Strong Results and Guidance Lifted Corning Incorporated (GLW) in Q3

4 days ago 3

Soumya Eswaran

Wed, November 12, 2025 astatine 8:04 AM CST 2 min read

Carillon Tower Advisers, an concern absorption company, released its “Carillon Eagle Growth & Income Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The S&P 500 Index continued its rally successful the 3rd quarter, ending the year-to-date returns astatine 13.7%. During this period, maturation and momentum were cardinal contributors to the market's performance. A important information of the marketplace is presently tied to the azygous catalyst of AI deployment, which means that immoderate weaknesses successful this conception could importantly endanger the market's aboriginal strength. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Carillon Eagle Growth & Income Fund highlighted stocks specified arsenic Corning Incorporated (NYSE:GLW). Corning Incorporated (NYSE:GLW) is an optical communications, show technologies, biology technologies, specialty materials, and beingness sciences concern company. The one-month instrumentality of Corning Incorporated (NYSE:GLW) was 1.51%, and its shares gained 86.25% of their worth implicit the past 52 weeks. On November 11, 2025, Corning Incorporated (NYSE:GLW) banal closed astatine $87.93 per share, with a marketplace capitalization of $75.388 billion.

Carillon Eagle Growth & Income Fund stated the pursuing regarding Corning Incorporated (NYSE:GLW) successful its 3rd 4th 2025 capitalist letter:

"Corning Incorporated's (NYSE:GLW) outperformance was tied to a beardown second-quarter net effect and guardant guidance supporting a continuation of those trends. Specifically, the company’s fibre optics and related technologies are integral successful gathering AI infrastructure crossed the globe. We judge Corning should spot marketplace maturation crossed respective cardinal products for the adjacent 3 to 5 years."

Was Jim Cramer Right About Corning Incorporated (GLW)?

Corning Incorporated (NYSE:GLW) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 70 hedge money portfolios held Corning Incorporated (NYSE:GLW) astatine the extremity of the 2nd quarter, up from 67 successful the erstwhile quarter. In the 3rd 4th of 2025, Corning Incorporated (NYSE:GLW) halfway sales grew 14% year-over-year to $4.27 billion. While we admit the imaginable of Corning Incorporated (NYSE:GLW) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.