Corning Incorporated (GLW)
Corning Incorporated (GLW) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference (Transcript)
Corning Incorporated (NYSE:GLW ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 8:50 AM EDT Company Participants Edward Schlesinger - Executive Vice President & Chief Financial Officer Conference Call Participants Asiya Merchant - Citigroup Inc., Research Division Presentation Asiya Merchant VP & Analyst All right. Good morning, everyone.
Corning Rises 43.6% Year to Date: Reason to Buy the Stock?
GLW's 43.6% YTD surge is fueled by solid traction in the optical communication and Specialty Materials segments, and major tech partnerships driving growth momentum.
Analyst Upgrades Tech Stock on AI Potential
Shares of Corning Inc (NYSE:GLW) are up 2.2% to trade at $68.53 this morning, after UBS Securities upgraded the stock to "buy" from "neutral.
Corning (GLW) Upgraded to Strong Buy: What Does It Mean for the Stock?
Corning (GLW) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
GLW, NEM, RTX: Sector Leaders Outside A.I. & NVDA
Market breadth continues to expand, and Larry Tentarelli urges investors to look beyond Big Tech to discover new leaders in the latest sector rotation. He points to Corning (GLW) breaking out due to its $2.5 billion Apple (AAPL) contract to develop glass for iPhone and related products.
Is the Options Market Predicting a Spike in Corning Stock?
Investors need to pay close attention to Corning stock based on the movements in the options market lately.
Corning Finally Gets A Tech-Like Valuation
Corning's strong growth is driven by AI-fueled demand for fiber optics and successful execution of Project Springboard, boosting sales, margins, and returns. GLW benefits from secular trends in data center expansion and telecom network upgrades, with significant future upside in AI node scaling and fiber replacement. Corning maintains a solid balance sheet, safe dividend, and robust earnings growth, but its current valuation is well above historical averages.
T1, Corning reach deal to make fully American-made solar panels
U.S. solar company T1 Energy and specialty glass maker Corning have reached a deal that will establish a fully domestic solar supply chain, connecting polysilicon, wafers, cells, and panels manufactured in the United States, they said on Friday.
Corning: Impressive Performance With Stretched Valuation
Corning delivered strong Q2 2025 results, with double-digit revenue growth driven by AI and solar segments, and solid profitability improvements. Despite impressive performance and promising catalysts ahead, the stock's 65% surge in four months has pushed valuation to stretched levels. Key risks include high debt, slower R&D growth, tariff exposure, and potential demand pull-forward in Display and Gorilla Glass segments.
Corning (GLW) is a Great Momentum Stock: Should You Buy?
Does Corning (GLW) have what it takes to be a top stock pick for momentum investors? Let's find out.
3 Communication Stocks Likely to Beat Industry Conundrums
Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. GLW, VIAV and OOMA are well-positioned to make the most of the demand for seamless connectivity solutions.
Best Income Stocks to Buy for August 6th
TEN, LAZ and GLW made it to the Zacks Rank #1 (Strong Buy) income stocks list on August 6, 2025.
