Corning Inc. (GLW)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-14
$143.60-13.70%
Close 2026-09-14 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-14
Research Workspace
Put GLW beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electronic Components is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Grow core sales and EPS with at least 14% YoY revenue growth: Q2 FY26 +17.0% vs 14% target.
View ThesisRevenue growth is accelerating — up about 19% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 4% on a typical day and fell roughly 51% in its worst 12-month stretch.
View RiskCorning's growth in optical communications, driven by strong demand for AI infrastructure, supports its valuation. Revenue grew 17% year over year, and the latest quarter beat expectations. It trades at 58× P/E versus a peer median of 44×, indicating a premium for growth potential. The primary risk is a potential guidance cut, with an 18% miss probability for the next quarter. Peer multiples imply a price about 28% below where it trades.
Trailing returns as of 2026-09-14. GLW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering GLW (as of Sep 2026).
Based on 6 Wall Street analysts offering 12-month price targets for GLW in the last 4 months.
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Compare GLW with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| GLW Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electronic Components — fair value, gap to price, and forward P/E.
Compare the value case
Put GLW next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Equity offering dilutes value, impacting growth potential.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $143.60
The last 12 months of price, then the range of analyst 12-month targets from today’s $143.60.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Expand U.S. optical connectivity manufacturing capacity 10x
Equity offering may hinder growth plans and investor confidence.
Advances: Execute and accelerate Springboard growth plan
AI trade shift supports Springboard growth plan.
Advances: Execute and accelerate Springboard growth plan
Verizon deal significantly boosts growth prospects.
Advances: Execute and accelerate Springboard growth plan
Verizon deal supports Springboard growth plan execution.
Advances: Execute and accelerate Springboard growth plan
Positive growth momentum aligns with Springboard growth plan.
Advances: Execute and accelerate Springboard growth plan
Positive optics earnings support growth plan execution.
Advances: Ramp and improve profitability of Solar segment
Proposed tariffs could enhance Solar segment profitability.