GLW
CORNING INC /NYEvidence as of 2026-09-02Overview · CORNING INC /NY
Corning Incorporated engages in the display technologies, optical communications, environmental technologies, specialty materials, and life sciences businesses worldwide. The company's Display Technologies segment offers glass substrates for flat panel displays, including liquid crystal displays and organic light-emitting diodes that are used in televisions, notebook computers, desktop monitors, tablets, and handheld…
Management team
- Mr. John Z. Zhang · Senior VP & GM of Display, Mobile Consumer Electronics & Corning AsiaFind on LinkedIn
- Mr. Avery H. Nelson III · Senior VP and GM of Automotive, Live Sciences & SolarFind on LinkedIn
- Mr. Lewis A. Steverson J.D. · Executive VP and Chief Legal & Administrative OfficerFind on LinkedIn
- Mr. Edward A. Schlesinger · Executive VP & CFOFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
Mixed evidence (Mixed, +0.1 of a possible +2; confidence high). Revenues rose from $ 3,452,000,000 in Q1 2025 (fiscal quarter ended 2025-04-24) to $ 4,144,000,000 in Q1 2026 (fiscal quarter ended 2026-04-24). Gross profit moved from $ 1,214,000,000 to $ 1,528,000,000, taking gross margin from about 35.2% to about 36.9%, and operating income rose from $ 445,000,000 to $ 639,000,000 with operating margin improving from ~12.9% to ~15.4%.
Net income and EPS also expanded in the quarter-to-quarter comparison, with net income increasing from $ 157,000,000 to $ 371,000,000 and diluted EPS rising from $ 0.18 to $ 0.43. Common shares outstanding edged up modestly (856,471,447 to 860,637,825), reported liabilities increased to $ 18,904,000,000 as of 31 March 2026, and trailing metrics in filings show continued topline and margin gains into the June 30, 2026 periods (for example, three-month net sales of $ 4,505 million, gross margin dollars up 17% year-over-year).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenues rose from $3,452,000,000 in Q1 2025 (2025-01-01 to 2025-03-31) to $4,144,000,000 in fiscal Q1 2026, ended 31 March 2026.
XBRL companyfacts · 0001628280-25-021711Gross profit increased from $1,214,000,000 in Q1 2025 (2025-01-01 to 2025-03-31) to $1,528,000,000 in fiscal Q1 2026, ended 31 March 2026; gross margin moved from about 35.2% (1,214/3,452) to about 36.9% (1,528/4,144).
XBRL companyfacts · 0001628280-25-021711Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
For the three months ended June 30, 2026, net sales increased $643 million, or 17%, to $4,505 million versus the same period in 2025, and for the six months ended June 30, 2026, net sales increased $1.3 billion, or 18%, to $8,649 million versus the same period in 2025.
10-Q filed 2026-07-29Gross margin was $1,628 million (36% of sales) for the three months ended June 30, 2026 and $3,156 million (36% of sales) for the six months ended June 30, 2026, with gross margin dollars rising 17% and 21% for the three- and six-month periods, respectively, versus prior-year periods.
10-Q filed 2026-07-29Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Over the trailing 12+1 period the computed momentum is +134.4% and ranks in the 95th percentile of the 547-stock research universe on 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debateTwelve-month relative strength versus SPY is +99.5% on 2026-09-01, indicating the security materially outperformed the benchmark over that window within the universe.
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
The aggregated 13F-reported institutional holdings value was $82.94B as of the quarter ended 2026-03-31, with total institutional holder count 2,239 and a quarter-over-quarter holder count change of +338.
13F holdings · 2239 filers · as of 2026-03-31Reported institutional holdings rose 51.0% quarter-over-quarter (value_qoq_pct = 51.0) and the report shows 2 new positions and 149 exited positions in the quarter ended 2026-03-31.
13F holdings · 2239 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple outlets frame recent coverage around AI-driven demand and fiber-market growth for Corning, tying the company to data-center, 5G and broadband tailwinds.
News · finance.yahoo.com · 2026-08-31Several articles characterize Corning's business as benefiting from the AI boom and strong sales momentum.
News · fool.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Wendell P Weeks (Chairman, CEO and President) sold 100,000 shares for $18.6M on 2026-06-09.
Form 4 · WEEKS WENDELL P (Chairman, CEO and President) · $2.7M code M · 2026-06-09STEVERSON LEWIS A (Vice Chairman, EVP and CLAO) sold 27,750 shares for $5.4M on 2026-05-08.
Form 4 · STEVERSON LEWIS A (Vice Chairman, EVP and CLAO) · $5.4M sold · 2026-05-08Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The trailing twelve-month price/earnings ratio is 88.22.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month operating income (OperatingIncomeLoss) is $2,246,000,000.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The set of operational and top-line claims together make a favorable case: sequential and year-over-year revenue growth (fundamentals-0, filings-0) accompanied by expanding gross and operating margins (fundamentals-1, fundamentals-2, filings-1) produced materially higher net income and EPS (fundamentals-3). Management-level investment activity and market positioning are consistent with demand narratives: recurring repurchase activity (fundamentals-6), widespread ETF inclusion and large-scale institutional inflows (ownership-3, ownership-0, ownership-1), and multiple media outlets tying the business to AI/data-center and fiber tailwinds (news-0, news-1). Long-window market momentum and relative-strength metrics (market-0, market-1) align with those fundamental improvements, and trailing operating income shows meaningful scale (valuation-1). While some bear points note valuation, recent tax and translation effects and quarter-to-date earnings momentum help explain the high P/E and the disparity between reported earnings and cash-flow measures.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.34
42 surviving claims rest on 18 distinct sources; the heaviest analyst carries 17% of them, and 95% of what the desk raised survived the debate.
The evidence set is moderately concentrated: 42 surviving claims draw on 18 distinct sources, so multiple independent documents support the read—but a single top analyst accounts for a noticeable share of the desk’s assertions, which raises some analyst-dependence risk. A 95% survival rate from debate indicates high internal consistency among the desk’s claims, but users should treat items that rely on few primary filings or computed signals as less robust under the fragility lens.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
18 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.6 to the score
4 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.4 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.4 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.8 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
18 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−1.2 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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Institutional holders
Net institutional flow, Q/Q
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Insider buys, 90 days
Clustered insider value
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The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.