NAS100 28,128 −1.15% S&P 7,412 +0.05% GOLD $4,056 +0.22% BTC $64,091 −1.47% VIX 18.58 −0.64% live tape · as of 22:40 UTC · 24 Jul
Vol. II · No. 207Sunday, 26 July 2026
TTitan Protect
The Screen · Technology · Electronic Components

Corning Inc. logoCorning Inc.

GLW · a US exchange · USD · Market cap $126.2B · 67,200 employees

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.

PASS · Titan Ethical · score 83.8
146.65 USD

At the last full screen
2026-07-24

Screened 2026-07-24 · the tape above runs as of 22:40 UTC · 24 Jul · two dates, stated on purpose · verdict and workings shown in full · never trimmed

The Label · The Season, Not the Day

This name holds its markup label.

Corning Inc. holds its Markup at $146.65. Consolidating, no directional conviction, held for 36 days.

As held on the ledger · 2026-07-24
PhaseMarkup
Quantitative stateConsolidating, no directional conviction, held for 36 days
Price at the screen$146.65
Valuation70.50 trailing · 34.18 forward price to earnings
Values screenPASS · score 83.8
Beta1.09
The Workings

Five Screens, Shown in Full

Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.

TestFigureLimitWhat it meansStatus
Business activity Permissible Core business clean Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending. Pass
Debt load 30.27% Below 33% Interest-bearing debt is just 30.3% of its assets, well under the one-third ceiling: it does not run on borrowed money. Pass
Interest-bearing cash 1.65% Below 33% Cash held in interest-bearing accounts and securities is 1.7% of assets, under the one-third limit. Pass
Receivables 13.90% Below 49% Money owed to the company is 13.9% of assets, under the 49% limit. Pass
Revenue purity 0.24% Below 5% Only 0.2% of revenue comes from non-compliant sources, under the 5% line. Pass

Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.

What the Numbers Say It Is Worth

The Fair Value Range

Our framework reads OVERVALUED: it trades at roughly a 13% discount to our $165.77 fair value, moderate competitive moat, 20.00% revenue growth.

139.50Conservative165.77Base case190.64Growth case 146.65Price

Fair value range in USD, drawn from the 2026-07-24 screen. The gold marker is the market price at the same screen. A 13.0% margin of safety to the base estimate.

The Street's Range
155.00Street low 220.00Street average 270.00Street high 146.65Price

Third-party analyst targets: 15 covering, consensus Buy. The average target sits +50% from the screen price.

Reading the gap · Both our model and the analysts see meaningful upside from here.

Price History & Projections
$289$150$11TODAY5y agoPROJECTIONStreet high$270.00 +62%Street avg$220.00 +32%Our fair value$165.77 -1%Conservative$139.50 -16%

Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-07-24 screen.

Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.

The Business, in Plain Words

Glass maker priced beyond its steady growth

Corning turns sand into the fibres and screens that move data and images around the world. Revenue is rising 20 percent, margins sit at 11 percent and return on equity reaches 17 percent, yet the shares trade at 36 times forward earnings while our fair value sits only 7 percent above the current price. The market already prices in strong execution, leaving little margin if growth slows.

Analysts like the story and their median target is well above the current level, but a moderate moat and heavy exposure to display cycles and automotive demand make the valuation look stretched. Ethical checks are clear, yet the numbers do not support paying up at these multiples.

Analysis, not advice.

The fundamentals · plain-English read
Forward P/E34.2xpriced for continued growth
Trailing P/E70.5xexpensive: the price assumes strong growth ahead
EPS, trailing2.08
EPS, forward4.29
Revenue growth+20.0%steady growth
Profit margin11.1%thin but positive margins
Return on equity16.7%a solid return on shareholder capital
FCF yield0.48%
Dividend yield0.54%
Debt to equity0.80moderate, manageable leverage
Current ratio1.61healthy short-term liquidity
Beta1.09moves a little more than the market
Short interest, float0.03%
52-week range54.89 - 271.78
MoatMODERATE
Market cap$126.2B
Employees67,200

The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.

Plain-English interpretation of our own screen data. Analysis, not advice.

Where & How to Trade

GLW trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.

The Dated Journal · Newest First, Never Edited

Every Entry, As Written

2026-07-24 Markup $154.61 +0.0% Entry 7

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 78% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 234%. Our forward projection puts the odds of a 10% gain over the next month near 51%. The street (15 analysts) rates it buy, with a mean price target of $198. It reported earnings in this window, a natural checkpoint for the thesis.

2026-07-23 Markup $154.61 +0.0% Entry 6

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 78% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 234%. Our forward projection puts the odds of a 10% gain over the next month near 51%. The street (15 analysts) rates it buy, with a mean price target of $198. It reported earnings in this window, a natural checkpoint for the thesis.

2026-07-22 Markup $154.61 +0.0% Entry 5

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 78% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 234%. Our forward projection puts the odds of a 10% gain over the next month near 51%. The street (15 analysts) rates it buy, with a mean price target of $198. It reported earnings in this window, a natural checkpoint for the thesis.

2026-07-21 Markup $154.61 -12.9% Entry 4

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 12.9% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 78% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 234%. Our forward projection puts the odds of a 10% gain over the next month near 51%. The street (15 analysts) rates it buy, with a mean price target of $198. It reported earnings in this window, a natural checkpoint for the thesis.

2026-07-18 Markup $177.58 +0.0% Entry 3

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 78% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 234%. Our forward projection puts the odds of a 10% gain over the next month near 51%. The street (15 analysts) rates it buy, with a mean price target of $198.

2026-07-03 Markup $177.58 +0.0% Entry 2

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns.

2026-07-02 Markup $177.58 Entry 1

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows excellent risk-adjusted returns.

Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.

Latest News · What the Market Is Reading on GLW

Headlines from third-party outlets, linked for reference: not our reporting, not advice.

Related Securities · Others in GLW's Space

Screened names in the same industry · explore each on its own page.

The Insider Ledger · Form 4 Filings, As Filed
Most recent filings · GLW
DateInsiderTitleTypeSharesValue
2026-05-15 NELSON AVERY H III Chief Operating Officer 20,000 $3,918,600
2026-05-14 FANG LI Officer 8,725 $171,446
2026-05-13 BECKER STEFAN Officer 126 ·
2026-05-13 VERKLEEREN RONALD L Officer 10,000 $2,077,708
2026-05-11 SEETHARAM SOUMYA Chief Technology Officer 20,000 $4,124,646
2026-05-11 TILLMAN MICHAUNE D. General Counsel 3,260 $674,870
2026-05-11 ZHANG JOHN Z Officer 10,000 $1,983,383
2026-05-08 BECKER STEFAN Officer 21,000 $3,949,680
2026-05-08 GULLO MICHELLE L Officer 5,315 $1,004,689
2026-05-08 STEVERSON LEWIS A Officer 27,750 $5,440,593

Public filings, recorded as found. The full tape lives at Insider Intelligence.

What Holding Actually Paid · Price Plus Dividends
If $1,000 had been placed · historical, not a promise
PeriodPrice thenPrice returnDivs per share$1,000 becameTotal return
1 month $207.07 -19.3% $0.28 $808 -19.2%
2 months $170.98 -2.3% $0.28 $979 -2.1%
3 months $129.57 +28.9% $0.28 $1,292 +29.2%
6 months $95.64 +74.7% $0.56 $1,753 +75.3%
1 year $50.06 +233.7% $1.12 $3,359 +235.9%
2 years $35.60 +369.3% $2.24 $4,756 +375.6%
3 years $30.58 +446.3% $3.36 $5,573 +457.3%
5 years $37.93 +340.4% $5.48 $4,549 +354.9%

Historical returns from market close data. Past performance does not guarantee future results.

The Ledger's Promise

This entry now belongs to the ledger. Whatever GLW does next, these words stay.

Corning Inc. · GLW · Markup · $146.65
Recorded 2026-07-24 · before the outcome · scored mechanically

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Screening is research, not a fatwa and not financial advice. Figures are drawn from public accounts at the screen date shown. Always manage your risk.

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