Corning, Inc. (GLW)


January 9, 2023

GLW: CES Highlights Auto Display Possibilities

By Steven Fox

We see recent news flow tied to new auto display innovations out of the Consumer Electronics Show (CES) in Las Vegas, along with our own checks at the tradeshow, boding well for Corning’s (GLW; $35.38;…

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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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