Corning Incorporated

NYSE:GLW 주식 리포트

시가총액: US$143.0b

Corning 배당 및 자사주 매입

배당 기준 점검 0/6

Corning 은(는) 현재 수익률이 0.66% 인 배당금 지급 회사입니다. 다음 지급일은 29th September, 2026 이며 배당락일은 다음과 같습니다. 31st August, 2026.

핵심 정보

0.7%

배당 수익률

0.2%

자사주 매입 수익률

총 주주 수익률0.9%
미래 배당 수익률0.8%
배당 성장률8.2%
다음 배당 지급일29 Sep 26
배당락일31 Aug 26
주당 배당금n/a
배당 성향51%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: GLW US 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.

배당금 증가: GLW US 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.

배당 수익률 vs 시장

Corning 배당 수익률 vs 시장
GLW의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (GLW)0.7%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.1%
업계 평균 (Electronic)0.8%
분석가 예측 (GLW) (최대 3년)0.8%

주목할만한 배당금: GLW 의 배당금( 0.66% )은 US 시장에서 배당금 지급자의 하위 25%( 1.36% )와 비교해 주목할 만하지 않습니다.

고배당: GLW 의 배당금( 0.66% )은 US 시장에서 배당금 지급자의 상위 25%( 4.09% )와 비교해 낮습니다.

주주 대상 이익 배당

수익 보장: GLW US 시장에서 주목할만한 배당금을 지급하지 않습니다.

주주 현금 배당

현금 흐름 범위: GLW US 시장에서 주목할만한 배당금을 지급하지 않습니다.

높은 배당을 제공하는 우량 기업 찾기

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/09 18:19
종가2026/09/09 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Corning Incorporated는 36명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James KelleherArgus Research Company
Amir RozwadowskiBarclays
Timothy LongBarclays