Corning（GLW）株式概要
コーニング・インコーポレイテッドは、光通信、ディスプレイ、特殊材料、自動車、ライフサイエンスなどの事業を、米国、カナダ、メキシコ、日本、台湾、中国、韓国、ドイツ、および世界各国で展開している。 詳細
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Analyst Price Targets
Corning Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$190.89 |
| 52週高値 | US$211.79 |
| 52週安値 | US$48.88 |
| ベータ | 1.14 |
| 1ヶ月の変化 | 13.62% |
| 3ヶ月変化 | 27.01% |
| 1年変化 | 286.03% |
| 3年間の変化 | 519.57% |
| 5年間の変化 | 345.17% |
| IPOからの変化 | 3,239.18% |
最新ニュース
Seeking Alpha • 17h
Beyond AI: Corning's Three Forgotten Powerhouses
Summary Corning is rated Buy with 10-15% upside, driven by AI-driven optical demand, solar foothold positioning, and innovative Life Sciences growth. GLW’s solar segment is set to benefit from U.S. tariff walls, domestic capacity buildout, and strong customer commitments covering 80% of available capacity for five years. Velocity Vials in Life Sciences could generate $1.5–3B annual revenue if they capture 20% global share, leveraging partnerships and licensing for scalable growth. Corning’s moat is strongest in inter-datacenter fiber, supported by long-term contracts, high CapEx funded by customer commitments, and robust balance sheet health. Read the full article on Seeking Alpha
ナラティブの更新 • 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.Recent updates
Seeking Alpha • 17h
Beyond AI: Corning's Three Forgotten Powerhouses
Summary Corning is rated Buy with 10-15% upside, driven by AI-driven optical demand, solar foothold positioning, and innovative Life Sciences growth. GLW’s solar segment is set to benefit from U.S. tariff walls, domestic capacity buildout, and strong customer commitments covering 80% of available capacity for five years. Velocity Vials in Life Sciences could generate $1.5–3B annual revenue if they capture 20% global share, leveraging partnerships and licensing for scalable growth. Corning’s moat is strongest in inter-datacenter fiber, supported by long-term contracts, high CapEx funded by customer commitments, and robust balance sheet health. Read the full article on Seeking Alphaナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| GLW | US Electronic | US 市場 | |
|---|---|---|---|
| 7D | 5.6% | 7.1% | 1.3% |
| 1Y | 286.0% | 98.9% | 27.7% |
業界別リターン: GLW過去 1 年間で98.9 % の収益を上げたUS Electronic業界を上回りました。
リターン対市場: GLW過去 1 年間で27.7 % の収益を上げたUS市場を上回りました。
価格変動
| GLW volatility | |
|---|---|
| GLW Average Weekly Movement | 10.8% |
| Electronic Industry Average Movement | 8.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: GLW 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: GLWの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1851 | 67,200 | Wendell Weeks | www.corning.com |
コーニング・インコーポレーテッドは、米国、カナダ、メキシコ、日本、台湾、中国、韓国、ドイツ、および海外で光通信、ディスプレイ、特殊材料、自動車、ライフサイエンス事業を展開している。同社は、光ファイバーとケーブル、およびケーブルアセンブリ、光ファイバーハードウェアとコネクタ、光コンポーネントとカプラ、クロージャ、ネットワークインターフェイスデバイス、その他のアクセサリなどのハードウェアおよび機器製品を、電気通信業界、企業、政府、個人向けに提供している。また、テレビ、ノートパソコン、デスクトップモニター、タブレット、携帯機器に使用される液晶ディスプレイや有機発光ダイオードなどのフラットパネルディスプレイ用ガラス基板も提供している。さらに、ガラス、ガラスセラミックス、水晶、精密測定機器、ソフトウェアの材料配合を提供する製品や、モバイル家電、半導体装置の光学部品および消耗品、航空宇宙および防衛光学部品、放射線遮蔽製品、サングラス、通信部品などの市場向けに、ガラスウェーハおよび基板、着色サングラス、放射線遮蔽製品を製造している。さらに、移動体、ガソリン、ディーゼル用途の排ガス制御用セラミック基板とフィルター製品、自動車の内外装用のテクニカルガラスと光学製品とソリューションを提供している。さらに、プラスチック容器、液体処理プラスチック、特殊表面、細胞培養培地、血清などの実験用製品、一般的な実験用器具、コーニング、ファルコン、PYREX、オキシジェンのブランドでガラス器具や機器を提供している。また、ポリシリコン製品や医薬用ガラスチューブ、バイアルも提供している。以前はコーニング・グラス・ワークスとして知られ、1989年4月にコーニング・インコーポレーテッドに社名を変更した。コーニング・インコーポレーテッドは1851年に設立され、ニューヨーク州コーニングに本社を置いている。
Corning Incorporated 基礎のまとめ
| GLW 基礎統計学 | |
|---|---|
| 時価総額 | US$168.83b |
| 収益（TTM） | US$1.81b |
| 売上高(TTM) | US$16.32b |
90.8x
PER（株価収益率10.1x
P/SレシオGLW は割高か？
公正価値と評価分析を参照収益と収入
| GLW 損益計算書（TTM） | |
|---|---|
| 収益 | US$16.32b |
| 売上原価 | US$10.38b |
| 売上総利益 | US$5.94b |
| その他の費用 | US$4.13b |
| 収益 | US$1.81b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.10 |
| グロス・マージン | 36.38% |
| 純利益率 | 11.09% |
| 有利子負債／自己資本比率 | 72.7% |
GLW の長期的なパフォーマンスは？
過去の実績と比較を見る| Corning 配当日 | |
|---|---|
| 配当落ち日 | May 29 2026 |
| 配当支払日 | Jun 29 2026 |
| 配当落ちまでの日数 | 1 day |
| 配当支払日までの日数 | 32 days |
GLW 配当は確実ですか？
GLW 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/27 03:58 |
| 終値 | 2026/05/27 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Corning Incorporated 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Amir Rozwadowski | Barclays |
| Timothy Long | Barclays |