Corning vs Infosys
Corning Inc. and Infosys Ltd. This page compares business models, financial performance, and market context, offering a neutral, accessible view for readers. Educational content, not financial advice.
Corning Inc. and Infosys Ltd. This page compares business models, financial performance, and market context, offering a neutral, accessible view for readers. Educational content, not financial advice.
Why It's Moving
Corning beats Q3 targets and accelerates AI-driven growth, powering recent stock gains.
- Q3 revenue hit $4.27B, up 14% YoY and beating forecasts, with Optical Communications surging 33% on 58% enterprise sales growth from Gen AI adoption.
- Core EPS climbed 24% YoY to $0.67, exceeding estimates, while operating margins expanded to 19.6%—on track to hit 20% target in Q4 2025, a year early.
- Apple's $2.5B deal locks in full iPhone and Watch cover glass production at Corning's Kentucky plant, unlocking bigger long-term opportunities amid analyst upgrades.
Infosys wraps up massive share buyback, extinguishing 10 crore shares to boost shareholder value.
- Buyback extinguished 10,00,00,000 shares at Rs. 1,800 per share, shrinking equity base by 2.41% and concentrating future profits on fewer shares.
- Notification to stock exchanges on Dec 11 confirms programme closure, following board approval in September and execution in November.
- Heavy put option activity on Dec 12 at 1580 strike reflects short-term caution, with stock dipping 0.83% amid waning delivery volumes.
Corning beats Q3 targets and accelerates AI-driven growth, powering recent stock gains.
- Q3 revenue hit $4.27B, up 14% YoY and beating forecasts, with Optical Communications surging 33% on 58% enterprise sales growth from Gen AI adoption.
- Core EPS climbed 24% YoY to $0.67, exceeding estimates, while operating margins expanded to 19.6%—on track to hit 20% target in Q4 2025, a year early.
- Apple's $2.5B deal locks in full iPhone and Watch cover glass production at Corning's Kentucky plant, unlocking bigger long-term opportunities amid analyst upgrades.
Infosys wraps up massive share buyback, extinguishing 10 crore shares to boost shareholder value.
- Buyback extinguished 10,00,00,000 shares at Rs. 1,800 per share, shrinking equity base by 2.41% and concentrating future profits on fewer shares.
- Notification to stock exchanges on Dec 11 confirms programme closure, following board approval in September and execution in November.
- Heavy put option activity on Dec 12 at 1580 strike reflects short-term caution, with stock dipping 0.83% amid waning delivery volumes.
Which Baskets Do They Appear In?
Apple Onshoring Investment Theme Overview
Apple is investing $2.5 billion in its partner Corning to produce all iPhone and Apple Watch glass in the United States. This move highlights a growing trend of major corporations bringing manufacturing back to the U.S., creating opportunities for domestic high-tech suppliers.
Published: September 15, 2025
Explore BasketFoldable Future
This carefully selected group of stocks represents companies at the forefront of the foldable phone revolution. With Samsung launching new AI-powered foldables including a budget option, these specialized component suppliers are positioned to benefit as this innovative technology goes mainstream.
Published: July 11, 2025
Explore BasketWhich Baskets Do They Appear In?
Apple Onshoring Investment Theme Overview
Apple is investing $2.5 billion in its partner Corning to produce all iPhone and Apple Watch glass in the United States. This move highlights a growing trend of major corporations bringing manufacturing back to the U.S., creating opportunities for domestic high-tech suppliers.
Published: September 15, 2025
Explore BasketFoldable Future
This carefully selected group of stocks represents companies at the forefront of the foldable phone revolution. With Samsung launching new AI-powered foldables including a budget option, these specialized component suppliers are positioned to benefit as this innovative technology goes mainstream.
Published: July 11, 2025
Explore BasketInvestment Analysis
Corning
GLW
Pros
- Corning benefits from strong growth in its Optical Communications segment, driven by innovations for Gen AI data centers and a booming data center business showing 106% year-over-year growth.
- The company has a robust U.S. manufacturing footprint, providing competitive advantages and facilitating commercial agreements that improve sales and net margins despite tariff challenges.
- Recent quarterly results showed a 14% year-over-year increase in core sales and a 24% growth in core EPS, alongside an expansion in core operating margin by 130 basis points.
Considerations
- Corning's valuation appears high with a price-to-earnings ratio significantly exceeding the sector average, indicating potential overvaluation risk.
- There is notable exposure to global tariffs and reliance on non-GAAP financial measures, which could introduce risks and affect transparency.
- Analyst consensus price targets suggest a potential decline of around 3-4% to 14% over the next 12 months, pointing to uncertain near-term stock price performance.
Infosys
INFY
Pros
- Infosys maintains a strong competitive position with diversified digital transformation services and consistent revenue growth supported by global client demand.
- The company has robust operational efficiency and profitability metrics, with healthy margins sustained through cost management and high-value service offerings.
- Infosys benefits from stable cash flows and a strong balance sheet, enabling continued investment in technology innovation and strategic acquisitions.
Considerations
- Infosys faces risks related to geopolitical uncertainties and regulatory changes in major markets such as the U.S. and Europe, potentially impacting client spending.
- The company’s revenue growth is subject to cyclical demand in the IT services sector, which may fluctuate with macroeconomic conditions affecting enterprise IT budgets.
- Increasing competition from global and regional IT service providers puts pricing pressure on Infosys, threatening margin expansion and market share gains.
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