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TickerTalks›$GLW
GLGLW

Corning Inc

Strong FundamentalsStrong FundamentalsRevenue growing 20% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (510/wk), no spike
$GLW·$135B·Hardware, Equipment & Parts·Technology
$132.06-4.6%YTD+67.1%1Y+52.3%
Price updated 7h ago·X counts updated 5d ago
GLGLW
$GLWCorning Inc
$132.06-4.60%510 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $GLW on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

510X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $GLW's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data14 posts analyzed · as of 2026-09-16

Corning is one of the clearest bull stories in the window. Management guided Q4 revenue above Q3 with high-teens YoY growth carrying into next year, the data-center-interconnect opportunity arriving "much sooner than end of decade," and Verizon signed an 80-million-mile fiber supply deal through 2032 that comes on top of the Meta up-to-$6B and Amazon multibillion-dollar deals. Optical Communications hit $2.07B (+32% YoY) with segment margin expansion of ~537bps; competitor Prysmian's $1B expansion is the only caution voice.

Read what X is saying about $GLW

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GLW — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

A 170-year-old glass company is suddenly one of the cleanest AI-fiber trades on the tape — Oct 27 earnings extends or caps the move.

Corning makes the glass fiber at the heart of modern optical networking. The 2026 story is that hyperscaler and telco fiber capex has outrun supply, and Corning is the near-sole beneficiary of US-made, AI-datacenter-grade fiber capacity.

  • The deal flow validates the thesis quantitatively: an 80-million-mile Verizon supply agreement through 2032 sits on top of the Meta multi-billion commitment and the newly announced AT&T $3B fiber deal, and Optical Communications revenue grew 32% YoY last quarter with segment margin expanding ~537 basis points.
  • The guide pulled forward is the forward tell: management now sees data-center-interconnect opportunity 'much sooner than end of decade,' and Prysmian's $1B expansion response confirms the shortage is real and durable, not a one-off.

At the midpoint of its 52-week range despite +85% YTD going into Oct 27 earnings, the setup is late-cycle with room — a Q3 beat with Q4 revenue guided above Q3 and segment-margin expansion continuing is what trips the next leg; a sequential-flat optical print or any capex-timing softness is the first warning sign.

Agrees with X sentimentThe bull read is quantitatively well-supported — specific contracted-revenue numbers, named customers, and segment margin expansion all line up. The First Solar patent lawsuit is a sidenote, not a thesis crack.

What to watch: Oct 27 Q3 earnings — Optical Communications revenue growth, segment margin direction, and FY27 revenue guide. A Q4-above-Q3 guide plus continued OpComm margin expansion is the trigger; sequential-flat is the first warning.

On the calendar: 2026-10-27 — Q3 earnings

event ahead 30dai fiber

Read the AI verdict on $GLW

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes specialty glass for displays, optical fiber, Gorilla Glass, and emissions control substrates for vehicles.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $GLW.

Hardware, Equipment & Parts · Technology

No material change from last week — AI data-center optical interconnect demand sustains order momentum.

What this means for $GLW

Partial — Makes specialty glass for displays, optical fiber, Gorilla Glass, and emissions control substrates for vehicles.

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+70.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
84.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
15.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
36.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$0.78$0.76+3.3%
Q1 2026Apr 28, 2026$0.70$0.69+1.2%
Q4 2025Jan 28, 2026$0.72$0.71+1.8%
Q3 2025Oct 28, 2025$0.67$0.67+0.8%
Next earningsTue, Oct 27·consensus EPS $0.88

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.1B+20.0%36.9%15.4%$0.43$30.0M
Q4 FY25$4.2B+20.4%35.3%16.6%$0.63$620.0M
Q3 FY25$4.1B+20.9%37.1%14.4%$0.50$450.0M
Q2 FY25$3.9B+18.8%36.0%14.8%$0.55$400.0M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.3B$18.7B – $19.5B$3.29$3.26 – $3.3710
FY27$22.9B$22.2B – $23.4B$4.36$3.91 – $5.0710
FY28$27.8B$26.0B – $29.4B$5.96$4.81 – $7.3712
FY29$32.4B$31.1B – $33.7B$6.86$6.51 – $7.2310
FY30$39.7B$38.2B – $41.4B$9.10$8.64 – $9.606

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.28%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-14.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-14.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 4Michelle L GulloPresident9.9K sh$1.5MSellAug 28Lewis A SteversonChair13.1K sh$2.0MSellJun 9Wendell P WeeksCEO100.0K sh$18.6MSellMay 22Jaymin AminSVP and Chief Tech. Officer27.4K sh$5.3MSellMay 15Avery H NelsonCOO20.0K sh$3.9MSellMay 13Ronald L VerkleerenSVP Emerging Innovations Group10.0K sh$2.1MSellMay 11John Z ZhangPresident10.0K sh$2.0MSellMay 11Soumya SeetharamPresident20.0K sh$4.1MSellMay 11Michaune D TillmanSVP and General Counsel3.3K sh$675KSellMay 8Lewis A SteversonChair27.8K sh$5.4M
1–10 of 14
+ 17 other (8 awards · 4 inkinds · 4 exempts · 1 gift) in window

See when $GLW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Sep 11424B5
AI summary

Corning Incorporated filed a 424B5 prospectus supplement documenting the terms of its $2 billion at-the-market common stock offering through Goldman Sachs as sales agent. The prospectus provides investors with formal disclosures for the ATM program under Corning's existing automatic shelf registration. Sales will occur over time at prevailing market prices.

8-KPress release / Reg FDSep 48-K — Item 7.01: Press release / Reg FD
AI summary

Corning CFO Edward A. Schlesinger will speak at the Citi 2026 Global TMT Conference starting at 8:10 AM ET on September 9, 2026, discussing Corning's recent business performance, Springboard plan, and market trends across optical, display, and life sciences segments. A live webcast and replay are available on investor.corning.com. This is a routine Reg FD investor conference disclosure.

8-KPress release / Reg FDMay 158-K — Item 7.01: Press release / Reg FD
AI summary

GLW filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-15. Relates to: Media and Communications Conference, starting at 9:25 AM (ET). Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KUnregistered equity saleMay 68-K — Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

GLW filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-06. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KPress release / Reg FDMay 48-K — Item 7.01: Press release / Reg FD
AI summary

GLW filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-04. Covers: Presentations. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KShareholder voteMay 48-K — Item 5.07: Shareholder vote
AI summary

GLW held its Annual Meeting of stockholders around 2026-05-04 (8-K Item 5.07). The meeting was adjourned, likely due to insufficient quorum. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KPress release / Reg FDApr 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

GLW reported first-quarter ended March 31, 2026 is attached hereto financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

S-3ASRAuto-shelf registrationApr 24S-3ASR
AI summary

GLW filed a S-3ASR (automatic shelf) shelf registration statement dated 2026-04-24. The shelf provides capacity to issue equity or debt as market conditions allow. No immediate capital raise is triggered; watch for prospectus supplements disclosing actual transactions.

+ 9 other (2 10-Qs · 2 11-Ks · 1 routine 8-K · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Corning vs. Honeywell International: Which Stock Is a Better Buy in 2026?fool.com·2d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Corning Incorporated - GLWprnewswire.com·2d agoCorning, Marvell, ASML, BlackRock, and More Stocks That Explain Today's Marketbarrons.com·3d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Corning Incorporated - GLWglobenewswire.com·3d agoCan Corning (GLW) Climb 26.12% to Reach the Level Wall Street Analysts Expect?zacks.com·4d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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