Corning Incorporated

NYSE:GLW Rapport sur les actions

Capitalisation boursière : US$130.5b

Corning Résultats passés

Passé contrôle des critères 4/6

Les bénéfices de Corning ont diminué à un taux annuel moyen de -2.7%, tandis que le secteur Electronic a vu ses bénéfices augmenter de en à 4.8% par an. Les revenus ont augmenté de en à un taux moyen de 1.7% par an. Le rendement des capitaux propres de Corning est 15.9% et ses marges nettes sont de 11.1%.

Informations clés

-2.66%

Taux de croissance des bénéfices

-4.16%

Taux de croissance du BPA

Electronic Croissance de l'industrie15.34%
Taux de croissance des recettes1.70%
Rendement des fonds propres15.91%
Marge nette11.09%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Corning Sees Long-Term Tailwinds In Optics, Underwhelmed With Guidance

Apr 29

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.

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.

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.

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.

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.

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.

Corning Incorporated's (NYSE:GLW) P/E Is Still On The Mark Following 26% Share Price Bounce

Feb 06
Corning Incorporated's (NYSE:GLW) P/E Is Still On The Mark Following 26% Share Price Bounce

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.

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.

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.

Corning Incorporated's (NYSE:GLW) Intrinsic Value Is Potentially 25% Below Its Share Price

Jan 01
Corning Incorporated's (NYSE:GLW) Intrinsic Value Is Potentially 25% Below Its Share Price

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.

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.

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.

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.

Corning (NYSE:GLW) Has Affirmed Its Dividend Of $0.28

Oct 29
Corning (NYSE:GLW) Has Affirmed Its Dividend Of $0.28

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.

Corning (NYSE:GLW) Is Due To Pay A Dividend Of $0.28

Oct 12
Corning (NYSE:GLW) Is Due To Pay A Dividend Of $0.28

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.

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.

Corning (NYSE:GLW) Seems To Use Debt Quite Sensibly

Sep 06
Corning (NYSE:GLW) Seems To Use Debt Quite Sensibly

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.

Corning Incorporated's (NYSE:GLW) 25% Jump Shows Its Popularity With Investors

Aug 09
Corning Incorporated's (NYSE:GLW) 25% Jump Shows Its Popularity With Investors

Corning (NYSE:GLW) Has Announced A Dividend Of $0.28

Aug 03
Corning (NYSE:GLW) Has Announced A Dividend Of $0.28

Corning (NYSE:GLW) Will Pay A Dividend Of $0.28

Jul 13
Corning (NYSE:GLW) Will Pay A Dividend Of $0.28

Corning (NYSE:GLW) Shareholders Will Want The ROCE Trajectory To Continue

Jul 11
Corning (NYSE:GLW) Shareholders Will Want The ROCE Trajectory To Continue

Corning (NYSE:GLW) Is Paying Out A Dividend Of $0.28

Jun 29
Corning (NYSE:GLW) Is Paying Out A Dividend Of $0.28

Corning's (NYSE:GLW) Soft Earnings Don't Show The Whole Picture

May 09
Corning's (NYSE:GLW) Soft Earnings Don't Show The Whole Picture

Corning (NYSE:GLW) Has Affirmed Its Dividend Of $0.28

May 07
Corning (NYSE:GLW) Has Affirmed Its Dividend Of $0.28

AI Is Here, And It Needs Corning

Apr 26

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
31 Mar 2616,3211,8102,1541,118
31 Dec 2515,6291,5962,0801,110
30 Sep 2514,9151,3662,0911,101
30 Jun 2514,2068191,9501,115
31 Mar 2513,5954541,9071,101
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
30 Jun 159,5522,8071,298789

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. (11.1%) sont plus élevées que l'année dernière (3.3%).

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 diminué de 2.7% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de GLW au cours de l'année écoulée ( 298.7% ) dépasse sa moyenne sur 5 ans ( -2.7% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices GLW au cours de l'année écoulée ( 298.7% ) a dépassé celle du secteur Electronic 14.3%.

Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de GLW ( 15.9% ) 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'entreprise2026/04/30 22:23
Cours de l'action en fin de journée2026/04/30 00:00
Les revenus2026/03/31
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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale 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 35 analystes. 12 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