← AI Companies
USA NYSE USD

Corning supplies optical fiber, connectivity hardware and specialty glass used in high-speed networking and display infrastructure for AI data centers.

Snapshot
Country USA USA
ExchangeNYSE
AI Layer infra
Category 2.30 Advanced Semiconductor Packaging & Optical Interconnects
3.40 Networking Hardware & Silicon
Sentiment 62.0%
USD Mkt Cap143.34B
USD Revenue16.96B
USD Net Income1.90B
P/E77.04
fwd P/E38.25
PEG1.01
Price 3M-6.8%
Price 6M+29.6%
Price 1Y+118.4%
Price 2Y+310.6%
USD Share Price167.11
Price History
Price & Size
Price 166.40 USD
Market Cap 143.34B USD
Shares Outstanding 861.39M
Shares Float 790.57M
52w Low 76.15 USD
52w High 271.78 USD
Avg Volume 13.21M
Valuation
P/E (trailing) 77.0x
P/E (forward) 38.2x
P/B 12.00x
Enterprise Value 150.78B USD
Book Value / Share 13.86 USD
PEG Ratio 1.01x
P/S 8.45x
EV / Revenue 8.89x
EV / EBITDA 36.91x
Income
Revenue 16.96B USD
Revenue / Share 19.78 USD
EBITDA 4.08B USD
Net Income 1.90B USD
EPS (trailing) 2.16 USD
EPS (forward) 4.35 USD
Margins & Profitability
Gross Margin 36.4%
Operating Margin 15.7%
Profit Margin 11.2%
EBITDA Margin 24.1%
Return on Equity 16.8%
Return on Assets 5.4%
Growth
Revenue Growth 16.6%
Earnings Growth 18.5%
Cash & Debt
Total Cash 2.50B USD
Total Debt 9.38B USD
Free Cash Flow 734.50M USD
Operating Cash Flow 3.92B USD
Debt / Equity 0.71x
Current Ratio 1.81x
Quick Ratio 0.98x
Dividend
Rate 1.12 USD
Yield 0.7%
Payout Ratio 51.6%
Ex-Date 2026-08-31
Risk
Beta 1.15
Analyst Consensus
Target (Mean) 194.31 USD
Target (Median) 200.00 USD
Target (High) 238.00 USD
Target (Low) 129.00 USD
Recommendation strong_buy
# Analysts 16
Identifiers
ISINUS2193501051
CUSIP219350105
FIGIBBG000BKG6Q3
SEDOL2224701
Sentiment 62.0%
Positive drivers

Corning's optical communications segment saw increased demand from AI data center buildouts, driving revenue growth projections. New specialty glass innovations for semiconductor applications attracted positive analyst coverage. Strategic partnerships with leading AI hardware firms enhanced long-term growth outlook.

Neutral / mixed

Global economic uncertainty and interest rate fluctuations created mixed trading patterns for GLW shares. The company's diversified portfolio across display and environmental technologies provided stability amid sector volatility. Ongoing R&D spending balanced short-term margin pressure with future innovation potential.

Negative drivers

Supply chain constraints for high-purity materials led to minor production delays in Q3 2026. Intensifying competition from low-cost Asian glass manufacturers pressured pricing in core segments. Recent earnings slightly missed estimates due to higher energy costs.

Bottom line

Overall sentiment remains mildly positive, anchored by AI-driven opportunities in optics and specialty materials. Operational headwinds and market volatility temper enthusiasm but do not outweigh the growth narrative.