GLW

NXP Semiconductors NXPI is scheduled to report third-quarter 2026 results on Oct. 27, after market close. NXPI expects third-quarter revenues between $3.65 billion and $3.85 billion. The Zacks Consensus Estimate for revenues is pegged at $3.77 billion, indicating an increase of 18.8% year over year. For the third quarter, NXP Semiconductors anticipates non-GAAP earnings per share between $3.89 and $4.32. The consensus mark for earnings is pinned at $4.14 per share, revised up by a penny over the past seven days, suggesting an increase of 33.1% year over year. In the trailing four quarters, NXPI's earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 1.5%. NXP Semiconductors N.V. price-eps-surprise | NXP Semiconductors N.V. Quote Let's see how things are shaping up for the upcoming quarterly results. NXP Semiconductors' third-quarter performance is expected to have benefited from continued strength in its Automotive business. Growth is likely to have been driven by the growing adoption of software-defined vehicles, vehicle electrification and connectivity solutions. Design wins for the S32N and S32K processor platforms and next-generation automotive Ethernet switches are also expected to have supported growth in the to-be-reported quarter. The company expects revenues from the Automotive end market to be up in the low-double digits on a year-over-year basis. The Zacks Consensus Estimate for Automotive revenues is currently pegged at $2.05 billion, indicating an increase of 11.9% from the year-ago quarter. Recovery in the Industrial & Internet of Things (IoT) market is expected to have remained a key growth driver during the third quarter. Demand is likely to have been supported by industrial processing solutions, including the i.MX, RT and MCX product families, along with strength in factory automation, energy storage and data center applications. The company expects revenues from Industrial & IoT end markets to be up in the high-30% range year over year. The Zacks Consensus Estimate for NXPI's Industrial & IoT revenues is pegged at $801.5 million, indicating a year-over-year increase of 38.5%. The Communications Infrastructure & Other segment's third-quarter prospects are expected to have benefited from growing exposure to data center infrastructure, digital networking products and continued strength in RFID solutions. NXPI expects revenues from Communications Infrastructure & Other end markets to increase about 50% on a year-over-year basis. The Zacks Consensus Estimate for the Communications Infrastructure & Others segment revenues is pegged at $490.6 million, indicating an increase of 50.2% on a year-over-year basis. However, NXPI expects revenues from the Mobile end market to decline in the mid-single-digit percentage range on a year-over-year basis in the third quarter. Management noted that memory shortages and other component constraints are affecting some customers' ability to meet demand. This could limit demand for secure mobile transaction products. The Zacks Consensus Estimate of $405.3 million for the Mobile end market implies a year-over-year decline of 5.8% from the year-ago quarter. Further, NXPI's third-quarter performance is expected to have been hurt by higher input costs and supply chain bottlenecks as the company faces inflation in components such as substrates, precious metals and other back-end materials. Management noted that certain parts of the supply chain remain tight, leading to inflationary cost pressures. While the company is using operational efficiency measures to offset these costs through selective price adjustments, higher costs could put pressure on margins if they are not fully offset. Our proven model does not conclusively predict an earnings beat for NXP Semiconductors this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here. NXP Semiconductors has an Earnings ESP of -0.27% and carries a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Here are some stocks worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle. Seagate Technology STX has an Earnings ESP of +2.49% and sports a Zacks Rank #1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Seagate Technology is set to report first-quarter fiscal 2027 results on Oct. 27. The Zacks Consensus Estimate for Seagate Technology's first-quarter fiscal 2027 earnings is pegged at $7.40 per share, up by 6 cents over the past seven days, indicating a rise of 183.5% from the year-ago quarter's reported figure. Amphenol APH has an Earnings ESP of +1.12% and carries a Zacks Rank #2 at present. Amphenol is set to report third-quarter 2026 results on Oct. 28. The Zacks Consensus Estimate for Amphenol's third-quarter 2026 earnings is pegged at 73 cents per share, up by a penny over the past seven days, indicating a rise of 55.3% from the year-ago quarter's reported figure. Corning GLW has an Earnings ESP of +0.68% and a Zacks Rank #2 at present. Corning is slated to report third-quarter 2026 results on Oct. 27. The Zacks Consensus Estimate for Corning's third-quarter 2026 earnings is pegged at 88 cents per share, unchanged over the past 30 days, indicating a rise of 31.3% from the year-ago quarter's reported figure. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NXP Semiconductors N.V. (NXPI) : Free Stock Analysis Report Amphenol Corporation (APH) : Free Stock Analysis Report Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report Corning Incorporated (GLW) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Corning Incorporated GLW is scheduled to report third-quarter 2026 earnings on Oct. 27, 2026. The Zacks Consensus Estimate for sales and earnings is pegged at $5 billion and 88 cents per share, respectively. Earnings estimates for GLW have increased 0.61% to $3.29 for 2026 and increased 0.47% to $4.3 for 2027 over the past 60 days. Image Source: Zacks Investment Research The advanced glass substrates producer has a solid trailing four-quarter earnings surprise history. It delivered a four-quarter earnings surprise of 1.75%, on average. Image Source: Zacks Investment Research Our proven model predicts a likely earnings beat for Corning for the third quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), #2 (Buy) or #3 (Hold) increases the chances of an earnings beat. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. That is exactly the case here. Corning currently has an ESP of +0.68% and a Zacks Rank #2. You can see the complete list of today's Zacks #1 Rank stocks here. Corning's Optical Communications business is expected to remain a key driver of its third-quarter 2026 performance. Growing investment in AI infrastructure and hyperscale data centers is boosting demand for optical fiber, cables and high-density connectivity solutions. Multiyear agreements with Amazon and NVIDIA, along with Corning's previously announced partnership with Meta, provide further support for demand. The company's September agreement with Verizon to supply high-density optical fiber and connectivity solutions through 2032 also strengthens its long-term growth prospects. Corning's Solar business is another important factor to watch as the company seeks to improve profitability following production-related disruptions. An extended maintenance shutdown and equipment upgrades at the wafer facility weighed on profitability during the second quarter. Management expects sales and profits to improve in the third quarter as production resumes and operational efficiency strengthens. However, performance across other businesses remains uneven. Demand trends in consumer electronics and automotive markets, along with higher memory prices affecting smartphones, could hinder growth in some of Corning's businesses. Over the past year, Corning has surged 41.8% compared with the industry's growth of 100.8%. It has outperformed peers like Amphenol Corporation APH but lagged Ciena Corporation CIEN over this period. While Amphenol has gained 9.2%, Ciena has jumped 80.2%. Image Source: Zacks Investment Research From a valuation standpoint, Corning appears discounted relative to the industry and is trading below its mean. Going by the price/earnings ratio, the company's shares currently trade at 30.24 forward earnings, lower than 31.13 for the industry and higher than the stock's mean of 26.57. Image Source: Zacks Investment Research Corning is strengthening its position in the expanding AI infrastructure market through its optical connectivity portfolio and relationships with major technology companies. As data centers require greater bandwidth and more sophisticated networking capabilities, demand for optical fiber, cable and connectivity products could provide a significant growth opportunity. The company's planned expansion of U.S. manufacturing capacity and its investment in next-generation optical technologies further support its long-term prospects. Under the upgraded Springboard plan, management aims to reach annualized sales run rates of $20 billion by the end of 2026, $30 billion by the end of 2028 and $40 billion by the end of 2030. However, these targets depend on successful execution and sustained customer demand. The Solar business offers another potential source of growth as Corning expands its U.S. manufacturing capabilities across polysilicon, wafers and modules. A recovery in production efficiency could support improved segment profitability. AI-driven demand for optical connectivity, long-term customer agreements and improving operating margins are major positives for Corning ahead of third-quarter results. The anticipated recovery in Solar profitability could provide an additional boost. Sustained improvement in its profitability and cash generation over the past few quarters is a tailwind. Hence, with a Zacks Rank #2, Corning appears to be a good investment option at present. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Corning Incorporated (GLW) : Free Stock Analysis Report Ciena Corporation (CIEN) : Free Stock Analysis Report Amphenol Corporation (APH) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

T-Mobile US, Inc. TMUS is set to report third-quarter 2026 results on Oct. 28, after the closing bell. It pulled off a trailing four-quarter earnings surprise of 17.3% on average, beating estimates on all previous occasions. The wireless service provider is expected to witness year-over-year revenue growth, driven by subscriber additions, higher broadband adoption and strong demand for wireless services. However, higher promotional spending, intense competition and rising operating costs might have weighed on overall performance. During the quarter, T-Mobile strengthened its customer acquisition strategy by eliminating upfront costs for eligible customers, addressing a major barrier to switching wireless providers. The initiative is expected to have supported third-quarter 2026 revenues by attracting new subscribers, encouraging carrier switching and increasing adoption of its wireless plans. T-Mobile's "Get iPhone 18 Pro on Us" promotion is likely to have contributed to revenue growth in the quarter under review. The offer might have attracted new customers, encouraged existing subscribers to upgrade their devices and increased demand for postpaid plans, boosting subscriber additions and recurring service revenues. During the to-be-reported quarter, T-Mobile also promoted the Google Pixel 11 Pro XL and Samsung's new Galaxy foldable smartphones through attractive device offers. These promotions might have encouraged smartphone upgrades, attracted new wireless customers and increased device sales across its retail and online channels. Despite these growth opportunities, T-Mobile's September earnings could have been affected by higher promotional spending, device subsidies and customer acquisition costs amid strong competition. Continued investments in 5G networks and broadband expansion might also have increased operating expenses and depreciation, limiting profitability. For the September quarter, the Zacks Consensus Estimate for total revenues is pegged at $23.31 billion, indicating an improvement from the year-ago quarter's reported figure of $21.96 billion. The consensus estimate for adjusted earnings per share is pegged at $2.86, implying growth from $2.59 reported a year ago. Our proven model does not conclusively predict an earnings beat for T-Mobile for the third quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that is not the case here. Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Zacks Rank: T-Mobile carries a Zacks Rank #3. You can see the complete list of today's Zacks #1 Rank stocks here. T-Mobile US, Inc. price-eps-surprise | T-Mobile US, Inc. Quote Here are some companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season: Seagate Technology Holdings plc STX has an Earnings ESP of +2.49% and currently sports a Zacks Rank #1. It is set to release its first-quarter fiscal 2027 numbers on Oct. 27. The Earnings ESP for Corning Incorporated GLW is +0.68%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report third-quarter 2026 numbers on Oct. 27. The Earnings ESP for Intel Corporation INTC is +2.22%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report third-quarter 2026 numbers on Oct. 29. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report T-Mobile US, Inc. (TMUS) : Free Stock Analysis Report Intel Corporation (INTC) : Free Stock Analysis Report Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report Corning Incorporated (GLW) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Ultra Clean Holdings, Inc. UCTT is set to report third-quarter 2026 results on Oct. 27, after the closing bell. It pulled off a trailing four-quarter earnings surprise of 15.44% on average, beating estimates on the previous three occasions and missing once. The company is expected to record year-over-year revenue growth, supported by continued demand for semiconductor manufacturing solutions. However, elevated working capital requirements could have constrained cash flow, while cost pressures remain a potential risk to profitability. Ultra Clean is expected to have benefited from rising investments in artificial intelligence and advanced semiconductor manufacturing during the third quarter of 2026. Growing demand for high-performance computing and increasingly complex semiconductor technologies might have boosted demand for the company's critical subsystems, components and precision cleaning services, supporting revenue growth during the quarter. During the quarter under review, Ultra Clean's Products and Services businesses are likely to have generated incremental revenues from stronger customer demand. The company's technical expertise and customized solutions could have helped it address increasingly complex production needs and support business growth. Ultra Clean's continued execution of its UCT 3.0 strategy is expected to have strengthened its operational capabilities and lifted its performance in the September quarter. Investments in global manufacturing capacity, engineering and digital transformation could have improved production efficiency and enhanced the company's ability to support customers' evolving needs. However, Ultra Clean's performance during the to-be-reported quarter could have remained under pressure from fluctuations in semiconductor capital equipment spending and uncertain customer demand. Working capital requirements and manufacturing cost pressures might have constrained cash generation and profitability. For the September quarter, the Zacks Consensus Estimate for total revenues is pegged at $725.5 million, indicating an increase from $510 million recorded a year ago. The consensus mark for earnings is pegged at 91 cents per share, implying growth from 28 cents reported in the prior-year quarter. Our proven model does not predict an earnings beat for Ultra Clean for the third quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here. Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Zacks Rank: Ultra Clean carries a Zacks Rank #3. You can see the complete list of today's Zacks #1 Rank stocks here. Ultra Clean Holdings, Inc. price-eps-surprise | Ultra Clean Holdings, Inc. Quote Here are some companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season: Twilio Inc. TWLO has an Earnings ESP of +2.81% and currently sports a Zacks Rank #1. It is set to release its third-quarter 2026 numbers on Oct. 29. The Earnings ESP for Corning Incorporated GLW is +0.68%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report third-quarter 2026 numbers on Oct. 27. The Earnings ESP for Intel Corporation INTC is +2.22%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report third-quarter 2026 numbers on Oct. 29. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ultra Clean Holdings, Inc. (UCTT) : Free Stock Analysis Report Intel Corporation (INTC) : Free Stock Analysis Report Corning Incorporated (GLW) : Free Stock Analysis Report Twilio Inc. (TWLO) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. - Transitioned from technology development to productization across three distinct business verticals: automotive (QSEV), data centers (QSDC), and advanced solutions (QSAS). - Inaugurated the Eagle Line as the primary driver for customer engagement, enabling increased sampling volumes that have begun converting into initial customer billings. - Leveraged the thermal stability of the ceramic solid-state separator to address safety concerns in AI data centers, where conventional batteries risk runaway above 180 degrees Celsius. - Established an end-to-end mass production ecosystem by partnering with Mühlbauer Group for cell assembly, complementing existing separator partnerships with Murata and Corning. - Positioned the company's U.S.-based manufacturing and graphite-free architecture as a strategic hedge against foreign supply chain vulnerabilities for defense and aerospace clients. - Maintained a capital-light licensing strategy for the high-volume automotive sector while opting for direct manufacturing to serve high-margin specialized markets. - Targeted 2028 for the start of production on the newly announced 100MWh mass production line to meet emerging demand in data center and defense sectors. - Projected a total addressable market for the QSC platform of up to $75 billion by 2030. - Planned the unveiling of a next-generation technology platform and updated collaboration model at the Kyoto symposium on November 11, 2026. - Anticipated equipment costs for the 100MWh line to be less than $100 million, with a focus on securing non-dilutive funding from government and ecosystem partners. - Aimed to align all automotive customers onto a common, cathode-agnostic technology platform to establish a de facto industry operating system. - Recorded first-ever customer billings from the Honda agreement and the QSAS vertical as part of a total $9.8 million in third-quarter billings, which also included development activities and payments from ecosystem partners. - Amended the Volkswagen PowerCo collaboration agreement to eliminate transition payments in favor of milestones tied to specific technology advancements. - Reiterated full-year 2026 adjusted EBITDA loss guidance of $250 million to $275 million and CapEx guidance of $27 million to $37 million. - Maintained a liquidity position of $819.8 million to support ongoing scaling and R&D initiatives. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. - Management explained that high-value customers in data centers and defense lack their own manufacturing capacity, necessitating a direct production solution from QuantumScape. - The partnership with Mühlbauer provides essential expertise in automation and cell assembly to scale beyond the pilot-phase Eagle Line. - The PowerBlock offers 4x the power density and 5x the runtime of current OCP specifications, functioning as a 'suspension system' to smooth power for high-load GPU racks. - Safety is the primary driver, as the solid-state cells remain stable over 300 degrees Celsius, significantly outperforming LFP and NMC alternatives in high-density environments. - Management stated the relationship remains strong and is evolving to include non-automotive applications like data centers and robotics. - The engagement is shifting toward milestone-based payments to align with the long-term technology roadmap beyond the QSE-5 cell. - QuantumScape is actively pursuing non-dilutive funding sources, including government grants, loans, and contributions from ecosystem or licensing partners. - A detailed capital plan for the facility will be provided during the Q4 2026 financial guidance update.

Nokia Corporation NOK reported strong third-quarter 2026 results, with both the top and bottom lines beating the Zacks Consensus Estimate. Comparable earnings increased year over year, while revenues rose 10%, driven by robust growth in IP Networks and Optical Networks, supported by accelerating AI & Cloud demand. The company's earnings beat the consensus estimate by 29.45%, while revenues surpassed expectations by 2.22%. AI & Cloud net sales surged 123% on a constant currency basis, with order intake reaching €1.5 billion during the quarter. Nokia Corporation price-consensus-eps-surprise-chart | Nokia Corporation Quote Nokia reported a net profit of €156 million ($179.5 million) or €0.03 per share in the third quarter compared with €80 million or €0.01 per share in the year-ago quarter. Higher restructuring and integration costs weighed on reported operating profitability despite revenue growth. Comparable profit from continuing operations was €498 million ($573.1 million) or €0.09 (10 cents) per share, up from €334 million or €0.06 per share in the prior-year quarter. The bottom line beat the Zacks Consensus Estimate of 8 cents. Quarterly net sales were €5.15 billion ($5.93 billion), up 10% from €4.70 billion in the year-ago quarter. On a constant currency basis, revenues grew 9%, primarily driven by strong AI & Cloud demand and growth in Network Infrastructure. Revenues surpassed the Zacks Consensus Estimate of $5.8 billion. Net sales from Network Infrastructure totaled €2.16 billion ($2.48 billion), increasing 17% year over year. On a constant currency basis, IP Networks recorded 43% growth, supported by strong AI & Cloud demand and increased sales to telecom providers. Optical Networks grew 18%, driven by AI & Cloud and telecom provider demand, particularly in the Americas. Meanwhile, Fixed Networks declined 22%, reflecting the company's continued focus on higher-margin offerings. Mobile Infrastructure generated revenues of €2.9 billion ($3.34 billion), up 5% year over year. Radio Networks grew 10% on a constant currency basis, partly benefiting from revenue acceleration from the fourth quarter. Technology Standards increased 8%, supported by licensing agreements, while Core Software declined 13% due to softness in certain applications and server infrastructure supply constraints. Portfolio Businesses recorded revenues of €96 million ($110.5 million), down 2% on a constant currency basis. However, profitability improved, supported by Site Implementation and Outside Plant. Region-wise, net sales from the EMEA region increased 12% year over year to €2.15 billion ($2.48 billion), supported by growth across Network Infrastructure and Mobile Infrastructure. Revenues in the APAC region increased 7% to €1.17 billion ($1.35 billion), while the Americas generated €1.83 billion ($2.11 billion), up 9% year over year. Growth in the Americas was supported by strong demand for IP Networks and Optical Networks. In the September quarter, comparable gross margin was 44.6%, down 20 basis points from 44.8% in the year-ago quarter, primarily due to product mix. Reported gross margin declined 220 basis points to 42.2%, reflecting higher restructuring costs. Comparable operating profit increased 35% year over year to €605 million ($696.2 million). Comparable operating margin expanded 220 basis points to 11.7%, benefiting from revenue growth and operating efficiencies. Reported operating profit declined to €196 million from €252 million, primarily reflecting accelerated restructuring charges. During the September quarter, Nokia generated €95 million ($109.3 million) in net cash from operating activities compared with €597 million in the year-ago period. Free cash flow was negative €99 million ($113.9 million), reflecting working capital outflows, restructuring-related cash payments and capital expenditures. As of Sept. 30, 2026, the company had €4.05 billion ($4.66 billion) in cash and cash equivalents, with long-term interest-bearing liabilities of €1.87 billion ($2.15 billion). Net cash and interest-bearing financial investments totaled €2.58 billion, down from €2.78 billion at the end of the preceding quarter. For 2026, Nokia maintained its comparable operating profit outlook of €2.1-€2.6 billion. Free cash flow conversion is now projected at 35-55% of comparable operating profit, down from 55-75%, reflecting additional working capital investments and accelerated restructuring. Capital expenditures are estimated at €750-€850 million. The company continues to expect Network Infrastructure net sales growth of 12-14% in 2026 on a constant currency and portfolio basis. Its updated assumptions indicate that combined IP Networks and Optical Networks growth will exceed the previous 18-20% expectation. Nokia also anticipates 20-24% sequential net sales growth in the fourth quarter, supported by seasonal demand. Nokia currently has a Zacks Rank #3 (Hold). HubSpot HUBS currently sports a Zacks Rank #1 (Strong Buy). It delivered an earnings surprise of 4.97% in the trailing four quarters. You can see the complete list of today's Zacks #1 Rank stocks here. HubSpot continues to witness rising adoption among larger customers as businesses consolidate marketing, sales and service workflows on a unified AI-enabled platform. Management expects platform consolidation and AI adoption trends to remain key long-term growth drivers. Ubiquiti Inc. UI has a Zacks Rank #2 (Buy) at present. In the last reported quarter, it delivered an earnings surprise of 22.021%. Ubiquiti spends significantly on research and development activities for developing innovative products and state-of-the-art technology to expand its addressable market and remain at the cutting edge of networking technology. The company believes its new product pipeline will help it increase average selling prices for high-performance, best-value products, thus raising the top line. Ubiquiti is witnessing healthy traction in the Enterprise Technology segment. Corning Incorporated GLW currently carries a Zacks Rank #2. It delivered an earnings surprise of 2.41% in the trailing four quarters. Corning's competitive strength lies in its focus on innovation. The growing adoption of innovative optical connectivity products for generative AI applications is expected to be a key growth driver in its Optical Communication segment. Some of its businesses stand to benefit from government regulations. For example, the fiber optic business is a direct beneficiary of the government-mandated bridging of the digital divide across the United States. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Nokia Corporation (NOK) : Free Stock Analysis Report Corning Incorporated (GLW) : Free Stock Analysis Report HubSpot, Inc. (HUBS) : Free Stock Analysis Report Ubiquiti Inc. (UI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Knowles (KN) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.33 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +5.56%. A quarter ago, it was expected that this maker acoustic components such as microphones would post earnings of $0.3 per share when it actually produced earnings of $0.33, delivering a surprise of +10%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Knowles, which belongs to the Zacks Communication - Components industry, posted revenues of $184 million for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 6.79%. This compares to year-ago revenues of $152.9 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Knowles shares have added about 63% since the beginning of the year versus the S&P 500's gain of 13.3%. While Knowles has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Knowles was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.38 on $174 million in revenues for the coming quarter and $1.34 on $666.2 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Communication - Components is currently in the top 22% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Corning (GLW), another stock in the same industry, has yet to report results for the quarter ended September 2026. The results are expected to be released on October 27. This specialty glass maker is expected to post quarterly earnings of $0.88 per share in its upcoming report, which represents a year-over-year change of +31.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. Corning's revenues are expected to be $5 billion, up 17% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Knowles Corporation (KN) : Free Stock Analysis Report Corning Incorporated (GLW) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

- 3M surged 6% after beating Q3 EPS at $2.50 versus the $2.39 consensus and announcing an expanded Amazon data center partnership. - Amazon's 7-year warrant to acquire roughly 3 million 3M shares vests primarily once cumulative data center purchases reach $6 billion. - Building a portfolio and living off one are two completely different skills, and almost nobody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor) 3M (NYSE:MMM) stock jumped 6% to $171.91 as investors weighed an expanded Amazon (NASDAQ:AMZN) data center relationship alongside better-than-expected quarterly earnings. The company also raised its full-year adjusted earnings outlook, giving investors both a near-term profitability catalyst and a longer-term infrastructure opportunity. The advance outpaced Coherent (NYSE:COHR) stock, which gained 1.33% to $235.11, while Corning (NYSE:GLW) stock was essentially flat, slipping 0.21% to $132.46. Those moves put 3M stock well ahead of the two peers today. 3M expanded its commercial relationship with Amazon to deploy and scale optical connectivity and other data center products. The agreement gives 3M a potential growth opportunity as Amazon invests in infrastructure supporting cloud computing and AI workloads. As part of the arrangement, 3M issued an Amazon subsidiary a seven-year warrant to purchase up to approximately 3.16 million 3M shares at $164.89 each. About 85% of the warrant shares vest based on Amazon's purchases of data center products, with that portion fully vesting once cumulative payments reach $6 billion. The remaining 15% depends on separate milestone conditions, making the arrangement more nuanced than an immediate $6 billion order. For 3M, the commercial upside depends on purchases materializing over time, while an eventual warrant exercise could increase the company's share count. 3M reported third-quarter adjusted earnings of $2.50 per share, exceeding the $2.39 consensus estimate cited in one earnings analysis. Revenue of approximately $6.6 billion was broadly in line with expectations, making profitability the clearer quarterly surprise. ------ Many successful investors eventually reach the same moment. The saving is done, the portfolio is built, and the question quietly changes from how much can I grow this to how much can I take out? Get that second question wrong and decades of good investing can come apart in a handful of years. That is exactly what The Definitive Guide to Retirement Income helps answer. It covers what your retirement could actually cost, which income sources are worth using, and the withdrawal math that decides whether the money lasts. It is free today from Fisher Investments. Read More Here › ------ The company reported adjusted organic sales growth of 3.3%, while GAAP sales increased 1% year over year. Those measures use different reporting bases, so investors shouldn't confuse underlying adjusted growth with the change in reported revenue. For the full year, 3M raised adjusted earnings guidance to $9.10 to $9.15 per share, incorporating a new reporting basis. That qualification matters because investors should compare the updated outlook with historical figures prepared on a consistent basis rather than assume the entire change reflects stronger operations. Coherent stock's 1.33% gain and Corning stock's 0.21% decline provided a useful contrast with 3M stock's 6% jump. The uneven performance suggests investors were responding particularly strongly to 3M's combination of company-specific developments rather than buying every optics-related stock equally. The Industrial Select Sector SPDR ETF (NYSEARCA:XLI) rose 0.75% to $167.93, offering a broader industrial-sector comparison for 3M stock. Meanwhile, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) gained 0.61% to $771.15. Against those benchmarks, 3M stock's advance was substantially stronger than either the industrial group or the broader market. The comparison supports viewing the earnings report and Amazon agreement as important catalysts, although a single session doesn't establish a lasting performance trend. 3M now has two developments for investors to follow: delivery against the raised earnings outlook and progress converting the Amazon relationship into sales. The company could build confidence if stronger profitability accompanies sustained demand for optical connectivity and other data center products. However, 3M's warrant structure ties much of the potential equity participation to future commercial activity rather than revenue already earned. Investors should watch for how purchases develop and whether the resulting growth justifies any eventual dilution. The takeaway is that 3M stock has both an earnings catalyst and a longer-term growth opportunity supporting the rally. Further gains may depend on execution, so investors should consider keeping their position sizes modest rather than treating the Amazon relationship as guaranteed future revenue. (Sponsor) Most people spend their entire working lives focusing on one thing: growing a pile of money. Then they retire and discover the skill they actually need is close to the opposite. Turning that pile into steady income, year after year, through good markets and bad, without ever running out. It may be the least discussed and most consequential transition in personal finance, and plenty of otherwise careful investors walk into it with no real plan. That is exactly what The Definitive Guide to Retirement Income helps answer. It is a free guide from Fisher Investments covering what your retirement will really cost, where the cash flow should come from, and how much you can safely withdraw each year. Learn more here. Learn More Here › Contact [email protected] for any questions or corrections.

Wall Street expects a year-over-year increase in earnings on higher revenues when Corning (GLW) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 27. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This specialty glass maker is expected to post quarterly earnings of $0.88 per share in its upcoming report, which represents a year-over-year change of +31.3%. Revenues are expected to be $5 billion, up 17% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Corning, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.68%. On the other hand, the stock currently carries a Zacks Rank of #2. So, this combination indicates that Corning will most likely beat the consensus EPS estimate. While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Corning would post earnings of $0.76 per share when it actually produced earnings of $0.78, delivering a surprise of +2.63%. Over the last four quarters, the company has beaten consensus EPS estimates three times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Corning appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Corning Incorporated (GLW) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Corning, New York-based Corning Incorporated (GLW) operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States and internationally. Valued at a market cap of $140.6 billion, the company's offerings include optical fibers and cables, cable assemblies, fiber optic hardware and connectors, optical components and couplers, closures, network interface devices, and other accessories for the telecommunications industry. GLW is expected to release its Q3 2026 earnings on Tuesday, October 27, before the market opens. Ahead of the event, analysts expect the company's EPS to be $0.88 on a diluted basis, up 31.3% from $0.67 in the year-ago quarter. The company has met or exceeded Wall Street's EPS estimates in each of its last four quarters. - A $40 Billion Reason Why SPCX Stock Is Down Today - Why This Wall Street Analyst Just Issued a Bold Prediction for Nebius Stock - Why Investors Are Celebrating Qualcomm Striking a Licensing Deal with Huawei — Which Is Still on the Entity List - Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! For fiscal 2026, analysts project the company's EPS to be $3.28, up 30.2% from $2.52 in fiscal 2025. Moreover, its EPS is expected to rise by roughly 30.8% year over year (YoY) to $4.29 in fiscal 2027. GLW stock has surged 82.5% over the past 52 weeks, outperforming the S&P 500 Index's ($SPX) 16.2% rise and the State Street Technology Select Sector SPDR ETF's (XLK) 37.4% rise during the same time frame. GLW has been an analyst favorite due to its solid market-beating fundamentals. The company's annual revenue growth over the last two years has been 14.3%, above the market average and showcasing growing market share. Moreover, its earnings have grown at a CAGR of 30.3% over the last two years, above its industry peers. Additionally, GLW's free cash flow margin grew by 5.9% over the past five years, hinting at more capital to invest in or return to shareholders, making it more lucrative. Analysts are somewhat bullish about GLW, with the stock having a "Moderate Buy" rating overall. Among the 16 analysts covering the stock, 10 recommend a "Strong Buy," and six recommend a "Hold." GLW's average analyst price target of $185.94 offers a 17.1% upside potential. On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

CORNING, N.Y., October 07, 2026--(BUSINESS WIRE)--Corning Incorporated's (NYSE: GLW) Board of Directors declared a quarterly dividend on October 6, 2026 of $0.28 per share. The dividend will be payable on December 11, 2026, to shareholders of record on November 13, 2026. Caution Concerning Forward-Looking Statements The statements contained in this release and related comments by management that are not historical facts or information and contain words such as "will," "believe," "anticipate," "expect," "intend," "plan," "seek," "see," "would," "target," "estimate," "forecast" or similar expressions are forward-looking statements. These forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and include estimates and assumptions related to economic, competitive and legislative developments. Such statements relate to future events that by their nature address matters that are, to different degrees, uncertain. These forward-looking statements relate to, among other things, the Company's Springboard plan, projected financial and operating performance, anticipated sales opportunities, long-term growth strategy, expected capital deployment, innovation and commercialization plans, and anticipated impacts of customer agreements. Although the company believes that these forward-looking statements are based upon reasonable assumptions regarding, among other things, current estimates and forecasts, general economic conditions, its knowledge of its business and key performance indicators that impact the company, there can be no assurance that these forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. The company undertakes no obligation to update forward-looking statements if circumstances or management's estimates or opinions should change except as required by applicable securities laws. Some of the risks, uncertainties and other factors that could cause actual results to differ materially from those expressed in or implied by the forward-looking statements include, but are not limited to: global economic trends, competition and geopolitical risks, or an escalation of sanctions, tariffs or other trade tensions between the U.S. and other countries, and related impacts on our businesses' global supply chains and strategies; changes in macroeconomic and market conditions and market volatility, including developments and volatility arising from health crisis events, inflation, interest rates, the value of securities and other financial assets, precious metals, oil, natural gas, raw materials and other commodity prices and exchange rates (particularly between the U.S. dollar and the Japanese yen, Mexican peso, Chinese yuan, South Korean won, euro and New Taiwan dollar), decreases or sudden increases of consumer demand, and the impact of such changes and volatility on our financial position and businesses; the availability of or adverse changes relating to government grants, tax credits or other government incentives; the duration and severity of health crisis events, such as an epidemic or pandemic, and its impact across our businesses on demand, personnel, operations, our global supply chains and stock price; possible disruption in commercial activities or our supply chain due to terrorist activity, cyber-attack, armed conflict, political or financial instability, natural disasters, international trade disputes or major health concerns; loss of intellectual property due to theft, cyber-attack, or disruption to our information technology infrastructure; ability to enforce patents and protect intellectual property and trade secrets; disruption to Corning's, our suppliers' and manufacturers' supply chain, equipment, facilities, IT systems or operations; product demand and industry capacity; competitive products and pricing; availability and costs of critical components, materials, equipment, natural resources and utilities; new product development and commercialization; our solar business development, including manufacturing facility construction, ramp, and operations, and the achievement of solar revenue and profitability targets; order activity and demand from major customers; the amount and timing of our cash flows and earnings and other conditions, which may affect our ability to pay our quarterly dividend at the planned level or to repurchase shares at planned levels; the amount and timing of any future dividends; the effects of acquisitions, dispositions and other similar transactions; the effect of regulatory and legal developments; ability to pace capital spending to anticipated levels of customer demand; our ability to increase margins through implementation of operational changes, pricing actions and cost reduction measures; rate of technology change; adverse litigation; product and component performance issues; retention of key personnel; customer ability to maintain profitable operations and obtain financing to fund ongoing operations and manufacturing expansions and pay receivables when due; loss of significant customers; changes in tax laws, regulations and international tax standards; the impacts of audits by taxing authorities; the potential impact of legislation, government regulations, and other government action and investigations; and other risks detailed in Corning's SEC filings. For a complete listing of risks and other factors, please reference the risk factors and forward-looking statements described in our annual reports on Form 10-K and quarterly reports on Form 10-Q. Web Disclosure In accordance with guidance provided by the SEC regarding the use of company websites and social media channels to disclose material information, Corning Incorporated ("Corning") wishes to notify investors, media, and other interested parties that it uses its website (https://www.corning.com/worldwide/en/about-us/news-events.html) to publish important information about the company, including information that may be deemed material to investors, or supplemental to information contained in this or other press releases. The list of websites and social media channels that the company uses may be updated on Corning's media and website from time to time. Corning encourages investors, media, and other interested parties to review the information Corning may publish through its website and social media channels as described above, in addition to the company's SEC filings, press releases, conference calls, and webcasts. About Corning Incorporated Corning (www.corning.com) is one of the world's leading innovators in materials science, with a 175-year track record of life-changing inventions. Corning applies its unparalleled expertise in glass science, ceramic science, and optical physics, along with its deep manufacturing and engineering capabilities to develop category-defining products that transform industries and enhance people's lives. Corning succeeds through sustained investment in RD&E, a unique combination of material and process innovation, and deep, trust-based relationships with customers who are global leaders in their industries. Corning's capabilities are versatile and synergistic, which allows the company to evolve to meet changing market needs, while also helping its customers capture new opportunities in dynamic industries. Today, Corning's markets include optical communications, mobile consumer electronics, display, automotive, solar, semiconductors, and life sciences. View source version on businesswire.com: https://www.businesswire.com/news/home/20261006492147/en/ Contacts Media Relations Contact: Gabrielle Bailey (607) 684-4557 [email protected] Investor Relations Contact: Christopher Keenan (607) 974-6716 [email protected]