

Short Sellers Are Betting Against Lumentum Stock. Will They Be Proven Right?

Lumentum (LITE) has surged 340% over the past year, driven by strong technical momentum. The stock recently set a new 10-year high. Shares maintain a 100% “Buy” opinion from Barchart. Analyst sentiment is bullish, with most rating LITE a “Strong Buy” although price targets vary widely. Today’s Featured Stock Valued...

Corning Eyes More Growth As AI, Solar Demand Surges

Corning Inc. (NYSE:GLW) reported better-than-expected second-quarter 2025 results Tuesday and announced a third-quarter outlook, citing continued strong demand for its generative AI and U.S.-made solar products.

Is Corning Stock Outperforming the S&P 500?

As Corning has outperformed the S&P 500 Index over the past year, analysts are bullish about the stock’s prospects.

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Where Will Lumentum Stock Be in 1 Year?

Where Will Lumentum Stock Be in 1 Year?

Down more than 20% from all-time highs, Lumentum is a manufacturing company that develops products for growth markets such as data centers and AI.

Is It Too Late to Buy Corning Stock Near Record Highs?

Is It Too Late to Buy Corning Stock Near Record Highs?

GLW stock surged after earnings, and analysts are raising their price targets to keep up.

1 Undiscovered AI Stock That Nobody Knows About (Yet)

1 Undiscovered AI Stock That Nobody Knows About (Yet)

Corning has been a key player in products ranging from the iPhone to fiber-optic cables, which it invented. Today, the company's Springboard Framework will position it to take advantage of the growth in data centers and AI. Already, new products will allow GLW to achieve in-enterprise sales growth of more…

Why Lumentum Shares Are Trading Higher Today

Why Lumentum Shares Are Trading Higher Today

Lumentum Holdings Inc (NASDAQ:LITE) reported third-quarter FY22 revenue of $395.4 million, down 5.7% year-on-year, in line with the consensus. Optical Communications revenue declined 11.3% Y/Y to $344.2 million, and Lasers revenue rose 62% Y/Y to $51.2 million. Margins: The non-GAAP gross margin contracted 40 bps to 49.5%. The non-GAAP operating margin compressed 140 bps…

Corning Surpasses Q1 Consensus Backed By Strength Across Optical, Display Businesses

Corning Surpasses Q1 Consensus Backed By Strength Across Optical, Display Businesses

Corning Inc (NYSE:GLW) reported first-quarter FY22 core sales growth of 15% year-on-year to $3.7 billion, above the consensus of $3.57 billion. Display Technologies sales grew 11% Y/Y to $959 million, driven by a favorable glass pricing environment. Optical Communications sales rose 28% Y/Y to $1.2 billion as 5G, broadband, and cloud computing continue…

Lumentum Shares Dip On Weak Q3 Outlook; Tops Q2 Consensus; Margins Shrink Due To Supply Crisis

Lumentum Shares Dip On Weak Q3 Outlook; Tops Q2 Consensus; Margins Shrink Due To Supply Crisis

Lumentum Holdings Inc (NASDAQ:LITE) reported second-quarter FY22 revenue of $446.7 million, down 6.7% year-on-year, beating the consensus of $445.5 million. Optical Communications revenue declined 11.5% Y/Y to $397.4 million, and Lasers revenue rose 66% Y/Y to $49.3 million. The non-GAAP gross margin contracted 240 bps to 51%. The non-GAAP operating margin compressed 380…

Corning Shares Gain On Q4 Beat, Robust Outlook

Corning Shares Gain On Q4 Beat, Robust Outlook

Corning Inc (NYSE:GLW) reported fourth-quarter FY21 core sales growth of 12% year-on-year to $3.71 billion, above the consensus of $3.59 billion. Display Technologies sales grew 12% Y/Y to $942 million due to a favorable glass pricing environment. Optical Communications sales rose 24% Y/Y to $1.2 billion as 5G, broadband, and cloud computing continue…

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