GLW (US)

This morning (6/23), the European Automotive Manufacturers Association released car registration data from the region for the month of May, which suggested demand for vehicles in European markets remained relatively solid, albeit at a somewhat…

We raise our 2026/2027E EPS from $2.90/$3.25 to $3.10/3.75 for Corning (GLW; $153.05; E/W) after the company produced some modest Q1 upside with some more favorable forward-looking guidance, which was not surprisingly led by Optical…

We think Corning (GLW; $168.14; E/W) produces a very solid set of Q1 results and guidance, which are scheduled for April 28th (before market), including healthy upside from Optical Communications (~40% of 2026E sales and…

We think investors should generally expect favorable Q1 results and guidance from the tech supply chain during CQ1 EPS season. Although, we think it reasonable to question, across a range of markets, if the ongoing…

Earlier this week, we toured Corning’s (GLW; $131.90; E/W) trade show booth at OFC in Los Angeles where we had the opportunity to meet with a number of managers, led by Michael O’Day, Senior VP…