Corning's 311% stock surge positions it as a key AI infrastructure beneficiary, raising questions about its valuation heading into 2026.

Corning stock has surged 311% over the past 12 months, driven by its emergence as a critical AI infrastructure supplier.

The company has transitioned from traditional glass and ceramics manufacturing to becoming a major player in AI hardware infrastructure.

Investors are weighing whether the stock's substantial gains represent fair value or an overheated market entry point for 2026.