Salud financiera de hoja de balance de Corning
Salud financiera controles de criterios 3/6
Corning tiene un patrimonio de accionistas total de $12.3B y una deuda total de $9.0B, lo que sitúa su ratio deuda-patrimonio en 72.7%. Sus activos y pasivos totales son $31.3B y $18.9B respectivamente. El BAIT de Corning es de $2.5B, por lo que su ratio de cobertura de intereses es de 8.1. Tiene efectivo e inversiones a corto plazo que ascienden a $1.8B.
Información clave
72.66%
Ratio deuda-patrimonio
US$8.97b
Deuda
| Ratio de cobertura de intereses | 8.1x |
| Efectivo | US$1.76b |
| Patrimonio | US$12.35b |
| Total pasivo | US$18.90b |
| Activos totales | US$31.25b |
Actualizaciones recientes sobre salud financiera
Recent updates
Seeking Alpha • May 06
Corning: Partnership With Nvidia May Lead To A Re-Rating To The Upside, Keep Riding
Summary Corning Incorporated secured a transformative, multi-year partnership with Nvidia to expand US-based optical connectivity for next-gen AI infrastructure, driving a major AI re-rating. GLW will build three new plants, create 3,000+ jobs, and shift further into high-margin optical comms, now comprising 44% of revenues and improving margins. Nvidia received warrants for up to 18M GLW shares, potentially injecting $3.2B in cash if exercised, further aligning both companies’ AI growth trajectories. Despite a 51x forward P/E and a tripled share price, I expect earnings power to rise as AI-related revenues grow, supporting a long runway for GLW. Read the full article on Seeking Alpha
Actualización del análisis • May 02
GLW: AI Data Center Fiber Contracts Will Drive Long Term Optical Upside
The analyst fair value estimate for Corning has moved from $171.00 to $190.00, as analysts factor in recent price target increases from multiple firms tied to higher modeled revenue growth, updated long term optical demand assumptions, and a higher future P/E multiple despite slightly lower profit margin expectations. Analyst Commentary Recent Street research around Corning has been active, with several bullish analysts revisiting their models and adjusting price targets.
Nuevo análisis • Apr 25
Corning Incorporated (GLW): AI Data Center Expansion and Meta Partnership Signal a Stretched Premium Valuation
Corning Incorporated (GLW) , a global leader in materials science and the primary architect of the world’s optical fiber networks, enters the weekend of Saturday, April 25, 2026 , in a state of historic euphoria. The company is set to release its Q1 2026 earnings report on Tuesday, April 28, before the market opens.
Actualización del análisis • Apr 18
GLW: AI Fiber Deal Enthusiasm Will Outrun Realistic Data Center Demand
Analyst fair value for Corning has shifted from about $129.64 to $139.21 as recent Street research, including multiple price target increases and updated AI related optical demand assumptions, has led analysts to adjust revenue growth expectations, profit margin outlooks, and future P/E assumptions, while modestly lifting the discount rate. Analyst Commentary Recent Street research on Corning reflects an active debate, with many firms lifting price targets and growth assumptions around AI driven optical demand, while a few higher profile downgrades signal concern about execution risk and valuation stretch.Actualización del análisis • Apr 03
GLW: AI Fiber Deal Euphoria Will Exceed Realistic Execution Prospects
Analysts have raised the fair value estimate for Corning to about $130 from roughly $114, citing updated models that incorporate stronger assumptions for optical and scale-out revenue, slightly higher profit margins, and a higher future P/E multiple supported by a wave of recent price target increases across major firms. Analyst Commentary Recent Street research on Corning clusters around a few clear themes, with most attention on the scale out and optical opportunities, while a smaller group of firms remains more cautious on execution and valuation.Actualización del análisis • Mar 19
GLW: AI Data Center Fiber Deals Will Drive Long Term Scale Out
Corning's analyst fair value estimate has been revised to $171 from $84, as analysts factor in higher projected revenue growth, stronger profit margins, and a richer future P/E, supported by Street research highlighting expanding optical and AI data center opportunities and larger long term scale out revenue estimates. Analyst Commentary Recent Street research around Corning is skewed toward upbeat revisions, with a wave of higher price targets and constructive commentary on long term growth drivers in optical and AI data center markets.
Actualización del análisis • Mar 05
GLW: AI Fiber Deal Euphoria Will Likely Limit Future Returns
Narrative Update The analyst price target for Corning has been raised to $127. According to analysts, this change is supported by updated models and a larger potential optical and chemicals market tied to growing AI data center investment and new network technologies.Actualización del análisis • Feb 18
GLW: AI Fiber Deal And Margin Reliance May Cap Future Upside
Analysts have lifted their blended price target for Corning to about $91, reflecting Street research that points to slightly lower assumed revenue growth, higher expected profit margins, and a richer future P/E multiple. Analyst Commentary Recent research on Corning has been active, with several firms adjusting their price targets and refining their views on the setup for earnings, margins, and valuation.Artículo de análisis • Feb 06
Corning Incorporated's (NYSE:GLW) P/E Is Still On The Mark Following 26% Share Price Bounce
Corning Incorporated ( NYSE:GLW ) shares have continued their recent momentum with a 26% gain in the last month alone...Actualización del análisis • Feb 04
GLW: AI Data Center Fiber Deal And Execution Risks Will Shape Upside Potential
Analysts have lifted their price target framework for Corning, with the updated fair value estimate moving by about $21. This change is supported by slightly lower assumed discount rates, modestly adjusted revenue growth expectations, higher projected profit margins, and a marginally lower future P/E, in line with a broad wave of recent target hikes across Wall Street research.Actualización del análisis • Jan 21
GLW: Optical And Solar Execution Risks May Delay AI Fiber Payoff
Analysts at several firms have raised their Corning price targets by $7 to $25, citing stronger end-demand expectations in Optical and Solar, incremental Polysilicon and Fiber revenue contributions, and constructive views on connector exposure into 2026 as key reasons for their higher fair value assessments. Analyst Commentary Recent research has centered on how Corning is executing across Optical, Solar, Display, Specialty Materials, and Hemlock, and what that might mean for the share price over the next couple of years.Actualización del análisis • Jan 06
GLW: Optical And Solar Execution Risks May Undermine AI Fiber Hopes
Analysts have nudged their fair value estimate for Corning higher from US$69.53 to US$71.59, reflecting recent price target increases that cite stronger contributions from Display, Specialty Materials, polysilicon related revenue and data center focused fiber demand, even as Optical remains a key focus for the current P/E multiple. Analyst Commentary Recent Street commentary on Corning clusters around a similar theme, with higher price targets tied to specific business drivers and a close watch on how those drivers affect the current P/E multiple.Artículo de análisis • Jan 01
Corning Incorporated's (NYSE:GLW) Intrinsic Value Is Potentially 25% Below Its Share Price
Key Insights Corning's estimated fair value is US$65.96 based on 2 Stage Free Cash Flow to Equity Current share price...Actualización del análisis • Dec 15
GLW: AI Fiber Demand May Prove Insufficient To Justify Elevated Expectations
Analysts have raised their price targets for Corning, lifting our fair value estimate from about $50 to roughly $70 per share. This follows a series of target hikes that cited stronger than expected performance in Display and Specialty Materials, along with growing conviction in long term Optical, fiber, and polysilicon driven growth tied to data center and AI demand.Actualización del análisis • Nov 30
GLW: Data Center Buildouts And Fiber Demand Will Support Robust Upside Potential
Analysts have raised their price target for Corning from $92.75 to $93.31. They cite continued improvements in revenue growth, profit margin, and robust demand in the Optical and Specialty Materials segments as key drivers for the upward revision.Actualización del análisis • Nov 16
GLW: Display and Connectivity Demand Will Drive Strong Performance Through 2027
Corning's analyst price target has seen a significant increase, with most estimates now ranging from $82 to $100 as analysts anticipate sustained revenue growth driven by strength in the Display, Specialty Materials, and Optical segments. This growth is further supported by ongoing expansion in Polysilicon and Fiber.Actualización del análisis • Nov 02
GLW: Optical And Solar Demand Will Drive Earnings While Risks Remain
Corning's analyst price target has risen significantly from $77.75 to $92.75, as analysts cite stronger profit margins, improving revenue growth, and optimism about expanding opportunities in key business segments. Analyst Commentary Analyst sentiment around Corning has grown increasingly positive, with several firms raising their price targets and citing both recent execution and promising future growth drivers.Artículo de análisis • Oct 29
Corning (NYSE:GLW) Has Affirmed Its Dividend Of $0.28
Corning Incorporated ( NYSE:GLW ) has announced that it will pay a dividend of $0.28 per share on the 12th of December...Actualización del análisis • Oct 18
Optical Communications And Solar Sectors Will Open New Markets
Corning's analyst fair value estimate has been raised from $76.17 to $77.75. Analysts cite improving margins, increased demand for connectivity driven by artificial intelligence, and resilient end markets as justification for the upward revision.Artículo de análisis • Oct 12
Corning (NYSE:GLW) Is Due To Pay A Dividend Of $0.28
The board of Corning Incorporated ( NYSE:GLW ) has announced that it will pay a dividend on the 12th of December, with...Actualización del análisis • Oct 04
Optical Communications And Solar Sectors Will Open New Markets
Corning’s analyst price target has increased from approximately $71.42 to $76.17 per share, as analysts cited robust demand for AI-related connectivity, stronger profit margins, and improving growth prospects across end markets. Analyst Commentary Analysts have recently updated their outlooks on Corning, largely in response to strong market demand and developments in key technology segments.Actualización del análisis • Sep 19
Optical Communications And Solar Sectors Will Open New Markets
Corning’s consensus price target rose to $71.42 as analysts point to robust Q3 guidance, ongoing AI-driven fiber demand, capital spending catalysts, and margin strength as key growth drivers supporting higher valuation. Analyst Commentary Bullish analysts cite strong Q3 guidance, with revenue growth of 13% year-over-year and EPS growth of 21% year-over-year, as supporting further upside to estimates.Artículo de análisis • Sep 06
Corning (NYSE:GLW) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Actualización del análisis • Sep 03
Optical Communications And Solar Sectors Will Open New Markets
Analysts have raised Corning’s price target to $69.83 on strong Q3 guidance driven by robust AI infrastructure demand, expanding margins, and increased U.S. solar project exposure, despite elevated sector valuations. Analyst Commentary Bullish analysts cite Corning's strong Q3 guidance, highlighting projected revenue growth of 13% year-over-year and EPS growth of 21% year-over-year, signaling robust operational momentum.Artículo de análisis • Aug 09
Corning Incorporated's (NYSE:GLW) 25% Jump Shows Its Popularity With Investors
Corning Incorporated ( NYSE:GLW ) shares have continued their recent momentum with a 25% gain in the last month alone...Artículo de análisis • Aug 03
Corning (NYSE:GLW) Has Announced A Dividend Of $0.28
Corning Incorporated ( NYSE:GLW ) has announced that it will pay a dividend of $0.28 per share on the 29th of...Artículo de análisis • Jul 13
Corning (NYSE:GLW) Will Pay A Dividend Of $0.28
Corning Incorporated ( NYSE:GLW ) will pay a dividend of $0.28 on the 29th of September. Based on this payment, the...Artículo de análisis • Jul 11
Corning (NYSE:GLW) Shareholders Will Want The ROCE Trajectory To Continue
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Artículo de análisis • Jun 29
Corning (NYSE:GLW) Is Paying Out A Dividend Of $0.28
Corning Incorporated ( NYSE:GLW ) will pay a dividend of $0.28 on the 29th of September. This makes the dividend yield...Análisis de la situación financiera
Pasivos a corto plazo: Los activos a corto plazo ($9.5B) de GLW superan a sus pasivos a corto plazo ($5.9B).
Pasivo a largo plazo: Los activos a corto plazo ($9.5B) de GLW no cubren sus pasivos a largo plazo ($13.0B).
Historial y análisis de deuda-patrimonio
Nivel de deuda: La relación deuda neta-capital de GLW (58.5%) se considera alta.
Reducción de la deuda: El ratio deuda-patrimonio de GLW ha crecido de 57.6% a 72.7% en los últimos 5 años.
Cobertura de la deuda: La deuda de GLW está bien cubierta por el flujo de caja operativo (32.4%).
Cobertura de intereses: Los pagos de intereses de la deuda de GLW están bien cubiertos por el BAIT (8.1x cobertura).
Hoja de balance
Descubre empresas con salud financiera
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/12 04:12 |
| Precio de las acciones al final del día | 2026/05/12 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Corning Incorporated está cubierta por 35 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Kelleher | Argus Research Company |
| Amir Rozwadowski | Barclays |
| Timothy Long | Barclays |