NYSE:GLW

Corning Inc (GLW)

146.00
+1.87 (1.30%)
as of Sep 3, 2026, 8:00:00 pm Market Open.
121 watching
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Investor Insights
star iconSep 3, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Corning Inc. (GLW) has garnered mixed reviews from experts, with a focus on its significant role in the fiber optics sector and the demand driven by data centers and AI technologies. While the company has shown robust growth potential, particularly with its optical fiber products being integral to modern data center operations, many experts express caution due to the current high valuation, trading at approximately 60x PE. The company has also secured substantial contracts with major players like Apple and Meta, indicating strong demand. However, several analysts recommend trimming positions and being wary of market vulnerabilities, suggesting that the stock may need to experience a correction before it becomes an attractive buy again. Ultimately, while Corning's innovations position it favorably in the tech landscape, uncertainties about valuation and future market dynamics make expert opinions vary widely.

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Consensus
Cautious
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Valuation
Overvalued
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COMMENT
Be care full assuming they supply glass for Apple. There are confidentiality agreements with Apple’s suppliers. Guerrilla glass is a small part of their business and is growing. It is tough to manage inventory stuffing in this business.
PAST TOP PICK
(A Top Pick Nov 4/09. Up 20%.) Sold his holdings in the summer at around current level because earnings momentum had weakened.
TOP PICK
When you look at the top 100 of S&P500 in terms of differential to model price, this is number 1. 36.10, 91% difference. $37.94 model price next year. Recession is the biggest risk.
PARTIAL SELL
Poor share price performance for quite some time. Good underlying growth in the key business segments that the company competes in but there is also lots of capacity. If you own, consider trimming.
TOP PICK
Reported pretty good earnings. Beat their numbers. His model price is $34.21, a 106% upside. Forward PE of 7.64.
PAST TOP PICK
(A Top Pick Nov 4/09. Up 22.5%.) 45% of the company's sales and 80% of profits are from LED and LCD screens. Cheap at under 9X forward PE. Long-term growth forecast is 12% annually. Can benefit from a recovery on the consumer's side.
COMMENT
Good company. Couple of things happening in the LCD screen space. Screens are getting bigger and cheaper but volumes are rising dramatically.
WEAK BUY
Bet on glass for LCD screens and get about 80% of business and 40% revenues from this. Pricing has been pretty strong and is improving. Looks pretty good but is a one trick pony.
TOP PICK
Stock hasn't done much in the last little while. Reported very good earnings recently. Primary business is display technology and 80% of profits come from LCDs and expects a recovery soon in this area. Trades at 9X forward PE.
COMMENT
Very volatile stock. Faddy, trendy stock but some of their businesses could get hot again.
DON'T BUY
Recently warned going forward. Would be catching a falling knife. Demand for LCD screens has dropped.
TOP PICK
A play on LCD televisions. They dominate the space in providing the glass for it. Historically trading at the low end of its earnings per share.
TOP PICK
The weak US dollar has really helped Corning, because of the YEN. Significant increase in their profits. Even without the US dollar they have great margins. Some concern in the LCD will slow. They additionally have some fledgling businesses which will increase their growth in time. (Diesel filter, and silicon for solar cells companies).
BUY
The LCD business has been difficult because of competition. A good company and have some very strong parts to the company. Over the next 2 to 3 years it will do well.
WATCH
Has been struggling. As prices are coming down their margins are getting hurt. Earning strength has not been great, not generating enough free cash flow to keep R&D going at high rate.
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