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Corning's Optical Communications Segment Surges 33% YoY, Fueling 90% Stock Gain in 2025
ByAinvest
Thursday, Nov 6, 2025 5:45 am ET1min read
Corning is outperforming Nvidia and Broadcom with a 90% gain in 2025, driven by soaring demand for its fiber optic cables used in AI data centers. The company's optical communications revenue surged 14% YoY in Q3, with CEO Wendell Weeks expecting the opportunity to double or triple over time. Corning's low-cost production facilities in the US and its status as the technology leader in optical fiber contribute to its success in this space.
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