Corning, Inc. (GLW)

This morning, Corning (GLW; $65.06; O/P) announced a strategic commercial agreement with T1 Energy (TE; $1.34; NR), a Texas based producer of solar photovoltaic (PV) modules for the U.S. market from its domestically located production….

Yesterday, Apple (AAPL; $219.17; NR) announced it will be funding a $2.5B investment into Corning (GLW; $64.61; O/P) as part of AAPL’s latest U.S. Advanced Manufacturing Fund, which is aimed at incentivizing global companies to…

We raise our 2025/2026E EPS for Corning (GLW; $61.98; O/P) from $2.35/$2.65 to $2.50/$2.90 after its healthy “beat and raise”, including a second consecutive quarter of big upside from Optical Communications (~40% of 2025E sales…

Corning (GLW; $55.41; O/P) reported Q2 “core” EPS of $0.60, which was ahead of our consensus-matching $0.57 led by better-than-expected core sales ($4,045mm vs. our $3,850mm and the Street’s $3,856mm). Recall, GLW’s Q2 outlook called…

We reiterate our Outperform and raise our target from $60 to $65 on the shares of Corning (GLW; $54.29; O/P) as we expect a solid “beat and raise” from the company with its Q2 print…

We view AT&T’s (T; $28.32; NR) announcement from last Thursday (7/3) that it plans to accelerate its planned buildout of fiber infrastructure as incrementally bullish for Corning (GLW; $52.68; O/P), especially since it came so…

Our review of Corning’s (GLW; $49.49; O/P) recently filed 10-Q, along with positive news flow and data points out of the optical supply chain from the last few weeks provide further support for our Outperform…

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…