Corning Incorporated (GLW)
Corning Rides AI Data Center Growth as Optical Demand Accelerates
Corning's AI data-center deals are accelerating optical demand, while a $10 billion photonics goal and U.S. expansion raise the execution stakes.
Here's Why Corning (GLW) is a Strong Growth Stock
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GLW Q2 Earnings Call Highlights AI Growth Plan
Corning highlights AI infrastructure demand, optical growth and its Springboard plan to drive sales and profitability expansion.
Corning Incorporated (GLW) Q2 2026 Earnings Call Transcript
Corning Incorporated (GLW) Q2 2026 Earnings Call Transcript
Corning Q2 Earnings Call Highlights
Corning NYSE: GLW reported second-quarter 2026 results that exceeded its guidance, led by continued growth in Optical Communications and demand for products supporting generative AI data centers. The company also reiterated its long-term Springboard growth plan, which calls for an annualized sales run rate of $20 billion by the end of 2026, $30 billion by the end of 2028 and $40 billion by the end of 2030.
Corning's Is Down 55% In A Month: The Ex-Supplier Trade Is Here (Earnings Review)
Corning's Q2 results were strong across optical and solar, but growth is clearly decelerating relative to H1. FCF surged on customer deposits rather than organic cash generation, highlighting the capex‑heavy nature of the AI‑supplier trade. After a 34% pre‑earnings drop and further post‑print capitulation, valuation compression is justified; the stock isn't attractive until 22–25x earnings.
Corning tumbles 18% after earnings, leading rout in optical stocks
Shares of Corning fell after the company reported second-quarter earnings, dragging down other optical component names in the AI space. The stock was on pace for its worst day since July 30, 2002.
Are Computer and Technology Stocks Lagging Corning (GLW) This Year?
Here is how Corning (GLW) and Grindr Inc. (GRND) have performed compared to their sector so far this year.
Compared to Estimates, Corning (GLW) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Corning (GLW) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Corning Stock Suffers From Guidance Whiff, AI Infrastructure Rotation
Corning Inc (NYSE:GLW) stock is near the bottom of the New York Stock Exchange today, down 19.3% to trade at $115.66.
Corning Beats Q2 Earnings Estimates on Optical and Solar Growth
GLW beats Q2 estimates as AI-driven optical demand and surging solar sales lifted revenues, margins and cash flow.
Corning (GLW) Surpasses Q2 Earnings and Revenue Estimates
Corning (GLW) came out with quarterly earnings of $0.78 per share, beating the Zacks Consensus Estimate of $0.76 per share. This compares to earnings of $0.6 per share a year ago.
