Corning Inc. (NYSE:GLW) reported fourth-quarter results that were better than expected and announced first-quarter guidance implying an acceleration in revenue growth, according to JPMorgan.

The Corning Analyst: Analyst Samik Chatterjee maintained an Overweight rating and price target of $115.

The Corning Thesis: The company reported revenue of $4.412 billion, beating consensus of $4.365 billion, backed by “robust Optical Communications demand from AI products, solid Specialty Materials performance, and resilient Display,” Chatterjee said in the note.

Although Corning’s gross margins came in below expectations due to headwinds in ramping Solar, the company reported earnings of 72 cents per share, …

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