Corning Inc. (GLW)
NYSEInformation TechnologyElectronic ComponentsSnapshot 2026-07-07
$185.45-4.80%
Close 2026-07-07 · 1-day change
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Track GLW free→Corning grows revenue 20% yearly, driven by AI data center demand. It plans to expand U.S. optical capacity 10x to meet this demand. EPS guidance for next quarter is $0.75, up from $0.7 last quarter. The Amazon fiber deal supports durable growth.
The stock is down 27.5% recently, showing market doubts. Profit margins may compress if expansion costs rise. Revenue growth could slow below the 24% analysts expect.
The market expects about 24% revenue growth next year. Our fair value is 38% below the Street median, reflecting more cautious growth assumptions.
Breaks if: YoY revenue growth falls below 14% in 2026-Q2
Corning aims to grow core sales and EPS, with a focus on year-over-year growth acceleration.
Stated in 3 of last 3 quarters. Revenue grew from $3.45B in 2025-Q1 to $4.14B in 2026-Q1, indicating progress in core sales growth. Management's guidance for 2026-Q2 suggests continued focus on this priority, with expectations of 14% YoY growth.
Breaks if: EPS falls below $0.73 in 2026-Q2
Corning aims to grow core sales and EPS, with a focus on year-over-year growth acceleration.
Stated in 3 of last 3 quarters. Revenue grew from $3.45B in 2025-Q1 to $4.14B in 2026-Q1, indicating progress in core sales growth. Management's guidance for 2026-Q2 suggests continued focus on this priority, with expectations of 14% YoY growth.
Breaks if: Failure to materially progress toward 10x capacity expansion by end 2026
Corning plans to expand its U.S. optical connectivity manufacturing capacity by 10x to meet AI infrastructure demand.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Management expects to grow core sales about 14% YoY to approximately $4.6 billion.”
“core EPS growing to a range of $0.66 to $0.70”
“For Q3, management expects continued strong performance on its Springboard plan.”
“Management expects to grow core sales about 14% YoY to approximately $4.6 billion.”
“core EPS growing to a range of $0.66 to $0.70”
“For Q3, management expects continued strong performance on its Springboard plan.”