Corning, Inc. (GLW)


December 15, 2022

GLW: Further Building Out AutoGrade Glass Reach

By Steven Fox

Earlier this week (12/13), Corning (GLW; $32.74; E/W) announced it is building on its existing partnership with LG Electronics (066570.KR; W88,700; NR) and is now providing new sustainable cover glass solutions for curved interior auto…

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November 30, 2022

GLW: Another Round of Cover Glass Advancement

By Steven Fox

This morning, Corning (GLW; $33.21; E/W) announced its latest cover glass advancement with the launch of Gorilla Glass Victus 2, which is based on a new glass composition that offers better drop performance vs. its…

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October 26, 2022

Reduce Rating to Equal-Weight

By Steven Fox

We reduce our rating on the shares of Corning (GLW; $31.73) from Outperform to Equal-Weight. The company’s Q3 results and outlook leads us to believe that GLW faces an extended recovery period in consumer markets…

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October 25, 2022

First Look at Q3 Results and Outlook

By Steven Fox

Corning (GLW; $32.33; O/P) reported Q3 “core” EPS of $0.51 that was in line with our and the Street’s modeling on core sales of $3,666mm, which compared to our $3,650mm and the Street’s $3,664mm. Recall,…

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October 20, 2022

Looking for a Bottom in LCD Glass

By Steven Fox

We think risk/reward on the shares of Corning (GLW; $31.42; O/P) leans positive into its Q3 print, scheduled for Tuesday (10/25 before market). The stock is now down 28% from its 52-week high, including -16%…

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September 21, 2022

Some Bullish Optical Talk to Consider

By Steven Fox

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September 15, 2022

More Support for Pharma Glass Expansion

By Steven Fox

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June 13, 2022

De-Risking Our Model

By Steven Fox

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June 7, 2022

Our Latest Optionality Thoughts

By Steven Fox

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