NEW YORK, Feb 23, 2026, 09:28 EST — Premarket
- Corning shares climbed roughly 2% ahead of the bell, following a strong rally on Friday.
- Some traders are linking the action to growing demand for data-center fiber, alongside a pickup in big-tech spending plans.
- Looking ahead, Feb. 26 brings the ex-dividend date, followed by Corning’s slot at the Susquehanna conference on Feb. 27.
Corning Incorporated was trading higher by 1.9% at $142.08 before the bell Monday, after ending Friday at $139.51—up 7.3% on the session, Investing.com data show. https://www.investing.com/equities/corning-inc
Corning’s role has become a kind of shortcut for gauging the real-world AI buildout—the focus here isn’t on software, but on all the cables and hardware connections running through data centers.
Eyes are on whether the big cloud players will stick with aggressive infrastructure outlays. Corning’s optical equipment, for its part, remains closely tied to those investment flows.
Corning made its name with specialty glass—think Gorilla Glass. But lately, the optical communications unit has stolen the spotlight, as traders zero in on its fiber-optic cable and connectivity gear that handle data movement in and between data centers.
The stock surged past $140 for the first time Friday, at one stage jumping over 6% and pushing its year-to-date advance close to 60%, according to Investopedia. https://www.investopedia.com/ai-made-this-glass-maker-one-of-the-year-s-hottest-stocks-11910981
UBS analyst Joshua Spector flagged “recent 30-50% revisions in capex spending by major hyperscalers,” according to a note published by Seeking Alpha. Capex refers to capital expenditures, while “hyperscalers” covers the largest names in cloud and data-center infrastructure. https://seekingalpha.com/news/4554806-corning-rises-as-ubs-sees-stronger-signals-from-hyperscaler-demand
Corning remains in the spotlight after Meta Platforms agreed to shell out as much as $6 billion over multiple years, Reuters reported, securing fiber-optic cable and related gear for AI data centers. “Together with Meta, we’re strengthening domestic supply chains and helping ensure that advanced data centers are built using U.S. innovation,” said Corning CEO Wendell Weeks. https://www.reuters.com/business/meta-signs-deal-pay-corning-up-6-billion-fiber-optic-cables-cnbc-reports-2026-01-27/
More than 800,000 shares changed hands before the bell, putting in a lively premarket showing. The stock hovered close to the territory it reached in Friday’s rally.
Still, the trade cuts both ways. Should big-tech spending stall or fresh data-center projects get pushed back, Corning’s orders could falter—momentum in the stock may evaporate as fast as it showed up.
Dividend strategies are getting extra attention this week. Corning’s stock goes ex-dividend on Feb. 26 — that’s when buyers lose eligibility for the upcoming $0.28-a-share payout. The dividend is set for March 30, payable to anyone holding shares as of Feb. 27, according to the company’s posted schedule. https://investor.corning.com/stock-info/dividend-history/default.aspx
Corning’s investor relations calendar shows the company has one-on-one meetings lined up for Feb. 27 at Susquehanna’s Fifteenth Annual Technology Conference. Investors watching for new demand cues will have their eyes on that date. https://investor.corning.com/news-and-events/events-and-presentations/event-details/2026/Susquehannas-Fifteenth-Annual-Technology-Conference-2026-62GgbDmpL3/default.aspx
