GLW Rides on Solid Traction in the Solar Vertical: Will it Persist?
Corning's Solar segment revenues jumped 80% to $370M in Q1 2026 as demand for U.S.-made solar products accelerates and growth targets move higher.
GLW - Corning Incorporated
Price:
--
--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$168.56
DETAILS
HIGH:
$223.00
LOW:
$120.00
MEDIAN:
$180.00
CONSENSUS:
$168.56
DOWNSIDE:
13.14%
Stock News
This Is Why Corning's Stock Keeps Springing To The Upside
Corning (GLW) has transformed from a legacy glass company into a high-quality infrastructure materials business, driven by AI/data center optical demand. Optical Communications now represents 38% of GLW's revenue, with enterprise sales growing 106% year-over-year. The Springboard Plan underpins accelerated sales, margin expansion, and cash flow, with upgraded targets of $6.5B incremental sales and 20% operating margin by the end-2026.
Nvidia Might Have Just Revealed the AI Sleeper Stock That Investors Missed
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been on quite the investment spree in the past year, and while much of the AI bets and partnerships have begun to bear fruit after the latest run in AI-related names, questions linger as to how all these “circular” bets change the risk/reward profile of the world's largest company.
Here's Why Corning (GLW) is a Strong Growth Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Giant US power merger bets on AI build-out, but may hinge on power bills
NextEra and Dominion Energy's massive merger may depend on whether the combined company can keep power bills in check even as it rushes to supply the energy-hungry data centers that have pushed consumer electricity prices higher.
Can Rising Demand for Fiber Optics Solutions Drive Corning's Growth?
GLW is intensifying its push into fiber optics as AI data centers and high-speed Internet demand lift Optical Communications sales 36% to $1.85B.
Corning Incorporated (GLW) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Corning Incorporated (GLW) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Stock Of The Day: Is It Time To Buy Corning?
Corning Incorporated (NYSE:GLW) shares are trending lower on Tuesday. They lost almost 7% yesterday following an announcement that there was significant selling by an insider.
AI Supercharged This Flatlining U.S. Manufacturing Stock. Now It's Just Scored a Massive New Nvidia Partnership.
Corning's stock price has more than doubled this year, and Nvidia could boost it even higher.
AI's time machine: How Cisco, Intel, and Corning are reviving fears of the tech crash
More than 25 years after the dot-com crash wiped out trillions of dollars in market value, some of the same companies that once symbolised the excesses of the internet boom are once again at the centre of Wall Street's hottest rally. Cisco Systems, Intel and Corning — three companies whose meteoric rise and collapse came to define the technology bubble of 2000 — are now staging dramatic comebacks powered by investor enthusiasm around artificial intelligence.
The Big 3: F, GLW, AVGO
Dan Deming walks us through today's Big 3 trades. He highlights Ford's (F) potential breakout setup, Corning's (GLW) strong AI-driven growth story, and Broadcom's (AVGO) continued upside after multiple analyst upgrades.
30,000 Truckloads. Nvidia CEO Jensen Huang Calls AI Infrastructure Buildout the Largest in Human History.
Although Wall Street has spent the past three years arguing about whether AI capex is a bubble, one figure from Nvidia CEO Jensen Huang makes it all pretty clear.
Corning vs. Nokia: Which Connectivity Stock is the Better Buy Now?
GLW's AI-ready optical connectivity and market-platform revamp beat NOK's 5G push, even as GLW trades at a richer price/sales.
Is This Surging Semiconductor Stock a Buy After Its Blockbuster Deal With Nvidia?
Corning stock has quadrupled during the past 12 months, and it probably isn't done yet.
Corning Surges 137.4% Year to Date: How to Play the Stock
GLW rides on AI data center demand with expanded U.S. manufacturing and photonics growth plans, but competition and cyclical markets remain risks.
3 Optical Component Giants in Focus on Massive AI Data Center Growth
AI data center growth is fueling demand for optical components, lifting prospects for GLW, LITE and COHR.
Corning surges to record high: is the AI boom just beginning?
Corning GLW shares surged more than 10% on Monday, hitting a new 52-week high of $208.34, as investors reacted to a combination of bullish analyst actions, a major Nvidia partnership, and an upgraded long-term growth outlook tied to artificial intelligence infrastructure demand. The sharp rally came after Bank of America added Corning to its “US 1 List,” a collection of the firm's top investment ideas.
BofA Just Picked FedEx Stock as One of Its Best Ideas: Logistics Giant Joins the US 1 List
Bank of America has added FedEx (NYSE:FDX | FDX Price Prediction) to its “US 1 List,” a collection of its best investment ideas.
Cathie Wood Picks 5 Bubble-Era Stocks That Are Riding The AI Wave: 'Blasts From The Past' She Says
The AI trade is no longer just about the usual mega-cap winners. According to Cathie Wood, some of the biggest surprise beneficiaries of the artificial intelligence boom are companies many investors had long written off as relics of earlier tech cycles.
Corning Incorporated (GLW) Discusses Upgrade and Extension of Springboard Plan, New Growth Phase, and Photonics Opportunities Transcript
Corning Incorporated (GLW) Discusses Upgrade and Extension of Springboard Plan, New Growth Phase, and Photonics Opportunities Transcript
Price Targets
Corning price target raised to $220 from $190 at Mizuho
$220.00
(was $207.30)
Mizuho Securities
Corning price target raised to $180 from $140 at Morgan Stanley
$180.00
(was $192.70)
Meta Marshall
·
Morgan Stanley
Corning price target raised to $180 from $149 at Barclays
$180.00
(was $182.41)
Tim Long
·
Barclays
Corning price target raised to $223 from $179 at UBS
$223.00
(was $181.57)
UBS
Corning price target raised to $149 from $125 at Truist
$149.00
(was $149.31)
Truist Financial
Corning price target raised to $180 from $125 at Susquehanna
$180.00
(was $153.05)
Susquehanna
Corning price target raised to $149 from $100 at Barclays
$149.00
(was $153.05)
Tim Long
·
Barclays
Corning price target raised to $140 from $127 at Morgan Stanley
$140.00
(was $164.37)
Meta Marshall
·
Morgan Stanley
Corning price target raised to $160 from $155 at Mizuho
$160.00
(was $165.10)
Mizuho Securities
Corning price target raised to $127 from $103 at Morgan Stanley
$127.00
(was $139.51)
Morgan Stanley
Corning price target raised to $145 from $120 at Mizuho
$145.00
(was $139.51)
Mizuho Securities
Corning price target raised to $135 from $124 at HSBC
$135.00
(was $131.50)
Stephen Bersey
·
HSBC
Corning price target raised to $125 from $109 at UBS
$125.00
(was $105.58)
Joshua Spector
·
UBS
Corning price target raised to $103 from $98 at Morgan Stanley
$103.00
(was $100.86)
Morgan Stanley
Corning price target raised to $120 from $100 at Oppenheimer
$120.00
(was $102.76)
Oppenheimer
Corning price target raised to $125 from $100 at Susquehanna
$125.00
(was $104.29)
Susquehanna
Corning price target raised to $120 from $97 at Mizuho
$120.00
(was $104.29)
Mizuho Securities
Corning price target raised to $100 from $83 at Barclays
$100.00
(was $104.29)
Barclays
Corning (GLW) PT Raised to $130 at Wolfe Research; Deal to double annual revenue with Meta
$130.00
(was $110.98)
George Notter
·
Wolfe Research
Corning price target raised to $98 from $82 at Morgan Stanley
$98.00
(was $86.29)
Meta Marshall
·
Morgan Stanley