NEW YORK, Feb 13, 2026, 14:37 EST — Regular session
- Corning shares bounced back from earlier losses, edging up modestly by the afternoon.
- The latest annual report showed robust gains for Optical Communications, fueled by surging generative-AI and data-center demand.
- Feb. 27 brings the next near-term milestone: the dividend record date.
Corning Incorporated (NYSE: GLW) bounced back in Friday afternoon trade, last up 0.4% at $132.00, recovering from a sharp drop of as much as 5% earlier. Shares moved within a range of $124.91 to $132.28.
The stock slid 1.1% on Thursday, putting it roughly 2% under its 52-week peak from Feb. 11, with trading volume notably surpassing recent norms. 1
Stocks found some footing following softer inflation data, though tech and AI stocks dragged, capping a tough week for those sectors. LSEG data indicated traders ramped up wagers that the Federal Reserve might cut rates by June. 2
Corning’s annual SEC filing Thursday showed a 35% jump in Optical Communications segment sales for 2025, reaching $6.27 billion. The company credited heightened demand from its enterprise group, driven by “Generative AI” offerings, as well as datacenter interconnect and fiber-to-the-home activity. Corning put “core” earnings at $2.52 per share, with $16.4 billion in core net sales, using its own adjusted metrics that strip out things like currency effects and one-time charges. 3
Corning’s board this week set a quarterly dividend at $0.28 per share, the company announced. Shareholders on record as of Feb. 27 will get paid March 30. 4
Executive vice president and chief corporate development officer John Z. Zhang unloaded 1,531 shares on Feb. 12, according to a Form 4. The weighted average price landed at $133.7457, with the transactions spanning a range from $133.46 up to $134.15 per share, the filing showed. 5
Elsewhere in optical and networking, Ciena rose roughly 2.5%, while Lumentum slipped 2.4%.
Still, the back-and-forth action shows just how fast momentum can disappear when tech spending or valuations make investors nervous. If there’s even a hint that data-center construction is losing steam—or that appetite for display glass and mobile parts is cooling—the stock could be left on shaky ground.
Feb. 27 brings the dividend record date; in the meantime, investors are combing through the just-filed 10-K, watching for any tweaks to segment reporting or hints about demand.
