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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
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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.

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Consensus
Cautious
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Valuation
Overvalued
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Similar
AMAT
DON'T BUY
(Market Call Minute.) Difficult making a margin in the glass business right now. He is short the stock.
DON'T BUY
We are in a market where even the companies that are hitting the numbers and doing relatively well are being called into question. The last 3 earnings numbers have been negative and there is question about the sustainability of earnings.
BUY
Optical fibre, cable and LCD producer. Very cyclical business. Has found a little bit of support in recent weeks. Business is heavily driven by the profits from the glass business. Negotiating the 6% revenues they get from Samsung, which is expiring in the next quarter. Great dividend payer and a low payout ratio of 10%-15%.
TOP PICK
Dot com darling. Management did an amazing transition. Not a lot of competition. Earnings will stay flat. 3D TV is next. Incredibly well positioned.
TOP PICK
(A Top Pick Nov 8/10. Down 26.82%.) His model price is $31.44, a 30% upside. Consumer play which is a big part of the business.
DON'T BUY
Their big product right now is the Gorilla glass but the stock is not that cheap. Very low growth.
TOP PICK
His model price is $39.38, which is a differential of 120%.
WAIT
Had a pretty good run last year and recently had a bit of a pullback. In the fibre business. It also comes down to consumer spending in the glass business. No sign of a turnaround at this time. There is support at $17, but he prefers to see the price start to move up.
DON'T BUY
Just reported and the earnings and revenue were very good but noticed their margins were starting to slip. At what point des the glass (LCD) market start to see price deflation? Unit revenue is starting to fall.
DON'T BUY
You would think it would be on fire because they make fiber optics amongst other things. We have a bandwidth issue. But it has not been beating earnings recently. It has been going sideways for a year. Longer term this sector should do very, very well but right now it is isn’t
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.
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