Corning Incorporated

NYSE:GLW Rapport sur les actions

Capitalisation boursière : US$129.3b

Corning Résultats passés

Passé contrôle des critères 5/6

Corning a connu une croissance annuelle moyenne de ses bénéfices de 2.9%, tandis que le secteur Electronic a vu ses bénéfices augmenter de en hausse à 2.9% par an. Les revenus ont augmenté de en hausse à un taux moyen de 2.2% par an. Le rendement des capitaux propres de Corning est 15.8% et ses marges nettes sont de 11.2%.

Informations clés

2.87%

Taux de croissance des bénéfices

1.84%

Taux de croissance du BPA

Electronic Croissance de l'industrie15.34%
Taux de croissance des recettes2.24%
Rendement des fonds propres15.80%
Marge nette11.20%
Dernière mise à jour des bénéfices30 Jun 2026

Mises à jour récentes des performances passées

Recent updates

Seeking Alpha • Sep 14

Corning Incorporated: Priced For The Ambition, Not The Confident Case

Summary Corning Incorporated is up 121% YoY, driven by AI data centre demand and major contracts with Amazon, NVIDIA, Meta, and Apple. GLW's Q2 core sales grew 17% to $4.74B, with core operating margin at 20.9% and strong cash flow momentum. Management outlined two divergent 2030 revenue targets ($40B vs. $35B), with the higher plan requiring a 35% CAGR in Optical Communications. I rate GLW a Hold with a $159 PT, citing valuation risk if only the risk-adjusted plan materializes and concentration in hyperscaler customers. Read the full article on Seeking Alpha
Mise à jour du récit • Sep 08

GLW: AI Fiber Demand And Glass Substrates Will Support Future Upside

Analysts now place fair value for Corning at about $226, down from $270, as they factor in more measured revenue growth assumptions, slightly higher discount rates, and lower future P/E expectations, even while recent research still highlights support from optical demand, AI related projects, and new photonics initiatives. Analyst Commentary Recent research on Corning shows a mix of caution on near term expectations and optimism on longer term growth drivers.
Mise à jour du récit • Aug 25

GLW: AI Fiber Agreements Will Support Long-Term Optical Upside

Corning's updated analyst price target has shifted from $215.47 to $191.40 as analysts recalibrate their models in light of firmer but capacity constrained optical demand, a slightly more conservative revenue outlook, and ongoing interest in the company's photonics and AI infrastructure opportunities. Analyst Commentary Recent Street research on Corning shows a mix of optimism about long term growth drivers and caution around near term execution and valuation.
Mise à jour du récit • Aug 11

GLW: AI Demand Will Likely Exceed Real Optical And Photonics Delivery

For this Corning update, the analyst price target has been reset lower, with the fair value estimate moving from about $162 to $137 as analysts factor in tighter margin expectations and a lower future P/E multiple, even as they still reference firm optical demand and potential photonics upside in recent research. Analyst Commentary Recent research on Corning reflects a mixed tone.
Mise à jour du récit • Jul 28

GLW: AI Optical And Glass Substrates Will Drive Long-Term Upside

Corning's analyst fair value estimate has shifted from $139.21 to $215.47 as analysts weigh higher projected revenue growth, stronger profit margins, and a slightly higher future P/E in light of recent price target increases tied to AI infrastructure demand and optical and glass substrate opportunities. Analyst Commentary Recent research on Corning points to a generally constructive tone, with higher fair value estimates tied to AI infrastructure, optical demand, and emerging glass substrate use cases.
Mise à jour du récit • Jul 14

GLW: AI Fiber Deals And Glass Substrates Will Drive Future Upside

Analysts have raised the Corning price target from $230 to $270, citing stronger expectations around networking and optical demand tied to AI infrastructure, as well as longer-term potential in areas like glass substrates and advanced display partnerships. Analyst Commentary Recent Street research around Corning reflects a cluster of higher price targets and generally constructive views on how the company is positioned in networking, optical, and glass substrate technologies tied to AI infrastructure and advanced computing.
Mise à jour du récit • Jun 30

GLW: AI Infrastructure Hype Will Likely Outrun Optical And Solar Execution

Corning's analyst fair value estimate has been raised from $149.00 to about $162.00. Analysts cite stronger expectations for its Optical and Solar businesses, higher projected revenue growth and margins, and a shift to lower future P/E assumptions in line with broader sector views.
Article d’analyse • Jun 18

Corning (GLW) Stock Could Be 40% Overvalued After Amazon AI Fiber Deal

Corning (GLW) is back in focus after announcing a multibillion dollar, multidecade agreement with Amazon to expand U.S. fiber optic production for AI focused data centers, alongside sizable contracts with additional hyperscale customers. See our latest analysis for Corning. Corning stock has seen strong momentum alongside these AI driven contracts, with a 1 day share price return of 11.13% and a 90 day share price return of 56.46%, while the 1 year total shareholder return is very large at...
Mise à jour du récit • Jun 16

GLW: AI Hyperscaler Fiber Contracts Will Drive Long Term Share Price Upside

Corning's analyst fair value estimate moves from $190 to $230 as analysts factor in updated expectations for revenue growth, profit margins, and a lower future P/E multiple, as highlighted in a series of recent price target increases across major research firms. Analyst Commentary Recent research on Corning centers on a series of higher price targets and refreshed models.
Mise à jour du récit • Jun 02

GLW: AI Infrastructure Euphoria Will Likely Limit Future Share Upside

Corning's updated analyst narrative keeps fair value steady at $149.00 per share. A series of recent price target increases and its addition to a major "US 1 List" reflect analysts' focus on slightly higher modeled revenue growth, modestly stronger profit margins, and a marginally lower future P/E multiple.
Mise à jour du récit • May 18

GLW: AI Data Center Hype Will Likely Cap Future Share Returns

Corning's analyst fair value estimate has shifted from $91.00 to $149.00 as analysts factor in higher modeled revenue growth, a revised discount rate, and updated future P/E assumptions supported by a wave of recent price target increases across major research firms. Analyst Commentary Recent Street research on Corning shows a cluster of higher price targets and fresh coverage, but it is not a uniformly bullish story.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.

Ventilation des recettes et des dépenses

Comment Corning gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.

Historique des gains et des recettes

NYSE:GLW Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
30 Jun 2616,9641,9002,2841,141
31 Mar 2616,3211,8102,1931,118
31 Dec 2515,6291,5962,0801,110
30 Sep 2514,9151,3662,0911,101
30 Jun 2514,2068191,9621,115
31 Mar 2513,5954541,9191,101
31 Dec 2413,1185061,9021,089
30 Sep 2412,6111561,9051,103
30 Jun 2412,3934371,8811,079
31 Mar 2412,3856141,8551,080
31 Dec 2312,5885811,8251,076
30 Sep 2313,0005851,7691,052
30 Jun 2313,3156291,7521,060
31 Mar 2313,6879111,7961,037
31 Dec 2214,1891,3161,8351,047
30 Sep 2214,4591,8391,7811,045
30 Jun 2214,5862,0021,8041,018
31 Mar 2214,4721,0851,7651,020
31 Dec 2114,0821,0791,727994
30 Sep 2113,7568191,719943
30 Jun 2113,1428511,709905
31 Mar 2112,2021,1091,627881
31 Dec 2011,3034141,601907
30 Sep 2010,7701941,602943
30 Jun 2010,7031041,514969
31 Mar 2011,0822671,5811,000
31 Dec 1911,5038621,6491,001
30 Sep 1911,7211,1221,6461,002
30 Jun 1911,7951,4101,7171,007
31 Mar 1911,6022,0561,6901,001
31 Dec 1811,2909681,873987
30 Sep 1810,892-7361,595969
30 Jun 1810,491-9711,529940
31 Mar 1810,241-1,2701,508903
31 Dec 1710,116-5951,473864
30 Sep 179,9552,3891,620796
30 Jun 179,8552,2831,543768
31 Mar 179,7184,0511,594754
31 Dec 169,3903,5971,518736
30 Sep 169,1452,2491,574777
30 Jun 168,9102,1771,597771
31 Mar 168,8934661,497770
31 Dec 159,1111,2411,497769
30 Sep 159,2842,0061,270771

Des revenus de qualité: GLW a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de GLW sont plus élevées que l'année dernière GLW. (11.2%) sont plus élevées que l'année dernière (5.8%).

Analyse des flux de trésorerie disponibles par rapport aux bénéfices

Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de GLW ont augmenté de 2.9% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de GLW au cours de l'année écoulée ( 132% ) dépasse sa moyenne sur 5 ans ( 2.9% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices GLW au cours de l'année écoulée ( 132% ) a dépassé celle du secteur Electronic 19%.

Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de GLW ( 15.8% ) est considéré comme faible.

Rendement des actifs

Rendement des capitaux employés

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/21 04:09
Cours de l'action en fin de journée2026/09/18 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Corning Incorporated est couverte par 36 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
James KelleherArgus Research Company
Amir RozwadowskiBarclays
Timothy LongBarclays