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NYSE:GLW

Corning Inc (GLW)

177.42
-10.46 (5.57%)
as of Jun 16, 2026, 8:00:00 pm Market Open.
117 watching
0
Investor Insights
star iconJun 16, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Corning Inc (GLW-N) has recently seen significant volatility, with experts noting that the stock has undergone a parabolic move, suggesting it needs to correct further before becoming an attractive buy. Many analysts emphasize the importance of timing, advising against chasing the stock at its current levels, particularly after its notable rise in Q3. The company's partnerships, especially with Apple and Meta, indicate strong growth potential, particularly in the fiber optics sector which is positioned to replace traditional copper infrastructure in data centers. Despite some recent underperformance in optical sales being below analyst expectations, the overall projections for Corning's growth due to ongoing demand for AI-driven optical products remain promising, though they caution that current valuations may be higher than desirable. Overall, while there's optimism surrounding its future, a prudent approach is advised before re-entry into positions, with suggestions to wait for lower entry points.

consensus icon
Consensus
Cautious
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Valuation
Overvalued
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Similar
AMAT
DON'T BUY

Not one of his favourite companies. Issue is commodity. There are only 3 competitors on the glass side but they tend to beat each other up on margins. Corning is tied to flat screen televisions and they have not grown in sales recently. There is not much chance of growth. Apple is notorious for not letting the supplier take the margin and keeping it for themselves.

DON'T BUY

Thinks there is more downside to come. This is driven by consumer demand for TVs etc.

PAST TOP PICK

(Top Pick July 8/11, Down 35%) He reduced the position when it fell out of the S&P 100. Model $ 23.71, 107% upside. But he believes Corning will end up at around the $9 level. It will re-invent itself again.

SELL
This is a company that you would think should do very, very well but they can't seem to get out of their own way. Good products and seemed to be at the sweet spot of the technology cycle but it is just tough for them.
PAST TOP PICK
(A Top Pick April 12/12. Up 10.16%.)
PAST TOP PICK
(Top Pick Mar 1/12, Down 0.59%)
COMMENT
You would think with all the smart phones and tablets that are being marketed that they would be doing better. Stock seems to continually being bumping along. He would prefer Cirrus Logic (CRUS-Q) which does all of the sound chips for the iPhone and iPad.
DON'T BUY
(Market Call Minute.) Having trouble getting out of its own way. This is something that should do well because of the amount of glass that they are producing both for tablets and for LED TVs. Product is being commoditized, which is eating into their margins.
WATCH
They make the screens for LCD TVs and there has been weak demand for the last year or 2. It probably is undervalued because it is a cyclical name. Starting to see some stabilization in supply/demand in the last quarter. In fact continues and we see an improvement consumer demand and confidence, she expects there will be an upward movement.
DON'T BUY
Cheap in terms of valuation back strikes him as a bit of a value trap because it is having trouble getting traction. Putting out lots of glass because the new LD technology has twice the glass of the ordinary TV.
TOP PICK
LCD’s, which is everything from cell phones through to TVs through to screens. That business is currently having a pretty tough time but market is starting to rationalize supply, which will be good for the story. Into a joint venture with Samsung and ultimately any earnings will be 100% credited to earnings. Also make fibre-optic cable and the telecom business will do really well. Fortress balance sheet. Very cheap.
TOP PICK
Just bought it. It is very cheap. Is in a number of good businesses, glass related. Fiber optics – smart phones straining data bandwidth. Developing world is exploding in demand for fiber. Fiber starting to go into home.
TOP PICK
Glass products and LCDs, which have been having a very tough time. Likes to buy good companies that are really beaten up. Going to be a big growth story. Telecom sector is going to build out with fiber optic. We will see a recovery in consumer TVs, etc. Reasonable dividend, room to grow, great balance sheet.
DON'T BUY
Capital equipment manufacturer and tech companies are all saying that demand is definitely diminishing, especially in Europe where both governments and corporations are cutting back.
DON'T BUY
Has been beaten down. They have lowered guidance of late. They provide the glass for LTD TV’s and there is an oversupply due to a weak consumer environment globally.
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