GLW Corning Incorporated

bearish track record → $181.16 -1.53 (-0.8%)
Mkt Cap $167B P/E 93.3 fwd 45.9 52wk $48.62 - $211.79 12d ago
Insider selling: $35,406,037 sold by 11 insiders (30d)
Est. revisions: -0.5% (5 up, 5 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.0)

Factor Model

net +1.0 2.8 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.9
Analyst Rev.
+0.0
Narrative Gap
+0.5

GLW price targets surge amid AI expansion

Watch: Monitor Corning’s upcoming earnings and capacity ramp progress for validation of AI demand assumptions and revenue growth.

Mizuho raised its price target on Corning to $220 from $190 and maintained an Outperform rating on May 12. Oppenheimer lifted its target aggressively to $210 from $120 after Corning's investor day on May 6. Citi also raised its target to $225. Corning aims for $27B annual sales by 2028 and $35B by 2030, driven by a 10x optical capacity increase to meet AI infrastructure demand. Corning is a 5.03% top holding in the Corgi Lithography ETF, which passed $150M AUM within two weeks of launch.

Rising price targets and institutional ETF inclusion highlight strong investor confidence in Corning's AI-driven growth and manufacturing scale-up, signaling robust expansion prospects despite recent bearish consensus.

Evidence

9d ago Robust Results Boosted Corning’s (GLW) Performance in Q1 yahoo-finance
12d ago Corgi Lithography & Semiconductor Photonics ETF (EUV) Surpasses $150 Million in Assets Under Management Within Two Weeks of Launch benzinga
13d ago Mizuho Raises its Price Target on Corning (GLW) yahoo-finance
14d ago AI Supercharged This Flatlining U.S. Manufacturing Stock. Now It's Just Scored a Massive New Nvidia Partnership. yahoo-finance
16d ago Nvidia Keeps Pulling The Entire Semiconductor Sector Higher - Benzinga google-news-semiconductor
17d ago Investors Are Worried the AI Rally Has Gone Too Far. Bernstein Analysts Say Nvidia Stock Is Still ‘Cheap’ Here. yahoo-finance
17d ago NVIDIA Expands AI Data Center Optical Connectivity - Let's Data Science google-news-ai-infra
18d ago Is This Surging Semiconductor Stock a Buy After Its Blockbuster Deal With Nvidia? - AOL.com google-news-semiconductor
7 older signals
19d ago Want some photonics names to look at or buy? Here you go!
19d ago Mizuho main GLW: Outperform → Outperform
21d ago Jim Cramer Says Nvidia Is 'Tough To Beat' On Corning Deal, Points Out Google, Amazon Still Have An 'Opponent With Multiple Legs Up'
22d ago NVIDIA Corp. (NVDA) Partners with Corning to Boost Optical Connectivity Manufacturing Capacity
22d ago Jim Cramer Makes Big Prediction About Corning (GLW)
22d ago Nvidia funds construction of Corning plants, in addition to equity investment
23d ago Corning Stock Is Surging on a Major Nvidia Deal: ‘AI Is Not Just a Technology Story, It Is a Manufacturing Story’
Fundamentals & Data ▾
Corning Incorporated Technology · Electronic Components
Mkt Cap
$167B
P/E
93.3 fwd 45.9
Beta
1.14
Div Yield
58.00%
52w Range
$48.62 - $211.79
Short Interest
15.2M 1.99%
Days to Cover
1.4 -0%
Technicals downtrend
vs 20d MA
-2.4%
from 52w Hi
-13.0%
Vol (20d)
80%
1w return
-5.5%
1m return
+19.3%
Vol ratio
0.7x
Insiders
selling 0B / 11S
Analysts
bearish 0 up / 1 down
EPS Estimate
$0.76 -0.5% 30d 5up / 5dn
Est. Dispersion
7% 12 analysts
Analyst Target
$198 $149 - $230
Options P/C
0.92 1C / 1P unusual
Insider Cluster
strong sell 0B / 10S
Fund Convergence
strong D.E. Shaw, Citadel, Appaloosa, Two Sigma, Bridgewater
Financials
Revenue
$4.1B +20% YoY
FCF
$30M
Gross Margin
37%
Op Margin
15%
Momentum: decelerating
Top Holders
D.E. Shaw $1.1B
Citadel $337M
Appaloosa $137M
Two Sigma $4M
Bridgewater $2M
Recent Filings & Data
insider trade 15
net selling · $35,406,037 sold
11 insiders · 15 transactions (30d)
Recent transactions
AMIN JAYMIN · exercise · $213,759
ZHANG JOHN Z · sell · $2,769,984
BECKER STEFAN · other
VERKLEEREN RONALD L · sell · $2,077,708
FANG LI · exercise · $171,446
NELSON AVERY H III · sell · $3,918,600
AMIN JAYMIN · sell · $5,263,637
BECKER STEFAN · other
GULLO MICHELLE L · sell · $1,004,689
BECKER STEFAN · sell · $3,949,680
STEVERSON LEWIS A · sell · $5,440,593
SCHLESINGER EDWARD A · sell · $4,198,247
ZHANG JOHN Z · sell · $1,983,383
SEETHARAM SOUMYA · sell · $4,124,646
TILLMAN MICHAUNE D. · sell · $674,870
Track Record (0/1 correct) ▾

Direction History

0/1 correct at 5 days
2026-05-02 bearish +18.1% ✗
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15 signals · latest 9d ago

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