Corning (GLW)
Maker of optical connectivity, display glass, automotive ceramics, and solar silicon products.
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Sells optical fiber and connectivity, display and device glass, automotive ceramics and glass, and solar silicon products, with smaller life-sciences and pharmaceutical-glass operations. Demand follows infrastructure, electronics, vehicle, and solar markets, while each business depends on a relatively small set of end customers.
Builds specialty glass, ceramics, optical-fiber components, and silicon products through four reportable segments. Optical Communications supplies fiber, cable, and connectivity for carrier, enterprise, and hyperscale data-center networks. Glass Innovations combines display substrates, Gorilla Glass cover materials, and precision optics; Automotive makes emissions-control ceramics and vehicle glass; Solar produces polysilicon, wafers, and modules. Life-sciences labware and pharmaceutical glass sit within a smaller emerging-growth group.
Proprietary glass-forming and strengthening processes, optical-fiber design, and large-scale manufacturing support products sold worldwide. Production spans 14 countries, while display-glass operations are concentrated in China, South Korea, and Taiwan and Solar manufactures in the United States.
Demand depends on carrier and hyperscale data-center capital spending, electronics and vehicle markets, emissions rules, and solar-policy incentives. Each business also relies on a relatively small number of end customers.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | Mizuho Securities | Target | Target: $210 | Target: $180 |
| Aug 3, 2026 | Truist Securities | Upgrade | ||
| Aug 2, 2026 | Truist Financial | Target | Target: $205 | Target: $175 |
| Jul 29, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $180 | Target: $165 |
| Jul 29, 2026 | Mizuho Securities | Target | Target: $270 | Target: $210 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.50B · Total debt $9.38B · Total assets $32.96B · Shareholders' equity $12.56B
- Revenue
- $4.51B
- Operating income
- $698.0M
- Net income
- $559.0M
HistoryDividendAnnual yield
| Institutions | 73.71% | 634.90M shares | |
|---|---|---|---|
| 2,797 holders · as of Jun 30, 2026 | |||
| Insiders | 0.18% | 1.58M shares | |
| 21 holders · as of Sep 8, 2026 | |||
| Strategic holders | 7.89% | 68.00M shares | |
| 1 holder · as of Sep 10, 2025 | |||
| Other | 18.22% | 156.91M shares | |
| remainder | |||
861.39M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Samsung Display Co., Ltd.1Strategic10 percent owner | 7.89% | 68.00M | filed Sep 10, 2025 |
BlackRock, Inc.Institution | 7.63% | 65.77M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 5.90% | 50.83M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.77% | 41.11M | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 4.18% | 36.02M | as of Jun 30, 2026 |
- Samsung Display Co., Ltd.'s own ownership statement (13G, Sep 10, 2025) reports fewer shares than the transaction reports; the statement is used.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 4, 2026 | Michelle L. Gullo | officer: Senior Vice President & CHRO | −9,874 | $152.29 |
| Aug 28, 2026 | Lewis A. Steverson | officer: Vice Chairman, EVP and CLAO | −13,100 | $151.29 |
| Jun 9, 2026 | Wendell P. Weeks | director, officer: Chairman, CEO and President | −100,000 | $186.46 |
| May 22, 2026 | Jaymin Amin | officer: SVP and Chief Tech. Officer | −27,395 | $192.14 |
| May 15, 2026 | Avery H. III Nelson | officer: Executive Vice President & COO | −20,000 | $195.93 |
- Perimeter Solutions
World's largest cable maker; key rival in optical fiber and data-center cabling.
- Thermo Fisher Scientific
World's largest lab products company; named principal rival in Corning's Life Sciences segment.
- Danaher
Diversified life sciences instruments and consumables giant; named rival in Life Sciences.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Corning | $159.06 | +0.05% | $136.98B | 72.3 | 42.6 | 8.1 | +22.7% |
| Perimeter Solutions | $30.79 | −2.66% | $5.16B | — | 18.3 | 6.8 | +31.5% |
| Thermo Fisher Scientific | $662.07 | +0.50% | $244.81B | 35.4 | 25.2 | 5.3 | +10.5% |
| Danaher | $221.63 | +2.68% | $151.67B | 38.3 | 25.1 | 6.0 | +5.5% |
| Median | 36.9 | 25.1 | 6.0 | +10.5% |