Corning Incorporated

NYSE:GLW 株式レポート

時価総額:US$178.5b

Corning マネジメント

マネジメント 基準チェック /34

Corningの CEO はWendell Weeksで、 Apr2005年に任命され、 の在任期間は 21.08年です。 の年間総報酬は$ 25.76Mで、 6.6%給与と93.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.11%を直接所有しており、その価値は$ 194.21M 。経営陣と取締役会の平均在任期間はそれぞれ4.1年と9.5年です。

主要情報

Wendell Weeks

最高経営責任者

US$25.8m

報酬総額

CEO給与比率6.56%
CEO在任期間21.1yrs
CEOの所有権0.1%
経営陣の平均在職期間4.1yrs
取締役会の平均在任期間9.5yrs

経営陣の近況

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
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.
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...

CEO報酬分析

Corning の収益と比較して、Wendell Weeks の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$2b

Dec 31 2025US$26mUS$2m

US$2b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$819m

Mar 31 2025n/an/a

US$454m

Dec 31 2024US$22mUS$2m

US$506m

Sep 30 2024n/an/a

US$156m

Jun 30 2024n/an/a

US$437m

Mar 31 2024n/an/a

US$614m

Dec 31 2023US$16mUS$2m

US$581m

Sep 30 2023n/an/a

US$585m

Jun 30 2023n/an/a

US$629m

Mar 31 2023n/an/a

US$911m

Dec 31 2022US$16mUS$2m

US$1b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$21mUS$1m

US$1b

Sep 30 2021n/an/a

US$819m

Jun 30 2021n/an/a

US$851m

Mar 31 2021n/an/a

US$1b

Dec 31 2020US$19mUS$1m

US$414m

Sep 30 2020n/an/a

US$194m

Jun 30 2020n/an/a

US$104m

Mar 31 2020n/an/a

US$267m

Dec 31 2019US$14mUS$1m

US$862m

報酬と市場: Wendellの 総報酬 ($USD 25.76M ) は、 US市場 ($USD 14.71M ) の同規模の企業の平均を上回っています。

報酬と収益: Wendellの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Wendell Weeks (65 yo)

21.1yrs
在職期間
US$25,756,121
報酬

Mr. Wendell P. Weeks has been the Chief Executive Officer of Corning Incorporated at Corning Optical Communications LLC since April 26, 2005 and has been its Chairman since April 26, 2007 and has been its...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Wendell Weeks
Chairman21.1yrsUS$25.76m0.11%
$ 194.2m
Edward Schlesinger
Executive Vice President & Chief Financial Officer4.3yrsUS$7.42m0.0076%
$ 13.5m
Avery Nelson
Executive VP & COO1.3yrsUS$6.79m0.011%
$ 19.5m
Lewis Steverson
Vice Chairman12.9yrsUS$9.08m0.0033%
$ 5.8m
John Zhang
EVP & Chief Corporate Development Officer1yrUS$8.28m0.0018%
$ 3.1m
Jaymin Amin
Senior VP & CTO3.9yrsデータなし0.014%
$ 24.1m
Soumya Seetharam
Senior VP and Chief Digital & Information Officer3.5yrsデータなし0.0053%
$ 9.4m
Ann H. Nicholson
Vice President of Investor Relations12.8yrsデータなしデータなし
Kevin Corliss
VP of Global Employee Relations & Chief Compliance Officerno dataデータなしデータなし
Michelle Gullo
Senior VP & Chief Human Resources Officerless than a yearデータなし0.0044%
$ 7.8m
Martin Curran
Executive VP & Innovation Officer13.8yrsデータなし0.0012%
$ 2.2m
John MacMahon
Senior Vice President of Global Compensation & Benefitsno dataデータなしデータなし
4.1yrs
平均在職期間
57yo
平均年齢

経験豊富な経営陣: GLWの経営陣は 経験豊富 であると考えられます ( 4.1年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Wendell Weeks
Chairman25.4yrsUS$25.76m0.11%
$ 194.2m
Pamela Craig
Independent Director4.9yrsUS$405.53kデータなし
Leslie Brun
Independent Director7.8yrsUS$386.78kデータなし
Robert Cummings
Independent Director19.6yrsUS$395.03k0.018%
$ 31.6m
Stephanie Burns
Lead Independent Director14.3yrsUS$440.03k0.0066%
$ 11.8m
Kevin Martin
Independent Director13.3yrsUS$370.03k0.0037%
$ 6.5m
Roger Ferguson
Independent Director5.1yrsUS$395.03k0.00081%
$ 1.4m
Daniel Huttenlocher
Independent Director11.3yrsUS$378.37k0.0016%
$ 2.9m
Ami Badani
Independent Directorless than a yearUS$91.27kデータなし
Thomas French
Independent Director2.9yrsUS$376.78kデータなし
9.5yrs
平均在職期間
67yo
平均年齢

経験豊富なボード: GLWの 取締役会経験豊富 であると考えられます ( 9.5年の平均在任期間)。


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2026/05/12 13:17
終値2026/05/12 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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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

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