GLW logo

Corning Incorporated Stock Price

NYSE:GLW Community·US$144.2b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 198 Fair Values set on narratives written by author

GLW Share Price Performance

US$158.54
92.78 (141.09%)
US$215.47
Fair Value
US$158.54
92.78 (141.09%)
26.4% undervalued intrinsic discount
US$215.47
Fair Value
Price US$158.54
AnalystConsensusTarget US$215.47
AnalystHighTarget US$270.00
AnalystLowTarget US$137.18

GLW Community Narratives

·
Fair Value US$215.47 26.4% undervalued intrinsic discount

GLW: Optical And Solar Demand Will Drive Earnings While Risks Remain

1users have liked this narrative
1users have commented on this narrative
67users have followed this narrative
·
Fair Value US$270 41.3% undervalued intrinsic discount

5G Connectivity And Electrification Will Expand Global Markets

0users have liked this narrative
0users have commented on this narrative
18users have followed this narrative
·
Fair Value US$137.18 15.6% overvalued intrinsic discount

US Trade Shifts And Tech Setbacks Will Limit Future Potential

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
US$137.18
15.6% overvalued intrinsic discount
Revenue
19.14% p.a.
Profit Margin
10.61%
Future PE
51.21x
Price in 2029
US$177.91
US$215.47
26.4% undervalued intrinsic discount
Revenue
20.61% p.a.
Profit Margin
17.7%
Future PE
47.85x
Price in 2029
US$277.91
US$270
41.3% undervalued intrinsic discount
Revenue
28.25% p.a.
Profit Margin
21.1%
Future PE
41.82x
Price in 2029
US$348.05

Trending Discussion

No trending discussion available.

Updated Narratives

GLW logo

GLW: AI Demand Will Likely Exceed Real Optical And Photonics Delivery

Fair Value: US$137.18 15.6% overvalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
GLW logo

GLW: AI Optical And Glass Substrates Will Drive Long-Term Upside

Fair Value: US$215.47 26.4% undervalued intrinsic discount
67 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
GLW logo

GLW: AI Fiber Deals And Glass Substrates Will Drive Future Upside

Fair Value: US$270 41.3% undervalued intrinsic discount
18 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with solid track record and pays a dividend.

3 Risks
4 Rewards

Corning Incorporated Key Details

US$17.0b

Revenue

US$10.8b

Cost of Revenue

US$6.2b

Gross Profit

US$4.3b

Other Expenses

US$1.9b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.21
36.39%
11.20%
64.2%
View Full Analysis

About GLW

Founded
1851
Employees
67200
CEO
Wendell Weeks
WebsiteView website
www.corning.com

Corning Incorporated operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally. The company provides optical fibers and cables; and hardware and equipment products, such as cable assemblies, fiber optic hardware and connectors, optical components and couplers, closures, network interface devices, and other accessories for the telecommunications industry, businesses, governments, and individuals. It also offers glass substrates for flat panel displays, including liquid crystal displays and organic light-emitting diodes that are used in televisions, notebook computers, desktop monitors, tablets, and handheld devices. In addition, it manufactures products that offer material formulations for glass, glass ceramics, crystals, precision metrology instruments, and software, as well as glass wafers and substrates, tinted sunglasses, and radiation shielding products for markets, such as mobile consumer electronics, semiconductor equipment optics and consumables, aerospace and defense optics, radiation shielding products, sunglasses, and telecommunications components. Further, the company provides ceramic substrates and filter products for emissions control in mobile, gasoline, and diesel applications, as well as technical glass and optic products and solutions for the interior and exterior of vehicles. Additionally, it offers laboratory products, including plastic vessels, liquid handling plastics, specialty surfaces, cell culture media, and serum, as well as general labware, and glassware and equipment under the Corning, Falcon, PYREX, and Axygen brands. It also offers polysilicon products and pharmaceutical glass tubing and vials. The company was formerly known as Corning Glass Works and changed its name to Corning Incorporated in April 1989. Corning Incorporated was founded in 1851 and is headquartered in Corning, New York.

Recent GLW News & Updates

Narrative Update 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

Recent updates

No updates