Corning Incorporated
GLW · Technology
$145.56
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Ciena Outlines Strong 2027 Outlook: What's Fueling the Momentum?
Ciena Corporation reported Q3 revenue growth of 37% and adjusted EPS surge of 215%, driven by strong AI network spending. The company's backlog exceeded $10 billion with most demand for 2027, and it projects at least 30% revenue growth in fiscal 2027. Competitors Corning and Viavi Solutions are also benefiting from AI infrastructure and data center investments.
CIEN Q3 Earnings Beat on AI-Led Cloud Demand, Top Line Climbs 37% Y/Y
Ciena Corporation reported strong Q3 fiscal 2026 results with adjusted earnings of $2.11 per share (215% YoY growth) and revenues of $1.67 billion (37% YoY growth), driven by AI-led cloud demand. Cloud provider revenues jumped 82% YoY and represented 53% of total sales. The company raised full-year 2026 guidance to $6.42 billion and projects at least 30% revenue growth for fiscal 2027.
If a Bear Market Is Coming, This Growth Stock Might Be a Great Buy on the Dip
With the S&P 500 trading at historically high valuations and potential market headwinds ahead, Corning emerges as an attractive opportunity for investors seeking a discount. The company is capitalizing on AI data center demand through its fiber-optic connectivity solutions, with major deals from Meta and Amazon. While currently trading at a P/E of 51.9, the author suggests waiting for a market correction to push the stock toward $100 before buying, where it would trade at a more reasonable 34.7 P/E ratio.
WDAY's Operating Margin Expands: Will the Improvement Continue?
Workday delivered strong profitability improvements in Q2 with non-GAAP operating margin expanding to 31.1% and subscription revenues growing 13.9%. The company's AI business is gaining momentum with agentic AI ARR reaching $600 million, up 200% year-over-year. Other tech firms like Corning and Sanmina also demonstrated significant margin expansion driven by strong execution and AI infrastructure demand.
Meet the Super Semiconductor Stock Crushing Nvidia in 2026
Credo Technology (CRDO) has outperformed Nvidia by 80% vs 20% in 2026 by providing critical high-speed connectivity infrastructure for AI data centers. The article highlights how companies supplying the 'plumbing' of AI infrastructure—like Credo's connectivity solutions and Corning's fiber-optic cables—are becoming as important as GPU chips themselves for scaling AI clusters.