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Corning Stock Was a Dot-Com Darling. AI Could Help It Rebound, Say Analysts.

 
Published Sep 9 2025

Barron’s reported that Wall Street analysts see artificial intelligence as a key driver of renewed growth for Corning, citing rising demand for optical fiber as data center buildouts accelerate. UBS upgraded Corning shares to Buy, noting that AI‑driven infrastructure requires significantly more fiber and that Corning’s technology leadership gives it a competitive advantage. The article also highlighted longer‑term opportunities in next‑generation optics, solar, automotive, and specialty glass as additional supports for the company’s growth outlook.