rewrite this title and make it good for SEOThis Super Semiconductor Stock Crushed Nvidia in 2025, and Jan. 28 Could Be a Very Big Day for Its Investors

That’s why Corning CEO Wendell Weeks believes the market for data center fiber could double or even triple in size from here, creating an unprecedented opportunity for the company.

Corning generated $12 billion in core revenue during the first three quarters of 2025 (ended Sept. 30), which was a 13% increase from the year-ago period. Its optical communications segment accounted for $4.57 billion of that revenue, and it grew at a much faster pace of 39%, fueled by AI-related demand.

In fact, during the third quarter of 2025, enterprise optical communications revenue (which is specifically more AI-focused) soared by a whopping 58%.

Corning will report its fourth-quarter operating results on Jan. 28, and management’s guidance points to $4.35 billion in core revenue. It would take the company’s core revenue to $16.3 billion for the whole of 2025, representing a 13% increase from the prior year. That would be a notable acceleration from the 7% growth that Corning produced in 2024, which truly highlights its AI-driven momentum.

Jan. 28 will also give investors their first look at management’s guidance for 2026. Wall Street’s consensus estimate (provided by Yahoo! Finance) suggests Corning’s total revenue could grow by around 13% to $18.4 billion this year, but I won’t be surprised if the company does even better on the back of strong demand for data center fiber.

Corning produced adjusted (non-GAAP) earnings of $2.38 per share over the last four quarters, giving its stock a price-to-earnings (P/E) ratio of 39.5. Therefore, it’s cheaper than Nvidia, which trades at a P/E ratio of 45.9. It’s also much cheaper than another major semiconductor equipment supplier, Broadcom, which trades at a P/E ratio of 51.5.

Wall Street’s consensus forecast suggests Corning’s earnings will grow to $3.09 per share in 2026, placing its stock at a forward P/E ratio of just 30.5. That means its stock would have to climb by 29.5% by the end of this year just to maintain its current P/E ratio of 39.5.

Surging demand for fiber optic cables is giving Corning incredible pricing power, so its optical communications business is highly profitable right now. In fact, the segment’s net income soared by 69% year over year during the third quarter, and it accounted for half of the company’s total net income. If this momentum continues, it’s possible that Corning’s earnings will come in even higher than anticipated this year, which could be a recipe for an even better return in its stock.

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Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Corning, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

This Super Semiconductor Stock Crushed Nvidia in 2025, and Jan. 28 Could Be a Very Big Day for Its Investors was originally published by The Motley Fool