Corning, Inc. (GLW)

Yesterday, Corning (GLW; $47.62; O/P) announced it is formally collaborating with Broadcom (AVGO; $232.42; NR) on a co-packaged optics (CPO) infrastructure aimed at increasing networking and processing bandwidth, density, and power efficiency, by reducing distances…

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…