Corning signs USD 3 billion deal: 18 analysts rate Corning stock Buy
Corning has secured a multi-year fiber and cable agreement valued at over $3 billion with AT&T, boosting demand visibility for broadband expansion and AI infrastructure. This deal, announced on September 29, 2026, aligns with AT&T's goal to connect 60 million Americans by 2030. Following the news, 18 analysts, including UBS, rate Corning stock with 13 Buy and 5 Hold ratings, with UBS raising its price target to $201.00.
Taiwan Semiconductor (TSM) Breaks to $485.80, a New 52-Week High
Taiwan Semiconductor (TSM) has reached a new 52-week high of $485.80, surpassing its previous peak set on June 30 by 1.99%. This milestone reflects strong investor confidence in the company, which is a key player in the AI chip supply chain. The stock's sustained climb suggests durable institutional participation, with investors now watching whether it can hold above the former high.
Corning stock falls 2.38 percent before October 27 results
Corning Inc. stock fell 2.38 percent on October 5, 2026, trading at USD 160.28 on the NYSE, ahead of its third-quarter 2026 results announcement scheduled for October 27, 2026. The company reported strong Q2 2026 results with revenue up 17.1 percent and adjusted EPS of USD 0.78, surpassing consensus estimates. Analysts maintain a positive outlook, with a "Moderate Buy" consensus and an average price target of USD 174.53.
First Solar sues JA Solar and American Panel Solutions over TOPCon patents
First Solar has filed a patent infringement lawsuit against Chinese solar manufacturer JA Solar and U.S. distributor American Panel Solutions (AMPS) in the U.S. District Court for the District of Delaware. The lawsuit alleges infringement of a patent related to TOPCon crystalline silicon solar cell manufacturing methods. First Solar is seeking monetary damages and injunctive relief to prevent the import, assembly, and sale of the disputed TOPCon modules in the U.S., as it steps up enforcement of its acquired TOPCon patent portfolio.
Inaugural Delbert E. Day Lecture to be held Oct. 15
The first Delbert E. Day Lecture on Glass Science and Technology will be held at Missouri S&T on October 15, featuring Dr. Claudio Mazzali of Corning, Inc. The lecture series honors Dr. Delbert E. Day, a distinguished professor emeritus and prolific inventor known for his work in specialty glasses used in cancer treatment, bone tissue regeneration, and wound care. Day's contributions led to the founding of Mo-Sci Corp. and the naming of the Delbert Day Cancer Institute.
Corning stock after-hours at EUR 143.79: minus 1.55 percent versus prior close
Corning's stock price dropped by 1.55 percent to EUR 143.79 in after-hours trading on October 5, 2026, compared to its prior close. This comes after the company announced a multiyear agreement with AT&T, valued at over $3 billion, to supply fiber and cable for network expansion. The deal supports AT&T's goal of connecting 60 million Americans by 2030 and Corning's efforts to expand its U.S. manufacturing.
Viavi Exhibits More Than Threefold Growth in a Year: Should You Buy?
Viavi Solutions Inc. (VIAV) has seen its stock price surge by 268.5% over the past year, significantly outperforming its industry and peers. This growth is attributed to its increasing involvement in AI-driven data centers, improved profitability, expanding testing capabilities, and strategic acquisitions like Spirent. With a strong financial performance, positive outlook, and a Zacks Rank #1 (Strong Buy), Viavi is positioned for continued momentum in emerging wireless technologies and aerospace and defense markets.
First Solar sues JA Solar and American Panel Solutions over TOPCon patents
First Solar has filed a patent infringement lawsuit against JA Solar and American Panel Solutions in the U.S. District Court for the District of Delaware. The suit alleges infringement of a patent covering manufacturing methods for TOPCon crystalline silicon solar cells. This action is part of First Solar's broader strategy to enforce its TOPCon patent portfolio against major international cell suppliers.
Buy Q3 AI Data Center Laggards CAT, GLW, JBL for a Rebound in Q4
This article identifies Caterpillar (CAT), Corning (GLW), and Jabil (JBL) as AI data center infrastructure stocks poised for a Q4 rebound after underperforming in Q3 2026. Despite recent setbacks, these companies are highlighted for their strong product portfolios, business diversification, positive guidance, and solid estimate revisions, indicating significant growth potential in the expanding AI infrastructure market. The analysis provides detailed insights into each company's strengths, including CAT's power generation for data centers, GLW's optical communications, and JBL's intelligent infrastructure solutions.
Stifel Adjusts Price Target on Lumentum to $1,232 From $1,100, Keeps Buy Rating
Stifel has increased its price target for Lumentum (LITE) to $1,232 from $1,100, while maintaining a "Buy" rating on the stock. The adjustment reflects a positive outlook for the company, aligning with other recent analyst initiations and price target updates. Lumentum specializes in optical and photonic products, serving cloud computing, connectivity, and industrial manufacturing sectors.
Buy Q3 AI Data Center Laggards CAT, GLW, JBL for a Rebound in Q4
This article identifies Caterpillar Inc. (CAT), Corning Inc. (GLW), and Jabil Inc. (JBL) as prime investment opportunities in the AI data center infrastructure sector for a Q4 2026 rebound. Despite underperforming in Q3, these companies are poised for growth due to strong product portfolios, business diversification, robust guidance, and positive estimate revisions, all driven by the increasing demand for AI-powered data centers. Each stock holds a favorable Zacks Rank, indicating strong buy potential.
Corning signs more than USD 3 billion fiber deal as Corning stock trades at EUR 146.67
Corning Incorporated has secured a multiyear fiber and cable agreement with AT&T valued at over $3 billion, supporting AT&T's network expansion goals. This deal follows Corning's strong second-quarter performance, where core sales increased by 17% and optical communications was a key growth driver. Analysts maintain a "Moderate Buy" consensus for Corning stock, with an average 12-month target of USD 176.50.
Corning agrees to fiber deal worth over USD 3 billion and Corning stock costs EUR 146.06
Corning has finalized a multiyear agreement with AT&T exceeding USD 3 billion for the supply of fiber and cable. This deal will support AT&T's goal of providing high-speed internet to 60 million Americans by 2030, with Corning's U.S. workforce producing the necessary materials. On October 4, 2026, Corning stock was quoted at EUR 146.06 in weekend trading at Lang & Schwarz.
Corning stock gained 2.35 percent after a major fiber deal
Corning Inc. stock rose 2.35% after securing a multiyear fiber agreement worth over $3 billion with AT&T to support broadband expansion and demand for data and AI. This deal follows a separate supply agreement with Verizon, indicating significant investment in optical communications infrastructure. The company reported strong Q2 2026 revenues and exceeded analyst consensus, with Q3 earnings scheduled for October 27, 2026.
CX Institutional Sells 66,857 Shares of AT&T Inc. $T
CX Institutional significantly reduced its stake in AT&T Inc. by selling 66,857 shares, leaving them with 62,307 shares valued at approximately $1.52 million. This move comes as other major investors like Bank of America and GQG Partners acquired substantial new positions in AT&T. Despite the sell-off, AT&T reported strong quarterly earnings, beating EPS estimates, and announced a quarterly dividend with a 4.6% yield.
AT&T Inc. (T) stock price, news, quote and history - Yahoo Finance
This Yahoo Finance page provides a comprehensive overview of AT&T Inc. (T) stock, including its current price, dividend information, and a collection of recent news articles. The articles cover topics such as AT&T's service expansion, analyst outlooks, and stock performance, offering insights into factors influencing the company's valuation and market position. It also includes performance comparisons against the S&P 500 benchmark.
Corning stock gains 2.33 percent after Truist target hike
Corning Inc. stock rose 2.33% to USD 164.16 on October 2, 2026, following Truist's target price increase from USD 175 to USD 182, maintaining a buy rating. This surge was also fueled by a new multiyear fiber contract with AT&T valued at over USD 3 billion. The company reported strong Q2 2026 results and has an upcoming earnings report for Q3 2026 on November 3, 2026.
Corning agrees to more than $3 billion AT&T deal: what it means for Corning stock
Corning has finalized a multi-year fiber and cable supply agreement with AT&T, valued at over $3 billion, to support AT&T's network expansion goals. This deal builds on Corning's U.S. manufacturing operations. On October 3, 2026, Corning stock was trading at EUR 146.06 in weekend trading at Lang & Schwarz.
F5 Networks, Inc. (FFIV) latest stock news and headlines
This article provides a compilation of recent news and headlines regarding F5 Networks, Inc. (FFIV), including its stock performance and analyst coverage. It highlights F5's recognition as a leader in WAAP Platforms and its developments in AI security, while also noting its strong year-to-date stock performance.
Bernstein starts coverage of Corning stock at Market Perform
Bernstein has initiated coverage of Corning Inc. (GLW) with a Market Perform rating, signaling a more cautious outlook compared to previous analyst recommendations. The company recently announced a multi-year fiber and cable agreement with AT&T valued over $3 billion, driving revenue growth. Corning's next earnings report is scheduled for October 27, 2026, where the impact of this deal and third-quarter guidance will be key focus areas.
First Solar files patent infringement lawsuit against China's JA Solar, Corning subsidiary (FSLR:NASDAQ)
First Solar has filed a patent infringement lawsuit against Chinese solar PV manufacturer JA Solar and American Panel Solutions, a subsidiary of Corning. The lawsuit was filed in the U.S. District Court on October 1st.
First Solar Sues JA Solar, American Panel Solutions Over TOPCon Patent - News and Statistics
First Solar has filed a patent lawsuit against Chinese solar PV producer JA Solar and American Panel Solutions, a subsidiary of Corning, alleging infringement of US Patent No. 9,130,074, which covers methods for manufacturing TOPCon crystalline silicon PV solar cells. This action is part of First Solar's ongoing efforts to defend its intellectual property rights, having initiated investigations into rivals in 2024 and previously filed similar lawsuits against other solar manufacturers. The patent portfolio, acquired from TetraSun in 2013, has validity extending beyond 2030 across several jurisdictions.
[News] Lumentum, Qualcomm, and Corning to Demonstrate High-Density 1060 nm VCSEL Optical D2D Connectivity for AI Scale-Up at ECOC 2026
Lumentum, Qualcomm Technologies, Inc., and Corning Incorporated are collaborating to demonstrate high-density die-to-die (D2D) optical interconnectivity for AI scale-up architectures at ECOC 2026. This demonstration will feature a massively parallel optical D2D architecture using Lumentum's 1060 nm VCSEL technology, Qualcomm's D2D interface IP, and Corning's multimode fiber to achieve scalable bandwidth density with low latency and power consumption. The aim is to extend high-density D2D connectivity over optical links, addressing the growing interconnect demands of advanced AI systems.
First Solar sues China's JA Solar for patent infringement
First Solar has filed a patent infringement lawsuit against China's JA Solar and Corning's American Panel Solutions. The lawsuit, filed in US District Court in Delaware, alleges infringement of a patent related to the manufacture of high-efficiency TOPCon solar cells. This action is part of First Solar's broader strategy to enforce its patents through federal litigation, shifting focus from a federal trade case.
A deferred compensation award gives Corning (GLW) director Kevin J. Martin 228 stock units.
Corning Incorporated director Kevin J. Martin acquired 228 restricted stock units (RSUs) on September 30, 2026, as part of the Non-Employee Directors’ Deferred Compensation Plan. These RSUs, valued at $153.76 per share, defer conversion and distribution until a date chosen by Martin or his termination of service. His holdings also include other RSUs and directly held common shares.
Corning Inc Stock (GLW) Moved Up by 4.36% on Oct 1: What Signal Does It Send?
Corning Inc (GLW) saw its stock rise by 4.36% on October 1st, driven primarily by a significant multi-billion-dollar supply agreement with AT&T for optical fiber and connectivity solutions through 2030. This growth is further supported by broad sector demand for advanced fiber optics due to network upgrades and AI workloads, as well as existing partnerships with tech giants like Verizon and Amazon. While technical indicators are neutral and analyst ratings vary, the new contract is expected to bolster Corning's long-term revenue growth despite risks such as elevated earnings multiples and potential share dilution.
AAOI Stock Rallies As Hyperscale AI Orders Boost Outlook
Applied Optoelectronics Inc. (AAOI) stock rallied 7.27% due to a new 800G hyperscale order for data center transceivers, signaling its integration into the AI infrastructure build-out. The company is also advancing its broadband technology with a 3.0GHz HFC amplifier concept. Despite insider selling, the stock is showing strong momentum driven by these technological advancements and a bullish optical sector outlook.
Coherent Jumps 10% on PhotonLink Push and Bernstein's Outperform Start; Lumentum Rises 9%, Corning Advances 3%
Coherent stock surged 10% following the introduction of its PhotonLink AI data-center optics platform and an "Outperform" rating from Bernstein. This positive sentiment also boosted other optics companies like Lumentum, which rose 9% after reporting strong quarterly revenue, and Corning, which advanced 3%. The rally highlights increasing investor interest in AI infrastructure, with Bernstein labeling several networking and optical suppliers as "structural winners."
Corning expands AT&T fiber pact: Corning stock sits 43.07 percent below its high
Corning has expanded its fiber infrastructure agreement with AT&T to over $3.00 billion, supplying fiber and cable for AT&T's network expansion. Despite strong Q2 2026 revenues of $4.74 billion and adjusted EPS of $0.78, Corning's stock is 43.07% below its 52-week high, trading at EUR 135.51. The company's market capitalization is $133.2 billion, and its future performance hinges on operational delivery and capital discipline.
Can Corning's AT&T Deal Boost Its Optical Communications Growth?
Corning has secured a multi-year agreement worth over $3 billion with AT&T to expand high-speed broadband infrastructure in the U.S., which is expected to boost Corning's optical communications growth. This deal strengthens Corning's position amidst increasing demand for advanced connectivity driven by rising data consumption and AI adoption. The company is also expanding its fiber and cable production and faces competition from companies like Amphenol and Lumen Technologies, which are also enhancing their fiber-optic capabilities.
Can Corning's AT&T Deal Boost Its Optical Communications Growth?
Corning has secured a multi-year agreement worth over $3 billion with AT&T to expand high-speed broadband infrastructure in the United States, providing fiber and cable for network expansion. This deal strengthens Corning's position in optical communications amidst rising data consumption and AI adoption. The company is also expanding its U.S. production capacity and has a similar partnership with Verizon, positioning it for sustained growth in the communications market, despite competition from companies like Amphenol and Lumen Technologies.
Corning (GLW) Lands $3 Billion Fiber Deal That Runs Through 2030
Corning Inc. (GLW) has secured a significant multi-year fiber supply contract worth US$3 billion with AT&T, extending through 2030. This deal is set to support AT&T's nationwide network buildout and solidifies Corning's position as a primary fiber supplier for expanding broadband infrastructure. The agreement also highlights the increasing demand for fiber due to AI workloads and will likely influence Corning's manufacturing capacity and balance sheet flexibility.
Coherent Jumps 10% on PhotonLink Push and Bernstein’s Outperform Start; Lumentum Rises 9%, Corning Advances 3%
Coherent stock surged 10% after unveiling its PhotonLink AI data-center optics platform, which has over 20 active customer engagements. Bernstein initiated coverage on Coherent, Lumentum, Ciena, and Arista with Outperform ratings, designating them as structural winners in AI infrastructure, causing a sector-wide rally. Lumentum also saw a 9% rise after reporting strong fiscal Q4 revenue and doubling optical-circuit-switch shipments, while Corning advanced 3% as the broader optics market rallied.
Heliene All-Black Solar Module Launches with Sunrun Deal - News and Statistics
Heliene has launched a new all-black photovoltaic panel, the 108HC All-Black module, specifically for the US rooftop solar market. This module features fully US-made components, including polysilicon, ingots, wafers, and solar cells, with final assembly also occurring in the US. Residential solar provider Sunrun has entered into a purchase agreement for these modules, aiming to bolster the domestic supply chain for rooftop solar and enhance energy security and affordability.
Cash flow from financing activities of Owens Corning – HAN:O5Q
This article provides financial data for Owens Corning (HAN:O5Q) specifically focusing on its cash flow from financing activities. It states the period, value, change, and percentage change for this metric, indicating that this information is part of a larger set of financial data available on TradingView.
Corning Inc (GLW) Shares Fall 3.1% -- GF Value Says Still Overva
Corning Inc. (GLW) shares recently fell 3.1% to $153.76, yet GuruFocus's GF Value indicates the stock is still significantly overvalued by 130.6% compared to its intrinsic value of $66.67. Despite an above-average GF Score of 76/100, strong growth, and profitability, the valuation remains a major concern, further highlighted by insider selling and mixed guru sentiment. Investors are advised to proceed with caution due to the inflated market price.
AT&T’s CEO Just Dismissed Elon Musk’s Starlink Phone Plan. BlackBerry Once Made the Same Kind of Bet
AT&T CEO John Stankey has dismissed Elon Musk's Starlink plan to become a cellphone provider, arguing that fiber optics and existing cellphone tower infrastructure are unbeatable. Stankey's skepticism echoes BlackBerry's initial dismissal of the iPhone, raising questions about whether he might regret his prediction. Musk's strategy involves using small cell base stations on existing Starlink antennas for direct-to-cellphone connectivity, potentially offering better bandwidth than traditional providers.
Verizon Communications (NYSE:VZ) Stock: Insider Kyle Malady Sells 1,100 Shares
Verizon CEO Kyle Malady sold 1,100 shares of Verizon Communications (NYSE:VZ) stock on September 29th for $46.40 per share, totaling $51,040. This transaction was part of a pre-arranged trading plan and reduced his holdings by 1.05%. The company recently reported quarterly EPS of $1.30, beating estimates, and declared a quarterly dividend of $0.7075 per share, yielding 6.1%.
NYPA trustees approve $1.8 million in funding for Corning Inc.
The New York Power Authority (NYPA) has approved $1.8 million in funding for Corning Inc. to convert an existing warehouse in Canton into a ceramic manufacturing facility. This funding is part of a larger $8 million allocation under the Western New York and Northern New York Power Proceeds programs, aiming to strengthen Corning's presence as an advanced manufacturer, retain 300 jobs, and create up to five new full-time positions. The project, estimated at $10 million, will support infrastructure improvements and energy-efficient equipment essential for the new production line.
Corning Inc Stock (GLW) Moved Down by 3.30% on Sep 30: What Signal Does It Send?
Corning Inc. (GLW) shares dropped 3.30% due to profit-taking and cautious analyst sentiment after a strong rally. Sanford C. Bernstein initiated coverage with a neutral rating and a conservative price target, suggesting the stock's valuation was stretched. This, combined with potential share dilution concerns, created intraday volatility and led to the sell-off despite strong long-term growth prospects.
KKR Backs New Indian Storage Terminals Developer
KKR & Co Inc has made a majority investment in Cisternina Logistics, an Indian company developing liquid and gas storage terminals. This investment will support Cisternina's acquisition of Ganesh Benzoplast Limited's liquid storage terminal and rail business, serving as an anchor asset for further expansion across India. Cisternina aims to build a network of 1.5 million KL of static tank capacity and gas distribution infrastructure, leveraging India's growing demand for storage and logistics.
Morgan Stanley’s Meta Marshall explains the firm’s 'equal weight' rating on Corning
Meta Marshall, a telecom and network equipment analyst at Morgan Stanley, appeared on 'Squawk Box' to discuss the firm's 'equal weight' rating on Corning. She provided insights into the recent rally in Corning's stock and shared her expectations for the company's future performance. The discussion covered relevant market dynamics affecting Corning.
Corning to receive $1.8 million for warehouse conversion after NYPA trustees approve funding
Corning Inc. is set to receive $1.8 million from the Northern New York Power Proceeds Board, approved by the NYPA Board of Trustees, to convert an existing warehouse into a ceramic manufacturing facility. This project aims to retain 344 jobs and create 5 new jobs, reinforcing advanced manufacturing in the North Country. The funding comes from the sale of unused hydropower from NYPA's Niagara Power Project and St. Lawrence-FDR Power Project.
Astound completes 50G-PON trial with Calix technology
Astound has successfully completed a trial of Calix Inc.'s 50G-PON passive optical network access solution, demonstrating downstream speeds of 50 gigabits per second. This trial validated the technology's ability to seamlessly integrate with Astound's existing XGS-PON infrastructure, supporting various customer segments without requiring new network or operational complexity. Both companies view this as a significant step towards leveraging next-generation broadband capabilities to create new revenue streams and enhance subscriber experiences.
ASTS Stock Rises Overnight: Partner AT&T Questions SpaceX’s Plan To Disrupt Wireless Carriers
Shares of AST SpaceMobile (ASTS) rose after AT&T CEO John Stankey questioned SpaceX's strategy to compete with wireless carriers, citing cost and permission hurdles for its proposed rooftop cellular network. Stankey defended fiber's advantages and highlighted AST SpaceMobile's partner-first approach, which integrates with existing mobile carriers to connect standard smartphones directly through its satellites. This comes as AST SpaceMobile prepares for beta service with over 60 mobile network operator partnerships and a significant contracted revenue backlog.
Corning awarded $1.8 million for North Country manufacturing project
Corning Inc. has received $1.8 million from the New York Power Authority to transform a warehouse into a ceramic manufacturing facility in the North Country. This project is expected to retain 344 jobs and create five new positions. The funding is part of a larger $8 million initiative through the Northern and Western New York Power Proceeds programs, supporting capital investments and economic development.
AT&T Corning $3B Fiber Deal Targets AI Bandwidth and 60M Locations - News and Statistics
AT&T has entered into a fiber supply agreement worth over $3 billion with Corning to address increasing data demand, particularly from artificial intelligence. This strategic deal aims to help AT&T exceed its goal of reaching 60 million total fiber locations by the end of 2030, ensuring stable supply and pricing for its network expansion. For Corning, the agreement supports the growth of its North Carolina operations and workforce.
Corning GLW Rallies On Verizon Fiber Deal And AI Push
Corning (GLW) shares rallied over 5% following significant developments, including a multi-billion-dollar fiber deal with Verizon extending through 2032 and a push into AI die-to-die optical interconnects. Analysts are largely bullish, with China Renaissance initiating coverage with a "Buy" rating and a $238 target, and Mizuho maintaining an "Outperform" rating despite a trimmed target. The company's diversified demand base, including steady growth in lab glassware, provides a stable foundation alongside its high-growth optical and AI initiatives.
AT&T signs $3 billion fiber supply deal with Corning
AT&T has signed a multi-year fiber supply agreement worth over $3 billion with Corning to support its goal of reaching 60 million fiber locations by 2030. This deal aims to expand AT&T's network as demand for data-intensive services grows, with household data consumption on its fiber network projected to rise significantly. Both companies emphasize the deal's positive impact on domestic manufacturing and employment.
AT&T signs $3 billion fiber supply deal with Corning
AT&T has secured a multi-year, multi-billion-dollar fiber supply agreement with Corning Incorporated to support its network expansion goals. The deal, valued at over $3 billion, will provide AT&T with the fiber and cable needed to reach 60 million fiber locations by the end of 2030, addressing the growing demand for data-intensive services. Both companies highlight the agreement as a boost to domestic manufacturing and employment, with Corning producing fiber in U.S. facilities and AT&T emphasizing its large union-represented workforce.
