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GLGLW

Corning Inc

$GLW·$143B·Hardware, Equipment & Parts·Technology
$148.69-0.2%YTD+79.9%1Y+117.2%
Mentions · last 7 days
2026-08-22: 12 posts352+3%
Price updated 3h ago·X counts updated 9d ago
GLGLW
$GLWCorning Inc
$148.69-0.19%352 posts+3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $GLW, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-30

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

The glass and optics vet is finally being paid for its AI-data-center exposure.

Corning makes specialty glass, ceramics, and optical fiber, and its optical-communications segment sits right in the AI-data-center supply chain the market has been re-rating hard. The stock is +80% YTD and +116% TTM at $149.

  • The revenue curve is compounding at scale: quarterly revenue moved from $3.86B / $4.10B / $4.22B / $4.14B, gross margin at 36%, quarterly EPS $0.55 / $0.50 / $0.63 / $0.43 — analysts model $19.2B and $3.26 EPS for the full year, so at $149 the stock is at roughly 46x forward, which the tape is willing to pay because the optical mix is accelerating and no other Corning-scale supplier can replicate the fiber and connector layer.
  • The AI-optics thesis is now sell-side consensus: GLW is being grouped in AI-buildout perpetual-futures baskets alongside BABA/LITE/AVGO with combined caps over $2T — that's not a chart argument, it's a customer-mix argument, and the sell-side is treating optical fiber as a real bottleneck for hyperscaler data-center builds.
  • Institutional buying is broad: Ancora Advisors taking a $3.4M new position, algorithmic accumulation, and Skew scans that keep flagging GLW as leading the AI-glass/optics group — that's the sponsorship a name at this multiple needs to hold up.

An Oct 27 print that carries optical-communications revenue growth and shows margin expansion in the Display segment extends the run; a soft display-glass number, a hyperscaler capex commentary that pulls back on fiber orders, or a specific AR/consumer weakness is what caps the multiple.

Agrees with X sentimentX's bullish framing lines up with the mechanics — the AI-optics grouping and the H2 optical-mix strength are real; the TGT-outperforming-GLW/CIEN bear read is a chart argument that doesn't rebut the fundamental case.

What to watch: The Oct 27 Q3 print — optical-communications revenue growth, Display segment margin, and any hyperscaler-capex commentary. A soft display number or a hyperscaler fiber-order pull-back is what caps the run.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment11 posts analyzed · as of 2026-08-31

Traders are enthusiastic about Corning as an AI infrastructure play, framing new perps market listings alongside Broadcom and Alibaba as validation of a multi-trillion-dollar buildout. Multiple accounts flag it on momentum scanners for a push into Nvidia earnings, and one podcast pitch calls the "optics trade" strong into the second half. A newer podcast series digging into 175 years of glass and optics history reinforces the long-term conviction bent.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

AI server infrastructure buildout drives compute shipment volumes; Dell and HPE are riding the same hyperscaler capex wave that lifted NVDA. Non-AI commercial refresh remains soft, so the bull case is concentrated in AI infrastructure exposure.

What this means for $GLW

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Corning Incorporated operates in optical communications, display, specialty materials, automotive, and life sciences bus.

Top industry ETF

$SOXXiShares Semiconductor ETF
+75.7%YTD
+110.5%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

4-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.2B$18.7B – $19.6B$3.26$3.12 – $3.348
FY27$22.8B$20.9B – $23.8B$4.30$3.88 – $5.059
FY28$27.5B$25.9B – $29.2B$5.85$3.53 – $7.8010
FY29$31.0B$29.7B – $32.5B$6.40$6.04 – $6.805

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.0.5×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.40%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.-12.9%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.+4.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 788.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

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

Recent transactions

SellJun 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$5.4MSellMay 8Michelle L GulloPresident5.3K sh$1.0MSellMay 8Stefan BeckerSVP, Finance & Corp Controller21.0K sh$3.9M
1–10 of 12
+ 25 other (10 inkinds · 10 exempts · 4 awards · 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
Free, forever. No credit card.

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

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.

+ 11 other (2 10-Qs · 2 11-Ks · 2 13Gs · 2 proxys) in window

Recent news

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

Connor Clark & Lunn Investment Management Ltd. Acquires New Holdings in Corning Incorporated $GLWdefenseworld.net·2d agoBNP Paribas Decreases Stock Holdings in Corning Incorporated $GLWdefenseworld.net·3d agoBlue Edge Capital LLC Sells 14,565 Shares of Corning Incorporated $GLWdefenseworld.net·4d agoCorning (GLW) Up 23.2% Since Last Earnings Report: Can It Continue?zacks.com·4d agoAncora Advisors LLC Takes $3.40 Million Position in Corning Incorporated $GLWdefenseworld.net·5d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · top 6 · last 7 days

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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