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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Arista, ANET
WAIT

Made a bottom in the end of 2011 and has made a lower bottom which is not good. If it could get above around $15, it would probably do wonders for the stock.

PAST TOP PICK

(A Top Pick Oct 11/11. Down 0.11%.)

PAST TOP PICK

(A To Pick April 12/13. Down 3.98%.)

DON'T BUY

This is a stock that looks very appealing as it is trading at a very low multiple but what is happening is that glass is becoming commoditized and margins are getting squeezed.

TOP PICK

(Top Pick Mar 11/12, Down 10.51%) Play on smart phone and tablet world. He likes it because every one of its major markets are bottom of the cycle. Buy back, tons of cash. All divisions should recover by 2-3 years. Expecting a recovery in consumer demand including housing demand, and suspects TV sales will slowly improve. 3% dividend and a buy back. He would be buying all the way up to $13. The bottom has been hit on TV sales, which is the headlines that this one moves to.

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.
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