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Corning (DE:GLW)
XETRA:GLW

Corning (GLW) Price & Analysis

31 Followers

GLW Stock Chart & Stats

€121.98
-€0.52(-0.43%)
At close: 4:00 PM EDT
€121.98
-€0.52(-0.43%)

Bulls Say, Bears Say

Bulls Say
Margin Recovery & ProfitabilityCorning's clear margin rebound and current TTM operating margins indicate stronger structural profitability versus 2023–24 troughs. Sustained higher margins improve free cash generation, fund reinvestment, and resilience to cyclical demand swings across its materials segments.
Improved Cash GenerationMaterial free cash flow improvement provides durable financial flexibility to fund capex, R&D, and shareholder returns while supporting multi-year growth plans. Higher and positive FCF reduces refinancing risk and underpins the Springboard investment roadmap.
Optical & Customer AgreementsRobust optical segment growth and large multiyear customer agreements (enterprise/cloud customers noted in call) create durable demand visibility. Strong enterprise/Gen AI uptake and contract-backed expansions support sustained sales and capacity utilization.
Bears Say
Cyclicality And End‑Market SensitivityCorning's earnings and margins have historically swung with display, memory, and auto cycles. This structural sensitivity introduces recurring revenue and profit volatility, making multi-year targets dependent on favorable demand timing and industry capital cycles.
High Capital IntensitySignificant upfront capex to scale optical and photonics production increases execution and funding risk. Returns depend on sustained adoption and contract roll‑outs; delayed customer uptake could pressure free cash flow and elongate payback periods.
Timing Risk In New Growth AreasNear-term losses and upgrade costs in solar plus explicit timing uncertainty for photonics adoption signal structural execution risk. Growth targets rely on scaled commercial adoption; delayed penetration can compress margins and postpone expected ROIC improvements.

Corning News

GLW FAQ

What was Corning’s price range in the past 12 months?
Corning lowest stock price was €54.48 and its highest was €237.25 in the past 12 months.
    What is Corning’s market cap?
    Corning’s market cap is €125.04B.
      When is Corning’s upcoming earnings report date?
      Corning’s upcoming earnings report date is Nov 03, 2026 which is in 81 days.
        How were Corning’s earnings last quarter?
        Corning released its earnings results on Jul 28, 2026. The company reported €0.676 earnings per share for the quarter, beating the consensus estimate of €0.655 by €0.022.
          Is Corning overvalued?
          According to Wall Street analysts Corning’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Corning pay dividends?
            Corning pays a Quarterly dividend of €0.243 which represents an annual dividend yield of 0.67%. See more information on Corning dividends here
              What is Corning’s EPS estimate?
              Corning’s EPS estimate is 0.76.
                How many shares outstanding does Corning have?
                Corning has 861,388,300 shares outstanding.
                  What happened to Corning’s price movement after its last earnings report?
                  Corning reported an EPS of €0.676 in its last earnings report, beating expectations of €0.655. Following the earnings report the stock price went down -13.986%.
                    Which hedge fund is a major shareholder of Corning?
                    Currently, no hedge funds are holding shares in DE:GLW
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Corning

                      Corning Incorporated operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally. The company provides optical fibers and cables; and hardware and equipment products, such as cable assemblies, fiber optic hardware and connectors, optical components and couplers, closures, network interface devices, and other accessories for the telecommunications industry, businesses, governments, and individuals. It also offers glass substrates for flat panel displays, including liquid crystal displays and organic light-emitting diodes that are used in televisions, notebook computers, desktop monitors, tablets, and handheld devices. In addition, it manufactures products that offer material formulations for glass, glass ceramics, crystals, precision metrology instruments, and software, as well as glass wafers and substrates, tinted sunglasses, and radiation shielding products for markets, such as mobile consumer electronics, semiconductor equipment optics and consumables, aerospace and defense optics, radiation shielding products, sunglasses, and telecommunications components. Further, the company provides ceramic substrates and filter products for emissions control in mobile, gasoline, and diesel applications, as well as technical glass and optic products and solutions for the interior and exterior of vehicles. Additionally, it offers laboratory products, including plastic vessels, liquid handling plastics, specialty surfaces, cell culture media, and serum, as well as general labware, and glassware and equipment under the Corning, Falcon, PYREX, and Axygen brands. It also offers polysilicon products and pharmaceutical glass tubing and vials. The company was formerly known as Corning Glass Works and changed its name to Corning Incorporated in April 1989. Corning Incorporated was founded in 1851 and is headquartered in Corning, New York.

                      Corning (GLW) Earnings & Revenues

                      GLW Company Deck

                      GLW Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presented a strong operating quarter with multiple clear growth drivers—especially in Optical Communications and Enterprise (Gen AI)—meaningfully improved margins, record free cash flow, and ambitious multi-year targets backed by major customer agreements. Key near-term challenges include a modest solar loss and upgrade-related costs, memory-driven end-market pressure, and timing uncertainty around photonics and optical Scale-Up adoption. Management emphasized risk-adjusted planning and long-term customer-backed investments to mitigate these timing risks.View all DE:GLW earnings summaries

                      GLW Revenue Breakdown

                      40.14%40.14%18.97%14.04%11.37%6.14%6.11%3.23%
                      40.14% Optical communications
                      18.97% Display products
                      14.04% Specialty materia
                      11.37% Automotive
                      6.14% Life science products
                      6.11% Polycrystalline silicon products
                      3.23% All other products
                      tipranks

                      GLW Stock 12 Month Forecast

                      Average Price Target

                      €163.04
                      ▲(33.66% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 17,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":57.673,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 23,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":70.696,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n         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12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":75.632,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 14,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":93.065,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 18,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n  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