Corning Beheer
Beheer criteriumcontroles 3/4
De CEO Corning is Wendell Weeks, benoemd in Apr2005, heeft een ambtstermijn van 21.08 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 25.76M, bestaande uit 6.6% salaris en 93.4% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.11% van de aandelen van het bedrijf, ter waarde $ 148.48M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4.1 jaar en 7.8 jaar.
Belangrijke informatie
Wendell Weeks
Algemeen directeur
US$25.8m
Totale compensatie
| Percentage CEO-salaris | 6.56% |
| Dienstverband CEO | 21.1yrs |
| Eigendom CEO | 0.1% |
| Management gemiddelde ambtstermijn | 4.1yrs |
| Gemiddelde ambtstermijn bestuur | 7.8yrs |
Recente managementupdates
Recent updates
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.Corning Sees Long-Term Tailwinds In Optics, Underwhelmed With Guidance
Apr 29
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.
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.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.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.
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.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.Corning Incorporated's (NYSE:GLW) P/E Is Still On The Mark Following 26% Share Price Bounce
Feb 06
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.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.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.Corning Incorporated's (NYSE:GLW) Intrinsic Value Is Potentially 25% Below Its Share Price
Jan 01GLW: 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.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.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.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.Corning (NYSE:GLW) Has Affirmed Its Dividend Of $0.28
Oct 29Optical 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.Corning (NYSE:GLW) Is Due To Pay A Dividend Of $0.28
Oct 12Optical 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.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.Corning (NYSE:GLW) Seems To Use Debt Quite Sensibly
Sep 06Optical 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.Corning Incorporated's (NYSE:GLW) 25% Jump Shows Its Popularity With Investors
Aug 09Corning (NYSE:GLW) Has Announced A Dividend Of $0.28
Aug 03Corning (NYSE:GLW) Will Pay A Dividend Of $0.28
Jul 13Corning (NYSE:GLW) Shareholders Will Want The ROCE Trajectory To Continue
Jul 11Corning (NYSE:GLW) Is Paying Out A Dividend Of $0.28
Jun 29Corning's (NYSE:GLW) Soft Earnings Don't Show The Whole Picture
May 09Corning (NYSE:GLW) Has Affirmed Its Dividend Of $0.28
May 07Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$26m | US$2m | US$2b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$819m |
| Mar 31 2025 | n/a | n/a | US$454m |
| Dec 31 2024 | US$22m | US$2m | US$506m |
| Sep 30 2024 | n/a | n/a | US$156m |
| Jun 30 2024 | n/a | n/a | US$437m |
| Mar 31 2024 | n/a | n/a | US$614m |
| Dec 31 2023 | US$16m | US$2m | US$581m |
| Sep 30 2023 | n/a | n/a | US$585m |
| Jun 30 2023 | n/a | n/a | US$629m |
| Mar 31 2023 | n/a | n/a | US$911m |
| Dec 31 2022 | US$16m | US$2m | US$1b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$21m | US$1m | US$1b |
| Sep 30 2021 | n/a | n/a | US$819m |
| Jun 30 2021 | n/a | n/a | US$851m |
| Mar 31 2021 | n/a | n/a | US$1b |
| Dec 31 2020 | US$19m | US$1m | US$414m |
| Sep 30 2020 | n/a | n/a | US$194m |
| Jun 30 2020 | n/a | n/a | US$104m |
| Mar 31 2020 | n/a | n/a | US$267m |
| Dec 31 2019 | US$14m | US$1m | US$862m |
Compensatie versus markt: De totale vergoeding ($USD 25.76M ) Wendell } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.58M ).
Compensatie versus inkomsten: De vergoeding van Wendell is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Wendell Weeks (65 yo)
21.1yrs
Tenure
US$25,756,121
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman | 21.1yrs | US$25.76m | 0.11% $ 148.5m | |
| Vice Chairman | 1yr | US$9.08m | 0.0065% $ 8.9m | |
| Executive Vice President & Chief Financial Officer | 4.3yrs | US$7.42m | 0.010% $ 13.9m | |
| Executive VP & COO | 1.3yrs | US$6.79m | 0.011% $ 14.9m | |
| EVP & Chief Corporate Development Officer | 1yr | US$8.28m | 0.0035% $ 4.8m | |
| Senior VP & CTO | 3.9yrs | geen gegevens | 0.014% $ 18.5m | |
| Senior VP and Chief Digital & Information Officer | 3.5yrs | geen gegevens | 0.0053% $ 7.2m | |
| Vice President of Investor Relations | 12.8yrs | geen gegevens | geen gegevens | |
| VP of Global Employee Relations & Chief Compliance Officer | no data | geen gegevens | geen gegevens | |
| Senior VP & Chief Human Resources Officer | less than a year | geen gegevens | 0.0050% $ 6.8m | |
| Executive VP & Innovation Officer | 13.8yrs | geen gegevens | 0.0012% $ 1.6m | |
| Senior Vice President of Global Compensation & Benefits | no data | geen gegevens | geen gegevens |
4.1yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van GLW wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.1 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman | 25.4yrs | US$25.76m | 0.11% $ 148.5m | |
| Vice Chairman | 1yr | US$9.08m | 0.0065% $ 8.9m | |
| Independent Director | 4.9yrs | US$405.53k | geen gegevens | |
| Independent Director | 7.8yrs | US$386.78k | geen gegevens | |
| Independent Director | 19.6yrs | US$395.03k | 0.018% $ 24.1m | |
| Lead Independent Director | 14.3yrs | US$440.03k | 0.0066% $ 9.0m | |
| Independent Director | 13.3yrs | US$370.03k | 0.0037% $ 5.0m | |
| Independent Director | 5.1yrs | US$395.03k | 0.00081% $ 1.1m | |
| Independent Director | 11.3yrs | US$378.37k | 0.0016% $ 2.2m | |
| Independent Director | less than a year | US$91.27k | geen gegevens | |
| Independent Director | 2.9yrs | US$376.78k | geen gegevens |
7.8yrs
Gemiddelde duur
66yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van GLW wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.8 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/04 04:14 |
| Aandelenkoers aan het einde van de dag | 2026/05/04 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Corning Incorporated wordt gevolgd door 35 analisten. 12 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| James Kelleher | Argus Research Company |
| Amir Rozwadowski | Barclays |
| Timothy Long | Barclays |