Added to YB: 2026-07-31
Pitch date: 2026-07-29
GLW [neutral]
Corning Incorporated
+3.68%
current return
Author Info
JP Insights is analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency. Sign up for the newsletter.
Company Info
Corning Incorporated operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally.
Market Cap
$112.4B
Pitch Price
$130.42
Price Target
N/A
Dividend
0.90%
EV/EBITDA
28.46
P/E
57.23
EV/Sales
7.01
Sector
Electronic Equipment, Instruments and Components
Category
growth
Five Earnings Reports Before Vertiv and Flex Take Over the Day - Corning Incorporated
GLW (earnings): Q2 core sales $4.74B (+17%), core EPS $0.78 (+30%), op margin +190bps to 20.9%, adj FCF $1.42B. Optical +32%, AI data center sales ~2x. Springboard targets: $20B run-rate by '26, $40B by '30, 19% CAGR. Meta $6B, Amazon, NVIDIA deals. Solar +90% but small loss. $8.4B debt vs $2.5B cash. Photonics upside undervalued; 2030 targets aggressive.
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