Long-term investors are assessing Corning’s investment in fiber infrastructure to serve data centers. Capex for 2025 is expected at $1.5 billion, sustaining growth momentum in high-bandwidth applications. Hoops added this activity may pressure corn and soybean futures in the first half of October, but a seasonal turnaround is expected later in the month. We have seen 757 institutional investors add shares of $GLW stock to their portfolio, and 673 decrease their positions in their most recent quarter. Consensus revenue estimates for Corning in 2025 hover around $15.2–$15.6 billion, with net income growth projected at 5.8%. This positions it competitively against peers in materials and tech components.
