GLW
Corning Inc.NYSEInformation TechnologyElectronic ComponentsSnapshot 2026-05-08
As of May 8, 2026, GLW has a composite score of 11.3 and a signal label of "mild favorable." The guidance credibility score decreased to 87.5, down by 12.5 points, and the management score fell to 57.9, down by 10.4 points. These changes are contributing to the overall scoring and reflect current analyst assessments.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.05
- Bonus0.00
Why this rank
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $0.76 → $0.76 (-0.1% / 30d). 4 raised, 3 cut, 11 covering analysts.
0 upgrades, 1 downgrade / 30d, 6 maintained. 63% of analysts rate Buy.
7 PT revisions / 30d. Avg target 2.1% above current price.
0 positive, 1 negative / 30d. See F4 management tile for the event list.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
4 material events in the last 24 months — top 4 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Grow core sales and EPSgrowthmixed25% progress
4/28: “Management expects to grow core sales about 14% YoY to $4.6 billion and core EPS about 25% YoY.”
Why this status
Stated in 3 of last 3 quarters. Revenue grew from $3.45B in 2025-Q1 to $4.14B in 2026-Q1, indicating progress towards the sales growth target. However, net income decreased from $540M in 2025-Q4 to $371M in 2026-Q1, showing limited progress on EPS growth.
- 2.Focus on Springboard plangrowthwatchprovisional
7/29: “Management expects continued strong performance on its Springboard plan.”
Why this status
Stated in 2 of last 2 quarters. Revenue grew from $3.86B in 2025-Q2 to $4.14B in 2026-Q1, reflecting some progress on the Springboard plan. However, net income decreased from $469M in 2025-Q2 to $371M in 2026-Q1, indicating limited progress in profitability.
- 3.Accelerate YoY growth in Q1growthmixed69% progressprovisional
1/28: “Management expects YoY growth to accelerate, with core sales up approximately 15%.”
Why this status
Newly stated in 2026-Q1. Revenue grew from $3.45B in 2025-Q1 to $4.14B in 2026-Q1, indicating successful acceleration of YoY growth. However, net income decreased from $157M in 2025-Q1 to $371M in 2026-Q1, showing mixed results in overall financial performance.
Guidance track record
Last 8 quarters of EPS guidance with actuals.
Per-quarter detail
| Period | Guidance | Actual | Result |
|---|---|---|---|
| 2024-06-30 | $0.42 – $0.46 | $0.47 | beat |
| 2024-09-30 | $0.50 – $0.54 | $0.54 | inside |
| 2024-12-31 | $0.53 – $0.57 | $0.57 | inside |
| 2025-03-31 | $0.48 – $0.52 | $0.18 | miss |
| 2025-06-30 | $0.55 – $0.59 | $0.60 | beat |
| 2025-09-30 | $0.63 – $0.67 | $0.67 | inside |
| 2025-12-31 | $0.68 – $0.72 | $0.72 | inside |
| 2026-03-31 | $0.66 – $0.70 | $0.70 | inside |
Beat / inside / miss is computed from the guided range when issued; for point-estimate quarters a ±5% tolerance band around the mid is used. surprise_pct_vs_mid is unstable when guided EPS is near zero, so it is not surfaced as a headline.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 70%; 252d 49%.
Drawdown — Max 1y −23%. Bad day move −5%.
Beta to sector ETF (XLK) — 0.11 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 19/100, drawdown 54/100, beta 11/100, earnings vol —.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- score change · guidance_credibility_scoreseverity 31
Guidance credibility fell by 12.5 points (from 100.0 to 87.5).
- score change · management_scoreseverity 26
Management fell by 10.4 points (from 68.3 to 57.9).
As of May 8, 2026, the guidance credibility score for GLW fell by 12.5 points, from 100.0 to 87.5, and the management score decreased by 10.4 points, from 68.3 to 57.9. The overall signal transitioned to "mild favorable." The changes indicate a downward trend in both guidance credibility and management assessment.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 88% of the last 8 guided quarters · -3.7% avg surprise
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Grow core sales and EPS
GrowthNew since 2026-05-04Focus on increasing core sales and earnings per share.
Behind →MixedStated in 3 of last 3 quarters. Revenue grew from $3.45B in 2025-Q1 to $4.14B in 2026-Q1, indicating progress towards the sales growth target. However, net income decreased from $540M in 2025-Q4 to $371M in 2026-Q1, showing limited progress on EPS growth.
25%CEO/CFO:“Management expects to grow core sales about 14% YoY to $4.6 billion and core EPS about 25% YoY.”Multiple sourcesSource dated 2026-04-28Stated 3 of last 8 quartersFirst seen 2026-05-04Show history (3)
- 2026-Q1Multiple sources
“Management expects to grow core sales about 14% YoY to $4.6 billion and core EPS about 25% YoY.”
- 2025-Q4Multiple sources
“We're guiding to core sales of approximately $4.35 billion, with core EPS growing faster than sales.”
- 2025-Q3Multiple sources
“Management expects continued strong performance on its Springboard plan, with double-digit YoY core sales growth.”
- #2
Focus on Springboard plan
GrowthNew since 2026-05-04Continue executing the Springboard plan to drive growth.
WatchStated in 2 of last 2 quarters. Revenue grew from $3.86B in 2025-Q2 to $4.14B in 2026-Q1, reflecting some progress on the Springboard plan. However, net income decreased from $469M in 2025-Q2 to $371M in 2026-Q1, indicating limited progress in profitability.
No scoreCEO/CFO:“Management expects continued strong performance on its Springboard plan.”Multiple sourcesSource dated 2025-07-29Stated 2 of last 8 quartersFirst seen 2026-05-04provisionalShow history (2)
- 2025-Q3Multiple sources
“Management expects continued strong performance on its Springboard plan.”
- 2025-Q2Multiple sources
“We expect to grow core sales to approximately $3.85 billion.”
- #3
Accelerate YoY growth in Q1
GrowthNew since 2026-05-04Aim to accelerate year-over-year growth in the first quarter.
Behind →MixedNewly stated in 2026-Q1. Revenue grew from $3.45B in 2025-Q1 to $4.14B in 2026-Q1, indicating successful acceleration of YoY growth. However, net income decreased from $157M in 2025-Q1 to $371M in 2026-Q1, showing mixed results in overall financial performance.
69%CEO/CFO:“Management expects YoY growth to accelerate, with core sales up approximately 15%.”Multiple sourcesSource dated 2026-01-28Stated 1 of last 8 quartersFirst seen 2026-05-04provisionalShow history (1)
- 2026-Q1Multiple sources
“Management expects YoY growth to accelerate, with core sales up approximately 15%.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks more expensive than peers.
Around its own typical valuation.
P/E over the last 5 years
62 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
GLW Corning Inc. | +11 | full | elevated |
NVDA NVIDIA Corporation | +20 | full | moderate |
AAPL Apple Inc | +19 | full | moderate |
MSFT Microsoft | +27 | fair | elevated |
AVGO Broadcom | +11 | expensive | elevated |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If information_technology sector trend rises from +0.08 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-04-28)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-04-28)-8.0 pts
- If rates state reverses from -0.37 (negative) to +0.37 (positive)-7.3 pts
- If information_technology sector trend falls from +0.08 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-2810d agoItem 2.02
Results of Operations and Financial Condition The Corning Incorporated press release dated April 28, 2026 regarding its financial results for the first-quarter ended March 31, 2026 is attached hereto as Exhibi t 9 9 .1 . The comparative segment information included within Exhibit 99. 2 has been recast to conform to the changes in our segment reporting and as detailed within
earnings preannouncementneutralscore 52 - 2026-05-062d agoItem 3.02
Unregistered Sales of Equity Securities. On May 6, 2026, in connection with the long-term partnership with NVIDIA Corporation (“NVIDIA”) described in
capital allocationnegativescore 49
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.