GLW
CorningCNYSE / Technology Hardware & Equipment
Last Price
At close
2026-06-02
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
Mixed
Lead driver
Momentum
What changed
8 setup hits (3d) with net bullish as of 2026-06-02.
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
76
Value
47
Sentiment
35
Setup hits (3d)
8 · Net Bullish
AI TargetsBase $145.00 · Bull $175.00 · Bear $120.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-29 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Bullish
Target $131.55
Why
Momentum76 · Δ7d -2.4
Value47 · Δ7d +0.5
Sentiment35 · Δ7d +10.3
So what
Balanced signals (Net Bullish). Wait for confirmation before sizing up.
Lead driver: Momentum · See technicals
Momentum
76
34% active weight
Current posture
7d trendImproving
Δ7d
-2.4
Δ21d
-1.0
Value
47
32% active weight
Current posture
7d trendFlat
Δ7d
+0.5
Δ21d
+0.6
Sentiment
35
33% active weight
Current posture
7d trendImproving
Δ7d
+10.3
Δ21d
+18.9
Why this grade
Composite grade C. Momentum 76.1 / Value 46.9 / Sentiment 34.7
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$152.07B
Beta
1.13
Shares Out
857.36M
P/E (TTM)
56.3
P/S (TTM)
5.10
P/FCF (TTM)
449.94
Rev YoY
+20.9%
EPS YoY
+461.6%
Gross Margin
+35.7%
Op Margin
+13.4%
Net Debt
$5.44B
Current Ratio
1.56
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology