AI datacenter growth relies on speed. Fiber optics solve legacy latency issues. This benefits a select group of optical suppliers. One of the top photonics stocks to trade in 2026 is Corning Inc. (GLW), advises Lucas Downey, co-founder of MoneyFlows.
The $130 billion market cap fiber cable company helps push data across servers and data centers. The stock has been on a tear, gaining a whopping 73% in 2026. When you unpack estimates for their Optical Communications segment (their biggest growth engine), the outperformance makes sense.
For fiscal 2026, Wall Street analysts expect sales of $8.1 billion for the segment. By 2028, this number surges to $12.7 billion. That is a monster runway of growth.
Our money flows began lighting up for GLW last June at a price of $51. This preceded a triple as shares last traded at $151.
Note the wall of money propping up Corning shares. Off to the right, you’ll see blue bars indicating how GLW made our weekly Outlier 20 report. Only the best of the best can ever make that rare report.
The optical theme has been in motion for a year. Our data spots these groups before the crowd.
