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Corning Inc (GB:0R2X)
NYSE:0R2X

Corning (0R2X) Price & Analysis

4 Followers

0R2X Stock Chart & Stats

$149.37
-$9.13(-6.11%)
At close: 4:00 PM EDT
$149.37
-$9.13(-6.11%)

Bulls Say, Bears Say

Bulls Say
Margin Expansion & Sustained ProfitabilityMaterial margin expansion demonstrates durable operating leverage and improved product mix. Sustained operating margin at/above ~20% (management target) implies the business can convert revenue gains into lasting profitability, supporting ROIC and reinvestment capacity over the medium term.
Strong Free Cash Flow & Reinvestment CapacityConsistent, sizeable free cash flow provides durable funding for capital projects, share returns, and debt reduction. Management plans ~$2B CapEx while expecting higher free cash flow, indicating cash generation that supports growth investments without excessive external financing risk.
Optical & Enterprise (Gen AI) Demand With Customer BackingRapid optical and enterprise growth tied to Gen AI datacenter demand is structural. Large, multiyear customer agreements underpin capacity expansion and reduce commercialization risk, creating a durable revenue base and scale advantages in high-margin connectivity and photonics markets.
Bears Say
Cyclical Earnings And End-market SensitivityCorning's profitability historically swings with display, handset, automotive, and carrier cycles. That structural end-market sensitivity makes sustained earnings visibility weaker, increasing the risk that downturns compress margins and delay ROIC improvement despite current momentum.
High Capital Intensity And Timing RiskSignificant upfront CapEx to scale photonics/optical capacity and solar upgrades creates execution and timing risk. Returns depend on adoption and port penetration; if customer uptake or photonics timing lags, invested capital could see delayed payback and pressure on cash returns.
Residual Leverage Limits FlexibilityWhile leverage is improving, meaningful debt remains. In cyclical downturns, existing leverage can constrain strategic flexibility, raise refinancing risk, and limit the company's ability to accelerate investments or smooth shareholder returns without increasing financial strain.

Corning News

0R2X FAQ

What was Corning Inc’s price range in the past 12 months?
Corning Inc lowest share price was $63.39 and its highest was $271.57 in the past 12 months.
    What is Corning Inc’s market cap?
    Corning Inc’s market cap is $119.09B.
      When is Corning Inc’s upcoming earnings report date?
      Corning Inc’s upcoming earnings report date is Nov 03, 2026 which is in 88 days.
        How were Corning Inc’s earnings last quarter?
        Corning Inc released its earnings results on Jul 28, 2026. The company reported $0.78 earnings per share for the quarter, beating the consensus estimate of $0.755 by $0.025.
          Is Corning Inc overvalued?
          According to Wall Street analysts Corning Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Corning Inc pay dividends?
            Corning Inc pays a Quarterly dividend of $0.28 which represents an annual dividend yield of 0.8%. See more information on Corning Inc dividends here
              What is Corning Inc’s EPS estimate?
              Corning Inc’s EPS estimate is 0.87.
                How many shares outstanding does Corning Inc have?
                Corning Inc has 861,388,300 shares outstanding.
                  What happened to Corning Inc’s price movement after its last earnings report?
                  Corning Inc reported an EPS of $0.78 in its last earnings report, beating expectations of $0.755. Following the earnings report the stock price went down -12.714%.
                    Which hedge fund is a major shareholder of Corning Inc?
                    Currently, no hedge funds are holding shares in GB:0R2X
                    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 Inc

                      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 (0R2X) Earnings & Revenues

                      0R2X Company Deck

                      0R2X 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 GB:0R2X earnings summaries

                      0R2X 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

                      0R2X Stock 12 Month Forecast

                      Average Price Target

                      $188.50
                      ▲(26.20% Upside)
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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":88.039,"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":109.547,"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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