Insider selling: $65,752,243 sold by 20 insiders (30d)
Factor divergence:
DIVERGENCE: price_momentum, analyst_revisions bullish vs options_sentiment bearish
Est. revisions:
+0.2%
(2 up, 1 down in 30d)
Factor Model & Position History (net +1.5)
Factor Model
net +1.5 4.1 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.8
Analyst Rev.
+0.6
Narrative Gap
+0.0
Corning’s Q1 EPS set to rise 28%, stock surges
Watch: Corning's April 28 earnings report will confirm if its AI exposure and optical segment growth justify aggressive price targets and recent gains.
Full analysis
Corning expects fiscal Q1 2026 adjusted EPS of $0.69, a 27.8% jump from last year, with full-year EPS forecast up 23% to $3.10. Its $150.5 billion market cap supports a strong buy consensus amid 324.6% stock growth over the last 52 weeks. The S&P 500’s rebound fueled optimism in Corning’s AI-driven optical networking, pushing shares to record highs despite recent insider selling and mixed price momentum.
Robust EPS growth and AI-driven demand underpin Corning's leadership in optical materials, validating bullish analyst targets and investor enthusiasm.
Evidence
1d ago
Meet the Super Semiconductor Stock Crushing Nvidia, AMD, and Broadcom Right Now - The Motley Fool
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2d ago
Wall Street Rebounds From US-Iran War Losses, S&P 500 Turns Positive For 2026 — SanDisk, Lumentum And These Stocks Are Driving Gains In SPY ETF
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21d ago
Jim Cramer on Corning Incorporated: “We’ll Pick Some Up After the Sell, Not Before”
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32d ago
Corning Inc. (GLW) Collaborates with US Conec to License PRIZM TMT Optical Technology
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34d ago
Corning Incorporated (GLW) Gains on Strong GenAI-Driven Optical Communications Demand
yahoo-finance
6 older signals
Fundamentals & Data ▾
Corning Incorporated
Technology · Electronic Components
Mkt Cap
$147B
P/E
93.6 fwd 44.0
Beta
1.05
Div Yield
65.00%
52w Range
$40.16 - $176.75
Short Interest
17.6M 2.32%
Days to Cover
1.3 +18%
Technicals
downtrend
from 52w Hi
-3.9%
1w return
+1.9%
Insiders
selling
0B / 8S
EPS Estimate
$0.69
+0.2% 30d
2up / 1dn
Est. Dispersion
7%
11 analysts
Analyst Target
$135
$95 - $171
Options P/C
0.77
Insider Cluster
strong sell
0B / 13S
Fund Convergence
strong
D.E. Shaw, Citadel, Appaloosa, Two Sigma, Bridgewater
Financials
Revenue
$4.2B +20% YoY
FCF
$620M
Gross Margin
36%
Op Margin
16%
Momentum:
decelerating
Top Holders
D.E. Shaw
$1.1B
Citadel
$337M
Appaloosa
$137M
Two Sigma
$4M
Bridgewater
$2M
Recent Filings & Data
insider trade
135
net selling
· $65,752,243 sold
20 insiders · 135 transactions (30d)
Recent transactions
STEVERSON LEWIS A · other
WEEKS WENDELL P. · other
GULLO MICHELLE L · sell · $82,939
ZHANG JOHN Z · sell · $204,765
NELSON AVERY H III · sell · $203,800
STEVERSON LEWIS A · sell · $2,000,956
AMIN JAYMIN · other
SEETHARAM SOUMYA · other
O'DAY MICHAEL PAUL · other
GULLO MICHELLE L · other
VERKLEEREN RONALD L · other
ZHANG JOHN Z · other
BECKER STEFAN · other
FANG LI · other
NELSON AVERY H III · sell · $812,722
NELSON AVERY H III · other
MUSSER ERIC S. · sell · $1,953,711
SCHLESINGER EDWARD A · other
KAMMERUD JORDANA DARYL · sell · $3,830,019
STEVERSON LEWIS A · other
WEEKS WENDELL P. · other
AMIN JAYMIN · other
O'DAY MICHAEL PAUL · other
GULLO MICHELLE L · other
VERKLEEREN RONALD L · other
FANG LI · sell · $1,112,077
FANG LI · exercise · $196,856
NELSON AVERY H III · other
MUSSER ERIC S. · other
SCHLESINGER EDWARD A · other
KAMMERUD JORDANA DARYL · other
STEVERSON LEWIS A · other
WEEKS WENDELL P. · other
O'DAY MICHAEL PAUL · sell · $558,232
MUSSER ERIC S. · sell · $2,750,080
GULLO MICHELLE L · sell · $4,505
SCHLESINGER EDWARD A · sell · $2,206,326
SCHLESINGER EDWARD A · exercise · $175,376
KAMMERUD JORDANA DARYL · other
AMIN JAYMIN · other
O'DAY MICHAEL PAUL · other
GULLO MICHELLE L · other
VERKLEEREN RONALD L · other
NELSON AVERY H III · other
SCHLESINGER EDWARD A · other
VERKLEEREN RONALD L · other
O'DAY MICHAEL PAUL · other
SEETHARAM SOUMYA · sell · $1,502,203
VERKLEEREN RONALD L · sell · $1,988,580
WEEKS WENDELL P. · other
SEETHARAM SOUMYA · award
VERKLEEREN RONALD L · other
SCHLESINGER EDWARD A · sell · $1,906,486
SCHLESINGER EDWARD A · exercise · $299,988
STEVERSON LEWIS A · sell · $2,060,765
AMIN JAYMIN · other
BECKER STEFAN · sell · $1,104,535
MUSSER ERIC S. · sell · $9,017,340
MUSSER ERIC S. · other
AMIN JAYMIN · sell · $1,367,698
AMIN JAYMIN · exercise · $159,363
WEEKS WENDELL P. · other
MUSSER ERIC S. · sell · $1,404,624
WRIGHTON MARK S · other
ZHANG JOHN Z · sell · $79,425
MUSSER ERIC S. · sell · $1,231,184
MUSSER ERIC S. · exercise · $370,402
SEETHARAM SOUMYA · other
MUSSER ERIC S. · sell · $1,317,576
WEEKS WENDELL P. · sell · $5,351,933
O'DAY MICHAEL PAUL · sell · $927,912
NELSON AVERY H III · sell · $2,256,357
NELSON AVERY H III · exercise · $573,817
SCHLESINGER EDWARD A · sell · $877,013
STEVERSON LEWIS A · sell · $1,035,774
VERKLEEREN RONALD L · sell · $1,010,406
MUSSER ERIC S. · sell · $1,022,284
SCHLESINGER EDWARD A · sell · $222,534
SEETHARAM SOUMYA · sell · $325,285
BECKER STEFAN · sell · $849,838
SEETHARAM SOUMYA · sell · $715,797
ZHANG JOHN Z · sell · $473,679
ZHANG JOHN Z · sell · $375,294
BELL MICHAEL ALAN · sell · $892,768
AMIN JAYMIN · other
O'DAY MICHAEL PAUL · other
VERKLEEREN RONALD L · other
ZHANG JOHN Z · other
BECKER STEFAN · other
BELL MICHAEL ALAN · other
NELSON AVERY H III · other
MUSSER ERIC S. · other
SCHLESINGER EDWARD A · other
STEVERSON LEWIS A · other
WEEKS WENDELL P. · other
WEEKS WENDELL P. · sell · $5,007,964
SCHLESINGER EDWARD A · sell · $218,518
ZHANG JOHN Z · sell · $744,757
ZHANG JOHN Z · exercise · $424,984
AMIN JAYMIN · other
VERKLEEREN RONALD L · other
ZHANG JOHN Z · other
BECKER STEFAN · other
FANG LI · other
NELSON AVERY H III · other
MUSSER ERIC S. · other
STEVERSON LEWIS A · other
TOOKES HANSEL E II · other
AMIN JAYMIN · other
O'DAY MICHAEL PAUL · other
BELL MICHAEL ALAN · other
NELSON AVERY H III · other
MUSSER ERIC S. · other
SCHLESINGER EDWARD A · other
STEVERSON LEWIS A · other
EVENSON JEFFREY W · other
WEEKS WENDELL P. · other
MUSSER ERIC S. · sell · $1,557,738
BELL MICHAEL ALAN · sell · $110,165
BELL MICHAEL ALAN · exercise · $25,231
AMIN JAYMIN · other
O'DAY MICHAEL PAUL · other
BELL MICHAEL ALAN · other
NELSON AVERY H III · other
MUSSER ERIC S. · other
CURRAN MARTIN J · other
SCHLESINGER EDWARD A · other
STEVERSON LEWIS A · other
WEEKS WENDELL P. · other
BELL MICHAEL ALAN · other
AMIN JAYMIN · other
BAYNE JOHN P JR · sell · $435,725
BAYNE JOHN P JR · exercise · $175,014
BAYNE JOHN P JR · sell · $241,954
CURRAN MARTIN J · sell · $2,398,000
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Filing analysis pending — next scan runs every 12 hours
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Transcript analysis coming soon
14 signals · latest 3h ago
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