Corning, Inc. (GLW)

We are bumping up our 2025/2026E EPS from $2.25/$2.55 to $2.35/$2.65 for Corning (GLW; $44.46; O/P), which now equates to ~15% average annual EPS growth, after the company delivered some upside with its Q1 print…

Corning (GLW; $44.10; O/P) reported Q1 “core” EPS of $0.54, which was ahead of our $0.50 and the Street’s $0.51 on some better than expected core sales ($3,679mm vs. our $3,600mm and the Street’s $3,643mm)….

We are maintaining our 2025E EPS at $2.25, including $0.50 in Q1E, for Corning (GLW; $41.69; O/P) ahead of the company’s Q1 print and outlook, which is scheduled for April 29th (before market). This is…

Earlier this week, we toured Corning’s (GLW; $42.29; O/P) trade show booth at the Optical Networking and Communications Conference (OFC) in San Francisco, where we heard from Mike O’Day, SVP and GM, Optical Communications, and…

This morning, Corning (GLW; $47.60; O/P) added to its track record of regularly innovating around its cover glass solutions with the announcement of a new cover glass material, as per the introduction of Gorilla Glass…

We reiterate our Outperform on the shares of Corning (GLW; $47.27) after attending its Investor Event at the New York Stock Exchange yesterday where we heard presentations from and chatted offline with senior management, led…

We think Corning’s (GLW; $45.40; O/P) Investor Day, which is in New York next Tuesday (3/18), can prove a positive catalyst for the stock, especially with it still down 16% since 1/22. We think the…

This morning, Corning (GLW; $45.68; O/P) announced an agreement with Suniva, a North America based manufacturer of monocrystalline solar cells, and Heliene, a producer of solar photovoltaic (PV) modules, to supply the U.S. market with…

Last Thursday (2/20), Airspan Networks announced it entered into a definitive agreement to acquire Corning’s (GLW; $51.49; O/P) wireless business, which consists of the company’s distributed antenna systems (DAS) and its SpiderCloud 4G and 5G…

We reiterate our Outperform on the shares of Corning (GLW; $52.89) after our review of its recently filed 10-K, which highlighted to us a range of conservatism in our model. Importantly, this includes profit and…

We reiterate our Outperform and $60 target on the shares of Corning (GLW; $49.80) after the company delivered a solid Q4 “beat and raise” while advertising that its risk adjusted “Springboard Framework” goals for 2026E…

Corning (GLW; $51.23; O/P) reported Q4 “core” EPS of $0.57, which was modestly ahead of our consensus matching $0.56 on better-than-expected core sales ($3,874mm vs. our $3,755mm and the Street’s $3,764mm). Recall, GLW’s Q4 outlook…

We reiterate our Outperform on the shares of Corning (GLW; $53.98; O/P) ahead of the company’s Q4 results and outlook, which are scheduled for Wednesday (1/29 before market). We assume GLW produces some moderate upside…

Earlier this week, Garmin (GRMN; $211.39; NR) introduced its next-generation auto infotainment system, the Unified Cabin 2025, at the Consumer Electronics Show (CES) in Las Vegas, which includes a new ultra-wide front display that uses…

Corning (GLW; $48.00; O/P) seems to be moving quickly to address recently raised concerns from the European Commission (EC) around the company’s position in the cover glass market. Recall, the EC announced earlier this month…