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Corning Incorporated

NYSE:GLW 株式レポート

時価総額:US$143.0b

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
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Corning 配当と自社株買い

配当金 基準チェック /06

Corningは配当を支払う会社で、現在の利回りは0.66%です。次の支払い日は 29th September, 2026で、権利落ち日は31st August, 2026 。

主要情報

0.7%

配当利回り

0.2%

バイバック利回り

総株主利回り0.9%
将来の配当利回り0.8%
配当成長8.2%
次回配当支払日29 Sep 26
配当落ち日31 Aug 26
一株当たり配当金n/a
配当性向51%

最近の配当と自社株買いの更新

Recent updates

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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
Seeking Alpha • Aug 11

Corning: The Pullback We Asked For Arrived - An Upgrade To Buy

Summary Corning is upgraded to 'Buy' as improved fundamentals and reset valuation align with disciplined entry post-volatility. GLW delivered two consecutive earnings beats, with Q2 core sales up 17% Y/Y and EPS up 30% Y/Y, driven by strong optical and AI data center demand. Long-term agreements with Nvidia, Amazon, and Meta anchor Springboard revenue targets, supporting a 19% sales CAGR through 2028 and faster EPS growth. Key risks include sensitivity to AI capex, potential optical growth deceleration, and consumer/auto market softness, but LTA-backed revenue and solar tailwinds justify the premium. Read the full article on Seeking Alpha
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
分析記事 • 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...
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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...
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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...
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.

決済の安定と成長

配当データの取得

安定した配当: GLWはUS市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。

増加する配当: GLWはUS市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。


配当利回り対市場

Corning 配当利回り対市場
GLW 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (GLW)0.7%
市場下位25% (US)1.4%
市場トップ25% (US)4.1%
業界平均 (Electronic)0.8%
アナリスト予想 (GLW) (最長3年)0.8%

注目すべき配当: GLWの配当金 ( 0.66% ) はUS市場の配当金支払者の下位 25% ( 1.36% ) と比べると目立ったものではありません。

高配当: GLWの配当金 ( 0.66% ) はUS市場の配当金支払者の上位 25% ( 4.09% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: GLW US市場において目立った配当金を支払っていません。


株主配当金

キャッシュフローカバレッジ: GLW US市場において目立った配当金を支払っていません。


高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/09 03:58
終値2026/09/09 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
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アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
  • トップ株主
  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
  • SECフォーム10-K
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主な進展10年
  • 会社からのお知らせ
  • SECフォーム8-K

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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 11 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。36

アナリスト機関
James KelleherArgus Research Company
Amir RozwadowskiBarclays
Timothy LongBarclays

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