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 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.
Does Corning (GLW) have what it takes to be a top stock pick for momentum investors? Let's find out.
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.
TEN, LAZ and GLW made it to the Zacks Rank #1 (Strong Buy) income stocks list on August 6, 2025.
The shares of Corning Inc (NYSE:GLW) were last seen trading near breakeven at $62.62, after earlier surging to a 25-year high of $63.91.
The headline numbers for Corning (GLW) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Corning (GLW) came out with quarterly earnings of $0.6 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.47 per share a year ago.
Corning (NYSE:GLW) is set to report its earnings on Tuesday, July 29, 2025. Analyzing data from the last five years, GLW stock has often shown negative one-day returns after earnings announcements, occurring in 60% of cases.
Get a deeper insight into the potential performance of Corning (GLW) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
GLW's Q2 results may reflect strong top-line growth from Optical and Specialty gains, despite softness in Displays.
Corning's Q1 results beat expectations, thanks to the Optical segment. Q2 guidance is only modestly above consensus. In our last update, the company traded at a 15x P/E. We believe caution is warranted due to potential margin pressures and elevated market expectations. Tariff headwinds and high valuations mean even small earnings misses could trigger sharp corrections. We believe Corning is priced in at this valuation.