NYSE:GLW

Corning Inc (GLW)

146.65
-9.41 (6.03%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 25, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Corning Inc (GLW) has garnered attention due to its strong position in the optical fiber market, driven by rising demand from data centers and AI-related technologies. Experts acknowledge Corning's essential role in transitioning from traditional copper connectivity to fiber optics, particularly with significant contracts from companies like Apple and Meta. However, many analysts express caution regarding its current valuation, trading at around 60x PE, which they find steep given the need for substantiated economic benefits from AI investments. While the general outlook remains positive due to robust growth projections and strategic deals, several experts recommend a conservative approach to investing at present levels, suggesting potential price corrections before committing more capital. Ultimately, while Corning's long-term prospects are optimistic, short-term price volatility raises questions about the timing of investments.

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Consensus
Cautious
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Valuation
Overvalued
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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.
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.
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