GLW
CorningBNYSE / Technology Hardware & Equipment
Last Price
At close
2026-07-18
Current thesis
The best bull read is that Q1 showed real operating leverage: core sales rose 18%, core EPS rose 30%, Optical Communications grew 36%, Solar sales rose 80%, and additional hyperscale agreements suggest the AI-fiber demand spike is becoming contractual rather than merely thematic [#8-K-2026-04-28].
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta +5.7.
What can break
Broader supply-chain, utilities, and input-cost volatility could pressure fulfillment and margins if demand remains elevated [#10-K-2026-02-12].
Momentum
91
Value
48
Sentiment
40
Setup hits (3d)
— · Net —
AI TargetsBase $145.00 · Bull $175.00 · Bear $120.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-29 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net —
Target $218.54
Why
Momentum91 · Δ7d +5.7
Value48 · Δ7d +0.9
Sentiment40 · Δ7d +15.3
So what
Strength-led posture. Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
91
26% active weight
Current posture
7d trendImproving
Δ7d
+5.7
Δ21d
+18.6
Value
48
39% active weight
Current posture
7d trendFlat
Δ7d
+0.9
Δ21d
+1.2
Sentiment
40
34% active weight
Current posture
7d trendImproving
Δ7d
+15.3
Δ21d
+26.0
Why this grade
Composite grade B. Momentum 91.4 / Value 47.8 / Sentiment 40.3
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$133.06B
Beta
1.13
Shares Out
860.64M
P/E (TTM)
56.3
P/S (TTM)
5.10
P/FCF (TTM)
449.94
Rev YoY
+20.0%
EPS YoY
+135.0%
Gross Margin
+35.6%
Op Margin
+13.4%
Net Debt
$7.85B
Current Ratio
1.61
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology