Corning Incorporated

NYSE:GLW 주식 리포트

시가총액: US$160.9b

Corning 향후 성장

Future 기준 점검 5/6

Corning (는) 각각 연간 25.7% 및 16.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 25.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 30.3% 로 예상됩니다.

핵심 정보

25.7%

이익 성장률

25.82%

EPS 성장률

Electronic 이익 성장24.6%
매출 성장률16.5%
향후 자기자본이익률30.29%
애널리스트 커버리지

Good

마지막 업데이트11 May 2026

최근 향후 성장 업데이트

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

이익 및 매출 성장 예측

NYSE:GLW - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202826,8504,2193,3125,4909
12/31/202722,6163,6122,4984,34710
12/31/202618,9812,3621,9053,42810
3/31/202616,3211,8101,5002,906N/A
12/31/202515,6291,5961,4132,695N/A
9/30/202514,9151,3661,1622,266N/A
6/30/202514,2068191,1942,181N/A
3/31/202513,5954541,0731,994N/A
12/31/202413,1185069741,939N/A
9/30/202412,6111561,0392,029N/A
6/30/202412,3934379382,052N/A
3/31/202412,3856148902,150N/A
12/31/202312,5885816152,005N/A
9/30/202313,0005853951,909N/A
6/30/202313,3156292551,893N/A
3/31/202313,6879114292,032N/A
12/31/202214,1891,3161,0112,615N/A
9/30/202214,4591,8391,1973,021N/A
6/30/202214,5862,0021,4503,210N/A
3/31/202214,4721,0851,4923,223N/A
12/31/202114,0821,0791,7753,412N/A
9/30/202113,7568191,7583,163N/A
6/30/202113,1428511,7192,876N/A
3/31/202112,2021,1091,5342,655N/A
12/31/202011,3034148032,180N/A
9/30/202010,7701941,0532,424N/A
6/30/202010,7031049792,705N/A
3/31/202011,0822673002,308N/A
12/31/201911,503862N/A2,031N/A
9/30/201911,7211,122N/A1,954N/A
6/30/201911,7951,410N/A2,008N/A
3/31/201911,6022,056N/A2,570N/A
12/31/201811,290968N/A2,919N/A
9/30/201810,892-736N/A2,866N/A
6/30/201810,491-971N/A2,568N/A
3/31/201810,241-1,270N/A2,133N/A
12/31/201710,116-595N/A2,004N/A
9/30/20179,9552,389N/A2,544N/A
6/30/20179,8552,283N/A2,553N/A
3/31/20179,7184,051N/A2,808N/A
12/31/20169,3903,597N/A2,537N/A
9/30/20169,1452,249N/A2,073N/A
6/30/20168,9102,177N/A2,116N/A
3/31/20168,893466N/A2,128N/A
12/31/20159,1111,241N/A2,829N/A
9/30/20159,2842,006N/A2,957N/A
6/30/20159,5522,807N/A3,377N/A

애널리스트 향후 성장 전망

수입 대 저축률: GLW 의 연간 예상 수익 증가율(25.7%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: GLW 의 연간 수익(25.7%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: GLW 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: GLW 의 수익(연간 16.5%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: GLW 의 수익(연간 16.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: GLW의 자본 수익률은 3년 후 30.3%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 09:53
종가2026/05/11 00:00
수익2026/03/31
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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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Corning Incorporated는 35명의 분석가가 다루고 있습니다. 이 중 12명의 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