GLW
Corning Inc.
Information Technology · Electronic Components · US
$196.38
Close 2026-05-15
✓ ETHICAL PASS

MODERATE MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$169.0B
Trailing P/E
94.41
Forward P/E
46.50
Rev Growth
+20.0%
Profit Margin
11.1%
ROE
16.7%
Analyst Target
$197.67
Recommendation
BUY
About Corning Inc.

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. The company provides optical fibers and cables; and hardware and equipment products, such as cable assemblies, fiber optic hardware and connectors, optical components and couplers, closures, network interface devices, and other accessories for the telecommunications industry, businesses, governments, and individuals. It also offers glass substrates for flat panel displays, including liquid crystal displays and organic light-emitting diodes that are used in televisions, notebook computers, desktop monitors, tablets, and handheld devices. In addition, it manufactures products that offer material formulations for glass, glass ceramics, crystals, precision metrology instruments, and software, as well as glass wafers and substrates, tinted sunglasses, and radiation shielding products for markets, such as mobile consumer electronics, semiconductor equipment optics and consumables, aerospace and defense optics, radiation shielding products, sunglasses, and telecommunications components. Further, the company provides ceramic substrates and filter products for emissions control in mobile, gasoline, and diesel applications, as well as technical glass and optic products and solutions for the interior and exterior of vehicles. Additionally, it offers laboratory products, including plastic vessels, liquid handling plastics, specialty surfaces, cell culture media, and serum, as well as general labware, and glassware and equipment under the Corning, Falcon, PYREX, and Axygen brands. It also offers polysilicon products and pharmaceutical glass tubing and vials. The company was formerly known as Corning Glass Works and changed its name to Corning Incorporated in April 1989. Corning Incorporated was founded in 1851 and is headquartered in Corning, New York.

Opportunity Summary
Trading at $196, 132% above fair value of $84. Moderate competitive position. Passes all ethical screens. Ranks better than 56% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.30%)PASS
Cash Ratio (0.02%)PASS
Receivables Ratio (0.14%)PASS
Revenue Ratio (0.00%)PASS
OverallPASS
Score Ethical: 83.8
Score Valuation: 30.5
Score Quality: 73.2
Score Combined: 53.2
Fair Value Est: $84.47 · Margin of Safety: -132.5% · Tier: OVERVALUED

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation0.0
Quality76.7
Cash Flow5.0
Moat50.0
Balance Sheet73.8
Debt Purity8.3
Liquid Purity95.0
Rev Purity95.1
Compliance59.3
Tier: WATCH · Score: 29.3 · Rank: #4987
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-280.76Pending--
2026-04-280.690.70+1.2%
2026-01-280.710.72+2.1%
2025-10-280.660.67+0.8%
2025-07-290.570.60+5.1%
2025-04-290.510.54+5.4%
2025-01-290.560.57+2.1%
2024-10-290.520.54+3.0%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$4.1B$371.0M$978.0M$1.5B$639.0M0.43
2025-12-31$4.2B$540.0M$1.1B$1.5B$672.0M0.63
2025-09-30$4.1B$430.0M$965.0M$1.5B$589.0M0.50
2025-06-30$3.9B$469.0M$1.0B$1.4B$573.0M0.55
2025-03-31$3.5B$157.0M$641.0M$1.2B$445.0M0.18
Insider Transactions
DateNameRoleSharesValue
2026-05-15NELSON AVERY H IIIChief Operating Officer20,000$3.9M
2026-05-14FANG LIOfficer8,725$171.4K
2026-05-13BECKER STEFANOfficer126--
2026-05-13VERKLEEREN RONALD LOfficer10,000$2.1M
2026-05-11SEETHARAM SOUMYAChief Technology Officer20,000$4.1M
2026-05-11TILLMAN MICHAUNE D.General Counsel3,260$674.9K
2026-05-11ZHANG JOHN ZOfficer10,000$2.0M
2026-05-08BECKER STEFANOfficer21,000$3.9M
2026-05-08GULLO MICHELLE LOfficer5,315$1.0M
2026-05-08STEVERSON LEWIS AOfficer27,750$5.4M
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.66.7M$12.9B0.1%
Vanguard Capital Management LLC50.5M$9.8B0.1%
State Street Corporation36.3M$7.0B0.0%
Vanguard Portfolio Management LLC28.3M$5.5B0.0%
FMR, LLC24.9M$4.8B0.0%
Capital Research Global Investors21.8M$4.2B0.0%
Geode Capital Management, LLC21.0M$4.1B0.0%
Morgan Stanley15.7M$3.0B0.0%
Bank of America Corporation14.5M$2.8B0.0%
State Farm Mutual Automobile Insurance Co13.4M$2.6B0.0%
Analyst Recommendations
3 Months Ago
10
5
16 analysts
2 Months Ago
1
10
3
15 analysts
Last Month
1
10
2
14 analysts
Current
10
5
16 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$175.7B
Price/Book
14.09
Beta
1.136
Analysts
15
Total Revenue (TTM)
$16.3B
Total Debt
$9.9B
Earnings Growth
+138.9%
Dividend Yield
0.5%
Rec. Mean
1.81
Short Ratio
1.39
Short % Float
0.0%
Employees
67,200

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

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Trade Consideration
The Opportunity
Score 53.2 (P81 — top 19.1% of scored tickers). Moderate Moat. Ethical PASS. 15 analysts at Buy.
Price: $196.38 | Target: $197.67 (+1%) | Fair Value: $84.47 (+-57%)
Score
53
Moat
MODERATE
Conviction
Standard
Upside
+1%
The Fundamentals
Revenue Growth+20.0%
Profit Margin11.1%
ROE16.7%
Forward P/E46.5
Market Cap$169.0B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-28$0.76Pending
2026-04-28$0.69$0.70+1.2%
2026-01-28$0.71$0.72+2.1%
2025-10-28$0.66$0.67+0.8%
2025-07-29$0.57$0.60+5.1%
2025-04-29$0.51$0.54+5.4%
Position Sizing Scenarios
Stop: $166.92 (-15%) | Entry: $196.38
SharesCostProfit to TargetR:R
To Consensus ($197.67, 15 analysts)
10$1,963.80+$12.90 (1%)0.0R
50$9,819.00+$64.50 (1%)0.0R
100$19,638.00+$129.00 (1%)0.0R
To Fair Value ($84.47)
10$1,963.80+$-1,119.10 (-57%)-3.8R
50$9,819.00+$-5,595.50 (-57%)-3.8R
100$19,638.00+$-11,191.00 (-57%)-3.8R
Risk Factors
  • Valuation stretched on forward earnings
The Verdict
Corning Inc. passes all ethical screens and holds a moderate competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

A
Quant Score
72.5
Risk Grade
LOW_RISK
Layers
8
Quality: HIGH_SORTINO,CONSISTENT_BEATER
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-3.7%
worst expected daily loss, 19 in 20 days
CVaR 95%
-6.5%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
2.72
above 1.0 is good
Max Drawdown
-27.6%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
95
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
UPPER_HALF
Beta
Relative Volume
0.8x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
87.5%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
CIEN0.636
COHR0.632
LITE0.624
AMAGX0.599
IMANX0.594
Inverse Correlated
TickerCorrelation
BAES.L-0.218
VRSK-0.178
CBOE-0.176
NISUY-0.162
HRB-0.161
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Wednesday
Worst Day
Friday
Best Month
Feb
Worst Month
Mar
Fri-Mon Effect
-0.773186126612633
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+9.6%
Beat Drift Positive %
50.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+11.5%
3M Return
+29.6%
6M Return
+151.9%
12M Return
+310.1%
Momentum Rank
#163
Momentum Signal
STRONG_UP

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